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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

Abacus Planning Group, Inc.

Quarter ended Q3 2025 · Filed October 22, 2025 · Accession 0001602730-25-000008

Total Value
$724.8M
Positions
262
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (262)

#IssuerTicker / CUSIPSharesValue% of Filing
1ETF SER SOLUTIONS26922A3211,383,274$80.2M11.06%
2VANGUARD INDEX FDS922908769221,863$72.8M10.05%
3ISHARES TR46429B747469,165$48.5M6.69%
4VANGUARD INDEX FDS922908611212,793$44.4M6.13%
5J P MORGAN EXCHANGE TRADED F46654Q575665,696$34.0M4.68%
6VANGUARD STAR FDS921909768455,731$33.5M4.62%
7VANGUARD TAX-MANAGED FDS921943858554,982$33.3M4.59%
8AMAZON COM INCAMZN92,905$20.4M2.81%
9UNION PAC CORPUNP84,919$20.1M2.77%
10VANGUARD INDEX FDS92290836331,007$19.0M2.62%
11APPLE INCAAPL58,261$14.8M2.05%
12DIMENSIONAL ETF TRUST25434V617202,768$14.6M2.01%
13MICROSOFT CORPMSFT21,349$11.1M1.53%
14VANGUARD INDEX FDS92290874457,863$10.8M1.49%
15DIMENSIONAL ETF TRUST25434V773333,908$10.6M1.46%
16ISHARES TR46428720013,964$9.3M1.29%
17VANGUARD INTL EQUITY INDEX F922042858150,635$8.2M1.13%
18SCHWAB STRATEGIC TR808524862312,329$7.6M1.05%
19ALPHABET INCGOOG30,046$7.3M1.01%
20NVIDIA CORPORATIONNVDA39,126$7.3M1.01%
21SPROTT ASSET MANAGEMENT LPSII435,540$6.8M0.94%
22JPMORGAN CHASE & CO.VYLD21,340$6.7M0.93%
23ISHARES TR46428787952,957$5.9M0.81%
24VANGUARD INDEX FDS92290875122,811$5.8M0.80%
25SPROTT ASSET MANAGEMENT LPSII170,885$5.1M0.70%
26SPDR S&P 500 ETF TRSPY7,134$4.8M0.66%
27WORKIVA INCWK52,954$4.6M0.63%
28EASTERLY GOVT PPTYS INC27616P301195,386$4.5M0.62%
29AMERICAN CENTY ETF TR02507270346,825$3.7M0.51%
30M & T BK CORP55261F10416,104$3.2M0.44%
31EDWARDS LIFESCIENCES CORPEW40,171$3.1M0.43%
32BANK AMERICA CORP06050510460,474$3.1M0.43%
33ISHARES TR46428723458,156$3.1M0.43%
34ISHARES TR46428827337,505$2.9M0.40%
35ORACLE CORPORCL-PD10,223$2.9M0.40%
36META PLATFORMS INCMETA3,846$2.8M0.39%
37BERKSHIRE HATHAWAY INC DELBRK-A5,430$2.7M0.38%
38BOSTON OMAHA CORPBOC204,352$2.7M0.37%
39ALPHABET INCGOOG10,804$2.6M0.36%
40SCHWAB STRATEGIC TR80852488855,290$2.5M0.35%
41VANGUARD INTL EQUITY INDEX F92204277532,052$2.3M0.32%
42LISTED FDS TR53656F62350,887$2.3M0.31%
43SCHWAB STRATEGIC TR80852410286,429$2.2M0.31%
44GRAYSCALE BITCOIN TRUST ETFGBTC23,738$2.1M0.29%
45COCA COLA COKO31,920$2.1M0.29%
46WALMART INCWMT20,540$2.1M0.29%
47ISHARES TR46428867919,117$2.1M0.29%
48COSTCO WHSL CORP NEW22160K1052,231$2.1M0.28%
49ARAMARKARMK51,528$2.0M0.27%
50INTUITINTU2,894$2.0M0.27%
51JOHNSON & JOHNSONJNJ10,459$1.9M0.27%
52EXXON MOBIL CORPXOM16,969$1.9M0.26%
53AMERICAN CENTY ETF TR02507287719,101$1.9M0.26%
54ELI LILLY & COLLY2,479$1.9M0.26%
55ISHARES TR46428746519,781$1.8M0.25%
56FRANCO NEV CORPFNV7,938$1.8M0.24%
57SCHWAB STRATEGIC TR80852420166,319$1.7M0.24%
58VANGUARD INTL EQUITY INDEX F92204274212,674$1.7M0.24%
59ISHARES TR4642876557,212$1.7M0.24%
60LENNAR CORPLEN-B13,154$1.7M0.23%
