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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

HOLDERNESS INVESTMENTS CO

Quarter ended Q1 2025 · Filed May 13, 2025 · Accession 0001184820-25-000002

Total Value
$428.9M
Positions
247
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (247)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INCAAPL123,700$27.5M6.41%
2MICROSOFT CORPMSFT70,011$26.3M6.13%
3NVIDIA CORPORATIONNVDA173,634$18.8M4.39%
4AMAZON COM INCAMZN73,789$14.0M3.27%
5INVESCO QQQ TRIVZ26,241$12.3M2.87%
6APPLIED MATLS INC03822210566,061$9.6M2.24%
7INTERNATIONAL BUSINESS MACHSINTR29,763$7.4M1.73%
8ORACLE CORPORCL-PD50,822$7.1M1.66%
9JPMORGAN CHASE & CO.VYLD28,011$6.9M1.60%
10ALPHABET INCGOOG43,264$6.7M1.56%
11COSTCO WHSL CORP NEW22160K1056,943$6.6M1.53%
12BROADCOM INCAVGO38,421$6.4M1.50%
13HOME DEPOT INCHD17,247$6.3M1.47%
14EXXON MOBIL CORPXOM48,054$5.7M1.33%
15UNITEDHEALTH GROUP INCUNH10,198$5.3M1.25%
16CATERPILLAR INCCAT16,177$5.3M1.24%
17CISCO SYS INCCSCO84,694$5.2M1.22%
18DUKE ENERGY CORP NEWDUKB41,150$5.0M1.17%
19ABBVIE INCABBV23,920$5.0M1.17%
20CIRRUS LOGIC INCCRUS46,773$4.7M1.09%
21BERKSHIRE HATHAWAY INC DELBRK-A8,703$4.6M1.08%
22ISHARES TR46428751549,554$4.4M1.03%
23MCDONALDS CORPMCD13,308$4.2M0.97%
24CHEVRON CORP NEWCVX24,481$4.1M0.95%
25MERCK & CO INCMRK45,017$4.0M0.94%
26PROCTER AND GAMBLE CO74271810923,476$4.0M0.93%
27BLACKSTONE INCBX27,145$3.8M0.88%
28VANGUARD INDEX FDS92290859514,992$3.8M0.88%
29VERIZON COMMUNICATIONS INCVZ80,810$3.7M0.85%
30IRON MTN INC DEL46284V10142,053$3.6M0.84%
31EATON CORP PLCETN13,009$3.5M0.82%
32WALMART INCWMT39,220$3.4M0.80%
33MASTERCARD INCORPORATEDMA6,164$3.4M0.79%
34META PLATFORMS INCMETA5,787$3.3M0.78%
35PFIZER INCPFE126,085$3.2M0.74%
36ALPHABET INCGOOG20,177$3.2M0.73%
37JOHNSON & JOHNSONJNJ18,827$3.1M0.73%
38BANK AMERICA CORP06050510472,589$3.0M0.71%
39LOWES COS INC54866110712,962$3.0M0.70%
40VISA INCV8,413$2.9M0.69%
41COCA COLA COKO39,863$2.9M0.67%
42SPDR S&P 500 ETF TRSPY5,087$2.8M0.66%
43MCKESSON CORPMCK4,213$2.8M0.66%
44SOUTHERN COSOMN30,705$2.8M0.66%
45HONEYWELL INTL INC43851610613,201$2.8M0.65%
46RTX CORPORATIONRTX20,288$2.7M0.63%
47BRISTOL-MYERS SQUIBB COCELG-RI42,492$2.6M0.60%
48TJX COS INC NEW87254010920,423$2.5M0.58%
49TRUIST FINL CORP89832Q10959,749$2.5M0.57%
50AMGEN INCAMGN7,642$2.4M0.56%
51J P MORGAN EXCHANGE TRADED F46641Q83745,591$2.3M0.54%
52SELECT SECTOR SPDR TR81369Y85222,694$2.2M0.51%
53KLA CORPKLAC3,201$2.2M0.51%
54AMERICAN EXPRESS COAXP7,734$2.1M0.49%
55SCHWAB STRATEGIC TR80852420193,095$2.1M0.48%
56SCHWAB STRATEGIC TR80852410292,652$2.0M0.47%
57INVESCO ACTIVELY MANAGED EXCIVZ78,245$2.0M0.46%
58ELI LILLY & COLLY2,334$1.9M0.45%
59FEDEX CORPFDX7,772$1.9M0.44%
