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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 Q2 2025 · Filed July 25, 2025 · Accession 0001172661-25-002736

Total Value
$133.6M
Positions
115
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (115)

#IssuerTicker / CUSIPSharesValue% of Filing
1MICROSOFT CORPMSFT24,696$12.3M9.19%
2APPLE INCAAPL43,421$8.9M6.67%
3JPMORGAN CHASE & CO.VYLD17,395$5.0M3.77%
4HOME DEPOT INCHD12,615$4.6M3.46%
5NVIDIA CORPORATIONNVDA28,398$4.5M3.36%
6BROADCOM INCAVGO16,191$4.5M3.34%
7ABBVIE INCABBV22,792$4.2M3.17%
8AMAZON COM INCAMZN15,316$3.4M2.52%
9UNION PAC CORPUNP13,591$3.1M2.34%
10RTX CORPORATIONRTX20,381$3.0M2.23%
11CATERPILLAR INCCAT7,596$2.9M2.21%
12WALMART INCWMT27,080$2.6M1.98%
13DEERE & CODE4,998$2.5M1.90%
14VISA INCV7,098$2.5M1.89%
15COSTCO WHSL CORP NEW22160K1052,470$2.4M1.83%
16META PLATFORMS INCMETA3,032$2.2M1.68%
17MCDONALDS CORPMCD6,815$2.0M1.49%
18PNC FINL SVCS GROUP INC69347510510,499$2.0M1.46%
19ALPHABET INCGOOG10,256$1.8M1.36%
20JOHNSON & JOHNSONJNJ11,025$1.7M1.26%
21AUTOMATIC DATA PROCESSING INADP4,965$1.5M1.15%
22EXXON MOBIL CORPXOM13,951$1.5M1.13%
23BERKSHIRE HATHAWAY INC DELBRK-A3,053$1.5M1.11%
24PROCTER AND GAMBLE CO7427181099,183$1.5M1.10%
25ABBOTT LABSABLZF10,590$1.4M1.08%
26ILLINOIS TOOL WKS INC4523081095,750$1.4M1.06%
27SALESFORCE INCCRM4,969$1.4M1.01%
28THERMO FISHER SCIENTIFIC INCTMO3,145$1.3M0.95%
29ELI LILLY & COLLY1,602$1.2M0.93%
30TJX COS INC NEW87254010910,016$1.2M0.93%
31NETFLIX INCNFLX909$1.2M0.91%
32GE AEROSPACE3696043014,664$1.2M0.90%
33AMGEN INCAMGN4,216$1.2M0.88%
34LOCKHEED MARTIN CORPLMT2,345$1.1M0.81%
35MASTERCARD INCORPORATEDMA1,913$1.1M0.80%
36PEPSICO INCPEP8,082$1.1M0.80%
37HONEYWELL INTL INC4385161064,505$1.0M0.79%
38CHEVRON CORP NEWCVX7,217$1.0M0.77%
39NEXTERA ENERGY INCNEE-PW14,463$1.0M0.75%
40CROWDSTRIKE HLDGS INCCRWD1,955$995,7010.75%
41MARATHON PETE CORPMARA5,910$981,7110.73%
42CARRIER GLOBAL CORPORATIONCARR13,368$978,4360.73%
43KLA CORPKLAC1,053$943,2140.71%
44ALPHABET INCGOOG4,843$853,5030.64%
45SOUTHERN COSOMN8,409$772,1980.58%
46EMERSON ELEC COEMR5,725$763,3150.57%
47CHUBB LIMITEDCB2,575$746,0290.56%
48CSX CORPCSX22,250$726,0180.54%
49AIR PRODS & CHEMS INCAIIR2,440$688,2270.52%
50PHILLIPS 66PSX5,750$686,0090.51%
51GABELLI EQUITY TR INCGAB-PK115,836$674,1630.50%
52LAM RESEARCH CORPLRCX6,760$658,0330.49%
53NIKE INCNKE9,050$642,9120.48%
54SERVICENOW INCNOW621$638,4370.48%
55TAIWAN SEMICONDUCTOR MFG LTD8740391002,751$623,0740.47%
56INVESCO EXCHANGE TRADED FD TIVZ10,385$622,6560.47%
57NOVARTIS AGNVSEF4,959$600,0890.45%
