Live Markets
Wednesday, July 29, 2026·George Town, KY·29°·Partly Cloudy
Markets Open · NYSE·Newsletter·Masthead·
VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

CKW FINANCIAL GROUP

Quarter ended Q4 2025 · Filed January 26, 2026 · Accession 0001600403-26-000002

Total Value
$922,198
Positions
186
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (186)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES CORE S&P 500 ETF464287200621,471$425,67046.16%
2ISHARES TRUST CORE MSCI EAFE ETF46432F8422,158,492$193,09920.94%
3ISHARES CORE MSCI EMERGING MARKETS ETF46434G1031,237,112$83,1599.02%
4ISHARES CORE S&P MID-CAP ETF464287507905,871$59,7876.48%
5GOLDMAN SACHS EQUAL WEIGHT US LARGE CAP EQUITY ETFNVGLF484,949$41,2794.48%
6MCDONALD S CORPMCD134,941$41,2424.47%
7VANGUARD INTL EQUITY INDEX FDS ALLWRLD EX US922042775290,287$21,3542.32%
8NVIDIA CORPORATION COMNVDA52,163$9,7281.05%
9VANGUARD SCOTTSDALE FUNDS VANGUARD RUSS1000 GROWTH IDX FD ETF92206C68044,597$5,4300.59%
10MICROSOFT CORPMSFT9,593$4,6390.50%
11MATSON INC COM NPVMATX37,436$4,6250.50%
12APPLE INCAAPL15,536$4,2240.46%
13ISHARES TR MSCI ACWI ETF46428825723,503$3,3250.36%
14JPMORGAN CHASE &CO. COMVYLD9,706$3,1270.34%
15ALPHABET INC CAP STK CL AGOOG7,337$2,2970.25%
16BERKSHIRE HATHAWAY INC COM USD0.0033 CLASS BBRK-A2,864$1,4400.16%
17SPDR S&P500 ETF TRUST TRUST UNIT DEPOSITARY RECEIPTSPY1,904$1,2980.14%
18TOYOTA MOTOR CORP ADR-EACH REP 10 ORD NPV LVLTOYOF4,523$9680.10%
19BANK AMERICA CORP COM06050510416,078$8840.10%
20COSTCO WHOLESALE CORP COM22160K1051,022$8810.10%
21JOHNSON &JOHNSON COMJNJ4,207$8710.09%
22FIRST HAWAIIAN INC COMFHB32,200$8150.09%
23ELI LILLY &CO COMLLY602$6470.07%
24INTERNATIONAL BUS MACH CORP COM USD0.20INTR1,953$5790.06%
25ISHARES INC MSCI GBL MIN VOL4642865254,767$5660.06%
26PIMCO 0-5 YEAR HIGH YIELD CORPORATE BOND INDEX ETF72201R7834,400$4170.05%
27AMAZON.COM INCAMZN1,799$4150.05%
28ISHARES TRUST 0-5YR HIGH YIELD CORP BD ISIN #US46434V4077 SEDOL #BFS2LL046434V4079,393$4030.04%
29MARSH &MCLENNAN COMPANIES INC COM USD1.005717481021,957$3630.04%
30ALEXANDER &BALDWIN INC NEW COM01449110416,785$3460.04%
31ISHARES MSCI EMR MRK EX CHNA46434G7644,479$3250.04%
32GE AEROSPACE COM NEW3696043011,037$3190.03%
33SHOPIFY INC COM NPV CL A ISIN #CA82509L1076 SEDOL #BX865C7SHOP1,933$3110.03%
34ADVANCED MICRO DEVICES INCAMD1,425$3050.03%
35MONSTER BEVERAGE CORP NEW COMMNST3,600$2760.03%
36TEXAS INSTRUMENTS INC COM USD1.008825081041,561$2710.03%
37TESLA INC COMTSLA600$2700.03%
38LINDE PLC COM EUR0.001LIN606$2580.03%
39TAIWAN SEMICONDUCTOR MANUFACTURING SPON ADS EACH REP 5 ORD TWD10874039100850$2580.03%
40INTEL CORP COM USD0.001INTC6,002$2210.02%
41NIKE INC CLASS B COM NPVNKE3,371$2150.02%
42VERIZON COMMUNICATIONS INCVZ5,230$2130.02%
43CHEVRON CORP NEW COMCVX1,299$1980.02%
44NETFLIX INCNFLX2,000$1880.02%
45META PLATFORMS INC CLASS A COMMON STOCKMETA277$1830.02%
46MORGAN STANLEY COM USD0.01MS-PQ1,000$1780.02%
47CITIGROUP INCC-PR1,500$1750.02%
48STARBUCKS CORP COM USD0.001SBUX2,080$1750.02%
49GE VERNOVA INC COMGEV258$1690.02%
50EXXON MOBIL CORP COMXOM1,332$1600.02%
51PROCTER AND GAMBLE CO COM7427181091,110$1590.02%
52FORD MTR CO DEL COM34537086011,290$1480.02%
