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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 2025 · Filed January 23, 2026 · Accession 0001172661-26-000270

Total Value
$151.1M
Positions
120
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (120)

#IssuerTicker / CUSIPSharesValue% of Filing
1MICROSOFT CORPMSFT24,874$12.0M7.96%
2APPLE INCAAPL43,493$11.8M7.82%
3JPMORGAN CHASE & CO.VYLD18,056$5.8M3.85%
4BROADCOM INCAVGO16,188$5.6M3.71%
5NVIDIA CORPORATIONNVDA29,316$5.5M3.62%
6ABBVIE INCABBV23,066$5.3M3.49%
7HOME DEPOT INCHD13,223$4.5M3.01%
8CATERPILLAR INCCAT7,511$4.3M2.85%
9AMAZON COM INCAMZN17,066$3.9M2.61%
10RTX CORPORATIONRTX20,082$3.7M2.44%
11ALPHABET INCGOOG11,116$3.5M2.31%
12UNION PAC CORPUNP13,286$3.1M2.03%
13WALMART INCWMT27,180$3.0M2.00%
14VISA INCV7,519$2.6M1.75%
15COSTCO WHSL CORP NEW22160K1052,815$2.4M1.61%
16DEERE & CODE5,048$2.4M1.56%
17JOHNSON & JOHNSONJNJ10,892$2.3M1.49%
18PNC FINL SVCS GROUP INC69347510510,351$2.2M1.43%
19META PLATFORMS INCMETA3,121$2.1M1.36%
20MCDONALDS CORPMCD6,695$2.0M1.35%
21GE AEROSPACE3696043016,147$1.9M1.25%
22TJX COS INC NEW87254010911,966$1.8M1.22%
23THERMO FISHER SCIENTIFIC INCTMO3,075$1.8M1.18%
24ALPHABET INCGOOG5,633$1.8M1.17%
25BERKSHIRE HATHAWAY INC DELBRK-A3,358$1.7M1.12%
26EXXON MOBIL CORPXOM13,880$1.7M1.11%
27ELI LILLY & COLLY1,530$1.6M1.09%
28ILLINOIS TOOL WKS INC4523081095,702$1.4M0.93%
29AMGEN INCAMGN4,113$1.3M0.89%
30KLA CORPKLAC1,083$1.3M0.87%
31ABBOTT LABSABLZF10,322$1.3M0.86%
32PROCTER AND GAMBLE CO7427181098,698$1.2M0.82%
33AUTOMATIC DATA PROCESSING INADP4,787$1.2M0.81%
34PEPSICO INCPEP8,182$1.2M0.78%
35LAM RESEARCH CORPLRCX6,760$1.2M0.77%
36NEXTERA ENERGY INCNEE-PW14,057$1.1M0.75%
37LOCKHEED MARTIN CORPLMT2,321$1.1M0.74%
38MASTERCARD INCORPORATEDMA1,958$1.1M0.74%
39TAIWAN SEMICONDUCTOR MFG LTD8740391003,678$1.1M0.74%
40CHEVRON CORP NEWCVX7,217$1.1M0.73%
41ASML HOLDING N VASMLF997$1.1M0.71%
42SALESFORCE INCCRM3,996$1.1M0.70%
43NETFLIX INCNFLX11,030$1.0M0.68%
44CROWDSTRIKE HLDGS INCCRWD2,045$958,6140.63%
45MARATHON PETE CORPMARA5,428$882,7560.58%
46HONEYWELL INTL INC4385161064,370$852,5440.56%
47INVESCO EXCHANGE TRADED FD TIVZ10,235$807,0990.53%
48PALO ALTO NETWORKS INCPANW4,205$774,5610.51%
49CSX CORPCSX21,000$761,2500.50%
50EMERSON ELEC COEMR5,725$759,8220.50%
51CHUBB LIMITEDCB2,405$750,6480.50%
52GABELLI EQUITY TR INCGAB-PK116,836$720,8760.48%
53SOUTHERN COSOMN8,114$707,5430.47%
54CARRIER GLOBAL CORPORATIONCARR13,118$693,1780.46%
55NOVARTIS AGNVSEF4,767$657,2260.43%
56PHILLIPS 66PSX5,028$648,7600.43%
57TARGA RES CORPTRGP3,405$628,2230.42%
58GE VERNOVA INCGEV900$588,2130.39%
59NIKE INCNKE8,891$566,4460.37%
60AIR PRODS & CHEMS INCAIIR2,240$553,3250.37%
61VISTRA CORPVST3,390$546,9080.36%
