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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

Asset Management Group, Inc.

Quarter ended Q4 2025 · Filed February 17, 2026 · Accession 0001398344-26-003205

Total Value
$618.3M
Positions
138
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (138)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD INDEX FDS922908611149,918$31.8M5.14%
2APPLE INCAAPL95,741$26.0M4.21%
3INVESCO QQQ TRIVZ40,299$24.8M4.00%
4ISHARES TR464287473152,208$21.5M3.47%
5ISHARES TR46428720030,763$21.1M3.41%
6ISHARES TR464287507294,865$19.5M3.15%
7VANGUARD INDEX FDS92290859559,347$17.9M2.90%
8VANGUARD SPECIALIZED FUNDS92190884478,307$17.2M2.78%
9VANGUARD INDEX FDS92290851296,289$17.1M2.76%
10PROSHARES TR74347R107287,438$16.6M2.69%
11SCHWAB STRATEGIC TR808524508525,766$15.8M2.56%
12VANGUARD SCOTTSDALE FDS92206C409191,535$15.3M2.47%
13VANGUARD INDEX FDS92290876945,390$15.2M2.46%
14SCHWAB STRATEGIC TR808524870570,490$15.1M2.44%
15VANGUARD INDEX FDS92290862951,185$14.9M2.40%
16VANGUARD INDEX FDS92290875151,805$13.4M2.16%
17ISHARES TR46428770589,675$11.8M1.91%
18ISHARES TR46428740851,590$10.9M1.77%
19VANGUARD BD INDEX FDS921937819128,867$10.0M1.62%
20ISHARES TR46428787987,855$10.0M1.62%
21AMAZON COM INCAMZN40,777$9.4M1.52%
22DOMINOS PIZZA INCDPZ22,020$9.2M1.48%
23ISHARES TR46428717675,784$8.3M1.35%
24ISHARES TR46428754956,946$7.4M1.19%
25ISHARES TR46429B68984,390$7.3M1.18%
26SCHWAB STRATEGIC TR808524607245,164$7.0M1.13%
27SPDR SERIES TRUST78468R853147,346$6.9M1.12%
28CATERPILLAR INCCAT10,865$6.2M1.01%
29PJT PARTNERS INCPJT36,369$6.1M0.98%
30MICROSOFT CORPMSFT12,387$6.0M0.97%
31SPDR SERIES TRUST78464A40955,961$6.0M0.97%
32DISNEY WALT CO25468710650,657$5.8M0.93%
33VANGUARD INDEX FDS92290853820,538$5.7M0.93%
34ISHARES TR46428756493,428$5.6M0.90%
35ISHARES TR46428760657,336$5.6M0.90%
36SPDR SERIES TRUST78464A50894,717$5.4M0.87%
37ISHARES TR46428730941,288$5.1M0.82%
38ALPHABET INCGOOG16,147$5.1M0.82%
39ISHARES TR46428788735,804$5.1M0.82%
40VANGUARD WORLD FD92204A7026,631$5.0M0.81%
41PEPSICO INCPEP34,750$5.0M0.81%
42ISHARES TR46428766347,610$4.9M0.79%
43ISHARES TR46428759822,452$4.7M0.76%
44SCHWAB STRATEGIC TR808524201169,019$4.5M0.74%
45ISHARES TR46428746543,963$4.2M0.68%
46ISHARES TR46428723474,165$4.1M0.66%
47VANGUARD ADMIRAL FDS INC9219325058,829$3.9M0.63%
48BERKLEY W R CORPWRB-PH55,767$3.9M0.63%
49ISHARES TR46428749939,498$3.8M0.61%
50JOHNSON & JOHNSONJNJ17,948$3.7M0.60%
51SPDR SERIES TRUST78464A76325,614$3.6M0.58%
52ISHARES TR46428780428,790$3.5M0.56%
53SPDR S&P 500 ETF TRSPY4,994$3.4M0.55%
54SELECT SECTOR SPDR TR81369Y50673,907$3.3M0.53%
55VANGUARD INDEX FDS92290855335,215$3.1M0.50%
56SPDR S&P MIDCAP 400 ETF TRMDY4,764$2.9M0.46%
57ISHARES TR46428763015,390$2.8M0.45%
58SCHWAB STRATEGIC TR80852470680,922$2.7M0.43%
59ISHARES TR46428722625,296$2.5M0.41%
60SPDR SERIES TRUST78464A87020,637$2.5M0.41%
61SCHWAB STRATEGIC TR80852410295,203$2.5M0.40%
62BERKSHIRE HATHAWAY INC DELBRK-A4,597$2.3M0.37%
63ALPHABET INCGOOG7,309$2.3M0.37%
64ISHARES TR46428716815,546$2.2M0.35%
65ISHARES TR46428744022,554$2.2M0.35%
66SPDR SERIES TRUST78464A70612,780$2.1M0.34%