53VANGUARD INTL EQUITY INDEX FDS FTSE EMR MKT ETF9220428582,756$1480.02%
54AFLAC INC COMAFL1,210$1330.01%
55CENTRAL PACIFIC FINANCIAL CORP1547604093,995$1240.01%
56INVESCO QQQ TR UNIT SER 1IVZ201$1230.01%
57AT&T INC COM USD1T-PC4,722$1170.01%
58WALMART INC COMWMT1,050$1170.01%
59ISHARES US TECHNOLOGY ETF464287721540$1080.01%
60BANK OF HAWAII CORP0625401091,562$1070.01%
61BROADCOM INC COMAVGO300$1040.01%
62TRAVELERS COMPANIES INC COM STK NPVTRV344$1000.01%
63MODINE MANUFACTURING CO607828100750$1000.01%
64ALLSTATE CORP COM USD0.01ALL-PJ450$940.01%
65ISHARES TRUST CORE 60/40 BALANCED ALLOCATION ETF4642898671,417$920.01%
66ISHARES TR IBOXX HI YD ETF4642885131,040$840.01%
67HUBSPOT INCHUBS203$810.01%
68MAGNA INTL INC COM ISIN #CA5592224011 SEDOL #25544755592224011,496$800.01%
69BLACKROCK DEBT STRATEGIES FD I COM NEWBLK7,711$780.01%
70ISHARES TRUST CORE 80/20 AGGRESSIVE ALLOCATION ETF464289859763$680.01%
71GENTEX CORPGNTX2,841$660.01%
72ISHARES ULTRA SHORT-TERM BOND ACTIVE ETF46434V8781,282$650.01%
73DELL TECHNOLOGIES INC CL CDELL515$650.01%
74CARRIER GLOBAL CORPORATION COMCARR1,103$580.01%
75FREEPORT-MCMORAN INC COM USD0.10FCX1,052$530.01%
76VISA INCV125$440.00%
77ISHARES TR MSCI EAFE MIN VL46429B689500$430.00%
78AMGEN INCAMGN127$410.00%
79CISCO SYSTEMS INCCSCO522$400.00%
80WILLIS TOWERS WATSON PLC COM USD0.000304635WTW121$400.00%
81PFIZER INCPFE1,475$370.00%
82CORTEVA INC COMCTVA530$360.00%
83DISNEY WALT CO COM254687106317$360.00%
84ADOBE INC COMADBE100$350.00%
85ALPHABET INC CAP STK CL CGOOG100$310.00%
86WARNER BROS DISCOVERY INC COM SER AWBD1,056$300.00%
87INVESCO EXCH TRADED FD TR II NASDAQ 100 ETFIVZ111$280.00%
88VANGUARD BD INDEX FDS TOTAL BND MRKT921937835372$280.00%
89VANGUARD REAL ESTATE ETF922908553300$270.00%
90APPLIED MATERIALS INC COM USD0.01038222105100$260.00%
91COCA-COLA COKO374$260.00%
92BLACKSTONE SECD LENDING FD COMMON STOCKBX1,000$260.00%
93ISHARES INC MSCI EMERG MRKT464286533412$260.00%
94MICRON TECHNOLOGY INCMU90$260.00%
95GLOBAL X FDS SUPERDIVIDEND37960A6691,000$240.00%
96ROCKET LAB CORP COMRKLB331$230.00%
97GE HEALTHCARE TECHNOLOGIES INC COMMON STOCKGEHC280$230.00%
98RTX CORPORATION COM USD1.00RTX105$190.00%
99ISHARES TR ISHS 1-5YR INVS464288646333$180.00%
100ISHARES MSCI EAFE ETF464287465184$180.00%
101BIOGEN INC COM USD0.0005BIIB100$180.00%
1023M COMMM100$160.00%
103FIDELITY WISE ORIGIN BITCOIN FUNDFBTC202$150.00%
104IONQ INC COMIONQ-WT301$140.00%
105BP PLC SPONSORED ADRBPPFF370$130.00%
106ABERCROMBIE &FITCH CO CL A COM USD0.01ANF100$130.00%
107SONY GROUP CORPORATION SPON ADS EACH REPR 1 ORD SHSSNEJF2,500$130.00%
108DUPONT DE NEMOURS INC COMDD290$120.00%
109QNITY ELECTRONICS INC COMMON STOCKQ144$120.00%
110SPDR S&P MIDCAP 400 ETFMDY20$120.00%
111HOPE BANCORP INC COMHOPE1,000$110.00%
112FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF31609280850$110.00%
113BOEING COBA-PA50$110.00%
114FIDELITY ENHANCED MID CAP ETF31609A503316$110.00%
115KIMBERLY-CLARK CORP COMKMB107$110.00%
116ISHARES TR 20 YR TR BD ETF464287432116$100.00%
117VANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETF92290876931$100.00%
118RIVIAN AUTOMOTIVE INC COM CL ARIVN440$90.00%
119VIATRIS INC COMVTRS716$90.00%
120VANGUARD DEVELOPED MARKETS INDEX FUND ETF921943858142$90.00%
