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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 COMBINATION REPORT

Windsor Advisory Group, LLC

Quarter ended Q3 2025 · Filed November 14, 2025 · Accession 0001398344-25-020901

Total Value
$113.0M
Positions
81
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (81)

#IssuerTicker / CUSIPSharesValue% of Filing
1PAYCHEX INCPAYX206,264$26.1M23.14%
2WORTHINGTON ENTERPRISES INCWOR294,085$16.3M14.44%
3BERKSHIRE HATHAWAY INC DELBRK-A9$6.8M6.01%
4ISHARES TR4642872009,751$6.5M5.78%
5APPLE INCAAPL16,818$4.3M3.79%
6WORTHINGTON STL INC982104101133,534$4.1M3.59%
7BERKSHIRE HATHAWAY INC DELBRK-A6,840$3.4M3.04%
8VANGUARD INTL EQUITY INDEX F92204274223,892$3.3M2.91%
9MICROSOFT CORPMSFT5,240$2.7M2.40%
10NVIDIA CORPORATIONNVDA12,234$2.3M2.02%
11HUNTINGTON BANCSHARES INCHBANP130,151$2.2M1.99%
12PACER FDS TR69374H88131,803$1.8M1.62%
13ENTERPRISE PRODS PARTNERS L29379210751,673$1.6M1.43%
14VERIZON COMMUNICATIONS INCVZ33,951$1.5M1.32%
15JPMORGAN CHASE & CO.VYLD4,615$1.5M1.29%
16ARK ETF TR00214Q10416,255$1.4M1.24%
17FIRST TR EXCHANGE-TRADED FD33738D10134,869$1.3M1.18%
18INSTALLED BLDG PRODS INC45780R1014,972$1.2M1.09%
19SPDR S&P 500 ETF TRSPY1,810$1.2M1.07%
20EXXON MOBIL CORPXOM10,611$1.2M1.06%
21ALPHABET INCGOOG4,668$1.1M1.01%
22KROGER COKR16,007$1.1M0.96%
23JABIL INCJBL4,560$990,2950.88%
24META PLATFORMS INCMETA1,305$958,3660.85%
25LINDE PLCLIN2,000$950,0000.84%
26VANGUARD WORLD FD92204A3066,082$765,4810.68%
27SCHWAB STRATEGIC TR80852430023,644$754,4800.67%
28VANGUARD INDEX FDS9229087692,281$748,5110.66%
29ALPS ETF TR00162Q67623,000$745,4300.66%
30ORACLE CORPORCL-PD2,567$721,9430.64%
31SELECT SECTOR SPDR TR81369Y5067,976$712,5760.63%
32PROGRESSIVE CORP7433151032,500$617,3750.55%
33ALPHABET INCGOOG2,474$601,5110.53%
34VANGUARD INDEX FDS9229086112,720$567,6910.50%
35APPLIED MATLS INC0382221052,763$565,6970.50%
36AMPLIFY ETF TR0321086077,490$502,1300.44%
37CARDINAL HEALTH INCCAH3,119$489,5620.43%
38UNITEDHEALTH GROUP INCUNH1,409$486,5280.43%
39HOME DEPOT INCHD1,170$474,0720.42%
40PROCTER AND GAMBLE CO7427181093,045$467,8900.41%
41ALLSTATE CORPALL-PJ1,989$426,9390.38%
42ALPS ETF TR00162Q4528,650$405,9450.36%
43PNC FINL SVCS GROUP INC6934751052,000$401,8600.36%
44GREIF INCGEF-B6,500$400,4650.35%
45ROPER TECHNOLOGIES INCROP775$386,4850.34%
46FIRST COMWLTH FINL CORP PA31982910720,880$356,0040.32%
47CISCO SYS INCCSCO4,677$320,0000.28%
48ISHARES TR4642873092,586$312,1820.28%
49ABBVIE INCABBV1,335$309,1060.27%
50EATON CORP PLCETN806$301,6460.27%
51ISHARES TR4642882572,083$287,9460.25%
52AUTOMATIC DATA PROCESSING INADP904$265,3570.23%
53FASTENAL COFAST5,223$256,1360.23%
54SELECT SECTOR SPDR TR81369Y6054,736$255,1280.23%
55PROFICIENT AUTO LOGISTICS INPAL36,836$253,8000.22%
56ISHARES TR4642875981,238$252,0440.22%
57ARES CAPITAL CORPARCC12,144$247,8590.22%
58EVERCOMMERCE INCEVCM21,641$240,8640.21%
59ARK ETF TR00214Q7084,091$232,3690.21%
60ABBOTT LABSABLZF1,729$231,5820.20%
61NORTHROP GRUMMAN CORPNOC358$218,1370.19%
62VANGUARD INDEX FDS922908363346$211,9000.19%
63AMERICAN ELEC PWR CO INC0255371011,821$204,8430.18%
64ISHARES TR464287655704$170,2500.15%
65ISHARES TR4642878871,104$156,2160.14%
66GREIF INCGEF-B2,111$126,1530.11%
67ISHARES TR4642876061,076$103,1780.09%
68VANGUARD WORLD FD92204A108215$85,1720.08%
69ISHARES TR464287630474$83,8080.07%
70ISHARES TR464287150459$66,8530.06%
71NGL ENERGY PARTNERS LPNGL-PC10,000$60,0000.05%
72ISHARES TR464287473270$37,7110.03%
73ISHARES TR464288307370$30,6100.03%
74VANGUARD WORLD FD92204A70230$22,3990.02%
75SELECT SECTOR SPDR TR81369Y80357$16,0660.01%
76SCHWAB STRATEGIC TR808524797567$15,4790.01%
77ISHARES TR464287481102$14,5260.01%
78VANGUARD WORLD FD92204A87656$10,6070.01%
79ISHARES TR464287465113$10,5240.01%
80SELECT SECTOR SPDR TR81369Y860162$6,8250.01%
81ARK ETF TR00214Q80724$6850.00%