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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

Baltimore-Washington Financial Advisors, Inc.

Quarter ended Q4 2025 · Filed February 13, 2026 · Accession 0001172661-26-000706

Total Value
$2.40B
Positions
188
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (188)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD INDEX FDS922908637380,128$119.7M4.98%
2INVESCO QQQ TRIVZ174,093$106.9M4.45%
3NVIDIA CORPORATIONNVDA538,326$100.4M4.18%
4INVESCO EXCHANGE TRADED FD TIVZ1,656,784$75.4M3.14%
5VANGUARD SPECIALIZED FUNDS921908844317,797$69.8M2.91%
6ISHARES TR464287200101,896$69.8M2.90%
7INVESCO EXCHANGE TRADED FD TIVZ354,814$68.0M2.83%
8MICROSOFT CORPMSFT138,715$67.1M2.79%
9ALPHABET INCGOOG212,942$66.8M2.78%
10APPLE INCAAPL233,508$63.5M2.64%
11VANGUARD SCOTTSDALE FDS92206C680510,720$62.2M2.59%
12SPDR SERIES TRUST78464A805732,998$60.5M2.52%
13AMAZON COM INCAMZN244,874$56.5M2.35%
14VANGUARD INDEX FDS922908744283,710$54.2M2.25%
15SPDR SERIES TRUST78468R804295,425$51.9M2.16%
16SPDR SERIES TRUST78464A409434,944$46.4M1.93%
17VANGUARD WHITEHALL FDS921946406318,956$45.8M1.90%
18SELECT SECTOR SPDR TR81369Y852387,052$45.6M1.90%
19JPMORGAN CHASE & CO.VYLD138,007$44.5M1.85%
20BERKSHIRE HATHAWAY INC DELBRK-A78,427$39.4M1.64%
21ISHARES TR464287770416,568$38.4M1.60%
22COSTCO WHSL CORP NEW22160K10544,496$38.4M1.60%
23META PLATFORMS INCMETA57,103$37.7M1.57%
24VISA INCV101,424$35.6M1.48%
25BLACKSTONE INCBX227,877$35.1M1.46%
26ARISTA NETWORKS INCANET265,376$34.8M1.45%
27UBER TECHNOLOGIES INCUBER408,615$33.4M1.39%
28BOOKING HOLDINGS INCBKNG6,041$32.4M1.35%
29TJX COS INC NEW872540109189,288$29.1M1.21%
30MARRIOTT INTL INC NEW57190320291,998$28.5M1.19%
31ISHARES TR46436E3871,201,619$28.4M1.18%
32STRYKER CORPORATIONSYK79,781$28.0M1.17%
33VANGUARD INDEX FDS92290836343,527$27.3M1.14%
34SPDR S&P 500 ETF TRSPY39,690$27.1M1.13%
35SPDR SERIES TRUST78468R531394,279$26.1M1.08%
36ISHARES TR46435U515992,996$25.3M1.05%
37VANGUARD INDEX FDS92290873649,504$24.2M1.00%
38INTERCONTINENTAL EXCHANGE IN45866F104144,531$23.4M0.97%
39CROWDSTRIKE HLDGS INCCRWD48,933$22.9M0.95%
40ROYAL CARIBBEAN GROUPV7780T10380,317$22.4M0.93%
41SOFI TECHNOLOGIES INCSOFI814,044$21.3M0.89%
42SPDR SERIES TRUST78468R70572,494$21.2M0.88%
43BLACKROCK INCBLK19,455$20.8M0.87%
44NASDAQ INCNDAQ193,874$18.8M0.78%
45SHOPIFY INCSHOP116,726$18.8M0.78%
46BROADCOM INCAVGO52,204$18.1M0.75%
47ALPHABET INCGOOG51,275$16.0M0.67%
48ISHARES TR46436E833716,024$16.0M0.67%
49ON HLDG AGH5919C104337,079$15.7M0.65%
50GALLAGHER ARTHUR J & CO36357610955,166$14.3M0.59%
51VANGUARD INTL EQUITY INDEX F922042775193,015$14.2M0.59%
52ISHARES TR46435G524167,855$13.9M0.58%
53SPDR SERIES TRUST78464A70679,646$13.3M0.55%
54VANGUARD INDEX FDS92290861161,958$13.1M0.55%
55ARES CAPITAL CORPARCC613,371$12.4M0.52%
56ISHARES TR46436E379502,656$11.9M0.49%
