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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

FIRST NATIONAL BANK & TRUST CO OF NEWTOWN

Quarter ended Q2 2025 · Filed July 21, 2025 · Accession 0001339908-25-000003

Total Value
$499.5M
Positions
229
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (229)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD TOTAL STOCK MARKET ETF922908769417,368$126.8M25.40%
2VANGUARD SHORT TERM CORP BD ETF #314592206C409567,873$45.1M9.04%
3VANGUARD INTERMEDIATE TERM BOND INDEX ETF921937819306,409$23.7M4.74%
4I SHARES SELECT DIVIDEND ETF464287168157,895$21.0M4.20%
5APPLE INCAAPL99,329$20.4M4.08%
6I SHARES MSCI EAFE CORE46432F842237,660$19.8M3.97%
7MICROSOFT CORP COMMSFT33,530$16.7M3.34%
8I SHRS TIPS BOND ETF46428717680,724$8.9M1.78%
9HOME DEPOT INC COMHD22,682$8.3M1.66%
10APPLE INCAAPL39,873$8.2M1.64%
11NVIDIA CORPORATIONNVDA49,485$7.8M1.57%
12INVESCO WATER RESOURCES ETFIVZ104,869$7.3M1.47%
13INVESCO PREFERRED ETFIVZ614,172$6.8M1.37%
14DIMENSIONAL US EQUITY MARKETETF TR25434V40190,664$6.1M1.22%
15VANGUARD TOTAL STOCK MARKET ETF92290876915,836$4.8M0.96%
16JOHNSON & JOHNSON COMJNJ29,607$4.5M0.91%
17PEPSICO INC COMPEP34,027$4.5M0.90%
18EXXON MOBIL CORP COMXOM40,328$4.3M0.87%
19VANGUARD SHORT TERM CORP BD ETF #314592206C40952,181$4.1M0.83%
20PROCTER AND GAMBLE CO COM74271810925,203$4.0M0.80%
21ISHARES IBONDS DEC 2029 TERMCORPORATE ETF46436E205159,990$3.7M0.75%
22HONEYWELL INTL INC COM43851610615,852$3.7M0.74%
23BERKSHIRE HATHAWAY INC. DELWARE CLBRK-A5$3.6M0.73%
24ESSENTIAL UTILITIES INC29670G10292,726$3.4M0.69%
25CHEVRON CORPORATIONCVX21,964$3.1M0.63%
26I SHARES CORE S & P TOTAL U S STOCK MARKET46428715019,930$2.7M0.54%
27VERIZON COMMUNICATIONS INCVZ62,066$2.7M0.54%
28MCDONALDS CORP COMMCD8,871$2.6M0.52%
29MERCK & CO INC NEWMRK30,052$2.4M0.48%
30AON PLC NPVAON6,658$2.4M0.48%
31ALPHABET INC - CLASS AGOOG13,228$2.3M0.47%
32KIMBERLY-CLARK CORP COMKMB17,936$2.3M0.46%
33J P MORGAN CHASE & COVYLD7,854$2.3M0.46%
34CATERPILLAR INC COMCAT5,810$2.3M0.45%
35TARGET CORPTGT22,383$2.2M0.44%
36GE AEROSPACE3696043018,502$2.2M0.44%
37ELI LILLY & CO COMLLY2,784$2.2M0.43%
38ABBVIE INCABBV11,243$2.1M0.42%
39WALMART INC COMWMT20,742$2.0M0.41%
40ALPHABET INC - CLASS CGOOG11,125$2.0M0.40%
41NEXTERA ENERGY INC COMNEE-PW28,017$1.9M0.39%
42I SHARES SELECT DIVIDEND ETF46428716814,198$1.9M0.38%
43MICROSOFT CORP COMMSFT3,649$1.8M0.36%
44PNC FINL SVCS GROUP INC COM6934751059,140$1.7M0.34%
45INTERNATIONAL BUSINESS MACHSCOMINTR5,617$1.7M0.33%
46A T & T INCT-PC55,123$1.6M0.32%
473M CO COMMONMMM10,407$1.6M0.32%
48CORNING INC COMGLW30,036$1.6M0.32%
49I SHARES MSCI EAFE CORE46432F84218,779$1.6M0.31%
50I SHARES CORE S & P 500 ETF4642872002,513$1.6M0.31%
51COSTCO WHOLESALE CORP22160K1051,440$1.4M0.29%
52ABBOTT LABS COMABLZF10,359$1.4M0.28%
