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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 COMBINATION REPORT

Performa Ltd (US), LLC

Quarter ended Q4 2025 · Filed February 10, 2026 · Accession 0001650303-26-000001

Total Value
$394.1M
Positions
51
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (51)

#IssuerTicker / CUSIPSharesValue% of Filing
1Vanguard Index Funds - Vanguard S&P 500 ETF922908363190,013$119.2M30.24%
2SPDR S&P 500 ETFSPY96,375$65.7M16.68%
3Vanguard Index Funds - Vanguard Mid-Cap ETF922908629214,058$62.1M15.76%
4DBX ETF Trust - Xtrackers USD High Yield Corporate Bond ETF2330514321,511,750$55.7M14.13%
5Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF922042775390,601$28.7M7.29%
6Vanguard Index Funds - Vanguard Small-Cap Value ETF92290861187,613$18.6M4.71%
7Vanguard Index Funds - Vanguard Small-Cap Growth ETF92290859531,723$9.6M2.43%
8iShares Trust - iShares Core S&P Small-Cap ETF46428780473,520$8.8M2.24%
9iShares Trust - iShares MSCI USA Quality Factor ETF46432F33938,883$7.7M1.96%
10Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Quality ETFIVZ102,691$7.7M1.96%
11VanEck ETF Trust - VanEck Fallen Angel High Yield Bond ETF92189F437119,217$3.5M0.89%
12iShares, Inc. - iShares MSCI Japan ETF46434G82240,323$3.3M0.83%
13iShares Trust - iShares Russell 2000 Value ETF46428763011,999$2.2M0.55%
14iShares Trust - iShares Russell Mid-Cap Growth ETF4642874814,462$611,0260.16%
15LESLIE'S INC-NEW527064208116,100$191,5650.05%
16OATLY GROUP ABOTLY10,100$107,9690.03%
17ALLBIRDS INC-CL ABIRD18,350$75,2350.02%
18DENTSPLY SIRONA INCXRAY4,250$48,5780.01%
19ORION SAOEC7,900$41,7120.01%
20SHUTTERSTOCK INCSSTK1,838$35,1060.01%
21JELD-WEN HOLDING INCJELD12,950$31,8570.01%
22ASANA INC - CL AASAN1,425$19,5370.00%
23CLOVER HEALTH INVESTMENTS COCLOV8,000$18,8000.00%
24PAYSAFE LTDPSFE1,743$14,1010.00%
25FMC CORPFMC1,000$13,8700.00%
26MARAVAI LIFESCIENCES HLDGS-AMARA3,314$10,7710.00%
27PEDIATRIX MEDICAL GROUP INCMD467$9,9890.00%
28ASPEN AEROGELS INCASPN3,250$9,1980.00%
29EXXON MOBIL CORPXOM75$9,0260.00%
30SONOS INCSONO459$8,0600.00%
31ADOBE INCADBE21$7,3500.00%
32VAREX IMAGING CORPVREX600$6,9900.00%
33OLIN CORPOLN329$6,8530.00%
34UIPATH INC - CLASS APATH344$5,6380.00%
35BLACKBAUD INCBLKB85$5,3820.00%
36ZOOMINFO TECHNOLOGIES INCGTM475$4,8310.00%
37PURE STORAGE INC - CLASS A74624M10270$4,6910.00%
38SALLY BEAUTY HOLDINGS INCSBH325$4,6350.00%
39TRANSOCEAN LTDRIG1,010$4,1710.00%
40GETTY IMAGES HOLDINGS INCGETY3,000$4,0200.00%
41CLARIVATE PLCCLVT1,098$3,6670.00%
42PAYPAL HOLDINGS INCPYPL62$3,6200.00%
43BEAZER HOMES USA INCBZH178$3,6080.00%
44ALIGN TECHNOLOGY INCALGN20$3,1230.00%
45ORSTED A/S -UNSP ADR68750L102461$2,9040.00%
46POLESTAR AUTOMOTIVE-CL A ADS731105409125$2,6710.00%
47POLESTAR AUTOMOTIVE-CL A ADS731105409100$2,1370.00%
48RETRACTABLE TECHNOLOGIES INCRVP1,750$1,3510.00%
49TILRAY BRANDS INCTLRY100$9030.00%
50VISTAGEN THERAPEUTICS INCVTGN1,000$6620.00%
51iShares Trust - iShares Russell Mid-Cap ETF4642874991$960.00%