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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 Q4 2025 · Filed January 29, 2026 · Accession 0001339908-26-000001

Total Value
$545.5M
Positions
237
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (237)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD TOTAL STOCK MARKET ETF922908769415,229$139.2M25.52%
2VANGUARD SHORT TERM CORP BD ETF #314592206C409564,826$45.0M8.25%
3APPLE INCAAPL99,179$27.0M4.94%
4VANGUARD INTERMEDIATE TERM BOND INDEX ETF921937819310,736$24.2M4.44%
5I SHARES SELECT DIVIDEND ETF464287168156,193$22.0M4.04%
6I SHARES MSCI EAFE CORE46432F842239,803$21.5M3.93%
7MICROSOFT CORP COMMSFT32,755$15.8M2.90%
8APPLE INCAAPL39,658$10.8M1.98%
9JOHNSON & JOHNSON COMJNJ43,939$9.1M1.67%
10I SHRS TIPS BOND ETF46428717679,204$8.7M1.60%
11NVIDIA CORPORATIONNVDA46,655$8.7M1.60%
12DIMENSIONAL US EQUITY MARKETETF TR25434V401105,584$7.8M1.44%
13HOME DEPOT INC COMHD21,409$7.4M1.35%
14INVESCO WATER RESOURCES ETFIVZ102,824$7.2M1.33%
15INVESCO PREFERRED ETFIVZ574,780$6.5M1.18%
16VANGUARD TOTAL STOCK MARKET ETF92290876916,118$5.4M0.99%
17EXXON MOBIL CORP COMXOM42,662$5.1M0.94%
18PEPSICO INC COMPEP31,009$4.5M0.82%
19ALPHABET INC - CLASS AGOOG13,970$4.4M0.80%
20I SHARES FLEX I ACTIVE ETFBLK82,085$4.3M0.79%
21VANGUARD SHORT TERM CORP BD ETF #314592206C40949,251$3.9M0.72%
22ISHARES IBONDS DEC 2029 TERMCORPORATE ETF46436E205159,990$3.7M0.69%
23PROCTER AND GAMBLE CO COM74271810924,496$3.5M0.64%
24ESSENTIAL UTILITIES INC29670G10291,409$3.5M0.64%
25ALPHABET INC - CLASS CGOOG11,105$3.5M0.64%
26CATERPILLAR INC COMCAT5,755$3.3M0.60%
27CHEVRON CORPORATIONCVX21,454$3.3M0.60%
28HONEYWELL INTL INC COM43851610615,917$3.1M0.57%
29BERKSHIRE HATHAWAY INC. DELWARE CLBRK-A4$3.0M0.55%
30I SHARES CORE S & P TOTAL U S STOCK MARKET46428715019,930$3.0M0.54%
31MERCK & CO INC NEWMRK27,278$2.9M0.53%
32ELI LILLY & CO COMLLY2,640$2.8M0.52%
33MCDONALDS CORP COMMCD8,794$2.7M0.49%
34ABBVIE INCABBV11,017$2.5M0.46%
35CORNING INC COMGLW28,736$2.5M0.46%
36GE AEROSPACE3696043018,150$2.5M0.46%
37J P MORGAN CHASE & COVYLD7,779$2.5M0.46%
38VERIZON COMMUNICATIONS INCVZ61,072$2.5M0.46%
39AON PLC NPVAON6,658$2.3M0.43%
40I SHARES CORE S & P 500 ETF4642872003,308$2.3M0.42%
41NEXTERA ENERGY INC COMNEE-PW28,017$2.2M0.41%
42WALMART INC COMWMT20,147$2.2M0.41%
43INTERNATIONAL BUSINESS MACHSCOMINTR7,362$2.2M0.40%
44I SHARES SELECT DIVIDEND ETF46428716814,198$2.0M0.37%
45TARGET CORPTGT19,954$2.0M0.36%
46PNC FINL SVCS GROUP INC COM6934751059,140$1.9M0.35%
47BERKSHIRE HATHAWAY INC DELBRK-A3,727$1.9M0.34%
48CATERPILLAR INC COMCAT3,212$1.8M0.34%
49I SHARES MSCI EAFE CORE46432F84219,624$1.8M0.32%
50KIMBERLY-CLARK CORP COMKMB16,666$1.7M0.31%
51MICROSOFT CORP COMMSFT3,449$1.7M0.31%
52VANGUARD FTSE EMERGING MARKETS ETF92204285827,557$1.5M0.27%
53I SHRS MOMENTUM46432F3965,835$1.5M0.27%
543M CO COMMONMMM9,042$1.4M0.27%
55LOCKHEED MARTIN CORP COMLMT2,841$1.4M0.25%
