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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

Close Asset Management Ltd

Quarter ended Q2 2025 · Filed August 12, 2025 · Accession 0001718570-25-000004

Total Value
$3.4M
Positions
271
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (271)

#IssuerTicker / CUSIPSharesValue% of Filing
1MICROSOFT CORP COM USD (US LISTED)MSFT868,656$431,89112.63%
2AMAZON COM INC COM USD0.01AMZN1,183,744$259,6907.59%
3FISERV INC COM USD0.01FISV1,226,488$211,4286.18%
4PERFORMANCE FOOD GROUP COM USD0.01PFGC1,934,990$169,1674.95%
5CACI INTL INC COM CL A USD0.10127190304324,531$154,7934.53%
6ELEVANCE HEALTH COM USD0.01ELV375,193$145,9764.27%
7MCKESSON CORP COM USD0.01MCK192,315$140,8774.12%
8AMERIPRISE FIN INC COM STK USD 0.0103076C106259,897$138,6824.05%
9CENCORA INC COM USD0.01COR442,940$132,7763.88%
10ALPHABET INC COM CL A USD0.001GOOG659,234$116,1673.40%
11PROGRESSIVE CORP COM USD1743315103402,852$107,5033.14%
12DONALDSON CO INC COM USD5DCI1,298,895$90,0722.63%
13MASTERCARD INC COM CL A USD0.0001MA151,009$84,8152.48%
14NVIDIA CORP COM USD0.001NVDA505,920$79,8702.33%
15BECTON DICKINSON & COBDX456,873$78,6692.30%
16MARSH & MCLENNAN COM USD1.00571748102290,356$63,4971.86%
17BOOKING HLDGS INC COM USD0.008BKNG10,926$63,1931.85%
18AVANTOR INC COM USD0.01AVTR4,638,400$62,4101.82%
19BERKSHIRE HATHAWAY CL B USD0.0033BRK-A125,789$61,0281.78%
20APPLE INC COM NPVAAPL277,695$56,9511.66%
21NASDAQ INC COM USD0.01NDAQ611,670$54,6771.60%
22ALPHABET INC COM CL C USD0.001GOOG279,116$49,4981.45%
23PHILIP MORRIS INTL INC COM STK NPV718172109266,976$48,6071.42%
24ELI LILLY & CO COM NPVLLY58,957$45,9281.34%
25HILTON GRAND VACATIONS COM USD0.01HGV1,071,680$44,5231.30%
26ARTHUR J GALLAGHER & CO COM USD1.00363576109122,695$39,2561.15%
27ADOBE INC COM USD0.0001ADBE84,837$32,8120.96%
28PALO ALTO NETWORKS INC COM USD0.0001PANW159,441$32,6190.95%
29META PLATFORMS INC COM CL A USD0.000006META39,257$28,9760.85%
30MCDONALDS CORP COM USD0.01MCD92,188$26,9330.79%
31CADENCE DESIGN SYSTEMS INC COM USD0.01CDNS83,640$25,7650.75%
32DEERE & CO COM USD1DE39,254$19,9460.58%
33JP MORGAN CHASE & CO COM USD1VYLD66,927$19,3930.57%
34COCA-COLA INC COM USD0.25KO269,400$19,0520.56%
35CISCO SYSTEMS INC COM USD0.001CSCO272,078$18,8650.55%
36EOG RESOURCES INC COM USD0.01EOG137,449$16,4400.48%
37BROWN & BROWN INC COM USD0.1BRO129,811$14,3890.42%
38ELECTRONIC ARTS (EA) INC COM CL A USD0.01EA88,459$14,1240.41%
39JOHNSON & JOHNSON COM USD1.00JNJ91,118$13,9090.41%
40PROCTER & GAMBLE CO COM NPV74271810977,814$12,3950.36%
41WALT DISNEY CO COM USD0.0125468710690,101$11,1670.33%
42HONEYWELL INTL INC COM STK USD143851610637,915$8,8320.26%
43FERGUSON ENTERPRISES COM USD0.0001FERG40,077$8,7300.26%
44CARRIER GLOBAL CORP COM USD0.01CARR116,593$8,5290.25%
45CITIGROUP INC COM USD0.01C-PR92,712$7,8890.23%
46INTERNATIONAL PAPER CO COM USD1.00460146103166,718$7,8070.23%