53VANGUARD INTERMEDIATE TERM BOND INDEX ETF92193781917,732$1.4M0.27%
54DISNEY (WALT) COMPANY HOLDING CO25468710610,965$1.4M0.27%
55EMERSON ELEC CO COMEMR10,168$1.4M0.27%
56I SHRS MOMENTUM46432F3965,595$1.3M0.27%
57VANGUARD REIT INDEX #098692290855315,081$1.3M0.27%
58LOCKHEED MARTIN CORP COMLMT2,841$1.3M0.26%
59CATERPILLAR INC COMCAT3,342$1.3M0.26%
60ISHARES IBONDS DEC 2028 CORPORATE ETF46435U51549,640$1.3M0.25%
61VANGUARD FTSE EMERGING MARKETS ETF92204285825,336$1.3M0.25%
62AMAZON COM INC.AMZN5,511$1.2M0.24%
63PROCTER AND GAMBLE CO COM7427181097,565$1.2M0.24%
64BRISTOL MYERS SQUIBB CO COMCELG-RI25,341$1.2M0.23%
65VANECK VEC AGRIBUSINESS ETF92189F70015,252$1.1M0.22%
66PHILLIP MORRIS INTERNATIONALINC7181721096,032$1.1M0.22%
67BERKSHIRE HATHAWAY INC DELBRK-A2,260$1.1M0.22%
68ORACLE CORP COMORCL-PD5,000$1.1M0.22%
69HONEYWELL INTL INC COM4385161064,688$1.1M0.22%
70CONOCOPHILLIPS COMCOP12,060$1.1M0.22%
71SCHWAB STR US DIVIDEND EQUITY ETF80852479736,625$970,5550.19%
72JOHNSON & JOHNSON COMJNJ6,353$970,4180.19%
73GE VERNOVA INCGEV1,831$968,8170.19%
74EXXON MOBIL CORP COMXOM8,640$931,3910.19%
75HOME DEPOT INC COMHD2,496$915,1060.18%
76PFIZER INC COMPFE37,623$911,5740.18%
77I SHARES CORE S & P SMALL CAP ETF4642878047,799$852,3340.17%
78AUTOMATIC DATA PROCESSING INCOMADP2,747$847,1470.17%
79COCA COLA CO COMKO11,794$834,4200.17%
80ISHARES IBONDS DEC 2027 TERMCORPORATE ETF46435UAA934,010$825,4190.17%
81YUM BRANDS INCYUM5,488$813,2010.16%
82DUKE ENERGY CORP NEWDUKB6,889$812,9020.16%
83ISHARES S & P GROWTH ETF4642873097,364$810,7740.16%
84BANK OF AMERICA CORP06050510416,852$797,2520.16%
85VANGUARD FTSE DEVELOPED MARKET ETF92194385813,975$796,7120.16%
86DEERE & CO COMDE1,557$791,6970.16%
87PROSHARES ULTRA S & P 500 EFT74347R1078,060$787,6230.16%
88CONSTELLATION ENERGY CORP NPVCEG2,386$770,0990.15%
89FISERV INC COMFISV4,280$737,9140.15%
90BLACKROCK SBIBLK74,353$722,6840.14%
91CORTEVA INCCTVA9,330$695,3330.14%
92INVESCO WATER RESOURCES ETFIVZ9,935$694,4560.14%
93PHILLIPS 66PSX5,628$671,4110.13%
94TE CONNECTIVITY PLCTEL3,953$666,7380.13%
95CHEVRON CORPORATIONCVX4,581$655,9490.13%
96DUPONT DE NEMOURS INC.DD9,141$626,9500.13%
97BANK OF AMERICA CORP06050510413,108$620,1380.12%
98NUVEEN CREDIT STRATEGIES INCOME FUNDNU107,400$578,8810.12%
99ALTRIA GROUP INC COMMO9,719$569,8140.11%
100ESSENTIAL UTILITIES INC29670G10215,238$565,7830.11%
101MCKESSON CORP USDMCK763$559,1020.11%
102COMCAST CORP CLASS ACCZ15,586$556,1010.11%
103I SHRS TIPS BOND ETF4642871765,031$553,6090.11%
104EMERSON ELEC CO COMEMR4,135$551,3190.11%
105S & P GLOBAL INC NPVSPGI1,028$542,0430.11%
106PPL CORP COMMONPPLC15,888$538,2820.11%
107EATON CORP PLCETN1,503$536,5390.11%
108MCDONALDS CORP COMMCD1,780$520,0420.10%
109XCEL ENERGY INC COMXELLL7,555$514,4930.10%
110META PLATFORMS INCMETA677$499,6840.10%