62FIDELITY COVINGTON TRUST3160928082,288$514,0880.34%
63TRAVELERS COMPANIES INCTRV1,759$510,2160.34%
64EVERSOURCE ENERGYES7,528$506,8600.34%
65ROCKWELL AUTOMATION INCROK1,300$505,7910.33%
66INVESCO EXCHANGE TRADED FD TIVZ3,176$497,4590.33%
67VULCAN MATLS CO9291601091,660$473,4650.31%
68EATON CORP PLCETN1,475$469,8020.31%
69INVESCO EXCHANGE TRADED FD TIVZ7,815$463,2730.31%
70ADOBE INCADBE1,290$451,4870.30%
71VERIZON COMMUNICATIONS INCVZ11,054$450,2490.30%
72FIDELITY COVINGTON TRUST3160927095,428$447,6890.30%
73GENERAL DYNAMICS CORPGD1,317$443,2840.29%
74SHERWIN WILLIAMS COSHW1,311$424,7750.28%
75INVESCO EXCHANGE TRADED FD TIVZ8,993$419,7270.28%
76OTIS WORLDWIDE CORPOTIS4,470$390,4550.26%
77LOWES COS INC5486611071,600$385,8560.26%
78HOWMET AEROSPACE INCHWM1,845$378,2620.25%
79PIMCO ETF TR72201R8333,732$374,4270.25%
80ASTERA LABS INCALAB2,250$374,3100.25%
81ACCENTURE PLC IRELANDACN1,395$374,2790.25%
82SOUTHERN COPPER CORPSCCO2,597$372,5920.25%
83DISNEY WALT CO2546871063,264$371,3370.25%
84BRISTOL-MYERS SQUIBB COCELG-RI6,770$365,1740.24%
85FIDELITY COVINGTON TRUST3160925014,497$349,6320.23%
86GENERAL MLS INC3703341047,105$330,3830.22%
87TEXAS INSTRS INC8825081041,867$323,9060.21%
88BLACKROCK INCBLK297$317,6850.21%
89COLGATE PALMOLIVE COCL4,000$316,0800.21%
90AMERICAN TOWER CORP NEW03027X1001,800$316,0260.21%
91HERSHEY COHSY1,735$315,7350.21%
92SCHWAB STRATEGIC TR80852420111,417$307,2270.20%
93AMPHENOL CORP NEW0320951012,254$304,6060.20%
94SERVICENOW INCNOW1,950$298,7210.20%
95CITIGROUP INCC-PR2,550$297,5600.20%
96FIDELITY COVINGTON TRUST3160926003,961$294,2010.19%
97KINDER MORGAN INC DELEP-PC10,692$293,9230.19%
98IDEXX LABS INC45168D104425$287,5250.19%
99CANADIAN NATL RY CO1363751022,900$286,6650.19%
100MERCK & CO INCMRK2,636$277,4670.18%
101FIRST TR EXCHANGE TRADED FD33738R30811,236$265,4060.18%
102MICRON TECHNOLOGY INCMU925$264,0050.17%
103CONSOLIDATED EDISON INCED2,650$263,1980.17%
104VANGUARD INDEX FDS922908629835$242,3340.16%
105PUTNAM PREMIER INCOME TRPPT67,609$239,3350.16%
106CONSTELLATION ENERGY CORPCEG676$238,8110.16%
107S&P GLOBAL INCSPGI440$229,9400.15%
108BOEING COBA-PA1,004$218,0530.14%
109STARBUCKS CORPSBUX2,570$216,3920.14%
110VANGUARD SPECIALIZED FUNDS921908844980$215,3630.14%
111INTUITIVE SURGICAL INCISRG375$212,3850.14%
112QUEST DIAGNOSTICS INCDGX1,200$208,2360.14%
113ONEOK INC NEWOKE2,833$208,2040.14%
114PALANTIR TECHNOLOGIES INCPLTR1,170$207,9680.14%
115SCHWAB STRATEGIC TR8085247717,578$206,1980.14%
116BLACKROCK CR ALLOCATION INCOBLK18,220$197,3230.13%
117NUVEEN PFD & INCOME OPPORTUNNU22,996$186,4980.12%
118AGNC INVT CORP00123Q10412,425$133,1960.09%
119MFS CHARTER INCOME TRMCR20,850$130,7300.09%
120GABELLI UTIL TR36240A10115,000$90,4500.06%