56VANGUARD INTERMEDIATE TERM BOND INDEX ETF92193781917,492$1.4M0.25%
57AMAZON COM INC.AMZN5,806$1.3M0.25%
58A T & T INCT-PC52,600$1.3M0.24%
59VANGUARD REIT INDEX #098692290855314,675$1.3M0.24%
60DISNEY (WALT) COMPANY HOLDING CO25468710611,187$1.3M0.23%
61ISHARES IBONDS DEC 2028 CORPORATE ETF46435U51549,640$1.3M0.23%
62COSTCO WHOLESALE CORP22160K1051,440$1.2M0.23%
63JOHNSON & JOHNSON COMJNJ6,000$1.2M0.23%
64ABBOTT LABS COMABLZF9,849$1.2M0.23%
65BRISTOL MYERS SQUIBB CO COMCELG-RI22,845$1.2M0.23%
66SCHWAB STR US DIVIDEND EQUITY ETF80852479742,020$1.2M0.21%
67EMERSON ELEC CO COMEMR8,638$1.1M0.21%
68CONOCOPHILLIPS COMCOP11,795$1.1M0.20%
69GE VERNOVA INCGEV1,661$1.1M0.20%
70PHILLIP MORRIS INTERNATIONALINC7181721096,431$1.0M0.19%
71I SHARES CORE S & P SMALL CAP ETF4642878048,570$1.0M0.19%
72VANECK VEC AGRIBUSINESS ETF92189F70014,112$1.0M0.19%
73EXXON MOBIL CORP COMXOM8,515$1.0M0.19%
74ORACLE CORP COMORCL-PD5,000$974,5500.18%
75ISHARES S & P GROWTH ETF4642873097,814$963,1510.18%
76PROCTER AND GAMBLE CO COM7427181096,715$962,3260.18%
77TE CONNECTIVITY PLCTEL3,953$899,3290.16%
78HONEYWELL INTL INC COM4385161064,568$891,1670.16%
79BANK OF AMERICA CORP06050510416,169$889,2950.16%
80PFIZER INC COMPFE35,663$887,6170.16%
81VANGUARD FTSE DEVELOPED MARKET ETF92194385813,990$873,9520.16%
82DIMENSIONAL US EQUITY MARKETETF TR25434V40111,265$835,5240.15%
83ISHARES IBONDS DEC 2027 TERMCORPORATE ETF46435UAA934,010$825,4190.15%
84YUM BRANDS INCYUM5,356$810,2480.15%
85HOME DEPOT INC COMHD2,255$775,9210.14%
86CONSTELLATION ENERGY CORP NPVCEG2,169$766,2150.14%
87AMERICAN ELEC PWR INC COM0255371016,413$739,4810.14%
88CORNING INC COMGLW8,350$731,1260.13%
89PHILLIPS 66PSX5,628$726,2240.13%
90DEERE & CO COMDE1,557$724,8860.13%
91DUKE ENERGY CORP NEWDUKB6,139$719,5340.13%
92INTEL CORP COMINTC19,491$719,0190.13%
93AUTOMATIC DATA PROCESSING INCOMADP2,747$706,5830.13%
94BANK OF AMERICA CORP06050510412,830$705,6500.13%
95CHEVRON CORPORATIONCVX4,501$685,9950.13%
96COCA COLA CO COMKO9,605$671,3870.12%
97ALTRIA GROUP INC COMMO11,536$665,0410.12%
98INVESCO WATER RESOURCES ETFIVZ9,335$657,1840.12%
99ELI LILLY & CO COMLLY600$644,8020.12%
100RTX CORPORATION CORPRTX3,446$631,9930.12%
101I SHARES CORE S & P MID-CAP ETF4642875079,554$630,5640.12%
102MCKESSON CORP USDMCK763$625,8730.11%
103CORTEVA INCCTVA9,230$618,5590.11%
104ONEOK INC NEW COMMONOKE7,925$582,4870.11%
105I SHRS TIPS BOND ETF4642871765,240$575,9270.11%
106PPL CORP COMMONPPLC15,888$556,3940.10%
107BANK NEW YORK MELLON CORP0640581004,787$555,7190.10%
108EMERSON ELEC CO COMEMR4,135$548,7970.10%
109MCDONALDS CORP COMMCD1,780$544,0180.10%
110TE CONNECTIVITY PLCTEL2,370$539,1960.10%
111S & P GLOBAL INC NPVSPGI1,025$535,6440.10%
112ALPHABET INC - CLASS AGOOG1,675$524,2750.10%
113CISCO SYS INC COMCSCO6,791$523,1040.10%
114I SHARES RUSSELL MID-CAP ETF4642874995,344$514,4640.09%
115WELLS FARGO & CO NEW9497461015,184$483,1480.09%
116EATON CORP PLCETN1,503$478,7190.09%