61UNUM GROUPUNMA19,993$1.6M0.21%
62CATERPILLAR INCCAT3,214$1.5M0.21%
63SCHWAB STRATEGIC TR80852480563,490$1.5M0.20%
64SPDR INDEX SHS FDS78463X74932,236$1.5M0.20%
65ISHARES TR4642876893,882$1.5M0.20%
66HOME DEPOT INCHD3,553$1.4M0.20%
67SOUTHERN FIRST BANCSHARESSFST31,123$1.4M0.19%
68DIMENSIONAL ETF TRUST25434V73241,299$1.3M0.18%
69DEERE & CODE2,832$1.3M0.18%
70ISHARES INC46434G10319,156$1.3M0.17%
71BROADCOM INCAVGO3,693$1.2M0.17%
72ROPER TECHNOLOGIES INCROP2,438$1.2M0.17%
73DUKE ENERGY CORP NEWDUKB9,546$1.2M0.16%
74VANGUARD INDEX FDS9229086373,791$1.2M0.16%
75DANAHER CORPORATION2358511025,725$1.1M0.16%
76ISHARES TR4642888028,239$1.1M0.15%
77MERCK & CO INCMRK13,255$1.1M0.15%
78MCDONALDS CORPMCD3,599$1.1M0.15%
79NEXTERA ENERGY INCNEE-PW14,327$1.1M0.15%
80FISERV INCFISV8,359$1.1M0.15%
81AMGEN INCAMGN3,813$1.1M0.15%
82FIRST CMNTY CORP S C31983510436,840$1.0M0.14%
83METLIFE INCMET-PF12,029$990,8290.14%
84SMURFIT WESTROCK PLCSW23,083$982,6430.14%
85INTERNATIONAL BUSINESS MACHSINTR3,465$977,6840.13%
86PROCTER AND GAMBLE CO7427181096,304$968,5560.13%
87PEPSICO INCPEP6,654$934,4740.13%
88AMERICAN CENTY ETF TR02507280210,462$931,4320.13%
89POPULAR INCBPOPM7,311$928,5700.13%
90JONES LANG LASALLE INCJLL3,073$916,6140.13%
91CHURCH & DWIGHT CO INCCHD10,322$904,5170.12%
92UNIVERSAL HLTH SVCS INC9139031004,145$847,4040.12%
93DISNEY WALT CO2546871067,396$846,8100.12%
94TESLA INCTSLA1,825$811,6140.11%
95CISCO SYS INCCSCO11,518$788,0900.11%
96LOWES COS INC5486611073,126$785,5950.11%
97AT&T INCT-PC26,703$754,1030.10%
98HEWLETT PACKARD ENTERPRISE CHPE-PC30,142$740,2880.10%
99VANGUARD WORLD FD9219107336,108$723,4720.10%
100GE AEROSPACE3696043012,395$720,3480.10%
101NETFLIX INCNFLX598$716,9540.10%
102UNITEDHEALTH GROUP INCUNH1,981$684,0260.09%
103CARDINAL HEALTH INCCAH4,330$679,6370.09%
104VISA INCV1,977$674,8220.09%
105RYDER SYS INCR3,521$664,2950.09%
106SCHWAB STRATEGIC TR80852470619,741$658,7560.09%
107WESCO INTL INC95082P1053,095$654,5930.09%
108HONEYWELL INTL INC4385161063,017$635,1210.09%
109QUANTA SVCS INC74762E1021,505$623,7020.09%
110GENERAL MTRS CO37045V1009,652$588,5010.08%
111VERIZON COMMUNICATIONS INCVZ13,340$586,2920.08%
112DIMENSIONAL ETF TRUST25434V78116,284$581,1660.08%
113CHUBB LIMITEDCB2,028$572,4030.08%
114PFIZER INCPFE22,382$570,2850.08%
115NORFOLK SOUTHN CORP6558441081,877$563,9300.08%
116CHEVRON CORP NEWCVX3,602$559,3040.08%
117CDW CORPCDW3,492$556,2060.08%
118AMERICAN CENTY ETF TR0250726047,193$540,2660.07%
119MARATHON PETE CORPMARA2,784$536,5880.07%
120VANGUARD BD INDEX FDS9219378357,160$532,4890.07%
121THE CIGNA GROUP1255231001,846$532,0810.07%
122ABBVIE INCABBV2,297$531,7740.07%
123MOODYS CORPMCO1,112$529,8460.07%
124EXCELERATE ENERGY INCEE21,000$528,9900.07%
125EATON CORP PLCETN1,406$526,1600.07%
126WELLS FARGO CO NEW9497461016,251$523,9260.07%
127ALLSTATE CORPALL-PJ2,421$519,6680.07%
128GENERAL DYNAMICS CORPGD1,504$512,8640.07%
129ISHARES TR4642876221,402$512,4030.07%