67PROCTER AND GAMBLE CO74271810914,055$2.0M0.33%
68DECKERS OUTDOOR CORPDECK19,345$2.0M0.32%
69SPDR SERIES TRUST78464A82120,940$1.9M0.31%
70VANGUARD INDEX FDS9229087363,888$1.9M0.31%
71ABBOTT LABSABLZF14,528$1.8M0.29%
72VANGUARD INTL EQUITY INDEX F92204274212,728$1.8M0.29%
73META PLATFORMS INCMETA2,627$1.7M0.28%
74FIDELITY COVINGTON TRUST31609285762,309$1.7M0.27%
75ISHARES TR4642876143,505$1.7M0.27%
76BERKSHIRE HATHAWAY INC DELBRK-A2$1.5M0.24%
77WALMART INCWMT13,122$1.5M0.24%
78VANGUARD INTL EQUITY INDEX F92204285826,041$1.4M0.23%
79NVIDIA CORPORATIONNVDA7,325$1.4M0.22%
80ISHARES TR46428737425,741$1.3M0.21%
81SCHWAB STRATEGIC TR80852430038,312$1.2M0.20%
82VANGUARD WORLD FD92204A3069,827$1.2M0.20%
83SCHWAB STRATEGIC TR80852485449,049$1.2M0.20%
84BERKSHIRE HATHAWAY INC DELBRK-A2,320$1.2M0.19%
85SCHWAB STRATEGIC TR80852467238,906$1.2M0.19%
86PFIZER INCPFE44,981$1.1M0.18%
87ISHARES TR46428883612,913$1.1M0.18%
88ANALOG DEVICES INCADI3,891$1.1M0.17%
89ISHARES TR4642876715,718$960,2190.16%
90MOODYS CORPMCO1,862$951,2030.15%
91SCHWAB STRATEGIC TR80852475520,594$931,0570.15%
92PAYCHEX INCPAYX8,181$917,7150.15%
93CISCO SYS INCCSCO11,619$895,0460.14%
94ISHARES TR4642871012,372$813,5440.13%
95SELECT SECTOR SPDR TR81369Y8035,533$796,6280.13%
96VANGUARD BD INDEX FDS9219378279,567$753,9520.12%
97ISHARES TR4642871277,859$741,7220.12%
98VANGUARD TAX-MANAGED FDS92194385811,725$732,4330.12%
99PARAMOUNT SKYDANCE CORPPSKY52,886$708,6750.11%
100MERCK & CO INCMRK6,724$707,7920.11%
101VANGUARD STAR FDS9219097689,376$707,3010.11%
102ISHARES TR46434V78730,702$699,2210.11%
103VANGUARD MUN BD FDS92290774613,468$677,3140.11%
104CANADIAN PACIFIC KANSAS CITYCP9,046$666,0570.11%
105INTERNATIONAL BUSINESS MACHSINTR2,235$662,1420.11%
106PIMCO ETF TR72201R7756,299$586,3270.09%
107ASSURANT INCAIZN2,404$579,0030.09%
108OMNICOM GROUP INCOMC7,053$569,5670.09%
109JPMORGAN CHASE & CO.VYLD1,736$559,5060.09%
110ISHARES TR4642877212,770$553,1140.09%
111CURTISS WRIGHT CORPCW986$543,3220.09%
112KEURIG DR PEPPER INCKDP18,928$530,1730.09%
113VULCAN MATLS CO9291601091,772$505,4530.08%
114ISHARES TR4642876221,285$479,8470.08%
115ISHARES INC4642865098,712$469,8200.08%
116ISHARES TR4642874574,678$387,4420.06%
117GE AEROSPACE3696043011,253$385,8560.06%
118ISHARES TR4642883074,556$363,7700.06%
119UNITEDHEALTH GROUP INCUNH1,071$353,5860.06%
120BOSTON BEER INCSAM1,775$346,3560.06%
121SELECT SECTOR SPDR TR81369Y6056,268$343,3240.06%
122DELL TECHNOLOGIES INCDELL2,543$320,1290.05%
123HP INCHPQ14,334$319,3610.05%
124INVESCO EXCHANGE TRADED FD TIVZ8,875$302,4250.05%
125ISHARES TR4642875561,752$295,7330.05%
126GILEAD SCIENCES INCGILD2,404$295,1050.05%
127VISA INCV802$281,4320.05%
128EXXON MOBIL CORPXOM2,278$274,1200.04%
129ISHARES GOLD TRIAU3,225$261,7730.04%
130MCDONALDS CORPMCD842$257,4080.04%
131COLGATE PALMOLIVE COCL3,202$253,0580.04%
132SCHWAB CHARLES CORPSCHW-PJ2,401$239,9130.04%
133BECTON DICKINSON & COBDX1,223$237,2950.04%
134ISHARES TR464287655912$224,5600.04%
135LOWES COS INC548661107920$221,7680.04%
136XERIS BIOPHARMA HOLDINGS INCXERS26,480$207,8680.03%
137PUBLIC SVC ENTERPRISE GRP IN7445731062,509$201,4760.03%
138NEWELL BRANDS INCNWL13,075$48,6390.01%