57ISHARES TR46435GAA0489,849$11.9M0.49%
58ISHARES TR46435G326138,885$11.5M0.48%
59ASML HOLDING N VASMLF10,458$11.2M0.47%
60ISHARES TR46436E528477,694$11.0M0.46%
61SOUTHERN COSOMN122,816$10.7M0.45%
62ISHARES TR46436E858451,747$10.3M0.43%
63SPDR SERIES TRUST78464A854120,474$9.7M0.40%
64ISHARES TR46436E205410,573$9.6M0.40%
65FORTINET INCFTNT115,145$9.1M0.38%
66TEXAS INSTRS INC88250810450,525$8.8M0.36%
67VANGUARD INDEX FDS92290862929,538$8.6M0.36%
68KKR & CO INCKKRT58,882$7.5M0.31%
69SELECT SECTOR SPDR TR81369Y20946,403$7.2M0.30%
70ISHARES TR46428749974,075$7.1M0.30%
71SAP SESAPGF26,696$6.5M0.27%
72HOME DEPOT INCHD17,562$6.0M0.25%
73FERRARI N VRACE16,088$5.9M0.25%
74ISHARES TR46428788741,089$5.8M0.24%
75SPDR SERIES TRUST78464A76327,816$3.9M0.16%
76ISHARES TR46436E825168,262$3.7M0.15%
77ELI LILLY & COLLY3,378$3.6M0.15%
78SPDR S&P MIDCAP 400 ETF TRMDY4,090$2.5M0.10%
79NUSHARES ETF TRNU16,233$1.6M0.07%
80VANGUARD INDEX FDS9229087694,543$1.5M0.06%
81EXXON MOBIL CORPXOM12,536$1.5M0.06%
82ISHARES TR4642876143,158$1.5M0.06%
83SPDR SERIES TRUST78464A50825,202$1.4M0.06%
84TESLA INCTSLA3,163$1.4M0.06%
85DISNEY WALT CO25468710612,375$1.4M0.06%
86AT&T INCT-PC55,766$1.4M0.06%
87ISHARES TR4642876555,592$1.4M0.06%
88SPDR INDEX SHS FDS78463X88929,731$1.3M0.05%
89NEXTERA ENERGY INCNEE-PW16,330$1.3M0.05%
90DRAFTKINGS INC NEWDKNG34,864$1.2M0.05%
91INVESCO EXCH TRADED FD TR IIIVZ20,569$1.2M0.05%
92ISHARES TR4642875566,557$1.1M0.05%
93ISHARES TR4642874736,903$973,7270.04%
94ROCKET LAB CORPRKLB13,344$930,8770.04%
95REDDIT INCRDDT4,044$929,5940.04%
96CONSTELLATION ENERGY CORPCEG2,620$925,5830.04%
97PNC FINL SVCS GROUP INC6934751054,415$921,5310.04%
98ISHARES TR4642878047,592$912,3490.04%
99VANGUARD WORLD FD92204A7021,121$844,7250.04%
100SPDR SERIES TRUST78468R85317,229$807,3510.03%
101JOHNSON & JOHNSONJNJ3,856$798,0520.03%
102TRI CONTL CORP89543610324,416$797,4270.03%
103DOMINION ENERGY INCD11,682$684,4220.03%
104SOURCE CAPITALSOR14,955$684,3410.03%
105ISHARES TR4642875983,047$640,9140.03%
106AMERICAN CENTY ETF TR0250728776,250$637,3750.03%
107ISHARES TR4642894382,196$608,1600.03%
108BANK AMERICA CORP06050510410,930$601,1320.03%
109COHERENT CORPCOHR3,093$570,8750.02%
110VANGUARD SCOTTSDALE FDS92206C4097,080$564,4930.02%
111WALMART INCWMT5,034$560,8380.02%
112CHEVRON CORP NEWCVX3,578$545,2690.02%
113AMGEN INCAMGN1,649$539,6050.02%
114SPDR SERIES TRUST78464A2015,655$532,6440.02%
115PPL CORPPPLC14,929$522,8240.02%
116VERIZON COMMUNICATIONS INCVZ12,664$515,8330.02%
117WASTE MGMT INC DEL94106L1092,245$493,2490.02%
118UNION PAC CORPUNP2,099$485,5410.02%
119CHIPOTLE MEXICAN GRILL INCCMG13,090$484,3300.02%
120INTERNATIONAL BUSINESS MACHSINTR1,595$472,4560.02%
121ISHARES TR4642871011,359$466,2120.02%
122ISHARES TR46434V6139,962$463,6310.02%
123MERCK & CO INCMRK4,340$456,8280.02%