47BROADCOM INC COM USD0.001AVGO26,349$7,2650.21%
48BLACKROCK INC COM USD0.01BLK6,429$6,7430.20%
49QUALCOMM INC COM USD0.0001QCOM39,941$6,3600.19%
50BRISTOL-MYERS SQUIBB CO. COM USD0.10CELG-RI120,046$5,5570.16%
51INTUIT INC COM USD0.01INTU6,623$5,2160.15%
52EXXON MOBIL CORP COM NPVXOM48,238$5,1980.15%
53MONDELEZ INTL INC COM USD0.0160920710576,123$5,1330.15%
54LOCKHEED MARTIN COM USD0.01LMT11,029$5,1070.15%
55ORACLE CORP COM USD0.01ORCL-PD22,377$4,8900.14%
56KKR & CO INC COM NPV CL AKKRT35,611$4,7330.14%
57PFIZER INC COM USD0.05PFE188,572$4,5700.13%
58BANK OF AMERICA COM USD 0.0106050510484,584$3,9990.12%
59DUKE ENERGY CORP COM NPVDUKB32,032$3,7780.11%
60COLGATE PALMOLIVE COM USD 1CL41,164$3,7410.11%
61GILEAD SCIENCES INC COM USD0.001GILD33,018$3,6590.11%
62CHEVRON CORP COM USD0.75CVX22,069$3,1580.09%
63PAYPAL HLDGS INC COM USD0.0001PYPL40,229$2,9890.09%
64INTUITIVE SURGICAL INC COM USD0.001ISRG5,440$2,9570.09%
65NIKE INC COM CL B NPVNKE38,103$2,7060.08%
66PEPSICO INC CAP USD0.01666PEP19,047$2,5150.07%
67OTIS WORLDWIDE CORP COM USD0.01OTIS24,921$2,4670.07%
68ALIBABA GROUP HOLDING ADR (1 TO 8)BBAAY19,677$2,2310.07%
69NUTRIEN LTD COM USD NPV (US LISTED)NTR36,380$2,1180.06%
70NETFLIX COM INC COM USD0.001NFLX1,519$2,0340.06%
71FREEPORT-MCMOR C&G INC COM STK USD0.10FCX46,440$2,0120.06%
72APPLIED MATERIALS INC COM USD0.0103822210510,757$1,9690.06%
73ISHARES S&P 500 VALUE ETF USD INC4642874086,958$1,3590.04%
74MICROSTRATEGY INC COM CL A USD0.001STRK3,092$1,2500.04%
75BALL CORP COM NPVBALL22,090$1,2390.04%
76ISHARES S&P 500 CORE ETF USD INC (US LIST)4642872001,853$1,1500.03%
77BLACKSTONE GROUP INC COM CL A USD0.00001BX7,067$1,0570.03%
78MERCK & CO INC COM USD0.50MRK13,046$1,0320.03%
79ALTRIA GROUP INC COM USD0.33333MO16,824$9860.03%
80NEWMONT GOLDCORP COM USDNEMCL16,530$9630.03%
81ABBVIE INC COM USD0.01ABBV5,003$9280.03%
82AMGEN INC COM USD0.0001AMGN3,317$9260.03%
83ABBOTT LABORATORIES COM NPVABLZF6,696$9100.03%
84ARCUTIS BIOTHERAPEUTICS COM USD0.0001ARQT64,774$9090.03%
85COSTCO WHOLESALE COM USD0.0122160K105876$8670.03%
86BOOZ ALLEN HAMILTON HLDGS COM CL A USD0.01BAH8,097$8430.02%
87GOLDMAN SACHS GROUP INC COM USD0.01GSCE1,174$8310.02%
88BOSTON SCIENTIFIC COM USD0.01BSX7,319$7860.02%
89CATERPILLAR INC COM USD1.00CAT1,957$7590.02%
90INVESCO S&P 500 EQUAL WEIGHT ETF USD INCIVZ3,800$6910.02%
91ARES MANAGEMENT CORP COM CL A USDARES-PB3,730$6450.02%
92ISHARES S&P SMALLCAP 600 VALUE ETF USD INC4642878796,201$6170.02%
93IBM (INTL BUSINESS MACHINES) COM USD 0.20INTR2,054$6050.02%
94APOLLO GLOBAL MANAGEMENT COM USD03769M1064,205$5970.02%
95FORTINET INC COM USD0.001FTNT5,465$5780.02%
96GE AEROSPACE COM USD0.013696043012,249$5780.02%
97ISHARES MSCI EAFE ETF USD INC4642874656,232$5570.02%
98AUTOMATIC DATA PROCESSING INC COM USD0.1ADP1,660$5120.01%
99PALANTIR TECH INC COM CL A USD0.001PLTR3,585$4890.01%
100ESTEE LAUDER CO INC COM CL A USD0.015184391045,881$4750.01%