60LOCKHEED MARTIN CORPLMT4,230$1.9M0.44%
61CORNING INCGLW39,074$1.8M0.42%
62CARRIER GLOBAL CORPORATIONCARR27,918$1.8M0.41%
63WELLS FARGO CO NEW94974610123,551$1.7M0.39%
64STRYKER CORPORATIONSYK4,504$1.7M0.39%
65AT&T INCT-PC58,477$1.7M0.39%
66PEPSICO INCPEP10,809$1.6M0.38%
67DELL TECHNOLOGIES INCDELL17,669$1.6M0.38%
68INTEL CORPINTC70,732$1.6M0.37%
69BOOKING HOLDINGS INCBKNG343$1.6M0.37%
70DANAHER CORPORATION2358511027,319$1.5M0.35%
71LENNAR CORPLEN-B12,154$1.4M0.33%
72BOEING COBA-PA8,109$1.4M0.32%
73ISHARES TR46428769713,525$1.4M0.32%
74CHENIERE ENERGY INCLNG5,724$1.3M0.31%
75VANGUARD WHITEHALL FDS92194640610,020$1.3M0.30%
76TRANE TECHNOLOGIES PLCTT3,812$1.3M0.30%
77ILLINOIS TOOL WKS INC4523081095,136$1.3M0.30%
78TARGET CORPTGT12,171$1.3M0.30%
79NOVARTIS AGNVSEF11,382$1.3M0.30%
80INTERNATIONAL PAPER CO46014610322,382$1.2M0.28%
81GILEAD SCIENCES INCGILD10,507$1.2M0.27%
82NETFLIX INCNFLX1,212$1.1M0.26%
83LABCORP HOLDINGS INCLH4,852$1.1M0.26%
84FIRST CTZNS BANCSHARES INC N31946M103606$1.1M0.26%
85ENBRIDGE INCENNPF24,514$1.1M0.25%
86TEXAS INSTRS INC8825081046,038$1.1M0.25%
87NUCOR CORPNUE8,923$1.1M0.25%
88NIKE INCNKE16,859$1.1M0.25%
89ENERGY TRANSFER L PET-PI56,827$1.1M0.25%
90NORTHROP GRUMMAN CORPNOC2,005$1.0M0.24%
91DUPONT DE NEMOURS INCDD13,676$1.0M0.24%
92DEERE & CODE2,176$1.0M0.24%
93CINTAS CORPCTAS4,860$998,8760.23%
94QORVO INCQRVO13,794$998,8240.23%
95ADVANCED MICRO DEVICES INCAMD9,645$990,9270.23%
96CONOCOPHILLIPSCOP9,416$988,8450.23%
97SCHWAB STRATEGIC TR80852450837,405$980,0110.23%
983M COMMM6,530$958,9960.22%
99AVERY DENNISON CORPAVY5,371$955,8770.22%
100COMCAST CORP NEWCCZ25,690$947,9610.22%
101EASTMAN CHEM COEMN10,466$922,1590.21%
102AECOMACM9,451$876,3910.20%
103LINDE PLCLIN1,881$875,8690.20%
104CADENCE DESIGN SYSTEM INCCDNS3,400$864,7220.20%
105MARRIOTT INTL INC NEW5719032023,598$857,0440.20%
106MASCO CORPMAS12,285$854,2990.20%
107PHILIP MORRIS INTL INC7181721095,374$853,0190.20%
108EMERSON ELEC COEMR7,659$839,7330.20%
109DOW INCDOW23,689$827,2200.19%
110SPDR DOW JONES INDL AVERAGE78467X1091,962$823,9030.19%
111ZOETIS INCZTS4,962$816,9930.19%
112MONDELEZ INTL INC60920710512,041$816,9820.19%
113GOLDMAN SACHS GROUP INCGSCE1,490$813,9720.19%
114GENERAL DYNAMICS CORPGD2,974$810,5990.19%
115VANGUARD WORLD FD92204A5043,037$804,0250.19%
116BERKSHIRE HATHAWAY INC DELBRK-A1$798,4420.19%
117QUALCOMM INCQCOM5,153$791,5580.18%
118ABBOTT LABSABLZF5,933$787,0660.18%
119VANGUARD INDEX FDS9229087362,121$786,4200.18%
120SALESFORCE INCCRM2,911$781,1960.18%
121PRINCIPAL FINANCIAL GROUP INPFG9,248$780,2540.18%
122NEXTERA ENERGY INCNEE-PW10,985$778,7610.18%
123VULCAN MATLS CO9291601093,296$768,9570.18%
124GENERAL MLS INC37033410412,634$755,3870.18%
