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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

BTS Asset Management, Inc.

Quarter ended Q4 2025 · Filed January 26, 2026 · Accession 0001580642-26-000400

Total Value
$73.9M
Positions
32
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (32)

#IssuerTicker / CUSIPSharesValue% of Filing
1XTRACKERS USD HIGH YIELD CORPORATE BOND ETF233051432703,554$25.9M35.06%
2ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF46435U853691,112$25.9M34.97%
3INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETFIVZ180,649$8.7M11.77%
4J P MORGAN EXCHANGE-TRADED FD46641Q33220,569$1.2M1.59%
5SPDR DOW JONES INDL AVERAGE ETF78467X1092,338$1.1M1.52%
6ISHARES TREASURY FLOATING RATE BD ETF46434V86017,928$904,9781.22%
7CONSOLIDATED EDISONED7,425$742,3111.00%
8KROGER COKR10,361$648,5570.88%
9STATE STREET BLACKSTONE SENIOR LOAN ETF78467V60814,613$603,4920.82%
10JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF46654Q2039,904$575,4300.78%
11ISHARES TR BARCLAYS 7-10 YR TREAS BD ETF4642874405,752$552,8050.75%
12NVIDIA CORPNVDA2,719$508,4700.69%
13AMEREN CORPAEE4,916$495,7140.67%
14COMCAST CORP CL ACCZ15,951$474,0820.64%
15ISHARES AGENCY BOND ETF4642881664,103$452,5210.61%
16JANUS DETROIT HENDERSON AAA CLO ETF47103U8458,939$452,4100.61%
17ALPHABET INC CAP STK CL AGOOG1,255$395,3460.53%
18META PLATFORMS INCMETA568$369,8810.50%
19CAL-MAINE FOODS, INC.CALM4,639$369,1370.50%
20SPDR GOLD TR GOLD SHSGLD900$356,8060.48%
21ABBOTT LABSABLZF2,543$317,2620.43%
22ENERGY SELECT SECTOR SPDR FUND81369Y5066,843$311,9290.42%
23SELECT SECTOR SPDR TR CONSUMER81369Y4072,623$310,7170.42%
24STATE STREET SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF78468R40811,907$301,4850.41%
25INVESCO CEF INCOME COMPOSITE ETFIVZ15,153$301,0300.41%
26PROSHARES TR S&P 500 ARISTOCRATS ETF74348A4672,881$300,9060.41%
27JANUS HENDERSON BBBB CLO ETF47103U7536,311$300,5450.41%
28EXELON CORPEXC5,626$247,0510.33%
29SNAP ON TOOLS CORPSNA695$243,6010.33%
30ERIE INDEMNITY COMPANY CLASS A29530P102837$236,3160.32%
31VANGUARD SMALL-CAP VALUE ETF9229086111,082$229,0570.31%
32FORD MOTOR COMPANY34537086012,024$159,0450.22%