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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

McGowan Group Asset Management, Inc.

Quarter ended Q2 2025 · Filed August 13, 2025 · Accession 0001633227-25-000003

Total Value
$793.7M
Positions
125
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (125)

#IssuerTicker / CUSIPSharesValue% of Filing
1GENERAL MNY MKT FUND37099022864,870,946$64.9M8.17%
2NUVEEN GLOBAL HIGH INCOME FD SHSNU3,752,362$48.5M6.11%
3ALLIANCEBERSTEIN GLOBAL HIGH INCOME FD INCAWF3,802,043$41.9M5.28%
4DOUBLELINE INCOME SOLUTIONS FDDSL3,225,943$39.5M4.97%
5BLACKROCK CORPORATE HIGH YIELD FD VI INC CBLK3,773,668$36.8M4.64%
6COHEN & STEERS INFRASTRUCTURE FD INC COM19248A1091,360,872$36.7M4.62%
7EXXON MOBIL CORP COMXOM255,748$27.6M3.47%
8BRITISH AMERN TOB PLC SPONSORED ADR110448107559,051$26.5M3.33%
9PLAINS GP HLDGS L P LTD PARTNER INT CL A NPAGP1,332,236$25.9M3.26%
10ARES CAP CORP COMARCC1,166,138$25.6M3.23%
11UNITED PARCEL SVC INC CL BUPS217,699$22.0M2.77%
12EATON VANCE TAX ADVANTAGED DIVID INCOME FUETN833,437$20.1M2.53%
133M CO COMMMM128,659$19.6M2.47%
14BWX TECHNOLOGIES INC COMBWXT129,400$18.6M2.35%
15ELI LILLY & CO COMLLY21,607$16.8M2.12%
16GOLDMAN SACHS ETF TR TR ACCESS ULTRA SHORTNVGLF324,307$16.4M2.07%
17DELL TECHNOLOGIES INC CL CDELL133,048$16.3M2.06%
18ENERGY TRANSFER LP COM UNITSET-PI859,318$15.6M1.96%
19UNUM GROUPUNMA191,089$15.4M1.94%
20CALAMOS STRATEGIC TOTAL RETURN FD COM SH BCSQ782,813$14.3M1.80%
21NUVEEN INSURED TAX FREE ADVANTAGENU1,287,198$14.1M1.77%
22NUVEEN DIVIDEND ADVANTAGE MUNICIPAL FUNDNU1,243,365$14.0M1.77%
23CHENIERE ENERGY PARTNERS L P COM UNIT REPTLNG240,016$13.5M1.69%
24EATON VANCE TAX ADVANTAGED GLO GLOBAL DIVIETN621,455$13.0M1.64%
25PERMIAN RES CORP CL APR943,575$12.9M1.62%
26EBAY INC COMEBAY156,042$11.6M1.46%
27ENTERPRISE PRODS PARTNERS L P COM UNIT293792107370,220$11.5M1.45%
28MICROSOFT CORP COMMSFT18,437$9.2M1.16%
29VISA INC COM CL AV25,112$8.9M1.12%
30TOAST INC CL ATOST181,894$8.1M1.01%
31ALLSTATE CORP COMALL-PJ34,666$7.0M0.88%
32CHEVRON CORP NEW COMCVX41,658$6.0M0.75%
33ALPHABET INC CAP STK CL AGOOG31,708$5.6M0.70%
34TEXAS INSTRUMENTS INC88250810426,749$5.6M0.70%
35JAZZ PHARMACEUTICALSJAZZ47,226$5.0M0.63%
36NUVEEN MUNICIPAL CREDIT INCOME FUNDNU407,364$4.9M0.61%
37T MOBILE USTMUSZ20,065$4.8M0.60%
38AMAZON COM INCAMZN21,290$4.7M0.59%
39NUVEEN DIVIDEND MUNICIPAL FUNDNU381,053$4.5M0.57%
