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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

STRATEGY ASSET MANAGERS LLC

Quarter ended Q4 2024 · Filed February 12, 2025 · Accession 0001166716-25-000002

Total Value
$515.6M
Positions
244
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (244)

#IssuerTicker / CUSIPSharesValue% of Filing
1BROADCOM INCAVGO127,286$29.5M5.72%
2MICROSOFT CORPMSFT51,046$21.5M4.17%
3JPMORGAN CHASE & CO.VYLD70,313$16.9M3.27%
4ALPHABET INCGOOG82,137$15.5M3.02%
5APPLE INCAAPL58,582$14.7M2.85%
6RETAIL OPPORTUNITY INVTS COR76131N101811,554$14.1M2.73%
7ELI LILLY & COLLY15,818$12.2M2.37%
8LOCKHEED MARTIN CORPLMT24,755$12.0M2.33%
9EMERSON ELEC COEMR88,371$11.0M2.12%
10CISCO SYS INCCSCO172,297$10.2M1.98%
11CONSTELLATION ENERGY CORPCEG43,946$9.8M1.91%
12META PLATFORMS INCMETA16,402$9.6M1.86%
13SPDR S&P 500 ETF TRSPY14,836$8.7M1.69%
14GALLAGHER ARTHUR J & CO36357610930,302$8.6M1.67%
15BERKSHIRE HATHAWAY INC DELBRK-A18,803$8.5M1.65%
16WALMART INCWMT93,282$8.4M1.63%
17JOHNSON & JOHNSONJNJ57,606$8.3M1.62%
18KINDER MORGAN INC DELEP-PC285,426$7.8M1.52%
19HONEYWELL INTL INC43851610634,068$7.7M1.49%
20NVIDIA CORPORATIONNVDA52,307$7.0M1.36%
21EATON CORP PLCETN21,141$7.0M1.36%
22AON PLCAON19,175$6.9M1.34%
23CHEVRON CORP NEWCVX46,498$6.7M1.31%
24INVESCO QQQ TRIVZ12,653$6.5M1.25%
25INVESCO EXCHANGE TRADED FD TIVZ36,849$6.5M1.25%
26ISHARES TR46428720010,818$6.4M1.24%
27INTERCONTINENTAL EXCHANGE IN45866F10442,381$6.3M1.22%
28HOME DEPOT INCHD15,895$6.2M1.20%
29GENERAL DYNAMICS CORPGD23,282$6.1M1.19%
30TEXAS INSTRS INC88250810432,708$6.1M1.19%
31DISNEY WALT CO25468710651,115$5.7M1.10%
32WASTE MGMT INC DEL94106L10926,273$5.3M1.03%
33BHP GROUP LTDBHPLF100,942$4.9M0.96%
34DICKS SPORTING GOODS INC25339310220,992$4.8M0.93%
35MICROCHIP TECHNOLOGY INC.MCHPP81,772$4.7M0.91%
36UNITEDHEALTH GROUP INCUNH9,171$4.6M0.90%
37PHILIP MORRIS INTL INC71817210937,199$4.5M0.87%
38ACCENTURE PLC IRELANDACN12,258$4.3M0.84%
39COSTCO WHSL CORP NEW22160K1054,266$3.9M0.76%
40DUKE ENERGY CORP NEWDUKB35,181$3.8M0.74%
41AMAZON COM INCAMZN17,112$3.8M0.73%
42BECTON DICKINSON & COBDX16,080$3.6M0.71%
43CORNING INCGLW75,170$3.6M0.69%
44MERCADOLIBRE INCMELI1,997$3.4M0.66%
45MERCK & CO INCMRK34,113$3.4M0.66%
46ISHARES TR46434V61365,948$3.0M0.58%
47SYSCO CORPSYY38,024$2.9M0.56%
48ALTRIA GROUP INCMO54,866$2.9M0.56%
49SELECT SECTOR SPDR TR81369Y20920,258$2.8M0.54%
50AIR PRODS & CHEMS INCAIIR9,116$2.6M0.51%
51FIRST TR EXCHANGE-TRADED FD33733B10025,770$2.6M0.51%
52SPDR SER TR78464A76319,383$2.6M0.50%
53ISHARES TR46428867921,232$2.3M0.45%
54FIRST TR EXCHANGE-TRADED FD33733E10426,238$2.3M0.45%
55VISA INCV7,261$2.3M0.45%
56SELECT SECTOR SPDR TR81369Y8039,784$2.3M0.44%
57ELEVANCE HEALTH INCELV5,740$2.1M0.41%
