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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

Royal Fund Management, LLC

Quarter ended Q4 2025 · Filed January 15, 2026 · Accession 0001172661-26-000197

Total Value
$1.10B
Positions
306
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (306)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD INDEX FDS92290836358,246$36.7M3.33%
2INVESCO QQQ TRIVZ55,985$34.5M3.13%
3ISHARES TR46428765598,936$24.4M2.22%
4NVIDIA CORPORATIONNVDA119,415$22.3M2.03%
5SPDR S&P 500 ETF TRSPY31,123$21.2M1.93%
6MICROSOFT CORPMSFT37,760$18.3M1.66%
7ISHARES TR464287309142,985$17.6M1.60%
8SPDR SERIES TRUST78464A870143,713$17.5M1.59%
9ISHARES TR464287432200,427$17.5M1.59%
10JPMORGAN CHASE & CO.VYLD50,712$16.2M1.47%
11SPDR GOLD TRGLD40,631$16.1M1.46%
12SELECT SECTOR SPDR TR81369Y852129,831$15.3M1.39%
13ALPHABET INCGOOG46,766$14.6M1.33%
14ISHARES TR464287465147,893$14.2M1.29%
15ISHARES TR464287515118,193$12.5M1.14%
16BROADCOM INCAVGO34,433$11.9M1.08%
17SELECT SECTOR SPDR TR81369Y605216,337$11.9M1.08%
18ROBINHOOD MKTS INC770700102103,793$11.7M1.07%
19SELECT SECTOR SPDR TR81369Y886271,564$11.6M1.05%
20VANGUARD WORLD FD92204A70215,233$11.5M1.05%
21INTERNATIONAL BUSINESS MACHSINTR37,858$11.2M1.02%
22APPLE INCAAPL41,138$11.2M1.02%
23QUALCOMM INCQCOM64,434$11.0M1.00%
24ISHARES TR46432F39643,020$10.8M0.98%
25VANGUARD INDEX FDS92290873621,453$10.5M0.95%
26WALMART INCWMT93,795$10.5M0.95%
27WALMART INCWMT93,795$10.5M0.95%
28VANGUARD SCOTTSDALE FDS92206C68084,092$10.2M0.93%
29SCHWAB STRATEGIC TR808524300311,174$10.2M0.92%
30ABBVIE INCABBV44,141$10.1M0.92%
31RTX CORPORATIONRTX54,653$10.0M0.91%
32BLACKSTONE INCBX62,001$9.6M0.87%
33ISHARES TR46428732592,859$9.1M0.82%
34VANGUARD WORLD FD92204A50431,186$9.0M0.82%
35VANGUARD WORLD FD92191081621,591$8.9M0.81%
36ISHARES TR46434V621127,649$8.9M0.81%
37VERTIV HOLDINGS COVRT54,648$8.9M0.81%
38VERTIV HOLDINGS COVRT54,648$8.9M0.81%
39ISHARES TR46429B598155,423$8.4M0.76%
40META PLATFORMS INCMETA12,144$8.0M0.73%
41TESLA INCTSLA17,757$8.0M0.73%
42SPDR SERIES TRUST78464A77152,855$7.9M0.72%
43UBER TECHNOLOGIES INCUBER96,736$7.9M0.72%
44JOHNSON & JOHNSONJNJ37,720$7.8M0.71%
45ISHARES TR46434V613162,128$7.5M0.69%
46ISHARES TR46429B655146,552$7.5M0.68%
47AMAZON COM INCAMZN32,113$7.4M0.67%
48DATADOG INCDDOG53,807$7.3M0.67%
49MERCK & CO INCMRK69,200$7.3M0.66%
50DIGITAL RLTY TR INC25386810345,943$7.1M0.65%
51NEWMONT CORPNEMCL71,029$7.1M0.65%
52PALANTIR TECHNOLOGIES INCPLTR39,281$7.0M0.63%
53PHILLIPS 66PSX53,901$7.0M0.63%
54AMGEN INCAMGN20,677$6.8M0.62%
55DELL TECHNOLOGIES INCDELL52,578$6.6M0.60%
56ORACLE CORPORCL-PD33,699$6.6M0.60%
