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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 Q1 2025 · Filed May 9, 2025 · Accession 0001166716-25-000003

Total Value
$485.1M
Positions
242
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (242)

#IssuerTicker / CUSIPSharesValue% of Filing
1BROADCOM INCAVGO124,522$20.8M4.30%
2MICROSOFT CORPMSFT51,162$19.2M3.96%
3JPMORGAN CHASE & CO.VYLD65,921$16.2M3.33%
4APPLE INCAAPL57,269$12.7M2.62%
5ALPHABET INCGOOG82,071$12.7M2.62%
6ELI LILLY & COLLY14,795$12.2M2.52%
7LOCKHEED MARTIN CORPLMT25,076$11.2M2.31%
8CISCO SYS INCCSCO181,457$11.2M2.31%
9BERKSHIRE HATHAWAY INC DELBRK-A20,329$10.8M2.23%
10GALLAGHER ARTHUR J & CO36357610929,263$10.1M2.08%
11EMERSON ELEC COEMR90,014$9.9M2.03%
12JOHNSON & JOHNSONJNJ58,180$9.6M1.99%
13KINDER MORGAN INC DELEP-PC305,692$8.7M1.80%
14META PLATFORMS INCMETA14,660$8.4M1.74%
15WALMART INCWMT95,100$8.3M1.72%
16CHEVRON CORP NEWCVX46,544$7.8M1.61%
17CONSTELLATION ENERGY CORPCEG38,470$7.8M1.60%
18AON PLCAON19,085$7.6M1.57%
19HONEYWELL INTL INC43851610632,423$6.9M1.42%
20INTERCONTINENTAL EXCHANGE IN45866F10439,646$6.8M1.41%
21SPDR S&P 500 ETF TRSPY12,098$6.8M1.40%
22GENERAL DYNAMICS CORPGD23,828$6.5M1.34%
23WASTE MGMT INC DEL94106L10926,140$6.1M1.25%
24TEXAS INSTRS INC88250810432,961$5.9M1.22%
25PHILIP MORRIS INTL INC71817210937,250$5.9M1.22%
26HOME DEPOT INCHD16,042$5.9M1.21%
27INVESCO QQQ TRIVZ12,292$5.8M1.19%
28NVIDIA CORPORATIONNVDA53,160$5.8M1.19%
29ISHARES TR4642872009,842$5.5M1.14%
30INVESCO EXCHANGE TRADED FD TIVZ31,445$5.4M1.12%
31EATON CORP PLCETN19,512$5.3M1.09%
32ALTRIA GROUP INCMO86,943$5.2M1.08%
33DISNEY WALT CO25468710650,995$5.0M1.04%
34UNITEDHEALTH GROUP INCUNH9,533$5.0M1.03%
35BHP GROUP LTDBHPLF96,351$4.7M0.96%
36DUKE ENERGY CORP NEWDUKB36,065$4.4M0.91%
37DICKS SPORTING GOODS INC25339310220,748$4.2M0.86%
38CORNING INCGLW90,469$4.1M0.85%
39MERCADOLIBRE INCMELI2,067$4.0M0.83%
40MICROCHIP TECHNOLOGY INC.MCHPP82,736$4.0M0.83%
41ACCENTURE PLC IRELANDACN12,395$3.9M0.80%
42COSTCO WHSL CORP NEW22160K1053,980$3.8M0.78%
43AMAZON COM INCAMZN17,786$3.4M0.70%
44ISHARES TR46434V61368,097$3.1M0.65%
45ISHARES TR46428867927,890$3.1M0.64%
46PALANTIR TECHNOLOGIES INCPLTR35,765$3.0M0.62%
47MERCK & CO INCMRK32,526$2.9M0.60%
48FIRST TR EXCHANGE-TRADED FD33733B10027,487$2.8M0.57%
49AIR PRODS & CHEMS INCAIIR9,298$2.7M0.57%
50SPDR SER TR78464A76319,790$2.7M0.55%
51VISA INCV7,478$2.6M0.54%
52NATIONAL GRID PLCNMPWP38,956$2.6M0.53%
53ELEVANCE HEALTH INCELV5,858$2.5M0.53%
54FORTINET INCFTNT24,238$2.3M0.48%
55INTUITIVE SURGICAL INCISRG4,483$2.2M0.46%
56FIRST TR EXCHANGE-TRADED FD33733E10424,407$2.2M0.45%
57SELECT SECTOR SPDR TR81369Y80310,060$2.1M0.43%