58SELECT SECTOR SPDR TR81369Y50624,140$2.1M0.40%
59ISHARES TR46428858821,087$1.9M0.37%
60NATIONAL GRID PLCNMPWP31,872$1.9M0.37%
61BOOKING HOLDINGS INCBKNG356$1.8M0.34%
62BOSTON SCIENTIFIC CORPBSX19,426$1.7M0.34%
63PALANTIR TECHNOLOGIES INCPLTR22,585$1.7M0.33%
64INTUITIVE SURGICAL INCISRG3,236$1.7M0.33%
65GLOBAL X FDS37954Y67341,694$1.7M0.33%
66ISHARES TR46429B69717,942$1.6M0.31%
67FORTINET INCFTNT16,597$1.6M0.30%
68T-MOBILE US INCTMUSZ6,889$1.5M0.29%
69ISHARES TR46435U71331,361$1.5M0.28%
70CIENA CORPCIEN16,295$1.4M0.27%
71FAIR ISAAC CORPFICO646$1.3M0.25%
72DECKERS OUTDOOR CORPDECK5,933$1.2M0.23%
73ISHARES TR46428746515,774$1.2M0.23%
74ALPHABET INCGOOG6,208$1.2M0.23%
75INVESCO EXCHANGE TRADED FD TIVZ22,063$1.2M0.23%
76ALPS ETF TR00162Q45224,377$1.2M0.23%
77TARGA RES CORPTRGP6,349$1.1M0.22%
78ISHARES TR46432F84216,050$1.1M0.22%
79THERMO FISHER SCIENTIFIC INCTMO2,109$1.1M0.21%
80VANGUARD BD INDEX FDS92193783515,257$1.1M0.21%
81VISTRA CORPVST7,949$1.1M0.21%
82CHIPOTLE MEXICAN GRILL INCCMG17,969$1.1M0.21%
83NRG ENERGY INCNRG11,832$1.1M0.21%
84DESTINY TECH100 INCDXYZ18,000$1.1M0.21%
85ISHARES TR46428745712,902$1.1M0.21%
86VERTEX PHARMACEUTICALS INCVRTX2,614$1.1M0.20%
87QUANTA SVCS INC74762E1023,328$1.1M0.20%
88KKR & CO INCKKRT6,968$1.0M0.20%
89PEPSICO INCPEP6,492$987,1990.19%
90ISHARES TR4642872429,184$981,1960.19%
91ISHARES TR46435G4257,549$972,4970.19%
92TRANE TECHNOLOGIES PLCTT2,616$966,3030.19%
93MCDONALDS CORPMCD3,312$960,0770.19%
94SPDR SER TR78464A6315,499$911,7930.18%
95COLGATE PALMOLIVE COCL9,638$876,1660.17%
96WELLS FARGO CO NEW94974610112,203$857,1390.17%
97ISHARES INC46434G10316,103$840,8910.16%
98GODADDY INCGDDY4,240$836,8490.16%
99ADOBE INCADBE1,880$835,9980.16%
100WILLIAMS COS INC96945710015,349$830,6930.16%
101VANGUARD INTL EQUITY INDEX F9220427427,056$828,9950.16%
102TETRA TECH INC NEWTTEK20,673$823,6120.16%
103MCKESSON CORPMCK1,435$817,8210.16%
104PACKAGING CORP AMER6951561093,523$793,1330.15%
105PROCTER AND GAMBLE CO7427181094,642$778,2250.15%
106AMGEN INCAMGN2,977$775,8020.15%
107GOLDMAN SACHS GROUP INCGSCE1,352$774,2080.15%
108TJX COS INC NEW8725401096,371$769,6810.15%
109AUTOMATIC DATA PROCESSING INADP2,619$766,6460.15%
110ARISTA NETWORKS INCANET6,864$758,6780.15%
111STRYKER CORPORATIONSYK2,105$757,8580.15%
112GE AEROSPACE3696043014,507$751,6980.15%
113IRON MTN INC DEL46284V1017,084$744,5990.14%
114NETAPP INCNTAP6,403$743,2600.14%
115NEWS CORP NEWNWSLL23,685$720,7350.14%
116INVESCO EXCHANGE TRADED FD TIVZ7,048$717,0490.14%
117EQUIFAX INCEFX2,805$714,7460.14%
118WABTEC9297401083,734$707,9290.14%
119TRANSDIGM GROUP INCTDG551$698,2880.14%
120HILTON WORLDWIDE HLDGS INCHLT2,769$684,3860.13%
121HARTFORD FINL SVCS GROUP INCHIG-PG6,006$657,0560.13%
