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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

Hedges Asset Management LLC

Quarter ended Q2 2025 · Filed July 7, 2025 · Accession 0001667731-25-000737

Total Value
$124.5M
Positions
101
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (101)

#IssuerTicker / CUSIPSharesValue% of Filing
1GLACIER BANCORP INC NEWGBCI290,223$12.5M10.04%
2GE AEROSPACE36960430124,125$6.2M4.99%
3BOEING COBA-PA25,870$5.4M4.35%
4SHELL PLCRYDAF56,100$4.0M3.17%
5GAMING & LEISURE PPTYS INC36467J10878,260$3.7M2.93%
6PENN ENTERTAINMENT INCPENN186,050$3.3M2.67%
7SOUTHWEST AIRLS CO84474110892,300$3.0M2.41%
8VERIZON COMMUNICATIONS INCVZ54,550$2.4M1.90%
9BP PLCBPPFF76,465$2.3M1.84%
10PROSHARES TR74349Y83767,200$2.3M1.82%
11BARCLAYS PLCBCLYF120,800$2.2M1.80%
12WYNN RESORTS LTDWYNN22,265$2.1M1.68%
13VANECK ETF TRUST92189F10639,900$2.1M1.67%
14ARCOS DORADOS HOLDINGS INCARCO246,100$1.9M1.56%
15SHAKE SHACK INCSHAK13,025$1.8M1.47%
16MAG SILVER CORP55903Q10483,000$1.8M1.41%
17LINDBLAD EXPEDITIONS HLDGS ILIND147,500$1.7M1.38%
18NUTANIX INCNTNX22,400$1.7M1.38%
19DOW INCDOW63,200$1.7M1.34%
20FMC CORPFMC39,700$1.7M1.33%
21SPROTT PHYSICAL GOLD TRSII65,000$1.6M1.32%
22VANGUARD INTL EQUITY INDEX F92204287421,000$1.6M1.31%
23IMAX CORPIMAX57,900$1.6M1.30%
24UNILEVER PLCUNLYF26,000$1.6M1.28%
25CHEVRON CORP NEWCVX11,100$1.6M1.28%
26LYFT INCLYFT96,800$1.5M1.23%
27INTERNATIONAL BUSINESS MACHSINTR4,800$1.4M1.14%
28WELLS FARGO CO NEW94974610117,500$1.4M1.13%
29NEW GOLD INC CDA644535106277,500$1.4M1.10%
30NEWMONT CORPNEMCL22,450$1.3M1.05%
31FEDEX CORPFDX5,750$1.3M1.05%
32TARGET CORPTGT13,000$1.3M1.03%
33BARRICK MNG CORP06849F10860,000$1.2M1.00%
34UBER TECHNOLOGIES INCUBER13,300$1.2M1.00%
35KRAFT HEINZ COKHC47,925$1.2M0.99%
36CRISPR THERAPEUTICS AGCRSP24,700$1.2M0.97%
37ABRDN PLATINUM ETF TRUSTPPLT9,600$1.2M0.95%
38SCHLUMBERGER LTDSLB34,700$1.2M0.94%
39LOEWS CORPL12,700$1.2M0.94%
40TYSON FOODS INCTSN20,700$1.2M0.93%
41WILLIAMS COS INC96945710018,400$1.2M0.93%
42INTEL CORPINTC51,100$1.1M0.92%
43ELANCO ANIMAL HEALTH INCELAN76,500$1.1M0.88%
44MERCK & CO INCMRK13,800$1.1M0.88%
45BROOKDALE SR LIVING INC112463104152,000$1.1M0.85%
46FORD MTR CO34537086093,700$1.0M0.82%
47UNITED PARCEL SERVICE INCUPS9,700$979,1180.79%
48CINEMARK HLDGS INCCNK32,200$971,7960.78%
49GE VERNOVA INCGEV1,800$952,4700.77%
50GOODYEAR TIRE & RUBR CO38255010186,000$891,8200.72%
51WARNER BROS DISCOVERY INCWBD76,500$876,6900.70%
52SCHWAB CHARLES CORPSCHW-PJ9,500$866,7800.70%
53ENVISTA HOLDINGS CORPORATIONNVST43,300$846,0820.68%
54CNH INDL N VN2094410964,500$835,9200.67%
55INTERNATIONAL FLAVORS&FRAGRA45950610111,200$823,7610.66%
56VIATRIS INCVTRS90,000$803,7000.65%
57BRISTOL-MYERS SQUIBB COCELG-RI17,100$791,5600.64%
58DUPONT DE NEMOURS INCDD11,400$781,9260.63%
59DUTCH BROS INCBROS11,100$758,9070.61%
60DISNEY WALT CO2546871066,050$750,2610.60%
61GE HEALTHCARE TECHNOLOGIES IGEHC9,700$718,4800.58%
62BANK AMERICA CORP06050510415,000$709,8000.57%
63ISHARES TR46428918021,000$664,2300.53%
64MGM RESORTS INTERNATIONALMGM19,000$653,4100.52%
65NUTRIEN LTDNTR10,500$611,5200.49%
663M COMMM3,800$578,5120.46%
67WEYERHAEUSER CO MTN BEWY22,000$565,1800.45%
68HONDA MOTOR LTDHNDAF15,700$452,6310.36%
69ISHARES TR46428718411,400$419,0640.34%
70SOCIEDAD QUIMICA Y MINERA DE83363510511,700$412,6590.33%
71ISHARES TR4642878616,500$411,1250.33%
72ISHARES SILVER TRSLV12,500$410,1250.33%
73KRANESHARES TRUST50076730611,800$405,0940.33%
74AIRBNB INCABNB3,050$403,6370.32%
75COREWEAVE INCCRWV2,400$391,3440.31%
76SPROTT PHYSICAL SILVER TRSII31,500$385,5600.31%
77FIGS INCFIGS66,500$375,0600.30%
78KINDER MORGAN INC DELEP-PC12,500$367,5000.30%
79WHEATON PRECIOUS METALS CORPWPM4,000$359,2000.29%
80CAMECO CORPCCJ4,800$356,3040.29%
81WISDOMTREE TRWT5,000$350,6100.28%
82WABTEC9297401081,650$345,4280.28%
83MEDTRONIC PLCMDT3,900$339,9630.27%
84STAAR SURGICAL COSTAA20,000$335,6000.27%
85VANGUARD INTL EQUITY INDEX F9220427754,600$309,2120.25%
86EDWARDS LIFESCIENCES CORPEW3,900$305,0190.25%
87MCDONALDS CORPMCD1,000$292,1700.23%
88GRANITE CONSTR INCGVA3,000$280,5300.23%
89CORTEVA INCCTVA3,700$275,7610.22%
90INVESCO EXCHANGE TRADED FD TIVZ1,500$272,6100.22%
91ROGERS CORPROG3,700$253,3760.20%
92ETFS GOLD TR00326A1048,000$252,3200.20%
93HELMERICH & PAYNE INCHP16,000$242,5600.19%
94VANGUARD TAX-MANAGED FDS9219438584,000$228,0400.18%
95ISHARES TR4642872344,700$226,7280.18%
96ON HLDG AGH5919C1044,300$223,8150.18%
97CONOCOPHILLIPSCOP2,400$215,3760.17%
98DOCUSIGN INCDOCU2,650$206,4090.17%
99TELEFONAKTIEBOLAGET LM ERICS29482160818,000$152,6400.12%
100ADVISORSHARES TR00768Y45356,000$134,9600.11%
101LITHIUM AMERS CORP NEWLTUM50,000$134,0000.11%