58ISHARES TR46428858821,869$2.1M0.42%
59BOSTON SCIENTIFIC CORPBSX19,825$2.0M0.41%
60T-MOBILE US INCTMUSZ7,261$1.9M0.40%
61SELECT SECTOR SPDR TR81369Y20912,952$1.9M0.39%
62ISHARES TR46429B69718,688$1.8M0.36%
63SELECT SECTOR SPDR TR81369Y50618,657$1.7M0.36%
64BOOKING HOLDINGS INCBKNG369$1.7M0.35%
65GLOBAL X FDS37954Y67342,864$1.6M0.33%
66ISHARES TR46432F84220,512$1.6M0.32%
67ISHARES TR46435U71333,497$1.5M0.31%
68BROWN & BROWN INCBRO11,135$1.4M0.29%
69VERTEX PHARMACEUTICALS INCVRTX2,843$1.4M0.28%
70ALPS ETF TR00162Q45225,114$1.3M0.27%
71TARGA RES CORPTRGP6,283$1.3M0.26%
72ISHARES TR46428746515,203$1.2M0.26%
73NETFLIX INCNFLX1,313$1.2M0.25%
74FAIR ISAAC CORPFICO643$1.2M0.24%
75ISHARES INC46434G10321,866$1.2M0.24%
76NRG ENERGY INCNRG11,795$1.1M0.23%
77INVESCO EXCHANGE TRADED FD TIVZ22,373$1.1M0.23%
78THERMO FISHER SCIENTIFIC INCTMO2,242$1.1M0.23%
79ISHARES TR46428724210,236$1.1M0.23%
80CIENA CORPCIEN17,463$1.1M0.22%
81MCDONALDS CORPMCD3,260$1.0M0.21%
82PEPSICO INCPEP6,780$1.0M0.21%
83AMERICAN EXPRESS COAXP3,642$979,8800.20%
84ALPHABET INCGOOG6,227$972,7870.20%
85CHIPOTLE MEXICAN GRILL INCCMG18,937$950,8270.20%
86AMGEN INCAMGN3,013$938,6700.19%
87VISTRA CORPVST7,964$935,3280.19%
88WILLIAMS COS INC96945710015,444$922,9120.19%
89ISHARES TR46435G4257,447$907,8630.19%
90GE AEROSPACE3696043014,511$902,8910.19%
91SELECT SECTOR SPDR TR81369Y60518,094$901,2770.19%
92SPDR SER TR78464A6315,554$892,4910.18%
93ISHARES TR46428745710,693$884,5910.18%
94QUANTA SVCS INC74762E1023,438$873,8830.18%
95TRANE TECHNOLOGIES PLCTT2,575$867,4030.18%
96AT&T INCT-PC30,385$859,2900.18%
97RTX CORPORATIONRTX6,385$845,7570.17%
98VANGUARD INTL EQUITY INDEX F9220427427,108$824,1310.17%
99ISHARES TR46428864615,733$823,9460.17%
100KKR & CO INCKKRT6,925$800,5990.17%
101ADOBE INCADBE2,072$794,6740.16%
102STRYKER CORPORATIONSYK2,134$794,2620.16%
103BLACKROCK ETF TRUST IIBLK15,030$787,2750.16%
104PROCTER AND GAMBLE CO7427181094,615$786,5480.16%
105BANK NEW YORK MELLON CORP0640581009,176$769,5910.16%
106GODADDY INCGDDY4,244$764,5140.16%
107AUTOMATIC DATA PROCESSING INADP2,471$754,8740.16%
108ROYAL CARIBBEAN GROUPV7780T1033,663$752,5270.16%
109GOLDMAN SACHS GROUP INCGSCE1,345$734,7970.15%
110PROGRESSIVE CORP7433151032,544$719,9770.15%
111INTERNATIONAL BUSINESS MACHSINTR2,852$709,1780.15%
112FOX CORPFOX13,414$707,0520.15%
113ENTERGY CORP NEWENO8,257$705,8910.15%
114MASTERCARD INCORPORATEDMA1,286$704,9100.15%
115SELECT SECTOR SPDR TR81369Y8527,187$693,1860.14%
116PACKAGING CORP AMER6951561093,490$691,0900.14%
117ORACLE CORPORCL-PD4,890$683,6260.14%
118WABTEC9297401083,737$677,7050.14%
119INVESCO EXCHANGE TRADED FD TIVZ7,048$676,8900.14%
120AXON ENTERPRISE INCAXON1,283$674,7940.14%
121TAPESTRY INCTPR9,558$672,9790.14%