57DARDEN RESTAURANTS INCDRI33,501$6.2M0.56%
58ONEOK INC NEWOKE80,383$5.9M0.54%
59WASTE MGMT INC DEL94106L10926,404$5.8M0.53%
60WASTE MGMT INC DEL94106L10926,404$5.8M0.53%
613M COMMM36,058$5.8M0.53%
62CROWDSTRIKE HLDGS INCCRWD12,119$5.7M0.52%
63AT&T INCT-PC227,945$5.7M0.51%
64LAMAR ADVERTISING CO NEWLAMR44,296$5.6M0.51%
65CISCO SYS INCCSCO72,637$5.6M0.51%
66PROCTER AND GAMBLE CO74271810938,894$5.6M0.51%
67MCDONALDS CORPMCD18,061$5.5M0.50%
68GARMIN LTDGRMN26,953$5.5M0.50%
69ROCKET COS INC77311W101282,840$5.5M0.50%
70ISHARES TR464289875113,987$5.4M0.49%
71CVS HEALTH CORPCVS67,829$5.4M0.49%
72GOLDMAN SACHS GROUP INCGSCE6,119$5.4M0.49%
73INVESCO EXCH TRADED FD TR IIIVZ264,012$5.3M0.48%
74J P MORGAN EXCHANGE TRADED F46641Q878112,796$5.2M0.48%
75VANGUARD WHITEHALL FDS92194688577,366$5.2M0.47%
76FREEPORT-MCMORAN INCFCX101,800$5.2M0.47%
77ELI LILLY & COLLY4,685$5.0M0.46%
78EMERSON ELEC COEMR37,501$5.0M0.45%
79ROCKET LAB CORPRKLB70,200$4.9M0.45%
80UNION PAC CORPUNP21,034$4.9M0.44%
81STARBUCKS CORPSBUX57,666$4.9M0.44%
82VERIZON COMMUNICATIONS INCVZ115,742$4.7M0.43%
83VERIZON COMMUNICATIONS INCVZ115,495$4.7M0.43%
84US BANCORP DELUSB-PS86,399$4.6M0.42%
85VANGUARD WORLD FD92191084030,784$4.3M0.40%
86SNOWFLAKE INCSNOW18,988$4.2M0.38%
87VANGUARD ADMIRAL FDS INC9219325059,291$4.1M0.38%
88VANGUARD INTL EQUITY INDEX F92204274229,227$4.1M0.38%
89MARVELL TECHNOLOGY INCMRVL47,036$4.0M0.36%
90GREENBRIER COS INC39365710184,607$4.0M0.36%
91DUKE ENERGY CORP NEWDUKB33,304$3.9M0.36%
92VANGUARD SPECIALIZED FUNDS92190884417,709$3.9M0.35%
93VANGUARD INDEX FDS92290876911,564$3.9M0.35%
94VISTRA CORPVST23,856$3.8M0.35%
95VISTRA CORPVST23,856$3.8M0.35%
96IRON MTN INC DEL46284V10146,030$3.8M0.35%
97KINDER MORGAN INC DELEP-PC136,432$3.8M0.34%
98VANGUARD INDEX FDS92290863711,676$3.7M0.33%
99VANGUARD WORLD FD92204A30628,720$3.6M0.33%
100TYSON FOODS INCTSN61,494$3.6M0.33%
101CHENIERE ENERGY INCLNG18,312$3.6M0.32%
102ROBLOX CORPRBLX42,624$3.5M0.31%
103CHEVRON CORP NEWCVX22,563$3.4M0.31%
104KIMBERLY-CLARK CORPKMB33,563$3.4M0.31%
105SYSCO CORPSYY45,177$3.3M0.30%
106OKTA INCOKTA38,203$3.3M0.30%
107BRISTOL-MYERS SQUIBB COCELG-RI60,467$3.3M0.30%
108ASML HOLDING N VASMLF3,004$3.2M0.29%
109VANGUARD WORLD FD92204A20715,154$3.2M0.29%
110AGNICO EAGLE MINES LTDAEM18,800$3.2M0.29%
111PAYCHEX INCPAYX28,170$3.2M0.29%
112BOEING COBA-PA14,562$3.2M0.29%
113CAVA GROUP INCCAVA52,200$3.1M0.28%
114GITLAB INCGTLB80,200$3.0M0.27%
115VANGUARD WORLD FD92204A88414,491$2.8M0.26%
116VANGUARD WORLD FD92204A87615,123$2.8M0.26%
117MAGNA INTL INC55922240151,082$2.7M0.25%
118COINBASE GLOBAL INCCOIN12,000$2.7M0.25%
