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

Allen Capital Group, LLC

Quarter ended Q2 2025 · Filed August 12, 2025 · Accession 0001601384-25-000007

Total Value
$974.0M
Positions
281
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (281)

#IssuerTicker / CUSIPSharesValue% of Filing
1SPDR SERIES TRUST78464A854927,722$67.4M6.92%
2J P MORGAN EXCHANGE TRADED F46641Q6701,094,615$51.5M5.29%
3BERKSHIRE HATHAWAY INC DELBRK-A94,019$45.7M4.69%
4ISHARES TR46434V4561,007,013$43.5M4.47%
5VICTORY PORTFOLIOS II92647N527862,897$40.6M4.17%
6ETF SER SOLUTIONS26922A321568,804$31.5M3.23%
7APPLE INCAAPL101,559$20.8M2.14%
8DIMENSIONAL ETF TRUST25434V609382,688$20.6M2.12%
9ETFS GOLD TR00326A104577,682$18.2M1.87%
10SPDR INDEX SHS FDS78463X509402,573$17.2M1.77%
11JANUS DETROIT STR TR47103U845338,955$17.2M1.77%
12SPDR SERIES TRUST78468R853383,192$16.3M1.68%
13PIMCO ETF TR72201R585596,298$15.8M1.62%
14MICROSOFT CORPMSFT30,772$15.3M1.57%
15VICTORY PORTFOLIOS II92647X830414,918$14.7M1.51%
16J P MORGAN EXCHANGE TRADED F46641Q332254,297$14.5M1.48%
17SPDR S&P 500 ETF TRSPY33,400$13.8M1.41%
18SCHWAB STRATEGIC TR808524870512,999$13.7M1.41%
19AMERICAN CENTY ETF TR025072604191,761$13.1M1.35%
20JPMORGAN CHASE & CO.VYLD42,979$12.5M1.28%
21SCHWAB STRATEGIC TR808524201499,667$12.2M1.25%
22META PLATFORMS INCMETA15,688$11.6M1.19%
23NVIDIA CORPORATIONNVDA70,916$11.2M1.15%
24J P MORGAN EXCHANGE TRADED F46641Q837216,752$11.0M1.13%
25JANUS DETROIT STR TR47103U852224,741$10.1M1.04%
26TIDAL TRUST I886364660474,969$10.1M1.04%
27TAIWAN SEMICONDUCTOR MFG LTD87403910043,830$9.9M1.02%
28AMAZON COM INCAMZN41,433$9.1M0.93%
29SCHWAB CHARLES CORPSCHW-PJ98,268$9.0M0.92%
30ALPHABET INCGOOG50,319$8.9M0.91%
31BLACKSTONE INCBX58,972$8.8M0.91%
32HOME DEPOT INCHD22,815$8.4M0.86%
33EA SERIES TRUST02072L56570,965$8.0M0.82%
34WISDOMTREE TRWT156,178$7.9M0.81%
35KINDER MORGAN INC DELEP-PC253,232$7.4M0.76%
36CHEVRON CORP NEWCVX45,575$6.5M0.67%
37DEERE & CODE12,681$6.4M0.66%
38ISHARES TR46428720010,372$6.4M0.66%
39GENUINE PARTS COGPC50,445$6.1M0.63%
40VANGUARD WHITEHALL FDS92194640645,520$6.1M0.62%
41SPDR INDEX SHS FDS78463X772143,129$6.0M0.62%
42VANECK ETF TRUST92189F64363,580$6.0M0.61%
43FIDELITY MERRIMACK STR TR316188309119,183$5.5M0.56%
44PEPSICO INCPEP40,571$5.4M0.55%
45VERIZON COMMUNICATIONS INCVZ121,930$5.3M0.54%
46BERKSHIRE HATHAWAY INC DELBRK-A7$5.1M0.52%
47KLA CORPKLAC5,667$5.1M0.52%
48UNITEDHEALTH GROUP INCUNH16,177$5.0M0.52%
49INTUITINTU6,277$4.9M0.51%
50SNOWFLAKE INCSNOW21,790$4.9M0.50%
51UNILEVER PLCUNLYF79,454$4.9M0.50%
