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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

Next Capital Management LLC

Quarter ended Q2 2025 · Filed August 5, 2025 · Accession 0001437749-25-024802

Total Value
$270.6M
Positions
137
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (137)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES CORE S&P 500 ETF46428720064,149$39.8M14.72%
2META PLATFORMS INC CLASS AMETA16,657$12.3M4.54%
3INVESCO QQQ TRUSTIVZ21,800$12.0M4.44%
4ISHARES CORE MSCI EAFE ETF46432F842116,335$9.7M3.59%
5AMAZON.COM INCAMZN43,967$9.6M3.56%
6MIDCAP FINL INVESTME03761U502725,401$9.2M3.38%
7APPLE INCAAPL44,014$9.0M3.34%
8VANGUARD S&P 500 ETF92290836315,748$9.0M3.31%
9BLACKROCK TCP CAP CORPTCPC1,134,826$8.7M3.23%
10VANGUARD TOTAL STOCK MARKET ETF92290876926,563$8.1M2.98%
11ISHARES RUSSELL 1000 GROWTH ETF46428761418,167$7.7M2.85%
12ISHARES S&P 500 GROWTH ETF46428730947,773$5.3M1.94%
13ISHARES CORE MSCI EMERGING ETF46434G10382,147$4.9M1.82%
14ISHARES RUSSELL 1000 ETF46428762212,734$4.3M1.60%
15NVIDIA CORPNVDA27,033$4.3M1.58%
16ISHARES CORE S&P SMALL CAP ETF46428780437,949$4.1M1.53%
17ISHARES RUSSELL 1000 VALUE ETF46428759821,295$4.1M1.53%
18BERKSHIRE HATHAWAY CLASS BBRK-A8,449$4.1M1.52%
19GOLUB CAP BDC INC38173M102279,444$4.1M1.51%
20ISHARES CORE S&P MID CAPETF46428750765,682$4.1M1.51%
21SPDR S&P 500 ETFSPY5,776$3.6M1.32%
22SCHWAB US SMALL CAP ETF808524607117,399$3.0M1.10%
23SELECT SECTOR HEALTH CARE SPDR ETF81369Y20921,977$3.0M1.09%
24SCHWAB US LARGE CAP ETF808524201119,505$2.9M1.08%
25VANGUARD DIVIDEND APPRECIATION ETF92190884413,342$2.7M1.01%
26KKR & CO INCKKRT20,273$2.7M1.00%
27MICROSOFT CORPMSFT5,048$2.5M0.93%
28VANGUARD GROWTH ETF9229087364,942$2.2M0.80%
29SCHWAB FUNDMNTL US LARGECOM ETF80852477185,158$2.1M0.77%
30WALMART INCWMT20,600$2.0M0.74%
31INVESCO NASDAQ 100 ETFIVZ8,148$1.9M0.68%
32VANGUARD MID CAP GROWTH ETF9229085386,430$1.8M0.68%
33VANGUARD INFORMATION TECHNOLOGY ETF92204A7022,755$1.8M0.68%
34SELECT STR FINANCIAL SELECT SPDR ETF81369Y60532,434$1.7M0.63%
35KRANESHARES CSI CHINA INTERNET ETF50076730649,020$1.7M0.62%
36ISHARES MSCI EMERGING MARKETS ETF46428723434,500$1.7M0.61%
37THE COCA-COLA COKO21,715$1.5M0.57%
38CHARLES SCHWAB CORPSCHW-PJ16,684$1.5M0.56%
39JPMORGAN CHASE & COVYLD9,644$1.5M0.55%
40BERKSHIRE HATHAWAY INC DCLASS ABRK-A2$1.5M0.54%
41PHILIP MORRIS INTL INC7181721097,588$1.4M0.51%
42MCDONALDS CORPMCD4,684$1.4M0.51%
43NETFLIX INCNFLX1,002$1.3M0.50%
44ELI LILLY AND COLLY1,704$1.3M0.49%
45VANGUARD LARGE CAP ETF9229086374,509$1.3M0.48%
46ISHARES CORE S&P US VALUE ETF46428766313,547$1.3M0.47%
47ISHARES RUSSELL MID CAP GROWTH ETF4642874819,230$1.3M0.47%
48TELEFLEX INCTFX10,423$1.2M0.46%
49ALPHABET INC CLASS AGOOG6,972$1.2M0.45%
50ALPHABET INC CLASS CGOOG6,784$1.2M0.44%
51GOLDMAN SACHS GROUP INCGSCE1,519$1.1M0.40%
52INVESCO S&P 500 QUALITY ETFIVZ14,621$1.0M0.39%
53VANGUARD HIGH DIVIDEND YIELD ETF9219464067,778$1.0M0.38%
54SCHWAB US DIVIDEND EQUITY ETF80852479739,007$1.0M0.38%
55JPMORGAN ULTRA SHORT INCOME ETF46641Q83720,185$1.0M0.38%
56ECOLAB INCECL3,775$1.0M0.38%
57TECHNOLOGY SELECT SECTORSPDR ETF81369Y8033,971$1.0M0.37%
58ISHARES RUSSELL 2000 ETF4642876554,417$953,0840.35%
59ISHARES MSCI EAFE ETF46428746510,216$913,2080.34%
60MONGODB INC CLASS AMDB4,297$902,3270.33%
61JOHNSON & JOHNSONJNJ5,783$883,3530.33%
62SABA CAPITAL INCOME OPPO78518H20299,725$803,7840.30%
63CBIZ INCCBZ11,000$788,8100.29%
64SCHWAB US BROAD MARKET ETF80852410232,926$784,6250.29%