40APPLE INC COMAAPL19,807$4.1M0.51%
41DIAMONDBACK ENERGY INCFANG28,543$3.9M0.49%
42KAYNE ANDERSON MLP INVESTMENT COMPANY486606106306,581$3.9M0.49%
43THE ONE GROUP HOSPITALITY INC COM88338K103838,335$3.4M0.43%
44PRAIRIELANDS PUB FAC CORP TEX PROJ REV REV BDS PRAIRIELAND DETENTION CT73972CAN44,925,000$3.3M0.42%
45DATADOG INC CL ADDOG24,238$3.3M0.41%
46ENOVIX CORPENVX298,554$3.1M0.39%
47PALO ALTO NETWORKS INC COMPANW14,240$2.9M0.37%
48PIMA CNTY ARIZ INDL DEV AUTH ED REV REV BDS GRIFFIN FOUNDATION 2008 A72177MJQ12,930,000$2.8M0.35%
49EXPAND ENERGY CORPORATIONEXE23,649$2.8M0.35%
50PROCTER & GAMBLE CO COM74271810917,106$2.7M0.34%
51PALANTIR TECHNOLOGIES INC CL APLTR18,677$2.5M0.32%
52COPA HOLDING S A CL A COM ISIN#PAP31076105CPA17,416$1.9M0.24%
53CHENIERE ENERGY INC COM NEWLNG6,820$1.7M0.21%
54BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A3,207$1.6M0.20%
55FANNIN CNTY TEX PUB FAC CORP REV REF BDS DETENTION FAC PROJ 2014307149AM61,725,000$1.5M0.18%
56MASTERCARD INC CL AMA2,538$1.4M0.18%
57PHILIP MORRIS INTL INC COM7181721096,392$1.2M0.15%
58DEERE & CODE2,011$1.0M0.13%
59NVIDIA CORP COMNVDA6,233$984,8110.12%
60AMPHENOL CORP NEW CL A0320951019,895$977,0830.12%
61WALMART INCWMT9,864$964,4870.12%
62ALTRIA GROUP INCMO15,658$918,0530.12%
63FORD MOTOR CO DEL COM PAR34537086080,006$868,0690.11%
64ORACLE CORP COMORCL-PD3,910$854,8680.11%
65KLA CORPKLAC940$841,9960.11%
66META PLATFORMS INCMETA1,083$799,6630.10%
67TEKLA HEALTHCARE OPPORTUNITIES FD SHSTHQ42,905$789,0200.10%
68INTERNATIONAL BUSINESS MACHS CORP COMINTR2,540$748,7410.09%
69ALPS ETF TR ALERIAN MLP ETF00162Q45215,237$744,4860.09%
70RADIANT LOGISTICS INCRLGT118,831$722,4920.09%
71JOHNSON & JOHNSON COMJNJ4,661$711,9540.09%
72CONOCOPHILLIPS COMCOP7,595$681,6110.09%
73ACCENTURE PLC IRELAND SHS CL AACN2,138$639,0780.08%
74TESLA MTRS INC COMTSLA1,968$625,1550.08%
75CURTISS WRIGHT CORPCW1,275$622,9010.08%
76CATERPILLAR INCCAT1,591$617,4620.08%
77TULANE UNIV LA RFDG-TULANE UNIV-C 0.523 02/15/36 B/E DTD 05/31/07 CLB899062BQ5660,000$612,3480.08%
78CARLYLE GROUP INC COMCGABL11,457$588,8930.07%
79VERIZON COMMUNICATIONS COMVZ13,048$564,6020.07%
80CINCINNATI FINANCIAL CORP1720621013,787$563,9600.07%
81NORTH TEX TWY AUTH REV SYS REF BDS B 5.000 01/01/43 B/E DTD 11/01/17 CL66285WXM3550,000$551,9200.07%
82APPLIED MATERIALS INC0382221052,870$525,3920.07%
83CIGNA CORP1255231001,572$519,7210.07%