125FISERV INCFISV3,361$742,2100.17%
126VANGUARD WORLD FD92204A3065,596$725,9030.17%
127GENUINE PARTS COGPC6,042$719,8440.17%
128VANGUARD INDEX FDS9229083631,383$710,5810.17%
129SELECT SECTOR SPDR TR81369Y60513,988$696,7420.16%
130NOVO-NORDISK A SNONOF9,930$689,5390.16%
131VANGUARD WORLD FD92204A7021,268$687,7380.16%
132DOMINION ENERGY INCD12,081$677,3760.16%
133VERTEX PHARMACEUTICALS INCVRTX1,364$661,2940.15%
134THERMO FISHER SCIENTIFIC INCTMO1,294$643,8940.15%
135ALPS ETF TR00162Q45211,796$612,6840.14%
136SCHWAB STRATEGIC TR80852460726,117$611,9330.14%
137ROYAL BK CDA7800871025,295$596,8520.14%
138OTIS WORLDWIDE CORPOTIS5,751$593,5290.14%
139SCHWAB STRATEGIC TR80852479721,184$592,3130.14%
140CORTEVA INCCTVA9,023$567,8170.13%
141KIMBERLY-CLARK CORPKMB3,970$564,6130.13%
142SOUTHERN COPPER CORPSCCO5,976$558,5170.13%
143BLACKROCK INCBLK588$556,9580.13%
144SCHLUMBERGER LTDSLB12,862$537,6320.13%
145LINCOLN NATL CORP IND53418710914,930$536,1360.12%
146KEYCORP49326710832,099$513,2630.12%
147WASTE MGMT INC DEL94106L1092,181$504,9230.12%
148ALTRIA GROUP INCMO8,362$501,9090.12%
149BP PLCBPPFF14,527$490,8670.11%
150DISNEY WALT CO2546871064,951$488,6340.11%
151SELECT SECTOR SPDR TR81369Y5065,165$482,6700.11%
152MORGAN STANLEYMS-PQ4,132$482,0460.11%
153SHERWIN WILLIAMS COSHW1,380$481,8820.11%
154ISHARES TR464287200854$479,9790.11%
155VANGUARD SPECIALIZED FUNDS9219088442,406$466,8360.11%
156VANGUARD ADMIRAL FDS INC9219325051,391$465,2400.11%
157PAYCHEX INCPAYX2,981$459,9090.11%
158QUANTA SVCS INC74762E1021,776$451,3830.11%
159MPLX LPMPLXP8,340$446,3570.10%
160SELECT SECTOR SPDR TR81369Y8032,149$443,7880.10%
161LAM RESEARCH CORPLRCX6,081$442,1060.10%
162SERVICENOW INCNOW553$440,2650.10%
163OLD DOMINION FREIGHT LINE INODFL2,660$440,0970.10%
164AUTOMATIC DATA PROCESSING INADP1,403$428,6590.10%
165TRACTOR SUPPLY COTSCO7,675$422,8930.10%
166IQVIA HLDGS INCIQV2,391$421,5330.10%
167INTUITIVE SURGICAL INCISRG839$415,5320.10%
168SPDR SER TR78464A7146,000$414,5400.10%
169HALLIBURTON COHAL16,320$414,0380.10%
170J P MORGAN EXCHANGE TRADED F46641Q6478,243$412,1500.10%
171VANGUARD INDEX FDS9229087691,493$410,3360.10%
172VANGUARD MUN BD FDS9229077468,233$408,5210.10%
173SABINE RTY TR7856881026,000$404,7600.09%
174KONINKLIJKE PHILIPS N VRYLPF15,887$403,5300.09%
175KROGER COKR5,956$403,1620.09%
176TESLA INCTSLA1,547$400,9210.09%
177WISDOMTREE TRWT8,395$398,5950.09%
178CSX CORPCSX13,528$398,1290.09%
179GE AEROSPACE3696043011,970$394,2960.09%
180BECTON DICKINSON & COBDX1,700$389,3650.09%
181VANGUARD INDEX FDS9229085122,390$383,7230.09%
182FREEPORT-MCMORAN INCFCX10,053$380,6070.09%
183STARBUCKS CORPSBUX3,794$372,1650.09%
184VANGUARD INDEX FDS9229087442,138$369,3180.09%
185DOVER CORPDOV2,092$367,5230.09%
