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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

Valley Brook Capital Group, Inc.

Quarter ended Q4 2024 · Filed January 29, 2025 · Accession 0001172661-25-000407

Total Value
$133.9M
Positions
113
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (113)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INCAAPL50,374$12.6M9.42%
2MICROSOFT CORPMSFT24,765$10.4M7.80%
3HOME DEPOT INCHD12,807$5.0M3.72%
4NVIDIA CORPORATIONNVDA31,461$4.2M3.16%
5JPMORGAN CHASE & CO.VYLD17,150$4.1M3.07%
6ABBVIE INCABBV22,699$4.0M3.01%
7BROADCOM INCAVGO17,250$4.0M2.99%
8UNITEDHEALTH GROUP INCUNH7,088$3.6M2.68%
9UNION PAC CORPUNP13,983$3.2M2.38%
10AMAZON COM INCAMZN14,019$3.1M2.30%
11CATERPILLAR INCCAT7,930$2.9M2.15%
12RTX CORPORATIONRTX21,234$2.5M1.84%
13WALMART INCWMT26,577$2.4M1.79%
14THERMO FISHER SCIENTIFIC INCTMO4,410$2.3M1.71%
15DEERE & CODE5,164$2.2M1.63%
16VISA INCV6,854$2.2M1.62%
17PNC FINL SVCS GROUP INC69347510510,656$2.1M1.54%
18COSTCO WHSL CORP NEW22160K1052,209$2.0M1.51%
19MCDONALDS CORPMCD6,685$1.9M1.45%
20ALPHABET INCGOOG10,110$1.9M1.44%
21META PLATFORMS INCMETA2,982$1.7M1.30%
22JOHNSON & JOHNSONJNJ12,071$1.7M1.30%
23SALESFORCE INCCRM4,734$1.6M1.18%
24PROCTER AND GAMBLE CO7427181099,228$1.5M1.16%
25EXXON MOBIL CORPXOM14,331$1.5M1.15%
26AUTOMATIC DATA PROCESSING INADP5,031$1.5M1.10%
27ILLINOIS TOOL WKS INC4523081095,781$1.5M1.10%
28LOCKHEED MARTIN CORPLMT2,738$1.3M0.99%
29PEPSICO INCPEP8,317$1.3M0.94%
30HONEYWELL INTL INC4385161065,490$1.2M0.93%
31ABBOTT LABSABLZF10,696$1.2M0.90%
32AMGEN INCAMGN4,564$1.2M0.89%
33ELI LILLY & COLLY1,537$1.2M0.89%
34BERKSHIRE HATHAWAY INC DELBRK-A2,575$1.2M0.87%
35NEXTERA ENERGY INCNEE-PW15,609$1.1M0.84%
36CHEVRON CORP NEWCVX7,216$1.0M0.78%
37TJX COS INC NEW8725401098,180$988,2250.74%
38MASTERCARD INCORPORATEDMA1,830$963,6230.72%
39CARRIER GLOBAL CORPORATIONCARR13,793$941,5400.70%
40NIKE INCNKE11,603$878,0000.66%
41ADOBE INCADBE1,925$856,0090.64%
42MARATHON PETE CORPMARA6,021$839,9300.63%
43NETFLIX INCNFLX873$778,1220.58%
44VERIZON COMMUNICATIONS INCVZ19,366$774,4470.58%
45ALPHABET INCGOOG4,088$773,8680.58%
46PHILLIPS 66PSX6,743$768,1940.57%
47CSX CORPCSX22,950$740,5970.55%
48ADVANCED MICRO DEVICES INCAMD5,991$723,6530.54%
49GENERAL MLS INC37033410411,315$721,5580.54%
50EMERSON ELEC COEMR5,725$709,5000.53%
51AIR PRODS & CHEMS INCAIIR2,435$706,2480.53%
52CHUBB LIMITEDCB2,525$697,6580.52%
53DISNEY WALT CO2546871066,153$685,0930.51%
54SOUTHERN COSOMN8,304$683,5940.51%
55INVESCO EXCHANGE TRADED FD TIVZ10,929$633,0310.47%
56KLA CORPKLAC1,003$632,0100.47%