111I SHARES CORE S & P MID-CAP ETF4642875078,028$497,8900.10%
112I SHARES RUSSELL MID-CAP ETF4642874995,344$491,4850.10%
113RTX CORPORATION CORPRTX3,353$489,5990.10%
114BANK NEW YORK MELLON CORP0640581005,217$475,3160.10%
115ELI LILLY & CO COMLLY600$467,7180.09%
116THE CIGNA GROUP1255231001,365$451,2210.09%
117ILLINOIS TOOL WKS INC COM4523081091,804$446,0380.09%
118CORNING INC COMGLW8,350$439,1260.09%
119PEPSICO INC COMPEP3,235$427,1460.09%
120INTEL CORP COMINTC18,971$424,7570.09%
121CISCO SYS INC COMCSCO6,026$418,0800.08%
122WELLS FARGO & CO NEW9497461015,203$416,8620.08%
123TE CONNECTIVITY PLCTEL2,420$408,1790.08%
124COLGATE PALMOLIVE CO COMCL4,429$402,5940.08%
125MEDTRONIC PLCMDT4,615$402,2790.08%
126INTERNATIONAL BUSINESS MACHSCOMINTR1,313$387,0330.08%
127EXELON CORPEXC8,721$378,5710.08%
128AUTOMATIC DATA PROCESSING INCOMADP1,200$370,0680.07%
129AMGEN INC COMAMGN1,308$365,1930.07%
130L3HARRIS TECHNOLOGIES INCLHX1,414$354,6870.07%
131INVESCO PREFERRED ETFIVZ31,140$346,5860.07%
132AMETEK INC NEW COMAME1,900$343,8240.07%
133LOWES COS INC COM5486611071,509$334,8000.07%
134KIMBERLY-CLARK CORP COMKMB2,570$331,3240.07%
135MANULIFE FINANCIAL56501R10610,306$329,2760.07%
136MONDELEZ INTERNATIONAL INC6092071054,846$326,8070.07%
137CVS HEALTH CORPORATIONCVS4,735$326,5720.07%
138THE HERSHEY COMPANY COMHSY1,916$317,9580.06%
139I SHARES MSCI EAFE ETF4642874653,542$316,6130.06%
140CVS HEALTH CORPORATIONCVS4,562$314,6390.06%
141I SHARES RUSSELL 1000 GROWTH ETF464287614741$314,6060.06%
142SOUTHERN CO COMSOMN3,310$303,9550.06%
143NEXTERA ENERGY INC COMNEE-PW4,360$302,6710.06%
144MOODYS CORPMCO600$300,9480.06%
145PUBLIC SVC ENTERPRISE GRP INCOM7445731063,536$297,6580.06%
146ALPHABET INC - CLASS AGOOG1,675$295,1840.06%
147MERCK & CO INC NEWMRK3,680$291,2710.06%
148VISA INC.V796$282,6090.06%
149DIMENSIONAL US EQUITY MARKETETF TR25434V4014,200$281,4840.06%
150GE AEROSPACE3696043011,063$273,5900.05%
151PPG INDS INC COM6935061072,395$272,4290.05%
152YUM CHINA HOLDINGS INCYUMC5,934$265,2480.05%
153WASTE MANAGEMENT INC NEW94106L1091,068$244,3790.05%
1543M CO COMMONMMM1,580$240,5390.05%
155H P INCHPQ9,792$239,4100.05%
156SELECT SECTOR FINANCIAL SPDR FUND81369Y6054,551$238,2900.05%
157ONEOK INC NEW COMMONOKE2,904$237,0520.05%
158HEALTH CARE SELECT SECTOR SPDR FUND81369Y2091,758$236,9600.05%
159MEDTRONIC PLCMDT2,685$234,0480.05%
160YUM BRANDS INCYUM1,572$232,9380.05%
161DOW INCDOW8,768$232,0570.05%
162ALLSTATE CORP COMALL-PJ1,137$228,8880.05%
163BOEING CO COMBA-PA1,063$222,7260.04%
164PHILLIP MORRIS INTERNATIONALINC7181721091,208$220,0120.04%
165SPDR S & P 500 ETF TRUSTSPY335$206,9750.04%
166I SHRS CONVERTIBLE BOND ETF46435G1022,260$203,6250.04%
167NUVEEN SELECT TAX-FREE INCOME PORTFOLIONU14,350$201,6170.04%
168HEWLETT PACKARD ENTERPRISE COHPE-PC9,790$200,2000.04%