119SUNCOR ENERGY INC NEWSU59,287$2.6M0.24%
120DIAGEO PLCDGEAF30,167$2.6M0.24%
121DEVON ENERGY CORP NEW25179M10370,953$2.6M0.24%
122APPLIED DIGITAL CORPAPLD105,820$2.6M0.24%
123MEDTRONIC PLCMDT26,527$2.5M0.23%
124VANGUARD WORLD FD92204A40519,002$2.5M0.23%
125VANGUARD WORLD FD92204A6038,347$2.5M0.23%
126NEXTERA ENERGY INCNEE-PW31,118$2.5M0.23%
127VANGUARD WORLD FD92204A1086,293$2.5M0.23%
128VANGUARD WELLINGTON FD92193570615,389$2.4M0.22%
129COCA COLA COKO33,655$2.4M0.21%
130HONDA MOTOR LTDHNDAF77,707$2.3M0.21%
131VANGUARD WHITEHALL FDS92194640615,444$2.2M0.20%
132VANGUARD INDEX FDS9229086297,571$2.2M0.20%
133MARRIOTT INTL INC NEW5719032026,598$2.0M0.19%
134TRUIST FINL CORP89832Q10940,902$2.0M0.18%
135SOUTHERN COPPER CORPSCCO13,933$2.0M0.18%
136OMEGA HEALTHCARE INVS INC68193610040,413$1.8M0.16%
137VANGUARD SCOTTSDALE FDS92206C7305,740$1.8M0.16%
138XCEL ENERGY INCXELLL23,887$1.8M0.16%
139XCEL ENERGY INCXELLL23,887$1.8M0.16%
140ISHARES TR46428866114,644$1.7M0.16%
141ISHARES TR46428865317,139$1.7M0.16%
142SELECT SECTOR SPDR TR81369Y80311,895$1.7M0.16%
143GSK PLCGLAXF34,793$1.7M0.16%
144KROGER COKR27,100$1.7M0.15%
145ISHARES TR46428863831,265$1.7M0.15%
146BHP GROUP LTDBHPLF27,497$1.7M0.15%
147COHERENT CORPCOHR8,992$1.7M0.15%
148SPDR SERIES TRUST78464A75527,753$1.7M0.15%
149VANGUARD WORLD FD9219108736,512$1.6M0.15%
150ENTERGY CORP NEWENO17,600$1.6M0.15%
151ARM HOLDINGS PLC04206820514,850$1.6M0.15%
152PHILIP MORRIS INTL INC71817210910,039$1.6M0.15%
153ARCHER DANIELS MIDLAND COADM27,938$1.6M0.15%
154DOW INCDOW67,766$1.6M0.14%
155CLOUDFLARE INCNET8,006$1.6M0.14%
156PPL CORPPPLC43,515$1.5M0.14%
157AMERICAN TOWER CORP NEW03027X1008,648$1.5M0.14%
158XYLEM INCXYL11,001$1.5M0.14%
159XYLEM INCXYL11,001$1.5M0.14%
160DEERE & CODE3,201$1.5M0.14%
161DUPONT DE NEMOURS INCDD36,344$1.5M0.13%
162RUBRIK INC.RBRK18,900$1.4M0.13%
163RIO TINTO PLCRTNTF17,748$1.4M0.13%
164CREDO TECHNOLOGY GROUP HOLDICRDO234$1.4M0.13%
165SMUCKER J M CO83269640514,100$1.4M0.13%
166VISA INCV3,894$1.4M0.12%
167VISA INCV3,894$1.4M0.12%
168TC ENERGY CORPTRPRF24,348$1.3M0.12%
169WELLS FARGO CO NEW94974610114,018$1.3M0.12%
170WELLS FARGO CO NEW94974610114,018$1.3M0.12%
171VANGUARD INDEX FDS9229085384,701$1.3M0.12%
172CITIGROUP INCC-PR11,159$1.3M0.12%
173ISHARES TR46428760613,134$1.3M0.12%
174L3HARRIS TECHNOLOGIES INCLHX4,266$1.3M0.11%
175ROCKET LAB CORPRKLB455$1.2M0.11%
176ISHARES TR46428776218,698$1.2M0.11%
177WP CAREY INC92936U10918,631$1.2M0.11%
178WP CAREY INC92936U10918,631$1.2M0.11%
179ISHARES BITCOIN TRUST ETFIBIT23,468$1.2M0.11%
180GILEAD SCIENCES INCGILD9,181$1.1M0.10%
181VANGUARD INDEX FDS9229085953,702$1.1M0.10%