122LEIDOS HOLDINGS INCLDOS4,521$651,2950.13%
123MARTIN MARIETTA MATLS INC5732841061,232$636,3280.12%
124VANGUARD INDEX FDS9229083631,180$635,6300.12%
125GRAINGER W W INC384802104592$624,3000.12%
126BLACKROCK INCBLK605$620,4490.12%
127PHILLIPS 66PSX5,375$612,4180.12%
128ISHARES TR4642877213,810$607,6990.12%
129AMPHENOL CORP NEW0320951018,720$605,6040.12%
130BROWN & BROWN INCBRO5,902$602,1420.12%
131FIRST TR VALUE LINE DIVID IN33734H10613,652$595,7740.12%
132VANGUARD WORLD FD92204A702957$594,8250.12%
133CROWDSTRIKE HLDGS INCCRWD1,714$586,4620.11%
134FIRST TRUST LRGCP GWT ALPHAD33735K1084,119$569,4520.11%
135STARBUCKS CORPSBUX6,107$557,2840.11%
136GARMIN LTDGRMN2,659$548,4450.11%
137ISHARES TR4642876141,322$530,8890.10%
138PRUDENTIAL FINL INCPUKPF4,425$524,4950.10%
139AFLAC INCAFL4,911$508,0160.10%
140AMERICAN EXPRESS COAXP1,658$492,0780.10%
141SPDR GOLD TRGLD1,997$483,5340.09%
142ISHARES TR4642874325,533$483,1950.09%
143MASTERCARD INCORPORATEDMA911$479,7180.09%
144DIAMONDBACK ENERGY INCFANG2,900$475,1070.09%
145NETFLIX INCNFLX533$475,0740.09%
146SELECT SECTOR SPDR TR81369Y8866,194$468,8240.09%
147SEAGATE TECHNOLOGY HLDNGS PLSE5,307$458,0470.09%
148LAM RESEARCH CORPLRCX6,232$450,1370.09%
149MONDELEZ INTL INC6092071057,448$444,8930.09%
150ABBOTT LABSABLZF3,868$437,5560.08%
151EXXON MOBIL CORPXOM4,007$430,9950.08%
152PAYCHEX INCPAYX3,027$424,4230.08%
153LOWES COS INC5486611071,694$418,1910.08%
154INVESCO EXCHANGE TRADED FD TIVZ3,852$414,5140.08%
155NEW JERSEY RES CORPNJR8,737$407,5630.08%
156ISHARES TR4642878043,503$403,5700.08%
157WESTERN DIGITAL CORPWDC6,758$402,9800.08%
158NEXTERA ENERGY INCNEE-PW5,593$400,9940.08%
159CASEYS GEN STORES INC1475281031,011$400,5890.08%
160KLA CORPKLAC632$398,3090.08%
161QUALCOMM INCQCOM2,589$397,7220.08%
162CENCORA INCCOR1,740$390,9130.08%
163ENERGY TRANSFER L PET-PI19,734$386,5830.07%
164BROADRIDGE FINL SOLUTIONS IN11133T1031,706$385,6690.07%
165S&P GLOBAL INCSPGI773$385,2180.07%
166XYLEM INCXYL3,308$383,7820.07%
167FEDERAL RLTY INVT TR NEW3137451013,407$381,3660.07%
168PARKER-HANNIFIN CORPPH599$380,7270.07%
169FIRST TR EXCHANGE-TRADED FD33738R5066,429$380,2250.07%
170ATMOS ENERGY CORPATO2,674$372,3750.07%
171GE VERNOVA INCGEV1,125$370,0460.07%
172EVERCORE INCEVR1,332$369,2880.07%
173CINTAS CORPCTAS2,018$368,7110.07%
174COMCAST CORP NEWCCZ9,798$367,7330.07%
175ILLINOIS TOOL WKS INC4523081091,449$367,3830.07%
176ISHARES TR4642886467,085$366,2970.07%
177CHUBB LIMITEDCB1,324$365,8200.07%
178MICRON TECHNOLOGY INCMU4,321$363,6620.07%
179SHERWIN WILLIAMS COSHW1,063$361,4440.07%
180ADVISORSHARES TR00768Y2065,209$359,5170.07%
181DANAHER CORPORATION2358511021,561$358,3280.07%
182FACTSET RESH SYS INC303075105746$358,2380.07%