52VISA INCV13,283$4.7M0.48%
53VEEVA SYS INCVEEV14,981$4.3M0.44%
54BROADRIDGE FINL SOLUTIONS IN11133T10317,725$4.3M0.44%
55SCHWAB STRATEGIC TR808524797160,720$4.3M0.44%
56SCHWAB STRATEGIC TR808524805191,366$4.2M0.43%
57PROSHARES TR74348A46741,896$4.2M0.43%
58PFIZER INCPFE169,185$4.1M0.42%
59ZOETIS INCZTS25,815$4.0M0.41%
60INVESCO EXCHANGE TRADED FD TIVZ52,825$4.0M0.41%
61TRACTOR SUPPLY COTSCO74,991$4.0M0.41%
62AMERICAN ELEC PWR CO INC02553710136,173$3.8M0.39%
63GOLDMAN SACHS ETF TRNVGLF37,120$3.7M0.38%
64JOHNSON & JOHNSONJNJ24,004$3.7M0.38%
65NIKE INCNKE50,987$3.6M0.37%
66J P MORGAN EXCHANGE TRADED F46654Q57571,467$3.6M0.37%
67BOOKING HOLDINGS INCBKNG577$3.3M0.34%
68SCHWAB STRATEGIC TR80852473098,645$3.3M0.33%
69ELEVANCE HEALTH INCELV8,368$3.3M0.33%
70WISDOMTREE TRWT39,288$3.2M0.33%
71ALPS ETF TR00162Q45265,783$3.2M0.33%
72ULTA BEAUTY INCULTA6,721$3.1M0.32%
73BLACKROCK ETF TRUST IIBLK57,329$3.0M0.31%
74ASML HOLDING N VASMLF3,641$2.9M0.30%
75PAYPAL HLDGS INCPYPL37,447$2.8M0.29%
76INVESCO EXCHANGE TRADED FD TIVZ67,205$2.7M0.28%
77SOUTHERN COSOMN29,405$2.7M0.28%
78APOLLO GLOBAL MGMT INC03769M10618,963$2.7M0.28%
79EXXON MOBIL CORPXOM24,347$2.6M0.27%
80SCHWAB STRATEGIC TR80852440992,984$2.6M0.26%
81ADOBE INCADBE6,596$2.6M0.26%
82STANLEY BLACK & DECKER INCSWK36,337$2.5M0.25%
83WORKDAY INCWDAY10,152$2.4M0.25%
84SCHWAB STRATEGIC TR80852430079,933$2.3M0.24%
85BROADCOM INCAVGO8,466$2.3M0.24%
86ONEOK INC NEWOKE27,847$2.3M0.23%
87SPDR SERIES TRUST78464A65687,074$2.3M0.23%
88VANGUARD TAX-MANAGED FDS92194385838,719$2.2M0.23%
89VANECK ETF TRUST92189H74837,321$2.0M0.20%
90TESLA INCTSLA6,002$1.9M0.20%
91WALMART INCWMT19,302$1.9M0.19%
92SCHWAB STRATEGIC TR80852460767,306$1.7M0.17%
93UNION PAC CORPUNP7,232$1.7M0.17%
94SCHWAB STRATEGIC TR80852470654,819$1.7M0.17%
95SPDR SERIES TRUST78468R10154,729$1.6M0.16%
96CATERPILLAR INCCAT4,033$1.6M0.16%
97BANK AMERICA CORP06050510433,064$1.6M0.16%
98INTERNATIONAL BUSINESS MACHSINTR5,247$1.5M0.16%
99CROWDSTRIKE HLDGS INCCRWD3,013$1.5M0.16%
100DUKE ENERGY CORP NEWDUKB12,192$1.4M0.15%
101ELI LILLY & COLLY1,824$1.4M0.15%
102VANGUARD INTL EQUITY INDEX F92204285828,021$1.4M0.14%
103ISHARES TR46432F3397,504$1.4M0.14%
104ISHARES TR46428780412,539$1.4M0.14%
105EA SERIES TRUST02072L60733,656$1.4M0.14%
106FIRST TR EXCHNG TRADED FD VI33740F80530,021$1.3M0.14%
107AMERICAN CENTY ETF TR02507279418,466$1.3M0.13%
108FIRST HORIZON CORPORATIONFHN-PH60,108$1.3M0.13%
109FIDELITY COVINGTON TRUST31609235226,321$1.3M0.13%
110SPDR INDEX SHS FDS78463X54123,024$1.2M0.13%