65VANGUARD FTSE DEVELOPED MARKETS ETF92194385813,532$771,4590.29%
66HOME DEPOT INCHD1,993$730,7140.27%
67FIRST TRUST NORTH AMERICAN ENERG ETF33738D10119,345$725,6310.27%
68PARKER-HANNIFIN CORPPH1,035$722,9160.27%
69EXXON MOBIL CORPXOM6,522$703,0720.26%
70BLACKSTONE INCBX4,526$676,9450.25%
71SPOTIFY TECHNOLOGY S A FSPOT860$659,9120.24%
72BROOKFIELD CORP FCLASS A11271J10710,500$649,4250.24%
73ONEOK INC NEWOKE7,880$643,2440.24%
74VANECK GOLD MINERS ETF92189F10611,752$611,8090.23%
75ISHARES MSCI ACWI EX US ETF4642882409,959$606,9010.22%
76PPG INDS INC6935061075,204$591,9550.22%
77CSG SYS INTL INC1263491099,000$587,7900.22%
78BLUE OWL CAP CORPOWL39,363$564,4650.21%
79RIVERNORTH DOUBLLINE STROPP-PC63,859$545,9940.20%
80AMERICAN ELEC PWR CO INC0255371015,075$526,5820.19%
81QUALCOMM INCQCOM3,216$512,1800.19%
82VANGUARD FTSE EMERGING MARKETS ETF9220428589,964$492,8040.18%
83VANGUARD VALUE ETF9229087442,765$488,9210.18%
84ISHARES MSCI GERMANY ETF46428680611,475$485,5070.18%
85ASTERA LABS INCALAB5,182$468,5560.17%
86MERCK & CO. INC.MRK5,814$460,9880.17%
87ENTERPRISE PRODS PART LP29379210714,625$453,5210.17%
88SLR INVESTMENT CORPSLRC27,520$444,1730.16%
89PFIZER INCPFE17,903$433,9650.16%
90TORTOISE ENERGY INFRASTRTYG9,770$428,8050.16%
91NORTHROP GRUMMAN CORPNOC811$405,4840.15%
92COMCAST CORP NEW CLASS ACCZ11,178$398,9430.15%
93ISHARES MICRO CAP ETF4642888693,123$398,6820.15%
94UNITEDHEALTH GROUP INCUNH1,246$388,7150.14%
95PROCTER & GAMBLE CO7427181092,416$384,9170.14%
96ABBVIE INCABBV1,877$348,3330.13%
97ILLUMINA INCILMN3,578$341,3770.13%
98TRIMAS CORPTRS11,500$329,0150.12%
99LENNOX INTL INC526107107563$322,7340.12%
100ISHARES S&P SMALL CAP 600 ETF4642878793,230$321,3530.12%
101ARK GENOMIC REVOLUTION ETF00214Q30213,046$317,6700.12%
102HONEYWELL INTL INC4385161061,342$312,5250.12%
103VANGUARD TOTAL WORLD STOCK ETF9220427422,364$303,7870.11%
104WILLAMETTE VY VINEYARD I96913610054,800$302,4960.11%
105ALTRIA GROUP INCMO5,076$297,6060.11%
106BOOKING HLDGS INCBKNG51$295,2510.11%
107INVESCO S&P 500 EQUAL WEIGHT ETFIVZ1,614$293,3820.11%
108WILLIAMS COS INC9694571004,645$291,7520.11%
109MAYS J W INCMAYS7,326$278,3880.10%
110XTRACKERS MSCI EAFE HEDGED EQUITY ET2330512006,331$276,9810.10%
111NEW MTN FIN CORP64755110026,150$275,8830.10%
112GE VERNOVA INCGEV508$268,8080.10%
113TRAVELERS COS INCTRV1,004$268,6100.10%
114ISHARES RUSSELL MID CAP VALUE ETF4642874732,030$268,2440.10%
115ACV AUCTIONS INC CLASS AACVA16,006$259,6170.10%
116SALESFORCE INCCRM943$257,1470.10%
117NUVEEN FLOATING RATE INC67072T10829,789$252,3130.09%
118ISHARES US ENERGY ETF4642877965,500$248,7100.09%
119MONDELEZ INTL INC CLASS A6092071053,656$246,5610.09%
120APOLLO GLOBAL MGMT INC N03769M1061,707$242,1720.09%
121VISA INC CLASS AV665$236,2630.09%
122PEPSICO INCPEP1,738$229,4860.08%
123PALANTIR TECHNOLOGIES INCLASS APLTR1,682$229,2900.08%
124CHARLES SCHWAB US MC ETF8085245088,100$227,2000.08%
125ISHARES MSCI INDIA INDEXETF46429B5984,000$222,7200.08%
126ABBOTT LABSABLZF1,634$222,2400.08%
127PHILLIPS 66PSX1,800$214,7400.08%
128DIREXN DLY ARSPC DFNS BL3X SHRS ETF25460E6614,000$207,5200.08%
129SERVE ROBOTICS INCSERV16,425$187,9020.07%
130WISE PLC ORDFG9722910111,116$159,5610.06%
131ERMENEGILDO ZEGNA N V FZGN18,275$156,2510.06%
132CRITICAL METALS CORP. FCRTMF19,982$71,5360.03%
133VIRTUS STONE HARBOR EMG86164T10710,000$50,5000.02%
134E2OPEN PARENT HLDGS INC CLASS A29788T10314,587$47,1160.02%
135CARIBOU BIOSCIENCES INCCRBU20,000$25,2000.01%
136DOCGO INCDCGO15,000$23,5500.01%
137CYTODYN INCCYDY32,500$8,8560.00%