182OCCIDENTAL PETE CORP67459910526,983$1.1M0.10%
183TOAST INCTOST30,911$1.1M0.10%
184MARKEL GROUP INCMKL510$1.1M0.10%
185PROLOGIS INC.PLDGP8,204$1.0M0.10%
186RESTAURANT BRANDS INTL INC76131D10315,030$1.0M0.09%
187APPLIED DIGITAL CORPAPLD1,049$1.0M0.09%
188UNIVERSAL HLTH SVCS INC9139031004,588$1.0M0.09%
189AFFIRM HLDGS INCAFRM13,244$985,7510.09%
190UNITED PARCEL SERVICE INCUPS9,914$983,3700.09%
191FREEPORT-MCMORAN INCFCX791$977,9760.09%
192EATON CORP PLCETN3,008$958,0930.09%
193EOG RES INCEOG9,100$955,5910.09%
194CF INDS HLDGS INC12526910012,300$951,2820.09%
195TIDAL TRUST I88636466041,967$949,6810.09%
196KLARNA GROUP PLCKLAR30,600$884,6460.08%
197SPDR SERIES TRUST78468R6639,573$874,5670.08%
198VANECK ETF TRUST92189F48634,118$869,4480.08%
199INVESCO EXCHANGE TRADED FD TIVZ18,625$847,7550.08%
200SAMSARA INCIOT23,500$833,0750.08%
201CONSTELLATION ENERGY CORPCEG2,358$833,0110.08%
202ISHARES TR4642878875,604$793,8790.07%
203DIAMONDBACK ENERGY INCFANG5,246$788,7060.07%
204HOME DEPOT INCHD2,230$767,2050.07%
205ISHARES SILVER TRSLV11,824$761,7020.07%
206VIKING THERAPEUTICS INCVKTX21,576$759,0430.07%
207VIKING THERAPEUTICS INCVKTX21,576$759,0430.07%
208VERTIV HOLDINGS COVRT239$749,2700.07%
209INTEL CORPINTC20,040$739,4770.07%
210UPSTART HLDGS INCUPST16,740$732,0400.07%
211CONAGRA BRANDS INCCAG38,000$657,7800.06%
212SPDR S&P MIDCAP 400 ETF TRMDY1,075$648,5260.06%
213ISHARES TR4642874083,041$645,0380.06%
214FRANKLIN TEMPLETON ETF TRFGDL16,062$624,6720.06%
215ROCKET COS INC77311W1011,895$619,7860.06%
216LYONDELLBASELL INDUSTRIES NLYB14,200$614,8600.06%
217BANK AMERICA CORP0605051049,401$586,8810.05%
218SLB LIMITEDSLB14,830$569,1750.05%
219NETAPP INCNTAP5,098$545,9420.05%
220SPDR SERIES TRUST78468R8123,069$534,4500.05%
221PFIZER INCPFE21,436$533,7370.05%
222NVIDIA CORPORATIONNVDA227$513,8310.05%
223FIRST TR EXCHANGE-TRADED FD3373451022,219$510,6640.05%
224CONSOLIDATED EDISON INCED4,914$488,0580.04%
225PALANTIR TECHNOLOGIES INCPLTR199$475,6440.04%
226MONDELEZ INTL INC6092071058,710$468,8590.04%
227SELECT SECTOR SPDR TR81369Y50610,322$461,5230.04%
228SSGA ACTIVE ETF TR78467V60811,036$455,4370.04%
229NETFLIX INCNFLX4,725$443,0170.04%
230EXXON MOBIL CORPXOM3,538$425,7880.04%
231FORD MTR CO34537086031,969$419,4310.04%
232COHERENT CORPCOHR56$417,7040.04%
233TAIWAN SEMICONDUCTOR MFG LTD8740391001,372$416,9390.04%
234ADVANCED MICRO DEVICES INCAMD1,924$412,0430.04%
235ISHARES TR464287200601$411,7970.04%
236MARVELL TECHNOLOGY INCMRVL446$403,3000.04%
237ISHARES TR4642877542,667$395,1400.04%
238INVESCO EXCHANGE TRADED FD TIVZ13,541$393,0330.04%
239TIMKEN COTKR4,631$389,6060.04%