111FIRST TR EXCHANGE TRADED FD33738R11813,752$1.2M0.13%
112PROCTER AND GAMBLE CO7427181097,669$1.2M0.13%
113CISCO SYS INCCSCO16,881$1.2M0.12%
114INVESCO EXCHANGE TRADED FD TIVZ27,542$1.2M0.12%
115ALPHABET INCGOOG6,327$1.1M0.12%
116CONSOLIDATED EDISON INCED10,966$1.1M0.11%
117SPDR INDEX SHS FDS78463X10322,474$1.1M0.11%
118SPDR SERIES TRUST78468R66311,825$1.1M0.11%
119ISHARES TR4642875159,838$1.1M0.11%
120ISHARES TR4642887605,700$1.1M0.11%
121XYLEM INCXYL8,293$1.1M0.11%
122PAYCHEX INCPAYX7,098$1.0M0.11%
123SPDR S&P 500 ETF TRSPY1,664$1.0M0.11%
124ISHARES TR46428750716,247$1.0M0.10%
125FS CREDIT OPPORTUNITIES CORPFSCO137,305$996,8340.10%
126REALTY INCOME CORPO17,156$988,3810.10%
127NEXTERA ENERGY INCNEE-PW13,997$971,6720.10%
128VANGUARD INDEX FDS9229087362,212$969,7410.10%
129MCDONALDS CORPMCD3,136$916,2380.09%
130PHILIP MORRIS INTL INC7181721094,997$910,1040.09%
131LOCKHEED MARTIN CORPLMT1,960$907,8490.09%
132DIAMONDBACK ENERGY INCFANG6,382$876,8870.09%
133PALO ALTO NETWORKS INCPANW4,272$874,2220.09%
134SERVICENOW INCNOW838$861,5310.09%
135ISHARES TR4642876715,684$854,8740.09%
136SPDR INDEX SHS FDS78463X88920,851$844,2570.09%
137AT&T INCT-PC28,765$832,4640.09%
138MERCK & CO INCMRK10,355$819,6620.08%
139SPDR GOLD TRGLD2,645$806,2750.08%
140J P MORGAN EXCHANGE TRADED F46654Q72412,805$801,3370.08%
141NETFLIX INCNFLX573$767,3210.08%
142COUPANG INCCPNG25,405$761,1340.08%
143MASTERCARD INCORPORATEDMA1,327$745,6940.08%
144ISHARES INC46434G10312,331$740,2300.08%
145PHILLIPS 66PSX6,203$740,0430.08%
146ABBOTT LABSABLZF5,342$726,5590.07%
147STRYKER CORPORATIONSYK1,823$721,2330.07%
148ORACLE CORPORCL-PD3,235$707,2680.07%
149INVESCO QQQ TRIVZ1,258$693,7560.07%
150J P MORGAN EXCHANGE TRADED F46641Q65413,489$686,8600.07%
151INTUITIVE SURGICAL INCISRG1,255$681,9800.07%
152COSTCO WHSL CORP NEW22160K105675$668,2100.07%
153WISDOMTREE TRWT7,846$657,0060.07%
154WELLS FARGO CO NEW9497461018,029$643,2740.07%
155NORTHROP GRUMMAN CORPNOC1,276$637,9740.07%
156SELECT SECTOR SPDR TR81369Y60512,105$633,9390.07%
157ISHARES TR46434V6219,810$627,2510.06%
158INVESCO EXCH TRD SLF IDX FDIVZ30,218$619,1670.06%
159INVESCO EXCH TRD SLF IDX FDIVZ31,429$617,5800.06%
160MORGAN STANLEYMS-PQ4,335$610,6280.06%
161NORTHERN LTS FD TR IVNTRSO25,111$602,9150.06%
162GENERAL DYNAMICS CORPGD2,065$602,3500.06%
163GALLAGHER ARTHUR J & CO3635761091,878$601,1850.06%
164ABBVIE INCABBV3,217$597,1400.06%
165VANGUARD INDEX FDS9229087443,335$589,4280.06%
166GLOBAL X FDS37954Y71518,036$588,8750.06%
167SHERWIN WILLIAMS COSHW1,715$588,8620.06%
168INVESCO EXCH TRD SLF IDX FDIVZ35,087$588,7600.06%