122NISOURCE INCNI16,604$665,6540.14%
123FISERV INCFISV2,996$661,6070.14%
124HOWMET AEROSPACE INCHWM5,065$657,0820.14%
125MOTOROLA SOLUTIONS INCMSI1,492$653,2130.13%
126VANGUARD BD INDEX FDS9219378358,776$644,6040.13%
127DESTINY TECH100 INCDXYZ18,000$637,0200.13%
128KELLANOVABEKE7,609$627,6660.13%
129TYLER TECHNOLOGIES INCTYL1,061$616,8550.13%
130EQUIFAX INCEFX2,509$611,0030.13%
131VANGUARD INDEX FDS9229083631,179$605,9910.12%
132FIRST TR VALUE LINE DIVID IN33734H10613,305$593,2510.12%
133MARTIN MARIETTA MATLS INC5732841061,232$589,0560.12%
134TEXAS PACIFIC LAND CORPORATITPL435$576,3710.12%
135SPDR GOLD TRGLD1,997$575,4160.12%
136GRAINGER W W INC384802104575$567,7810.12%
137WELLTOWER INCWELL3,589$549,8710.11%
138STARBUCKS CORPSBUX5,604$549,6810.11%
139BLACKROCK INCBLK574$542,9300.11%
140FIRST TRUST LRGCP GWT ALPHAD33735K1084,119$541,2370.11%
141ISHARES TR4642877213,810$535,0460.11%
142ARISTA NETWORKS INCANET6,780$525,3140.11%
143MONDELEZ INTL INC6092071057,710$523,1290.11%
144AFLAC INCAFL4,608$512,3240.11%
145VANGUARD WORLD FD92204A702932$505,3890.10%
146APOLLO GLOBAL MGMT INC03769M1063,607$493,9430.10%
147ISHARES TR4642876141,322$477,3610.10%
148EXXON MOBIL CORPXOM4,007$476,5370.10%
149UNITED AIRLS HLDGS INCUNTCW6,784$468,4350.10%
150ABBOTT LABSABLZF3,515$466,2690.10%
151CENCORA INCCOR1,667$463,6150.10%
152NEW JERSEY RES CORPNJR9,318$457,1500.09%
153ENERGY TRANSFER L PET-PI24,053$447,1440.09%
154CASEYS GEN STORES INC1475281031,011$438,8140.09%
155ISHARES TR4642886534,224$438,2390.09%
156PAYCHEX INCPAYX2,792$430,8120.09%
157XYLEM INCXYL3,601$430,2210.09%
158DECKERS OUTDOOR CORPDECK3,809$425,8840.09%
159COLGATE PALMOLIVE COCL4,483$420,0380.09%
160CHUBB LIMITEDCB1,339$404,3760.08%
161AMPHENOL CORP NEW0320951016,164$404,2970.08%
162CMS ENERGY CORPCMS-PC5,359$402,5240.08%
163LOWES COS INC5486611071,721$401,3810.08%
164PHILLIPS 66PSX3,246$400,8110.08%
165NEXTERA ENERGY INCNEE-PW5,634$399,3730.08%
166AMERICAN WTR WKS CO INC NEW0304201032,689$396,6360.08%
167REALTY INCOME CORPO6,802$394,5780.08%
168BROADRIDGE FINL SOLUTIONS IN11133T1031,615$391,5150.08%
169ATMOS ENERGY CORPATO2,513$388,5020.08%
170LINDE PLCLIN834$388,3900.08%
171BERKLEY W R CORPWRB-PH5,434$386,7060.08%
172CHURCH & DWIGHT CO INCCHD3,511$386,5350.08%
173CINTAS CORPCTAS1,858$381,7850.08%
174COMCAST CORP NEWCCZ10,327$381,0740.08%
175S&P GLOBAL INCSPGI749$380,4370.08%
176UNION PAC CORPUNP1,601$378,3010.08%
177ILLINOIS TOOL WKS INC4523081091,523$377,7800.08%
178MCCORMICK & CO INCMKC-V4,569$376,0890.08%
179HENRY JACK & ASSOC INC4262811012,054$375,1450.08%
180MEDTRONIC PLCMDT4,174$375,1150.08%
181INVESCO EXCHANGE TRADED FD TIVZ3,738$373,7250.08%