130INVESCO QQQ TRIVZ830$498,5180.07%
131DIMENSIONAL ETF TRUST25434V30215,662$493,8100.07%
132SCHWAB STRATEGIC TR80852440916,839$490,1690.07%
133VANGUARD INDEX FDS9229085535,293$483,9090.07%
134AMERICAN ELEC PWR CO INC0255371014,258$479,0250.07%
135PROGRESSIVE CORP7433151031,909$471,4280.07%
136HCA HEALTHCARE INCHCA1,093$465,9020.06%
137SCHWAB STRATEGIC TR80852460716,379$456,9860.06%
138RTX CORPORATIONRTX2,694$450,7100.06%
139JABIL INCJBL2,029$440,6380.06%
140VANGUARD SPECIALIZED FUNDS9219088442,033$438,7200.06%
141MICRON TECHNOLOGY INCMU2,609$436,5380.06%
142ISHARES TR464287614925$433,2320.06%
143CME GROUP INCCME1,595$430,9530.06%
144DIMENSIONAL ETF TRUST25434V65815,365$419,6130.06%
145GE VERNOVA INCGEV681$418,7660.06%
146UBER TECHNOLOGIES INCUBER4,260$417,4000.06%
147ISHARES TR4642874812,920$415,8170.06%
148MOTOROLA SOLUTIONS INCMSI908$415,2190.06%
149VANGUARD INDEX FDS922908736859$412,2010.06%
150AUTONATION INCAN1,875$410,1940.06%
151ASML HOLDING N VASMLF422$408,5340.06%
152DOMINION ENERGY INCD6,583$402,6900.06%
153INTEL CORPINTC11,960$401,2450.06%
154AUTOMATIC DATA PROCESSING INADP1,345$394,7580.05%
155PHILIP MORRIS INTL INC7181721092,430$394,1280.05%
156AMERICAN EXPRESS COAXP1,181$392,2810.05%
157UNITED AIRLS HLDGS INCUNTCW4,046$390,4390.05%
158CVS HEALTH CORPCVS5,086$383,4100.05%
159APOLLO GLOBAL MGMT INC03769M1062,842$378,7530.05%
160WILLIAMS SONOMA INCWSM1,918$374,8730.05%
161VIATRIS INCVTRS37,739$373,6150.05%
162BLACKROCK INCBLK316$368,5600.05%
163TRUIST FINL CORP89832Q1097,780$355,7070.05%
164LOEWS CORPL3,543$355,6820.05%
165CLOUDFLARE INCNET1,657$355,5760.05%
166SCHWAB CHARLES CORPSCHW-PJ3,649$348,3730.05%
167KINSALE CAP GROUP INC49714P108803$341,4840.05%
168QUALCOMM INCQCOM2,045$340,2060.05%
169UBIQUITI INCUI515$340,1990.05%
170ADVANCED MICRO DEVICES INCAMD2,090$338,1410.05%
171COOPER COS INC2166485014,914$336,9040.05%
172SALESFORCE INCCRM1,420$336,5580.05%
1733M COMMM2,165$335,9650.05%
174TEXAS INSTRS INC8825081041,828$335,7940.05%
175BAXTER INTL INC07181310914,608$332,6240.05%
176BERKLEY W R CORPWRB-PH4,287$328,4700.05%
177MASTERCARD INCORPORATEDMA571$324,9850.04%
178ABBOTT LABSABLZF2,400$321,5170.04%
179TRANE TECHNOLOGIES PLCTT759$320,2680.04%
180ISHARES TR46436E7427,058$319,5410.04%
181AON PLCAON892$318,0690.04%
182ISHARES TR4642877393,259$316,3840.04%
183FORD MTR CO34537086026,078$311,8930.04%
184BWX TECHNOLOGIES INCBWXT1,674$308,6350.04%
185APPLOVIN CORPAPP428$307,5350.04%
186GRAYSCALE BITCOIN MINI TR ET3899302076,067$307,1720.04%
187INTL GNRL INSURANCE HLDNGS LG4809J10613,091$303,7110.04%
188TAIWAN SEMICONDUCTOR MFG LTD8740391001,083$302,4710.04%
189ALTRIA GROUP INCMO4,568$301,7420.04%
190GOLDMAN SACHS GROUP INCGSCE378$301,2090.04%
191TAPESTRY INCTPR2,660$301,1650.04%
192JOHNSON CTLS INTL PLCG515021052,663$292,7970.04%
193EQT CORPEQT5,378$292,7250.04%
194YUM BRANDS INCYUM1,894$287,9490.04%
195SONOCO PRODS CO8354951026,670$287,3930.04%
196HP INCHPQ10,467$285,0160.04%