186L3HARRIS TECHNOLOGIES INCLHX1,745$365,2460.09%
187MICRON TECHNOLOGY INCMU4,160$361,4620.08%
188UNION PAC CORPUNP1,511$356,9590.08%
189METLIFE INCMET-PF4,359$349,9840.08%
190ASML HOLDING N VASMLF514$340,5920.08%
191QUEST DIAGNOSTICS INCDGX2,000$338,4000.08%
192CONSOLIDATED EDISON INCED2,975$329,0050.08%
193ISHARES TR4642875645,300$326,1090.08%
194AMERICAN ELEC PWR CO INC0255371012,949$322,2600.08%
195ISHARES INC46434G8224,669$320,1070.07%
196SYSCO CORPSYY4,183$313,8920.07%
197SONOCO PRODS CO8354951026,625$312,9650.07%
198SPDR SER TR78464A6985,499$312,6180.07%
199ISHARES TR4642887602,028$310,4870.07%
200NORFOLK SOUTHN CORP6558441081,299$307,6680.07%
201DIAMONDBACK ENERGY INCFANG1,920$306,9700.07%
202DIGITAL RLTY TR INC2538681032,140$306,6410.07%
203C H ROBINSON WORLDWIDE INCCHRW2,983$305,4590.07%
204GE VERNOVA INCGEV999$304,9750.07%
205CVS HEALTH CORPCVS4,424$299,7260.07%
206CLOROX CO DELCLX1,988$292,7730.07%
207INGERSOLL RAND INCIR3,641$291,3890.07%
208GLOBAL X FDS37954Y71510,161$289,1820.07%
209ISHARES TR4642875231,509$283,9490.07%
210HILTON WORLDWIDE HLDGS INCHLT1,215$276,4730.06%
211WILLIAMS COS INC9694571004,623$276,2700.06%
212ISHARES TR4642874653,373$275,6750.06%
213ONEOK INC NEWOKE2,766$274,4430.06%
214WELLTOWER INCWELL1,777$272,2540.06%
215GENERAL MTRS CO37045V1005,767$271,2360.06%
216LOEWS CORPL2,936$269,8480.06%
217EQUINIX INCEQIX330$269,0660.06%
218SPDR GOLD TRGLD933$268,8350.06%
219COPART INCCPRT4,700$265,9730.06%
220INVESCO EXCHANGE TRADED FD TIVZ2,272$264,7580.06%
221SHELL PLCRYDAF3,578$262,1960.06%
222ALLSTATE CORPALL-PJ1,260$260,9080.06%
223REALTY INCOME CORPO4,476$259,6580.06%
224MARVELL TECHNOLOGY INCMRVL4,090$251,8210.06%
225SANOFISNYNF4,529$251,1780.06%
226ZEBRA TECHNOLOGIES CORPORATIZBRA850$240,1760.06%
227MERCADOLIBRE INCMELI120$234,2630.05%
228ISHARES TR4642875802,631$232,4120.05%
229VISTRA CORPVST1,963$230,5350.05%
230PPG INDS INC6935061072,077$227,1200.05%
231CHIPOTLE MEXICAN GRILL INCCMG4,468$224,3380.05%
232ON SEMICONDUCTOR CORPON5,450$221,7610.05%
233CARDINAL HEALTH INCCAH1,601$220,5700.05%
234ISHARES TR464287614610$220,3140.05%
235VERALTO CORPVLTO2,243$218,5800.05%
236NEWMONT CORPNEMCL4,492$216,8740.05%
237ENTERPRISE PRODS PARTNERS L2937921076,336$216,3110.05%
238SCHWAB CHARLES CORPSCHW-PJ2,760$216,0530.05%
239COLGATE PALMOLIVE COCL2,297$215,2290.05%
240GOLDMAN SACHS ETF TRNVGLF2,141$214,4850.05%
241ISHARES TR46432F8594,379$211,7250.05%
242VANGUARD BD INDEX FDS92203C3034,245$211,6340.05%
243ISHARES TR4642875073,575$208,6010.05%
244EOG RES INCEOG1,600$205,1840.05%
245UNILEVER PLCUNLYF3,368$200,5640.05%
246VODAFONE GROUP PLC NEW92857W30811,427$107,0710.02%
247CLEAN ENERGY FUELS CORPCLNE46,271$71,7200.02%