182WEC ENERGY GROUP INCWEC3,419$372,5890.08%
183L3HARRIS TECHNOLOGIES INCLHX1,774$371,2810.08%
184PROLOGIS INC.PLDGP3,316$370,7330.08%
185SHERWIN WILLIAMS COSHW1,051$367,1550.08%
186TRACTOR SUPPLY COTSCO6,594$363,3370.07%
187FEDERAL RLTY INVT TR NEW3137451013,708$362,7580.07%
188ECOLAB INCECL1,426$361,4330.07%
189FACTSET RESH SYS INC303075105790$358,9470.07%
190COMMERCE BANCSHARES INCCBSH5,768$358,9240.07%
191ZOETIS INCZTS2,092$344,4790.07%
192ISHARES TR4642874323,778$343,9560.07%
193ANALOG DEVICES INCADI1,692$341,3030.07%
194FIRST TR EXCHANGE TRADED FD33738R5065,797$339,3370.07%
195NIKE INCNKE5,318$337,6130.07%
196PARKER-HANNIFIN CORPPH550$334,1600.07%
197GE VERNOVA INCGEV1,076$328,5140.07%
198BECTON DICKINSON & COBDX1,432$327,9250.07%
199ABBVIE INCABBV1,556$326,0130.07%
200BROWN FORMAN CORPBF-B9,531$323,4930.07%
201DANAHER CORPORATION2358511021,561$320,0050.07%
202TARGET CORPTGT3,057$319,0700.07%
203PPG INDS INC6935061072,899$316,9860.07%
204ISHARES TR4642874403,283$313,0980.06%
205ADVISORSHARES TR00768Y2064,195$312,1080.06%
206VANGUARD SCOTTSDALE FDS92206C4093,904$308,1820.06%
207BANK AMERICA CORP0605051047,333$305,9990.06%
208ISHARES TR4642882813,305$299,4370.06%
209PRICE T ROWE GROUP INCTROW3,178$291,9240.06%
210COCA COLA COKO4,060$290,7770.06%
211ISHARES TR4642871762,611$290,0560.06%
212VANGUARD INDEX FDS9229087691,041$286,1080.06%
213NOVO-NORDISK A SNONOF4,084$283,5930.06%
214SCHWAB STRATEGIC TR80852479710,113$282,7710.06%
215SPROUTS FMRS MKT INC85208M1021,846$281,7730.06%
216TESLA INCTSLA1,075$278,5970.06%
217ISHARES TR46432F3391,604$274,1820.06%
218ISHARES TR4642878042,552$266,9000.06%
219PALO ALTO NETWORKS INCPANW1,515$258,5200.05%
220EVERCORE INCEVR1,294$258,3680.05%
221LOUISIANA PAC CORPLPX2,798$257,3600.05%
222SELECT SECTOR SPDR TR81369Y7041,953$255,9610.05%
223FIRST TR EXCHANGE TRADED FD33738R6054,572$250,7950.05%
224ISHARES TR4642875074,195$244,7870.05%
225SNAP ON INCSNA723$243,6580.05%
226EMCOR GROUP INCEME655$242,1490.05%
227DIMENSIONAL ETF TRUST25434V7087,122$234,9550.05%
228FERRARI N VRACE535$228,9160.05%
229SIMPLIFY EXCHANGE TRADED FUN82889N5254,516$226,4550.05%
230ISHARES TR4642872912,919$221,1190.05%
231HOPE BANCORP INCHOPE21,007$219,9400.05%
232PROSHARES TR74348A4672,110$215,5530.04%
233TRANSDIGM GROUP INCTDG153$211,6610.04%
234ISHARES TR46432F3961,032$208,6980.04%
235ROPER TECHNOLOGIES INCROP344$202,8160.04%
236HOULIHAN LOKEY INCHLI1,242$200,5890.04%
237CANADIAN NATL RY CO1363751022,054$200,1830.04%
238DT MIDSTREAM INCDTM2,074$200,1000.04%
239QUANTUMSCAPE CORPQS33,149$137,9000.03%
240COEUR MNG INC19210850418,000$106,5600.02%
241NORTHERN DYNASTY MINERALS LT66510M20435,000$40,2500.01%
242INDAPTUS THERAPEUTICS INCINDP45,336$24,9300.01%