58VERIZON COMMUNICATIONS INCVZ13,422$580,7680.43%
59ASML HOLDING N VASMLF705$564,9800.42%
60TARGA RES CORPTRGP3,135$545,7410.41%
61EATON CORP PLCETN1,500$535,4850.40%
62VISTRA CORPVST2,660$515,5350.39%
63TRAVELERS COMPANIES INCTRV1,918$513,1420.38%
64OTIS WORLDWIDE CORPOTIS5,065$501,5360.38%
65ADOBE INCADBE1,265$489,4030.37%
66PALO ALTO NETWORKS INCPANW2,348$480,4950.36%
67TEXAS INSTRS INC8825081042,310$479,6020.36%
68EVERSOURCE ENERGYES7,528$478,9310.36%
69SHERWIN WILLIAMS COSHW1,311$450,0820.34%
70FIDELITY COVINGTON TRUST3160928082,263$446,3320.33%
71ACCENTURE PLC IRELANDACN1,470$439,3680.33%
72INVESCO EXCHANGE TRADED FD TIVZ3,101$439,3570.33%
73VULCAN MATLS CO9291601091,680$438,1780.33%
74DISNEY WALT CO2546871063,507$434,8810.33%
75ROCKWELL AUTOMATION INCROK1,300$431,8210.32%
76FIDELITY COVINGTON TRUST3160927095,562$431,2570.32%
77INVESCO EXCHANGE TRADED FD TIVZ8,791$402,3420.30%
78GE VERNOVA INCGEV752$397,9210.30%
79AMERICAN TOWER CORP NEW03027X1001,800$397,8360.30%
80PIMCO ETF TR72201R8333,954$397,5220.30%
81GENERAL MLS INC3703341047,475$387,2800.29%
82GENERAL DYNAMICS CORPGD1,317$383,9880.29%
83KINDER MORGAN INC DELEP-PC12,791$376,0550.28%
84INVESCO EXCHANGE TRADED FD TIVZ7,200$375,1200.28%
85COLGATE PALMOLIVE COCL4,000$363,6000.27%
86LOWES COS INC5486611071,600$354,9920.27%
87FIDELITY COVINGTON TRUST3160925014,470$330,9960.25%
88BRISTOL-MYERS SQUIBB COCELG-RI6,820$315,6980.24%
89PUTNAM PREMIER INCOME TRPPT84,367$309,6260.23%
90ONEOK INC NEWOKE3,782$308,7540.23%
91BLACKROCK INCBLK292$306,0740.23%
92CANADIAN NATL RY CO1363751022,900$301,7160.23%
93HERSHEY COHSY1,720$285,4340.21%
94FIDELITY COVINGTON TRUST3160926004,354$278,4680.21%
95CONSOLIDATED EDISON INCED2,750$275,9630.21%
96INTUITIVE SURGICAL INCISRG485$263,5540.20%
97SOUTHERN COPPER CORPSCCO2,548$257,7810.19%
98FIRST TR EXCHANGE TRADED FD33738R30811,180$255,4700.19%
99BLACKROCK CR ALLOCATION INCOBLK21,534$235,1490.18%
100STARBUCKS CORPSBUX2,508$229,8330.17%
101IDEXX LABS INC45168D104425$227,9450.17%
102KELLANOVABEKE2,850$226,6610.17%
103MERCK & CO INCMRK2,836$224,4990.17%
104S&P GLOBAL INCSPGI425$224,0980.17%
105AT&T INCT-PC7,600$219,9440.16%
106CONSTELLATION ENERGY CORPCEG676$218,1860.16%
107CITIGROUP INCC-PR2,550$217,0560.16%
108VANGUARD INDEX FDS922908629775$216,8680.16%
109QUEST DIAGNOSTICS INCDGX1,200$215,5560.16%
110BOEING COBA-PA1,004$210,4310.16%
111INVESCO EXCHANGE TRADED FD TIVZ12,600$177,7860.13%
112MFS CHARTER INCOME TRMCR23,850$151,6860.11%
113AGNC INVT CORP00123Q10412,425$114,1860.09%
114NUVEEN PFD & INCOME OPPORTUNNU13,489$108,1820.08%
115GABELLI UTIL TR36240A10117,000$98,6000.07%