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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 Q1 2025 · Filed May 13, 2025 · Accession 0001172661-25-001773

Total Value
$127.4M
Positions
111
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (111)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INCAAPL47,971$10.7M8.36%
2MICROSOFT CORPMSFT25,195$9.5M7.42%
3ABBVIE INCABBV22,917$4.8M3.77%
4HOME DEPOT INCHD12,920$4.7M3.72%
5JPMORGAN CHASE & CO.VYLD17,243$4.2M3.32%
6NVIDIA CORPORATIONNVDA31,176$3.4M2.65%
7UNITEDHEALTH GROUP INCUNH6,272$3.3M2.58%
8UNION PAC CORPUNP13,851$3.3M2.57%
9BROADCOM INCAVGO17,066$2.9M2.24%
10AMAZON COM INCAMZN14,761$2.8M2.20%
11RTX CORPORATIONRTX20,534$2.7M2.14%
12CATERPILLAR INCCAT7,801$2.6M2.02%
13VISA INCV7,169$2.5M1.97%
14DEERE & CODE5,169$2.4M1.90%
15WALMART INCWMT27,203$2.4M1.87%
16COSTCO WHSL CORP NEW22160K1052,435$2.3M1.81%
17MCDONALDS CORPMCD6,755$2.1M1.66%
18PNC FINL SVCS GROUP INC69347510510,658$1.9M1.47%
19JOHNSON & JOHNSONJNJ11,025$1.8M1.44%
20META PLATFORMS INCMETA3,009$1.7M1.36%
21EXXON MOBIL CORPXOM14,306$1.7M1.34%
22THERMO FISHER SCIENTIFIC INCTMO3,375$1.7M1.32%
23ALPHABET INCGOOG10,076$1.6M1.24%
24PROCTER AND GAMBLE CO7427181099,183$1.6M1.23%
25BERKSHIRE HATHAWAY INC DELBRK-A2,910$1.5M1.22%
26AUTOMATIC DATA PROCESSING INADP5,005$1.5M1.20%
27ILLINOIS TOOL WKS INC4523081095,740$1.4M1.12%
28ABBOTT LABSABLZF10,590$1.4M1.10%
29AMGEN INCAMGN4,221$1.3M1.03%
30ELI LILLY & COLLY1,582$1.3M1.03%
31SALESFORCE INCCRM4,709$1.3M0.99%
32PEPSICO INCPEP8,182$1.2M0.96%
33TJX COS INC NEW8725401099,945$1.2M0.95%
34CHEVRON CORP NEWCVX7,216$1.2M0.95%
35LOCKHEED MARTIN CORPLMT2,465$1.1M0.86%
36NEXTERA ENERGY INCNEE-PW14,968$1.1M0.83%
37MASTERCARD INCORPORATEDMA1,855$1.0M0.80%
38HONEYWELL INTL INC4385161064,770$1.0M0.79%
39GE AEROSPACE3696043014,389$878,4580.69%
40MARATHON PETE CORPMARA5,955$867,5840.68%
41CARRIER GLOBAL CORPORATIONCARR13,643$864,9940.68%
42NETFLIX INCNFLX863$804,7740.63%
43CHUBB LIMITEDCB2,600$785,1740.62%
44SOUTHERN COSOMN8,357$768,3810.60%
45PHILLIPS 66PSX5,949$734,5730.58%
46ALPHABET INCGOOG4,658$720,3240.57%
47AIR PRODS & CHEMS INCAIIR2,415$712,2320.56%
48KLA CORPKLAC1,033$702,2330.55%
49CSX CORPCSX22,750$669,5330.53%
50CROWDSTRIKE HLDGS INCCRWD1,890$666,3760.52%
51VERIZON COMMUNICATIONS INCVZ14,020$635,9640.50%
52TARGA RES CORPTRGP3,160$633,4850.50%
53EMERSON ELEC COEMR5,725$627,6890.49%
54GABELLI EQUITY TR INCGAB-PK112,836$621,7240.49%
55NIKE INCNKE9,300$590,3640.46%
56NOVARTIS AGNVSEF4,959$552,8290.43%