117PROSHARES ULTRA S & P 500 EFT74347R1078,060$466,8350.09%
118META PLATFORMS INCMETA697$460,0720.08%
119ESSENTIAL UTILITIES INC29670G10211,851$454,6010.08%
120L3HARRIS TECHNOLOGIES INCLHX1,474$432,7190.08%
121MEDTRONIC PLCMDT4,479$430,2410.08%
122AMGEN INC COMAMGN1,308$428,1060.08%
123COMCAST CORP CLASS ACCZ14,154$422,9140.08%
124DUPONT DE NEMOURS INC.DD10,086$405,4360.07%
125QNITY ELECTRONICS INCQ4,907$400,6270.07%
126XCEL ENERGY INC COMXELLL5,354$395,4440.07%
127AMETEK INC NEW COMAME1,900$390,0890.07%
128INTERNATIONAL BUSINESS MACHSCOMINTR1,313$388,9100.07%
129I SHRS 0-5 YEAR TIPS BOND ETF46429B7473,710$379,8620.07%
130MERCK & CO INC NEWMRK3,580$376,8300.07%
131CVS HEALTH CORPORATIONCVS4,735$375,7690.07%
132MANULIFE FINANCIAL56501R10610,306$373,7980.07%
133THE CIGNA GROUP1255231001,352$372,0860.07%
134COLGATE PALMOLIVE CO COMCL4,677$369,5730.07%
135LOWES COS INC COM5486611071,509$363,9100.07%
136CVS HEALTH CORPORATIONCVS4,562$362,0390.07%
137I SHARES CORE S & P 500 ETF464287200520$356,1680.07%
138EXELON CORPEXC8,070$351,7650.06%
139I SHARES RUSSELL 1000 GROWTH ETF464287614741$350,7070.06%
140NEXTERA ENERGY INC COMNEE-PW4,360$350,0200.06%
141THE HERSHEY COMPANY COMHSY1,916$348,6720.06%
142I SHARES MSCI EAFE ETF4642874653,542$340,1310.06%
143PEPSICO INC COMPEP2,290$328,6580.06%
144GE AEROSPACE3696043011,021$314,4840.06%
145INVESCO PREFERRED ETFIVZ27,620$310,4480.06%
146AUTOMATIC DATA PROCESSING INCOMADP1,200$308,6640.06%
147MOODYS CORPMCO600$306,5040.06%
148FISERV INC COMFISV4,280$287,4870.05%
149MONDELEZ INTERNATIONAL INC6092071055,284$284,4300.05%
150ILLINOIS TOOL WKS INC COM4523081091,154$284,2300.05%
151VISA INC.V798$279,8560.05%
152I SHARES FLEX I ACTIVE ETFBLK5,175$273,0840.05%
153PUBLIC SVC ENTERPRISE GRP INCOM7445731063,386$271,8950.05%
154KIMBERLY-CLARK CORP COMKMB2,570$259,2860.05%
155STATE STREET HEALTH CARE SELECT SEC SPDR ETF81369Y2091,658$256,6570.05%
156ALLSTATE CORP COMALL-PJ1,229$255,8150.05%
157MEDTRONIC PLCMDT2,610$250,7150.05%
158STATE STREET FINANCIAL SELECT SEC SPDR ETF81369Y6054,551$249,2580.05%
159YUM CHINA HOLDINGS INCYUMC5,172$246,9040.05%
160BOEING CO COMBA-PA1,128$244,9080.04%
161PALO ALTO NETWORKS INCPANW1,277$235,2230.04%
162HEWLETT PACKARD ENTERPRISE COHPE-PC9,790$235,1500.04%
163WASTE MANAGEMENT INC NEW94106L1091,068$234,6490.04%
164YUM BRANDS INCYUM1,520$229,9450.04%
165SPDR S & P 500 ETF TRUSTSPY335$228,4390.04%
166I SHRS CONVERTIBLE BOND ETF46435G1022,260$222,6090.04%
1673M CO COMMONMMM1,380$220,9380.04%
168H P INCHPQ9,792$218,0630.04%
169JOHNSON CONTROLS INTERNATIONAL PLCG515021051,816$217,4590.04%
170TOYOTA MOTOR CORPTOYOF1,000$214,0600.04%
171VANGUARD TOTAL INTL STOCK INDEX FUND - ETF9219097682,817$212,5120.04%
172GENERAL DYNAMICS CORPGD623$209,7300.04%
173DOMINION ENERGY INC NPVD3,500$205,0650.04%
174SOLSTICE ADVANCED MATLS INC83443Q1033,886$188,7370.03%
175PHILLIP MORRIS INTERNATIONALINC7181721091,095$175,6380.03%