57CROWDSTRIKE HLDGS INCCRWD1,840$629,5750.47%
58GE AEROSPACE3696043013,599$600,2770.45%
59ACCENTURE PLC IRELANDACN1,605$564,6230.42%
60GABELLI EQUITY TR INCGAB-PK98,836$531,7360.40%
61SERVICENOW INCNOW459$486,5950.36%
62NOVARTIS AGNVSEF4,959$482,5600.36%
63TRAVELERS COMPANIES INCTRV1,993$480,0940.36%
64MERCK & CO INCMRK4,800$477,5060.36%
65OTIS WORLDWIDE CORPOTIS5,115$473,7000.35%
66TEXAS INSTRS INC8825081042,440$457,5240.34%
67SHERWIN WILLIAMS COSHW1,280$435,1100.33%
68EVERSOURCE ENERGYES7,528$432,3330.32%
69COLGATE PALMOLIVE COCL4,734$430,4120.32%
70EATON CORP PLCETN1,295$429,7720.32%
71HERSHEY COHSY2,530$428,4550.32%
72BRISTOL-MYERS SQUIBB COCELG-RI7,320$414,0190.31%
73ONEOK INC NEWOKE4,082$409,8040.31%
74GENUINE PARTS COGPC3,500$408,6600.31%
75ZOETIS INCZTS2,468$402,1120.30%
76FIDELITY COVINGTON TRUST3160928082,173$401,7500.30%
77TARGA RES CORPTRGP2,225$397,1630.30%
78INVESCO EXCHANGE TRADED FD TIVZ9,588$395,5990.30%
79LOWES COS INC5486611071,600$394,8800.30%
80FIDELITY COVINGTON TRUST3160927095,567$391,4160.29%
81ROCKWELL AUTOMATION INCROK1,300$371,5270.28%
82KINDER MORGAN INC DELEP-PC13,424$367,8180.27%
83STARBUCKS CORPSBUX3,910$356,7880.27%
84GENERAL DYNAMICS CORPGD1,316$346,8530.26%
85LAM RESEARCH CORPLRCX4,750$343,0930.26%
86INVESCO EXCHANGE TRADED FD TIVZ2,976$341,4060.26%
87TAIWAN SEMICONDUCTOR MFG LTD8740391001,700$335,7330.25%
88ASML HOLDING N VASMLF477$330,5990.25%
89AMERICAN TOWER CORP NEW03027X1001,800$330,1380.25%
90PUTNAM PREMIER INCOME TRPPT88,596$315,4030.24%
91PALO ALTO NETWORKS INCPANW1,690$307,5120.23%
92CANADIAN NATL RY CO1363751022,955$299,9620.22%
93INVESCO EXCHANGE TRADED FD TIVZ5,855$292,5160.22%
94BLACKROCK INCBLK285$292,1570.22%
95FIDELITY COVINGTON TRUST3160925014,233$290,7430.22%
96CONSOLIDATED EDISON INCED3,250$289,9980.22%
97FIDELITY COVINGTON TRUST3160926004,308$281,5410.21%
98VULCAN MATLS CO9291601091,045$268,8060.20%
99INTUITIVE SURGICAL INCISRG480$250,5410.19%
100BOEING COBA-PA1,414$250,3310.19%
101DELL TECHNOLOGIES INCDELL2,118$244,0780.18%
102GE VERNOVA INCGEV739$243,0800.18%
103SOUTHERN COPPER CORPSCCO2,647$241,2220.18%
104KELLANOVABEKE2,850$230,7650.17%
105VANGUARD INDEX FDS922908629871$230,1330.17%
106FIRST TR EXCHANGE-TRADED FD33738R3089,626$223,9860.17%
107BLACKROCK CR ALLOCATION INCOBLK21,383$223,6650.17%
108S&P GLOBAL INCSPGI425$211,6630.16%
109CHIPOTLE MEXICAN GRILL INCCMG3,465$208,9400.16%
110BECTON DICKINSON & COBDX900$204,1830.15%
111INVESCO EXCHANGE TRADED FD TIVZ12,600$183,3300.14%
112MFS CHARTER INCOME TRMCR23,850$152,1630.11%
113NUVEEN PFD & INCOME OPPORTUNNU13,489$106,0230.08%