183COMMERCE BANCSHARES INCCBSH5,704$355,4190.07%
184ANALOG DEVICES INCADI1,668$354,4660.07%
185WEC ENERGY GROUP INCWEC3,746$352,3200.07%
186NOVO-NORDISK A SNONOF4,084$351,3060.07%
187UNION PAC CORPUNP1,540$351,1830.07%
188CMS ENERGY CORPCMS-PC5,224$348,1860.07%
189CHURCH & DWIGHT CO INCCHD3,300$345,5420.07%
190LINDE PLCLIN811$339,4120.07%
191L3HARRIS TECHNOLOGIES INCLHX1,611$338,6870.07%
192BANK AMERICA CORP0605051047,570$332,7050.06%
193HENRY JACK & ASSOC INC4262811011,885$330,4830.06%
194ECOLAB INCECL1,404$329,0160.06%
195ISHARES TR4642875075,228$325,7490.06%
196TRACTOR SUPPLY COTSCO6,060$321,5190.06%
197PROSHARES TR74348A4673,208$319,3110.06%
198REGENERON PHARMACEUTICALSREGN441$314,1380.06%
199ISHARES TR4642874403,392$313,5770.06%
200PROLOGIS INC.PLDGP2,954$312,1960.06%
201EMCOR GROUP INCEME685$310,9530.06%
202MEDTRONIC PLCMDT3,830$305,9370.06%
203VANGUARD SCOTTSDALE FDS92206C4093,904$304,5510.06%
204VANGUARD INDEX FDS9229087691,041$301,6920.06%
205ISHARES BITCOIN TRUST ETFIBIT5,675$301,0590.06%
206LOUISIANA PAC CORPLPX2,891$299,3630.06%
207ZOETIS INCZTS1,812$295,2840.06%
208ISHARES TR4642871762,730$290,8820.06%
209AMERICAN WTR WKS CO INC NEW0304201032,332$290,3070.06%
210TARGET CORPTGT2,145$289,9900.06%
211ISHARES TR4642882813,222$286,9130.06%
212HOPE BANCORP INCHOPE23,307$286,4370.06%
213ISHARES TR46432F3391,604$285,6280.06%
214MCCORMICK & CO INCMKC-V3,727$284,1750.06%
215DOMINOS PIZZA INCDPZ673$282,4980.05%
216PALO ALTO NETWORKS INCPANW1,521$276,7610.05%
217SCHWAB STRATEGIC TR80852479710,095$275,7910.05%
218ABBVIE INCABBV1,538$273,3030.05%
219FIRST TR EXCHANGE-TRADED FD33738R6054,571$269,9690.05%
220NIKE INCNKE3,493$264,3030.05%
221REALTY INCOME CORPO4,934$263,5120.05%
222ISHARES TR4642872913,068$259,9980.05%
223PRICE T ROWE GROUP INCTROW2,277$257,5210.05%
224SELECT SECTOR SPDR TR81369Y7041,950$256,9110.05%
225PPG INDS INC6935061072,126$253,9920.05%
226COCA COLA COKO4,060$252,7760.05%
227ROYAL CARIBBEAN GROUPV7780T1031,074$247,7610.05%
228SPROUTS FMRS MKT INC85208M1021,943$246,8970.05%
229DIMENSIONAL ETF TRUST25434V7087,122$246,3560.05%
230SNAP ON INCSNA723$245,4440.05%
231FERRARI N VRACE535$227,2890.04%
232HOULIHAN LOKEY INCHLI1,305$226,7110.04%
233TESLA INCTSLA556$224,5350.04%
234AXON ENTERPRISE INCAXON371$220,4930.04%
235ISHARES TR46432F3961,032$213,4440.04%
236DT MIDSTREAM INCDTM2,125$211,2890.04%
237CANADIAN NATL RY CO1363751022,054$208,5020.04%
238SPDR SER TR78464A3592,623$204,3050.04%
239BLOCK H & R INCBSQKZ3,864$204,1740.04%
240ISHARES TR4642873092,002$203,3030.04%
241TAYLOR MORRISON HOME CORPTMHC3,291$201,4420.04%
242QUANTUMSCAPE CORPQS25,725$133,5130.03%
243INDAPTUS THERAPEUTICS INCINDP45,336$38,1770.01%
244NORTHERN DYNASTY MINERALS LT66510M20435,000$20,3530.00%