57INVESCO EXCHANGE TRADED FD TIVZ11,054$523,7590.41%
58ADOBE INCADBE1,365$523,5180.41%
59OTIS WORLDWIDE CORPOTIS5,065$522,7080.41%
60TRAVELERS COMPANIES INCTRV1,918$507,2350.40%
61LAM RESEARCH CORPLRCX6,630$482,0010.38%
62EVERSOURCE ENERGYES7,528$467,5640.37%
63SERVICENOW INCNOW586$466,5380.37%
64ACCENTURE PLC IRELANDACN1,470$458,6990.36%
65SHERWIN WILLIAMS COSHW1,280$446,9630.35%
66GENERAL MLS INC3703341047,475$446,9300.35%
67BRISTOL-MYERS SQUIBB COCELG-RI6,820$415,9520.33%
68TEXAS INSTRS INC8825081042,310$415,1070.33%
69PALO ALTO NETWORKS INCPANW2,398$409,1950.32%
70EATON CORP PLCETN1,505$409,1040.32%
71ONEOK INC NEWOKE4,082$405,0170.32%
72COLGATE PALMOLIVE COCL4,236$396,8980.31%
73AMERICAN TOWER CORP NEW03027X1001,800$391,6800.31%
74PIMCO ETF TR72201R8333,888$391,1860.31%
75ASML HOLDING N VASMLF574$380,3490.30%
76KINDER MORGAN INC DELEP-PC13,291$379,1920.30%
77FIDELITY COVINGTON TRUST3160927095,487$375,7120.29%
78LOWES COS INC5486611071,600$373,1680.29%
79VULCAN MATLS CO9291601091,585$369,7810.29%
80DISNEY WALT CO2546871063,677$362,8860.28%
81FIDELITY COVINGTON TRUST3160928082,248$362,5470.28%
82TAIWAN SEMICONDUCTOR MFG LTD8740391002,169$360,0540.28%
83GENERAL DYNAMICS CORPGD1,316$358,8430.28%
84INVESCO EXCHANGE TRADED FD TIVZ3,051$355,5660.28%
85INVESCO EXCHANGE TRADED FD TIVZ8,939$341,9280.27%
86ROCKWELL AUTOMATION INCROK1,300$335,8940.26%
87FIDELITY COVINGTON TRUST3160925014,419$307,2400.24%
88CONSOLIDATED EDISON INCED2,750$304,1230.24%
89INVESCO EXCHANGE TRADED FD TIVZ6,575$302,5820.24%
90PUTNAM PREMIER INCOME TRPPT83,250$300,5330.24%
91FIDELITY COVINGTON TRUST3160926004,324$295,4020.23%
92HERSHEY COHSY1,720$294,1720.23%
93MERCK & CO INCMRK3,226$289,5670.23%
94CANADIAN NATL RY CO1363751022,900$282,6340.22%
95VISTRA CORPVST2,325$273,0480.21%
96BLACKROCK INCBLK285$269,7470.21%
97INTUITIVE SURGICAL INCISRG510$252,5880.20%
98SOUTHERN COPPER CORPSCCO2,645$247,2020.19%
99FIRST TR EXCHANGE TRADED FD33738R30811,153$243,8080.19%
100STARBUCKS CORPSBUX2,473$242,5770.19%
101GE VERNOVA INCGEV777$237,2030.19%
102KELLANOVABEKE2,850$235,0970.18%
103BLACKROCK CR ALLOCATION INCOBLK21,457$230,0210.18%
104VANGUARD INDEX FDS922908629867$224,1180.18%
105S&P GLOBAL INCSPGI425$215,9430.17%
106AT&T INCT-PC7,600$214,9280.17%
107QUEST DIAGNOSTICS INCDGX1,200$203,0400.16%
108INVESCO EXCHANGE TRADED FD TIVZ12,600$179,9280.14%
109MFS CHARTER INCOME TRMCR23,850$149,5400.12%
110AGNC INVT CORP00123Q10412,425$119,0320.09%
111NUVEEN PFD & INCOME OPPORTUNNU13,489$107,3720.08%