176ABBVIE INCABBV749$171,1370.03%
177SOUTHERN CO COMSOMN1,925$167,8600.03%
178BANK NEW YORK MELLON CORP0640581001,350$156,7210.03%
179I SHRS 0-5 YEAR TIPS BOND ETF46429B7471,440$147,4410.03%
180GE VERNOVA INCGEV216$141,1670.03%
181WALMART INC COMWMT1,250$139,2620.03%
182PFIZER INC COMPFE5,570$138,6370.03%
183VANGUARD REIT INDEX #09869229085531,538$136,0970.02%
184GENERAL MLS INC COM3703341042,920$135,7800.02%
185NUVEEN SELECT TAX-FREE INCOME PORTFOLIONU9,200$129,7200.02%
186VERIZON COMMUNICATIONS INCVZ3,171$129,1220.02%
187ORACLE CORP COMORCL-PD650$126,6910.02%
188DOMINION ENERGY INC NPVD2,113$123,8000.02%
189TARGET CORPTGT1,230$120,2320.02%
190BRISTOL MYERS SQUIBB CO COMCELG-RI2,200$118,6460.02%
191INTEL CORP COMINTC3,215$118,6000.02%
192ALTRIA GROUP INC COMMO1,800$103,7700.02%
193ABBOTT LABS COMABLZF799$100,1060.02%
194AQUESTIVE THERAPEUTICS INCAQST15,000$96,9000.02%
195DUKE ENERGY CORP NEWDUKB806$94,4710.02%
196PNC FINL SVCS GROUP INC COM693475105450$93,9280.02%
197NVIDIA CORPORATIONNVDA500$93,2500.02%
198SOUTHERN CO COMSOMN1,066$92,9540.02%
199AMAZON COM INC.AMZN400$92,3270.02%
200WELLS FARGO & CO NEW949746101975$90,8700.02%
201I SHRS MOMENTUM46432F396345$86,3560.02%
202ISHARES IBONDS DEC 2029 TERMCORPORATE ETF46436E2053,600$84,2400.02%
203VANGUARD FTSE EMERGING MARKETS ETF9220428581,538$82,6670.02%
204HEWLETT PACKARD ENTERPRISE COHPE-PC3,400$81,6680.01%
205PPL CORP COMMONPPLC2,330$81,5960.01%
206H P INCHPQ3,400$75,7180.01%
207PUBLIC SVC ENTERPRISE GRP INCOM744573106936$75,1600.01%
208YUM CHINA HOLDINGS INCYUMC1,572$75,0470.01%
209NUVEEN SELECT TAX-FREE INCOME PORTFOLIONU5,250$74,0250.01%
210I SHARES CORE S & P MID-CAP ETF4642875071,070$70,6200.01%
211GENERAL MLS INC COM3703341041,463$68,0290.01%
212AMGEN INC COMAMGN200$65,4600.01%
213I SHARES CORE S & P SMALL CAP ETF464287804525$63,0940.01%
214JOHNSON CONTROLS INTERNATIONAL PLCG51502105519$62,1490.01%
215VANECK VEC AGRIBUSINESS ETF92189F700805$58,5950.01%
216COCA COLA CO COMKO800$55,9200.01%
217SOLSTICE ADVANCED MATLS INC83443Q103976$47,4110.01%
218SCHWAB STR US DIVIDEND EQUITY ETF8085247971,500$41,1450.01%
219DISNEY (WALT) COMPANY HOLDING CO254687106335$38,1120.01%
220LOCKHEED MARTIN CORP COMLMT75$36,2740.01%
221AMERICAN ELEC PWR INC COM025537101300$34,5930.01%
222BOEING CO COMBA-PA150$32,5680.01%
223I SHRS CONVERTIBLE BOND ETF46435G102275$27,0870.00%
224CORTEVA INCCTVA377$25,2660.00%
225VANGUARD FTSE DEVELOPED MARKET ETF921943858350$21,8640.00%
226MANULIFE FINANCIAL56501R106586$21,2540.00%
227MONDELEZ INTERNATIONAL INC609207105383$20,6160.00%
228ALLSTATE CORP COMALL-PJ96$19,9820.00%
229XCEL ENERGY INC COMXELLL250$18,4650.00%
230EATON CORP PLCETN50$15,9250.00%
231DEERE & CO COMDE30$13,9670.00%
232QNITY ELECTRONICS INCQ106$8,6540.00%
233DUPONT DE NEMOURS INC.DD213$8,5620.00%
234PHILLIPS 66PSX50$6,4520.00%
235ISHARES S & P GROWTH ETF46428730945$5,5460.00%
236A T & T INCT-PC100$2,4840.00%
237THE CIGNA GROUP1255231009$2,4760.00%