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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

ROGCO, LP

Quarter ended Q4 2025 · Filed January 30, 2026 · Accession 0001140361-26-002841

Total Value
$302.0M
Positions
205
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (205)

#IssuerTicker / CUSIPSharesValue% of Filing
1iShares Core S&P 500 ETF46428720091,429$62.6M20.74%
2iShares Core MSCI EAFE ETF46432F842236,578$21.2M7.01%
3Vanguard Total Bond Market ETF921937835248,609$18.4M6.10%
4iShares Gold TrustIAU212,044$17.2M5.70%
5Vanguard Short-Term Treasury ETF92206C102254,178$14.9M4.94%
6State Street SPDR S/t Corp Bd ETF78464A474443,186$13.4M4.43%
7Vanguard Intmdt-Term Trs ETF92206C706177,325$10.6M3.52%
8iShares Core MSCI Emerging Markets ETF46434G103136,856$9.2M3.05%
9iShares Core S&P Mid-Cap ETF464287507128,847$8.5M2.82%
10Principal Spectrum Pref Secs Actv ETF74255Y888387,187$7.4M2.44%
11Apple Inc.AAPL22,006$6.0M1.98%
12T. Rowe Price Exchangetraded Funds Inc U.S. Equity Research Etf87283Q503136,204$5.8M1.93%
13Microsoft Corp.MSFT10,847$5.2M1.74%
14Lincoln Electric Holdings Inc.53390010620,020$4.8M1.59%
15Nvidia Corp CommonNVDA22,027$4.1M1.36%
16iShares S&P 500 Value ETF46428740818,926$4.0M1.33%
17Alphabet Inc. Class AGOOG12,291$3.8M1.27%
18iShares S&P 500 Growth ETF46428730928,125$3.5M1.15%
19iShares Short-Term National Muni Bond ETF46428815826,427$2.8M0.93%
20Broadcom IncAVGO7,778$2.7M0.89%
21Johnson & JohnsonJNJ11,705$2.4M0.80%
22Amazon.com Inc.AMZN10,029$2.3M0.77%
23Blackrock Funding Inc Ordinary SharesBLK2,012$2.2M0.71%
24iShares Core S&P Small-Cap ETF46428780415,598$1.9M0.62%
25Chevron Corp.CVX11,524$1.8M0.58%
26JPMorgan Chase & Co.VYLD5,275$1.7M0.56%
27Procter & Gamble Co.74271810911,672$1.7M0.55%
28PepsiCo IncPEP11,599$1.7M0.55%
29AbbVie Inc.ABBV6,715$1.5M0.51%
30Caterpillar Inc.CAT2,511$1.4M0.48%
31RTX Corporation (formerly Raytheon Technologies Corp)RTX7,755$1.4M0.47%
32International Business Machines Corp.INTR4,379$1.3M0.43%
33Visa Inc. Class AV3,642$1.3M0.42%
34Tesla IncTSLA2,817$1.3M0.42%
35Bank of America Corp.06050510422,578$1.2M0.41%
36McDonald's Corp.MCD3,923$1.2M0.40%
37Waste Management Inc.94106L1095,350$1.2M0.39%
38Home Depot Inc.HD3,332$1.1M0.38%
39iShares National Muni Bond ETF46428841410,646$1.1M0.38%
40Meta Platforms, Inc CL AMETA1,680$1.1M0.37%
41Emerson Electric Co.EMR8,119$1.1M0.36%
42Wal-Mart Stores Inc.WMT9,611$1.1M0.35%
43Cisco Systems IncCSCO13,238$1.0M0.34%
44Blackrock Institutional Trust Company N.A. Ishares Esg Msci Kld 400 Etf4642885707,901$1.0M0.34%
45Morgan Stanley CommonMS-PQ5,678$1.0M0.33%
46Honeywell International Inc.4385161065,079$990,8620.33%
47American Electric Power Co. Inc.0255371018,292$956,1510.32%
48Merck & Co. Inc.MRK9,078$955,5500.32%
49Public StoragePSA-PS3,648$946,6560.31%
50Lockheed Martin CorpLMT1,908$922,8420.31%
51Southern Co.SOMN10,423$908,8860.30%
52General Dynamics Corp.GD2,516$847,0370.28%
53Paychex Inc.PAYX7,310$820,0360.27%
54State Street SPDR S&P 500 ETF Trust (formerly SPDR S&P 500 ETF)SPY1,195$814,8940.27%
55Marriott International Inc5719032022,478$768,7750.25%
56Palo Alto Networks Inc.PANW4,103$755,7730.25%
57Berkshire Hathaway Inc Class BBRK-A1,501$754,4780.25%
58Intercontinental Exchange Inc45866F1044,633$750,3610.25%
59Cadence Design Systems IncCDNS2,384$745,1910.25%
60Cummins, Inc.CMI1,456$743,2150.25%
61Verizon Communications IncVZ17,393$708,4170.23%
62Altria Group Inc.MO12,126$699,1850.23%
63CME Group Inc.CME2,527$690,0730.23%
64Thermo Fisher Scientific Inc.TMO1,188$688,3870.23%
65Enbridge Inc.ENNPF14,325$685,1650.23%
66Uber Technologies IncUBER8,364$683,4220.23%