240CAVA GROUP INCCAVA341$386,3050.04%
241GLOBAL X FDS37954Y4759,435$383,3640.03%
242DATADOG INCDDOG237$367,0720.03%
243AMERICAN EXPRESS COAXP975$360,5710.03%
244BERKSHIRE HATHAWAY INC DELBRK-A676$339,7930.03%
245ISHARES TR4642877052,574$338,7270.03%
246ORACLE CORPORCL-PD152$326,7900.03%
247HONEYWELL INTL INC4385161061,639$319,6730.03%
248ISHARES TR4642876972,928$317,2310.03%
249MORGAN STANLEYMS-PQ1,778$315,6480.03%
250STRATEGY INCSTRK2,077$315,6000.03%
251AMERIPRISE FINL INC03076C106643$315,1720.03%
252ROBINHOOD MKTS INC770700102310$314,1860.03%
253GE AEROSPACE369604301986$303,8470.03%
254MONGODB INCMDB721$302,5960.03%
255PEPSICO INCPEP2,089$299,8140.03%
256ALLIANT ENERGY CORPLNT4,444$288,9050.03%
257SHOPIFY INCSHOP1,769$284,7580.03%
258MICRON TECHNOLOGY INCMU952$271,7110.02%
259ALLSTATE CORPALL-PJ1,293$269,0360.02%
260CONOCOPHILLIPSCOP2,706$253,4040.02%
261COSTCO WHSL CORP NEW22160K105291$250,9420.02%
262ALPHABET INCGOOG799$250,7810.02%
263ENPHASE ENERGY INCENPH7,822$250,6950.02%
264SOUTHERN COSOMN2,793$243,5520.02%
265AMPLIFY ETF TR0321084095,337$237,4890.02%
266YUM BRANDS INCYUM1,542$233,2740.02%
267YUM BRANDS INCYUM1,542$233,2740.02%
268MONOLITHIC PWR SYS INC609839105257$232,9360.02%
269SPDR SERIES TRUST78468R4089,141$231,4340.02%
270INTUITINTU341$225,7380.02%
271DIMENSIONAL ETF TRUST25434V7244,703$219,1130.02%
272LOCKHEED MARTIN CORPLMT452$218,5760.02%
273TERAWULF INCWULF18,750$215,4380.02%
274J P MORGAN EXCHANGE TRADED F46641Q3325,239$214,8680.02%
275GITLAB INCGTLB406$207,0230.02%
276BOEING COBA-PA101$139,1740.01%
277DELL TECHNOLOGIES INCDELL244$119,8050.01%
278NUVEEN PFD & INCOME OPPORTUNNU13,823$112,1040.01%
279WISDOMTREE TRWT2,222$108,1400.01%
280WISDOMTREE TRWT2,222$108,1400.01%
281RING ENERGY INCREI30,000$26,1000.00%
282ROBINHOOD MKTS INC770700102110$26,0380.00%
283AMAZON COM INCAMZN11$20,9230.00%
284TESLA INCTSLA17$14,2640.00%
285AFFIRM HLDGS INCAFRM8$12,8840.00%
286UBER TECHNOLOGIES INCUBER16$12,8500.00%
287CLOUDFLARE INCNET3$6,9740.00%
288VERTIV HOLDINGS COVRT4$5,2120.00%
289VERTIV HOLDINGS COVRT4$5,2120.00%
290INTEL CORPINTC6$4,3520.00%
291ADVANCED MICRO DEVICES INCAMD1$3,5320.00%
292BLACKSTONE INCBX7$3,2550.00%
293VISTRA CORPVST1$1,6990.00%
294INTERNATIONAL BUSINESS MACHSINTR9$8370.00%
295ABBVIE INCABBV4$7600.00%
296CISCO SYS INCCSCO8$6610.00%
297AMGEN INCAMGN1$1720.00%
298DEVON ENERGY CORP NEW25179M10312$840.00%
299EOG RES INCEOG5$370.00%
3003M COMMM4$340.00%
301DARDEN RESTAURANTS INCDRI5$150.00%
302CVS HEALTH CORPCVS1$20.00%
303DIGITAL RLTY TR INC2538681039$10.00%
304AMERICAN TOWER CORP NEW03027X1005$00.00%
305DIAGEO PLCDGEAF0$00.00%
306AT&T INCT-PC30$00.00%