169DOMINION ENERGY INC NPVD3,500$197,8200.04%
170JOHNSON CONTROLS INTERNATIONAL PLCG515021051,816$191,7960.04%
171AMERICAN ELEC PWR INC COM0255371011,752$181,7860.04%
172SOUTHERN CO COMSOMN1,925$176,7720.04%
173ORACLE CORP COMORCL-PD700$153,0410.03%
174GENERAL MLS INC COM3703341042,920$151,2850.03%
175VERIZON COMMUNICATIONS INCVZ3,424$148,1540.03%
176VANGUARD REIT INDEX #09869229085531,643$146,3240.03%
177ABBVIE INCABBV749$139,0290.03%
178PFIZER INC COMPFE5,570$134,9610.03%
179DUKE ENERGY CORP NEWDUKB1,139$134,4020.03%
180GE VERNOVA INCGEV251$132,8080.03%
181NUVEEN SELECT TAX-FREE INCOME PORTFOLIONU9,200$129,2600.03%
182DOMINION ENERGY INC NPVD2,263$127,9030.03%
183BANK NEW YORK MELLON CORP0640581001,350$122,9980.02%
184ALTRIA GROUP INC COMMO2,090$122,5360.02%
185WALMART INC COMWMT1,250$122,2250.02%
186TARGET CORPTGT1,230$121,3390.02%
187ABBOTT LABS COMABLZF799$108,6710.02%
188GENERAL MLS INC COM3703341042,083$107,9160.02%
189BRISTOL MYERS SQUIBB CO COMCELG-RI2,200$101,8380.02%
190AMGEN INC COMAMGN357$99,6740.02%
191AMAZON COM INC.AMZN400$87,7540.02%
192PNC FINL SVCS GROUP INC COM693475105450$83,8890.02%
193H P INCHPQ3,400$83,1300.02%
194NVIDIA CORPORATIONNVDA500$78,9950.02%
195PPL CORP COMMONPPLC2,330$78,9400.02%
196PUBLIC SVC ENTERPRISE GRP INCOM744573106936$78,7920.02%
197WELLS FARGO & CO NEW949746101975$78,1170.02%
198INTEL CORP COMINTC3,215$71,9830.01%
199YUM CHINA HOLDINGS INCYUMC1,572$70,2680.01%
200HEWLETT PACKARD ENTERPRISE COHPE-PC3,400$69,5300.01%
201CORTEVA INCCTVA807$60,1430.01%
202VANECK VEC AGRIBUSINESS ETF92189F700805$59,2640.01%
203COCA COLA CO COMKO800$56,6000.01%
204JOHNSON CONTROLS INTERNATIONAL PLCG51502105519$54,8160.01%
205AQUESTIVE THERAPEUTICS INCAQST15,000$49,5000.01%
206DISNEY (WALT) COMPANY HOLDING CO254687106335$41,5420.01%
207SCHWAB STR US DIVIDEND EQUITY ETF8085247971,500$39,7500.01%
208NUVEEN CREDIT STRATEGIES INCOME FUNDNU7,120$38,3760.01%
209LOCKHEED MARTIN CORP COMLMT75$34,7350.01%
210BLACKROCK SBIBLK3,444$33,4740.01%
211MONDELEZ INTERNATIONAL INC609207105477$32,1680.01%
212BOEING CO COMBA-PA150$31,4290.01%
213AMERICAN ELEC PWR INC COM025537101300$31,1280.01%
214XCEL ENERGY INC COMXELLL396$26,9670.01%
215I SHRS CONVERTIBLE BOND ETF46435G102275$24,7770.00%
216VANGUARD FTSE EMERGING MARKETS ETF922042858408$20,1750.00%
217VANGUARD FTSE DEVELOPED MARKET ETF921943858350$19,9530.00%
218ALLSTATE CORP COMALL-PJ96$19,3250.00%
219J P MORGAN CHASE & COVYLD65$18,8430.00%
220MANULIFE FINANCIAL56501R106586$18,7220.00%
221EATON CORP PLCETN50$17,8490.00%
222DOW INCDOW643$17,0200.00%
223DEERE & CO COMDE30$15,2540.00%
224DUPONT DE NEMOURS INC.DD213$14,6090.00%
225CONOCOPHILLIPS COMCOP130$11,6660.00%
226PHILLIPS 66PSX50$5,9650.00%
227ISHARES S & P GROWTH ETF46428730945$4,9540.00%
228THE CIGNA GROUP1255231009$2,9750.00%
229A T & T INCT-PC100$2,8930.00%