67Medtronic PLCMDT7,084$680,4890.23%
68Goldman Sachs Group Inc.GSCE765$672,4350.22%
69Genuine Parts Co.GPC5,468$672,3450.22%
70EOG Resources Inc.EOG6,383$670,2790.22%
71Bank New York Mellon Corp0640581005,662$657,3020.22%
72Oracle Corp.ORCL-PD3,293$641,8390.21%
73Prudential Financial Inc.PUKPF5,636$636,1920.21%
74U.S. BancorpUSB-PS11,872$633,4900.21%
75Ingredion Inc.INGR5,651$623,0790.21%
76Deere & CompanyDE1,328$618,2770.20%
77Eli Lilly & Co.LLY567$609,3440.20%
78Sysco Corp.SYY8,096$596,5940.20%
79Microchip Technology Inc.MCHPP9,205$586,5430.19%
80Duke Energy Corp.DUKB4,921$576,7900.19%
81PNC Financial Services Group Inc.6934751052,693$562,1100.19%
82Walt Disney Co.2546871064,901$557,5870.18%
83Qualcomm Inc.QCOM3,182$544,2810.18%
84Stryker Corp.SYK1,517$533,1800.18%
85NextEra Energy IncNEE-PW6,358$510,4200.17%
86iShares Select Dividend ETF4642871683,590$506,6930.17%
87Dimensional Etf Trust U.S. Core Equity 225434V70812,760$505,1680.17%
88Pfizer Inc.PFE18,251$454,4500.15%
89Marvell Technology IncMRVL5,298$450,2240.15%
90United Rentals Inc.URI510$412,7530.14%
91Prologis Inc.PLDGP3,202$408,7670.14%
92Comcast Corp. Cl ACCZ13,039$389,7360.13%
93Zoetis Inc.ZTS2,889$363,4940.12%
94Abbott LaboratoriesABLZF2,886$361,5870.12%
95Salesforce, IncCRM1,274$337,4950.11%
96Vanguard S&P 500 ETF (old cusip 922908413)922908363525$329,2430.11%
97T-mobile US Inc CommonTMUSZ1,533$311,2600.10%
98Crown Castle International CorpCCI3,262$289,8940.10%
99Invesco QQQ TrustIVZ470$288,7260.10%
100iShares ESG Aware MSCI EM ETF46434G8636,147$271,5130.09%
101iShares MSCI EAFE ETF4642874652,610$250,6380.08%
102Ishares Trust Esg Select Screened S&p Mid-Cap Etf46436E5514,921$219,7230.07%
103Netflix IncNFLX2,309$216,4920.07%
104Vanguard FTSE Developed Markets ETF9219438583,321$207,4630.07%
105Ford Motor Co.34537086015,811$207,4400.07%
106iShares Floating Rate Bond ETF46429B6554,055$206,2370.07%
107Eaton Corp PLCETN627$199,7060.07%
108Advanced Micro Devices Inc CorpAMD924$197,8840.07%
109Where Food Comes From IncWFCF16,813$193,1810.06%
110Fidelity Covington Trust Msci Utilities Index Etf3160928653,495$192,9940.06%
111SPDR Dow Jones Industrial Average ETF78467X109387$185,9810.06%
112Tractor Supply CoTSCO3,440$172,0340.06%
113Dimensional Etf Trust Short-Duration Fixed Income25434V8643,468$166,2910.06%
114AGNC Investment Corp.00123Q10415,000$160,8000.05%
115Palantir Technologies Inc Ordinary Shares-CPLTR853$151,6210.05%
116Wells Fargo & Co.9497461011,514$141,1050.05%
117The Allstate CorporationALL-PJ640$133,2160.04%
118Dimensional Etf Trust Emerging Markets Core Equity 225434V7323,887$128,5820.04%
119Exxon Mobil Corp.XOM1,014$122,0250.04%
120Alphabet Inc. Class CGOOG377$118,3030.04%
121Vanguard Mortgage-Backed Secs ETF92206C7712,288$107,7190.04%
122Vanguard FTSE Emerging Markets ETF9220428581,797$96,6070.03%
123Vanguard Total Stock Market ETF922908769278$93,2050.03%
124Vanguard Short-Term Infl-Prot Secs ETF9220208051,820$90,0170.03%
125Evergy Inc.EVRG1,120$81,1890.03%
126State Street SPDR S&P MidCap 400 ETF TrustMDY130$78,4260.03%
127Automatic Data Processing Inc.ADP252$64,8220.02%
128Fidelity Covington Trust Enhanced Large Cap Growth Etf31609A3051,521$63,4260.02%
129Cintas Corp.CTAS313$58,8660.02%
130Orchid Island Capital68571X3017,975$57,4200.02%
131Norfolk Southern Corp.655844108197$56,8780.02%
132SPDR Portfolio Developed Wld ex-US ETF78463X8891,246$55,3350.02%
133Tc Energy Corp COMMONTRPRF1,000$55,0100.02%
134Rockwell Automation Inc.ROK139$54,0810.02%
135Invesco Financial Preferred ETFIVZ3,619$51,1730.02%
136Mastercard Inc. Class AMA87$49,6670.02%