169INVESCO EXCH TRD SLF IDX FDIVZ31,456$588,2270.06%
170COCA COLA COKO8,297$587,0130.06%
171RTX CORPORATIONRTX3,877$566,0740.06%
1723M COMMM3,651$555,7720.06%
173MICRON TECHNOLOGY INCMU4,500$554,6250.06%
174ISHARES TR4642874576,656$551,5160.06%
175INVESCO EXCH TRD SLF IDX FDIVZ33,298$550,4160.06%
176INVESCO EXCH TRD SLF IDX FDIVZ26,605$548,0630.06%
177LOWES COS INC5486611072,441$541,6490.06%
178ACCENTURE PLC IRELANDACN1,808$540,3930.06%
179ISHARES TR4642884145,148$537,8350.06%
180ISHARES TR46435U71310,560$519,4460.05%
181COPART INCCPRT10,521$516,2650.05%
182ENTERPRISE PRODS PARTNERS L29379210716,503$511,7630.05%
183NEWMONT CORPNEMCL8,740$509,1920.05%
184SELECT SECTOR SPDR TR81369Y2093,748$505,1930.05%
185MARKEL GROUP INCMKL252$503,3350.05%
186GOLDMAN SACHS GROUP INCGSCE706$499,6720.05%
187DANAHER CORPORATION2358511022,511$496,0230.05%
188ALTRIA GROUP INCMO8,440$494,8380.05%
189PALANTIR TECHNOLOGIES INCPLTR3,600$490,7520.05%
190VANGUARD INDEX FDS9229087512,057$487,4680.05%
191STARBUCKS CORPSBUX5,193$475,8780.05%
192VANECK ETF TRUST92189F38720,757$468,8840.05%
193ISHARES TR46432F3961,938$465,7400.05%
194VANGUARD MUN BD FDS9229077469,107$446,5160.05%
195VANGUARD INDEX FDS922908363781$443,6310.05%
196CENTRAL PLAINS BANCSHARES INCPBI29,140$440,6490.05%
197GE AEROSPACE3696043011,710$440,1550.05%
198WISDOMTREE TRWT6,868$436,5300.04%
199BP PLCBPPFF14,058$420,7560.04%
200AMGEN INCAMGN1,475$411,8350.04%
201J P MORGAN EXCHANGE TRADED F46654Q2037,291$396,6300.04%
202INNOVATOR ETFS TRUSTINHD11,883$390,6370.04%
203DRAFTKINGS INC NEWDKNG8,926$382,8360.04%
204MONDELEZ INTL INC6092071055,598$377,5290.04%
205CVS HEALTH CORPCVS5,420$373,8720.04%
206CITIGROUP INCC-PR4,387$373,4210.04%
207NUTEX HEALTH INCNUTX2,983$371,3540.04%
208ISHARES TR4642882572,873$369,4680.04%
209GE VERNOVA INCGEV690$365,1150.04%
210CUMMINS INCCMI1,113$364,5080.04%
211ISHARES TR4642873093,286$361,7890.04%
212DELL TECHNOLOGIES INCDELL2,939$360,3210.04%
213INVESCO EXCH TRD SLF IDX FDIVZ18,294$357,0990.04%
214ISHARES TR4642886793,228$356,4360.04%
215WP CAREY INC92936U1095,708$356,0650.04%
216HONEYWELL INTL INC4385161061,521$354,2100.04%
217SALESFORCE INCCRM1,181$321,9700.03%
218CASEYS GEN STORES INC147528103604$308,2030.03%
219BOEING COBA-PA1,455$304,9050.03%
220PAYCOM SOFTWARE INCPAYC1,309$302,9030.03%
221AMERICAN TOWER CORP NEW03027X1001,350$298,3770.03%
222AMPHENOL CORP NEW0320951012,920$288,3500.03%
223QUALCOMM INCQCOM1,805$287,4640.03%
224DISNEY WALT CO2546871062,308$286,1870.03%
225SCHWAB STRATEGIC TR80852484713,492$285,4930.03%