124PROCTER AND GAMBLE CO7427181093,040$435,6720.02%
125SCHWAB STRATEGIC TR80852410216,507$432,9680.02%
126HONEYWELL INTL INC4385161062,211$431,3440.02%
127LOCKHEED MARTIN CORPLMT889$430,0000.02%
128SPDR INDEX SHS FDS78463X5099,179$429,6690.02%
129SPDR SERIES TRUST78464A8477,322$423,9910.02%
130ABBVIE INCABBV1,852$423,0690.02%
131SCHWAB STRATEGIC TR80852420115,718$422,9880.02%
132ROCKWELL AUTOMATION INCROK1,062$413,1920.02%
133CATERPILLAR INCCAT708$405,7910.02%
134GE VERNOVA INCGEV618$403,9060.02%
135VANGUARD WORLD FD92204A5041,375$395,7970.02%
136GENERAL MLS INC3703341048,503$395,3900.02%
137NETFLIX INCNFLX4,067$381,3210.02%
138SPDR SERIES TRUST78464A47412,580$379,9160.02%
139ISHARES TR4642874081,779$377,2720.02%
140WELLTOWER INCWELL1,974$366,3940.02%
141INTUITIVE MACHINES INCLUNR22,056$357,9690.01%
142AUTOMATIC DATA PROCESSING INADP1,368$351,8910.01%
143CLEAR SECURE INCYOU10,001$350,8350.01%
144AMERICAN EXPRESS COAXP945$349,6030.01%
145SELECT SECTOR SPDR TR81369Y5067,671$342,9580.01%
1463M COMMM2,102$336,5190.01%
147ISHARES TR4642873092,720$335,2670.01%
148DUTCH BROS INCBROS5,400$330,5880.01%
149COCA COLA COKO4,693$328,0300.01%
150FIRST TR EXCHANGE-TRADED FD3373451021,419$326,6680.01%
151TEMPLETON EMERGING MKTS FD88019110119,081$324,9490.01%
152GE AEROSPACE3696043011,052$324,0470.01%
153SPOTIFY TECHNOLOGY S ASPOT551$319,9710.01%
154PALANTIR TECHNOLOGIES INCPLTR1,775$315,5060.01%
155DOW INCDOW12,453$291,1510.01%
156DTE ENERGY CODTK2,200$283,7560.01%
157ORACLE CORPORCL-PD1,440$280,6700.01%
158ISHARES INC46434G1034,170$280,3310.01%
159CISCO SYS INCCSCO3,567$274,7890.01%
160PINTEREST INCPINS10,554$273,2430.01%
161AIR PRODS & CHEMS INCAIIR1,104$272,7100.01%
162BLACKROCK ETF TRUSTBLK4,477$272,2460.01%
163DEERE & CODE566$263,5120.01%
164PFIZER INCPFE10,526$262,0900.01%
165CSX CORPCSX7,142$258,8980.01%
166TEMPLETON DRAGON FD INC88018T10122,865$257,4600.01%
167SPDR DOW JONES INDL AVERAGE78467X109533$256,0230.01%
168FIRST TR EXCHANGE-TRADED FD33736G10612,442$254,6880.01%
169UNITEDHEALTH GROUP INCUNH764$252,1850.01%
170TRUIST FINL CORP89832Q1095,119$251,9050.01%
171BOEING COBA-PA1,159$251,6430.01%
172EXELON CORPEXC5,768$251,4170.01%
173RTX CORPORATIONRTX1,316$241,3550.01%
174ISHARES TR46435U6635,242$241,0270.01%
175MCDONALDS CORPMCD787$240,7430.01%
176VANGUARD TAX-MANAGED FDS9219438583,833$239,4580.01%
177FIRST TR EXCHANGE-TRADED FD33733E302884$237,9550.01%
178COPART INCCPRT6,076$237,8760.01%
179BP PLCBPPFF6,835$237,3800.01%
180PEPSICO INCPEP1,640$235,4660.01%
181LABCORP HOLDINGS INCLH894$224,2870.01%
182HOWMET AEROSPACE INCHWM1,079$221,2170.01%
183ISHARES TR46432F3391,088$216,0220.01%
184ISHARES TR4642871501,442$214,3790.01%
185VANGUARD INDEX FDS9229085532,395$211,9050.01%
186ISHARES TR4642875073,147$207,7330.01%
187UNITED STATES ANTIMONY CORPUAMY16,029$80,4660.00%
188MEDICAL PPTYS TRUST INC58463J30415,425$77,1250.00%