137Invesco Preferred ETFIVZ3,805$42,7680.01%
138American Century Etf Trust Avantis International Small Cap Value025072802422$39,6550.01%
139GE Aerospace369604301116$35,7310.01%
140Coca-Cola Co.KO500$34,9550.01%
141Marsh (formerly Marsh & McLennan Companies Inc.)571748102183$33,9500.01%
142Phillips 66PSX250$32,2600.01%
143American Century Etf Trust Avantis U.S. Small Cap Value025072877305$31,1040.01%
144Dimensional Etf Trust International Small Cap Value25434V781775$29,4500.01%
145iShares MSCI EAFE Value ETF464288877406$28,9920.01%
146Costco Wholesale Corp.22160K10532$27,5950.01%
147Advantis International Large Cap Val ETF025072364384$27,3520.01%
148Amgen Inc.AMGN74$24,2210.01%
149Pure Storage Inc A74624M102337$22,5820.01%
150CVR Energy Inc.CVI850$21,6240.01%
151iShares MSCI EAFE Growth ETF464288885188$21,4170.01%
152SPDR S&P Emerging Markets Small Cap ETF78463X756319$20,9440.01%
153American Express Co.AXP56$20,7170.01%
154Trump Media Technology Group (Digital World Acquisition Corp DWAC)DJTWW1,516$20,0720.01%
155Cyberark Software LtdM2682V10844$19,6270.01%
156CrowdStrike Holdings Inc Class ACRWD40$18,7500.01%
157Devon Energy Corp.25179M103500$18,3150.01%
158Ameriprise Financial Inc03076C10637$18,1430.01%
159Antero Midstream CorpAM975$17,3450.01%
160Collaborative Investment Series Trust Mohr Company Nav Etf19423L466545$16,8360.01%
161Hexcel Corp428291108222$16,4060.01%
162UnitedHealth Group Inc.UNH47$15,5150.01%
163Collaborative Investment Series Trust Adaptive Core Etf19423L581580$13,2960.00%
164WEC Energy Group Inc.WEC126$13,2880.00%
165iShares MSCI USA Quality Factor ETF46432F33966$13,1090.00%
166Collaborative Investment Series Trust Mohr Sector Nav Etf19423L524373$13,0330.00%
167Collaborative Investment Series Trust Mindful Conservative Etf19423L615570$12,3920.00%
168Capital One Financial Corp.14040H10551$12,3600.00%
169General Motors Co.37045V100150$12,1980.00%
170Silgan Holdings Inc.SLGN297$11,9900.00%
171Paypal Holdings Inc.PYPL200$11,6760.00%
172Diamondback Energy Inc CommonFANG75$11,2750.00%
173Asml Holding NV ADRASMLF10$10,6990.00%
174Cenovus Energy Inc.CVE626$10,5920.00%
175Spdr Series Trust State Street Portfolio High Yield Bond Etf78468R606428$10,1310.00%
176Coterra Energy Inc. (formerly Cabot Oil & Gas)CTRA384$10,1070.00%
177Equinix IncEQIX13$9,9600.00%
178BorgWarner IncBWA221$9,9580.00%
179AT&T Inc.T-PC398$9,8860.00%
180Zions Bancorp989701107160$9,3660.00%
181Littelfuse IncLFUS36$9,1050.00%
182iShares 7-10 Year Treasury Bond ETF46428744094$9,0390.00%
183Expeditors Intl Wash30213010955$8,1960.00%
184Spdr Series Trust State Street S&p Regional Banking Etf78464A698100$6,4810.00%
185Vanguard Large Cap ETF92290863720$6,2960.00%
186Parker Hannifin CorpPH7$6,1530.00%
187Floor & Decor Holdings Inc Class AFND96$5,8450.00%
188Owens-Corning Inc.OC51$5,7070.00%
189Waters Corp.94184810315$5,6970.00%
190STMicroelectronics NVSTMEF215$5,5770.00%
191CBRE Group Inc Class ACBRE31$4,9840.00%
192Bain Capital Specialty Finance Inc05684B107340$4,7290.00%
193Mondelez International Inc Class A60920710573$3,9300.00%
194Generac Hldgs Inc CommonGNRC25$3,4090.00%
195Dell Technologies Inc.DELL26$3,2730.00%
196Church & Dwight Co. Inc.CHD37$3,1020.00%
197The Kroger Co.KR44$2,7490.00%
198South Bow CorporationSOBO100$2,7470.00%
199J.P. Morgan Exchange-Traded Fund Trust JPMorgan U.S. Quality Factor Etf46641Q76136$2,2740.00%
200Corteva Inc.CTVA32$2,1450.00%
201Enterprise Products Partners LP29379210751$1,6350.00%
202Viatris IncVTRS121$1,5060.00%
203DuPont de Nemours Inc.DD32$1,2860.00%
204NeoGenomics IncNEO30$3530.00%
205Organon & Co.OGN15$1080.00%