84RAYTHEON TECHNOLOGIES CORPRTX3,473$507,1910.06%
85WILLIAMS COS INC COM9694571007,930$498,0740.06%
86UNITED STATES TREAS NTS 2.750 08/31/25 B/E DTD 08/31/18UNTCW485,000$483,5790.06%
87JP MORGAN CHASE & CO COMVYLD1,649$477,9250.06%
88PIMA CNTY ARIZ INDL DEV AUTH ED REV REV BDS GRIFFIN FOUNDATION 2008 B72177MJR9475,000$450,5190.06%
89SOUTHERN CO COMSOMN4,758$436,9230.06%
90FREEPORT-MCMORAN INC CL BFCX9,988$432,9880.05%
91FANNIN CNTY TEX PUB FAC CORP REV REF BDS DETENTION FAC PROJ 2014307149AN4540,000$410,2970.05%
92SOUNDHOUND AI INC CL ASOUNW37,597$403,4160.05%
93QUALCOMM INCQCOM2,441$388,8010.05%
94DIGITAL RLTY TR INC COM2538681032,230$388,7560.05%
95COMSTOCK RES INC COMLODE13,845$383,0910.05%
96DUKE ENERGY CORP NEW COMDUKB3,161$373,0340.05%
97MERCADOLIBRE INCMELI140$365,9080.05%
98ISHARES TR CORE S&P U S VALUE ETF4642876633,855$364,7590.05%
99NORTHROP GRUMMAN CORP NEWNOC725$362,4860.05%
100UNITED STS TREAS NTS 4.250 10/15/25 B/E DTD 10/15/22UNTCW330,000$329,9310.04%
101CISCO SYSTEMS INCCSCO4,621$320,5840.04%
102SILICON VY TOB SECURITIZATION AUTH CALIF TOB SETTLEMENT REV TOBACCO82706TAD33,500,000$305,1650.04%
103VOC ENERGY TR TR UNITVOC106,677$305,0970.04%
104HONDA MTR LTD ADRHNDAF10,289$296,6290.04%
105ILLINOIS TOOL WORKS INC4523081091,165$288,1430.04%
106GOODYEAR TIRE & RUBBER CO COM38255010126,534$275,1580.03%
107VANECK VECTORS ETF TR GOLD MINERS ETF92189F1065,133$267,2400.03%
108VANGUARD TOTAL STOCK MARKET ETF922908769865$262,9060.03%
109PEPSICO INC COMPEP1,984$262,0310.03%
110AUTOZONE INCAZO70$259,8560.03%
111O REILLY AUTOMOTIVE INC NEW COM67103H1072,820$254,1670.03%
112LOWES COMPANY INC5486611071,135$251,7300.03%
113TORTOISE CAP SER TR POWER & ENERGY INFRAST89093010012,004$246,0890.03%
114PERMIANVILLE RTY TR TR UNIT71425H100129,686$239,9190.03%
115MCDONALDS CORPMCD810$236,7100.03%
116COSTCO WHOLESALE CORP NEW COM22160K105236$233,8310.03%
117GENERAL ELECTRIC CO AEROSPACE369604301878$225,8770.03%
118PHILLIPS 66PSX1,893$225,8580.03%
119TAIWAN SEMICONDUCTOR MFG CO LTD ADR874039100991$224,4240.03%
120MONDELEZ INTL INC CL A6092071053,226$217,5610.03%
121NIKE INC CLASS BNKE2,987$212,1780.03%
122TOBACCO SETTLEMENT FING CORP VA ASSET BACKED BDS 2007C88880NAW9830,000$209,5500.03%
123ISHARES TR S&P 500 INDEX464287200329$204,2080.03%
124UNITEDHEALTH GROUP INC COMUNH650$202,6510.03%
125OGE ENERGY CORPOGE4,449$197,4380.02%