197ISHARES TR46435G5163,063$284,7660.04%
198APPLIED MATLS INC0382221051,389$284,4540.04%
199ISHARES TR4642886465,360$284,2570.04%
200FLUOR CORP NEWFLR6,660$280,2060.04%
201ARROW ELECTRS INC0427351002,307$279,1470.04%
202NIKE INCNKE3,972$276,9440.04%
203BRT APARTMENTS CORPBRT17,500$274,0500.04%
204VANECK MERK GOLD ETFOUNZ7,274$270,5200.04%
205DIMENSIONAL ETF TRUST25434V8158,483$270,1010.04%
206PALANTIR TECHNOLOGIES INCPLTR1,457$265,7860.04%
207PHILLIPS 66PSX1,915$260,5030.04%
208TRAVELERS COMPANIES INCTRV916$255,7660.04%
209CBRE GROUP INCCBRE1,613$254,1440.04%
210BRISTOL-MYERS SQUIBB COCELG-RI5,634$254,1010.04%
211HERSHEY COHSY1,353$253,0180.03%
212AMERICAN CENTY ETF TR0250723565,659$251,6930.03%
213BUILDERS FIRSTSOURCE INCBLDR2,070$250,9880.03%
214VANGUARD WHITEHALL FDS9219467942,882$244,0480.03%
215VANGUARD SCOTTSDALE FDS92206C730807$243,9960.03%
216VANGUARD INDEX FDS922908629830$243,8040.03%
217AXIS CAP HLDGS LTDG0692U1092,523$241,7030.03%
218LIGHT & WONDER INCLAWIL2,822$236,8790.03%
219MCKESSON CORPMCK305$235,6250.03%
220ANALOG DEVICES INCADI948$232,9240.03%
221BIOGEN INCBIIB1,641$229,8710.03%
222COMCAST CORP NEWCCZ7,316$229,8690.03%
223CADENCE DESIGN SYSTEM INCCDNS648$227,6160.03%
224AMERIPRISE FINL INC03076C106462$226,9580.03%
225SOUTHSTATE BK CORP84472E1022,286$226,0170.03%
226SOUTHSTATE CORPORATIONSSB2,286$226,0170.03%
227SOUTHERN COSOMN2,378$225,3630.03%
228MERCURY SYS INCMRCY2,904$224,7700.03%
229BLACKSTONE INCBX1,308$223,4720.03%
230ISHARES SILVER TRSLV5,262$222,9510.03%
231ANGLOGOLD ASHANTI PLCAU3,150$221,5400.03%
232DIVERSIFIED HEALTHCARE TRDHCNL49,283$217,3380.03%
233BOOKING HOLDINGS INCBKNG40$215,9710.03%
234INGEVITY CORPNGVT3,863$213,1990.03%
235NRG ENERGY INCNRG1,315$212,9640.03%
236WELLTOWER INCWELL1,165$207,5330.03%
237FLEX LTDFLEX3,558$206,2570.03%
238DOVER CORPDOV1,234$205,8680.03%
239SAGIMET BIOSCIENCES INCSGMT29,968$205,5800.03%
240ISHARES TR46429B6631,661$203,3890.03%
241SHELL PLCRYDAF2,839$203,0510.03%
242ELEVANCE HEALTH INC FORMERLYELV628$202,8540.03%
243SELECT SECTOR SPDR TR81369Y803718$202,3750.03%
244NUSHARES ETF TRNU4,589$201,1220.03%
245DAKOTA GOLD CORPDC40,160$182,7280.03%
246RIVIAN AUTOMOTIVE INCRIVN11,361$166,7790.02%
247ALLIANCEBERNSTEIN GLOBAL HIGAWF13,000$145,7300.02%
248HECLA MNG CO42270410611,655$141,0260.02%
249PRIME MEDICINE INCPRME25,188$139,5420.02%
250PACIFIC BIOSCIENCES CALIF IN69404D108100,000$128,0000.02%
251VESTIS CORPORATIONVSTS28,058$127,1030.02%
252AMERISERV FINL INC03074A10242,513$123,2880.02%
253FORD MTR CO345370CZ1100,000$100,4630.01%
254PELOTON INTERACTIVE INCPTON100,000$97,5860.01%
255HERBALIFE LTDHLF100,000$93,9370.01%
256CERENCE INCCRNC100,000$83,1310.01%
257NOKIA CORPNOKBF13,700$65,8970.01%
258FORTRESS BIOTECH INCFBIOP14,534$53,7030.01%
259JETBLUE AIRWAYS CORPJBLU50,000$48,3480.01%
260CLOVER HEALTH INVESTMENTS COCLOV14,181$43,3940.01%
261SABRE CORPSABR16,359$29,9370.00%
262ADICET BIO INCACET36,764$29,7860.00%