226DOORDASH INCDASH1,158$285,4590.03%
227INVESCO EXCHANGE TRADED FD TIVZ3,966$282,0620.03%
228KROGER COKR3,904$280,0340.03%
229PROSHARES TR II74347W6018,048$278,9440.03%
230APPLIED MATLS INC0382221051,522$278,5940.03%
231PROGRESSIVE CORP743315103994$265,2590.03%
232ADVANCED MICRO DEVICES INCAMD1,867$264,9270.03%
233INTERCONTINENTAL EXCHANGE IN45866F1041,442$264,5640.03%
234CINTAS CORPCTAS1,179$262,7640.03%
235EATON CORP PLCETN732$261,3170.03%
236AMERICAN EXPRESS COAXP811$258,6930.03%
237MOODYS CORPMCO511$256,3120.03%
238INVESCO EXCH TRD SLF IDX FDIVZ12,002$254,4420.03%
239ISHARES TR4642871501,866$251,9850.03%
240UNITED RENTALS INCURI319$240,3350.02%
241CAPITAL ONE FINL CORP14040H1051,128$239,9930.02%
242FIRST TR EXCHANGE TRADED FD33734X8463,127$236,3390.02%
243MCKESSON CORPMCK322$235,9550.02%
244PRUDENTIAL FINL INCPUKPF2,149$230,8710.02%
245ISHARES GOLD TRIAU3,652$227,7390.02%
246CHIPOTLE MEXICAN GRILL INCCMG4,006$224,9370.02%
247J P MORGAN EXCHANGE TRADED F46641Q1343,154$223,2090.02%
248LAM RESEARCH CORPLRCX2,284$222,3250.02%
249AUTOMATIC DATA PROCESSING INADP721$222,2700.02%
250BLACKROCK INCBLK211$221,3970.02%
251GILEAD SCIENCES INCGILD1,985$220,0770.02%
252TEXAS INSTRS INC8825081041,048$217,5860.02%
253NORTHERN LTS FD TR IVNTRSO5,250$216,9830.02%
254BOSTON SCIENTIFIC CORPBSX1,982$212,8870.02%
255PUBLIC STORAGE OPER COPSA-PS722$211,8490.02%
256SPOTIFY TECHNOLOGY S ASPOT275$211,0190.02%
257INVESCO EXCH TRD SLF IDX FDIVZ10,076$209,0770.02%
258INVESCO EXCHANGE TRADED FD TIVZ1,471$208,4260.02%
259ALLSTATE CORPALL-PJ1,034$208,1550.02%
260CONAGRA BRANDS INCCAG10,139$207,5450.02%
261FIRST TR EXCHANGE-TRADED FD33738D1015,516$206,9050.02%
262FIRST TR EXCHNG TRADED FD VI33740F7223,769$202,2820.02%
263SPROTT PHYSICAL GOLD TRSII7,958$201,7350.02%
264AMCOR PLCAMCCF13,414$123,2750.01%
265FORD MTR CO34537086010,797$117,1470.01%
266ORGANON & COOGN11,768$113,9140.01%
267SPDR S&P 500 ETF TRSPY10,800$112,0500.01%
268SPDR S&P 500 ETF TRSPY800$80,4320.01%
269SPDR S&P 500 ETF TRSPY10,800$77,8680.01%
270SPDR S&P 500 ETF TRSPY200$47,3580.00%
271NIOCORP DEVS LTD65448460916,137$37,5990.00%
272SPDR S&P 500 ETF TRSPY200$32,9640.00%
273SPDR S&P 500 ETF TRSPY1,500$31,2680.00%
274SPDR S&P 500 ETF TRSPY12,000$29,5200.00%
275SPDR S&P 500 ETF TRSPY200$1,6690.00%
276SPDR S&P 500 ETF TRSPY100$1,5970.00%
277SPDR S&P 500 ETF TRSPY200$1,5370.00%
278SPDR S&P 500 ETF TRSPY500$1,4650.00%
279SPDR S&P 500 ETF TRSPY100$1,0560.00%
280SPDR S&P 500 ETF TRSPY100$9950.00%
281SPDR S&P 500 ETF TRSPY600$3620.00%