121OTIS WORLDWIDE CORP COMOTIS103$90.00%
122ZOOM COMMUNICATIONS INC CLASS A COMMONZM100$90.00%
123AGILENT TECHNOLOGIES INC COM USD0.01A56$80.00%
124INNOVATIVE INDL PPTYS INC COMINHD173$80.00%
125REGENERON PHARMACEUTICALS INCREGN10$80.00%
126FIDELITY ENHANCED LARGE CAP VALUE ETF31609A107236$80.00%
127WABTEC COM92974010836$80.00%
128COOPER COS INC COM21664850193$80.00%
129VANGUARD INDEX FUNDS S&P 500 ETF USD92290836313$80.00%
130ABBVIE INC COM USD0.01ABBV30$70.00%
131KYNDRYL HLDGS INC COMMON STOCKKD215$60.00%
132ISHARES TR MSCI ACWI EX US46428824090$60.00%
133SAREPTA THERAPEUTICS INCSRPT300$60.00%
134MERCK &CO. INC COMMRK56$60.00%
135KEYSIGHT TECHNOLOGIES INC COM USD0.01 WDKEYS28$60.00%
136CAPITAL GRP FIXED INCM ETF TR CORE PLUS INCM14020Y102214$50.00%
137FIDELITY ETHEREUM FUND31613E103160$50.00%
138FIDELITY ENHANCED SMALL CAP ETF31609A20696$40.00%
139JOBY AVIATION INC COMMON STOCKJOBY-WT300$40.00%
140MANULIFE FINANCIAL CORP COM NPV ISIN #CA56501R1064 SEDOL #249251956501R106118$40.00%
141ANTERO RESOURCES CORP COMAR111$40.00%
142SNAP INC CL ASNAP520$40.00%
143STEM INC COM NEWSTEM192$30.00%
144TWIST BIOSCIENCE CORP COMTWST80$30.00%
145ENERGY TRANSFER L P COM UT LTD PTNET-PI200$30.00%
146AMERICAN AXLE & MANUFACTURING HOLDINGS INC024061103500$30.00%
147DAVITA INC COMDVA25$30.00%
148HAWAIIAN ELECTRIC INDUSTRIES INC419870100226$30.00%
149NOVO NORDISK A/S ADR-EACH CNV INTO 1 CLASS B DKK1NONOF50$30.00%
150UBER TECHNOLOGIES INC COMUBER25$20.00%
151ZEO ENERGY CORP CL AZEOWW1,527$20.00%
152OKLO INC COM CL AOKLO25$20.00%
153TRUMP MEDIA & TECHNOLOGY GROUP CORP COMMON STOCK FLORIDADJTWW162$20.00%
154SUNCOR ENERGY INC NEW COM ISIN #CA8672241079 SEDOL #B3NB1P2SU50$20.00%
155MICROCHIP TECHNOLOGY INC. COMMCHPP25$20.00%
156COSTAR GROUP INCCSGP20$10.00%
157LIGHTBRIDGE CORP COMLTBR50$10.00%
158ISHARES TR CORE MSCI TOTAL46432F8349$10.00%
159ISHARES TR JP MOR EM MK ETF46428828114$10.00%
160ISHARES GOLD TR ISHARES NEW ISIN #US4642852044 SEDOL #BKP74N6IAU9$10.00%
161HEWLETT PACKARD ENTERPRISE CO COMHPE-PC50$10.00%
162HP INC COMHPQ50$10.00%
163CHEMOURS CO COMCC55$10.00%
164PETROLEO BRASILEIRO SA PETROBRAS SPON ADS EACH REP 2 ORD SHS71654V40859$10.00%
165BARRICK MINING CORPORATION COM NPV ISIN #CA06849F1080 SEDOL #BNM23Q106849F10825$10.00%
166QUANTUMSCAPE CORP COM CL AQS50$10.00%
167TRANSOCEAN LIMITED COM CHF0.10 REGISTERED SHSRIG126$10.00%
168WESTERN DIGITAL CORP. COMWDC5$10.00%
169THE TRADE DESK INC COM CL A88339J10520$10.00%
170KRAFT HEINZ CO COMKHC50$10.00%
171FUEL TECH INC COM STK USD0.01FTEK200$00.00%
172ALCOA CORP COMAA5$00.00%
173UNITED PARCEL SERVICE INC CL BUPS5$00.00%
174AKAMAI TECHNOLOGIES COM USD0.01AKAM1$00.00%
175STAR BULK CARRIERS CORPSBLK19$00.00%
176ISHARES CORE S&P SMALL-CAP E4642878041$00.00%
177ZIMMER BIOMET HOLDINGS INC COMZBH5$00.00%
178GAMCO NATURAL RESOURCES GOLD & INCOME TRUST36465E10125$00.00%
179DXC TECHNOLOGY CO COMDXC4$00.00%
180TRIPADVISOR INC COMTRIP25$00.00%
181THE CAMPBELL'S COMPANY COMMON STOCKCPB4$00.00%
182PAYPAL HLDGS INC COMPYPL5$00.00%
183SANDISK CORP COMSNDK1$00.00%
184VISTA GOLD CORP COM NPV ISIN #CA9279263037 SEDOL #B1P75F2VGZ25$00.00%
185AVANOS MED INC COMAVNS12$00.00%
186PLUG POWER INCPLUG200$00.00%