101ISHARES MSCI EMERGING MARKETS ETF USD INC4642872349,780$4720.01%
102ISHARES S&P MID CAP 400 VALUE ETF USD INC4642877053,741$4620.01%
103PACCAR INC COM STK USD1PCAR4,730$4500.01%
104GE VERNOVA LLC COM USD0.01GEV837$4430.01%
105PAYCHEX INC COM USD0.01PAYX3,000$4360.01%
106ISHARES MSCI KLD SOCIAL 400 ESG ETF USD INC4642885703,715$4310.01%
107KRAFT HEINZ CO COM USD 0.01KHC15,499$4000.01%
108ISHARES MSCI JAPAN ETF USD INC46434G8225,300$3970.01%
109DANAHER CORP COM USD0.012358511022,002$3950.01%
110MOODYS CORP COM US$0.01MCO750$3760.01%
111AMPHENOL CORP COM USD0.0010320951013,783$3730.01%
112HOME DEPOT INC COM USD0.05HD908$3330.01%
113AMERICAN EXPRESS CO COM USD0.20AXP1,001$3190.01%
114ADVANCED MICRO DEVICES COM USD0.01AMD2,198$3120.01%
115QUANTUM COMPUTING COM USD0.001QUBT15,787$3030.01%
116GENERAL DYNAMICS CORPORATION COM USD1.00GD1,000$2920.01%
117PHILLIPS 66 COM USD0.01PSX2,110$2520.01%
118ISHARES INDIA 50 ETF USD INC4642895294,560$2480.01%
119COOPER COMPANIES INC COM USD0.10 (P/S)2166485013,095$2200.01%
120NEXTERA ENERGY INC COM USD0.01NEE-PW3,092$2150.01%
121NOV INC COM USD0.01NOV16,881$2100.01%
122AIR PRODUCTS & CHEMICALS INC COM USD1AIIR741$2090.01%
123BADGER METER INC COM USD1BMI837$2050.01%
124IDEXX LABORATORIES COM USD0.1045168D104380$2040.01%
125BRITISH AMERICAN TOBACCO PLC ADR (1 TO 2)1104481074,055$1920.01%
126BWX TECHNOLOGIES INC COM USD0.01BWXT1,255$1810.01%
127MICRON TECHNOLOGY COM USD0.10MU1,451$1790.01%
128CME GROUP INC COM STK CL A USD0.01CME642$1770.01%
129FIRST TRUST NASDAQ CE SG INFRA ETF USD INC33737A1081,187$1650.00%
130PENNANTPARK INVT C COM STK USD0.00170806210423,800$1630.00%
131CHURCH & DWIGHT COM USD1.00CHD1,700$1630.00%
132DATADOG INC COM CL A USDDDOG1,174$1580.00%
133COMCAST CORP COM CL A USD0.01CCZ4,177$1490.00%
134ASTRAZENECA ADR (1 TO 1)AZN2,050$1430.00%
135INTL FLAVORS & FRAGRANCES INC COM USD0.1254595061011,900$1400.00%
136FIRST SOLAR INC COM STK USD0.001FSLR840$1390.00%
137ILLINOIS TOOLS WORKS INC COM NPV452308109505$1250.00%
138KIRBY CORP COM USD0.10KEX1,100$1250.00%
139AT&T INC COM USD1.00T-PC4,223$1220.00%
140CAMECO CORP COM NPVCCJ1,580$1170.00%
141ECOLAB INC COM USD1ECL400$1080.00%
142HCA HEALTHCARE INC COM USD0.01HCA275$1050.00%
143DOVER CORP COM STK USD1.00DOV548$1000.00%
144OCCIDENTAL PETROLEUM CORP COM STK USD0.206745991052,353$990.00%
145BLUE OWL CAPITAL INC COM CL A USD0.01OWL5,050$970.00%
146INTERCONTINENTAL EXCHANGE INC COM USD0.0145866F104516$950.00%
147IONQ INC COM USD0.01IONQ-WT2,184$940.00%
148MORGAN STANLEY COM USD0.01MS-PQ650$920.00%
149AGCO CORPORATIONAGCO890$920.00%
150JACKSON FINANCIAL COM CL A USD0.01JXN-PA1,012$900.00%
151OAKTREE SPECIALTY COM USD (POST SPLIT)OCSL6,200$850.00%
152ARM HOLDINGS PLC SPON ADR (1 to 1)042068205512$830.00%
153HESS CORPORATION COM USD1HESM575$800.00%
154NOVO-NORDISK AS ADR (1 TO 1 CL B DKK1)NONOF1,153$800.00%
155CONOCOPHILLIPS COM USD0.01COP823$740.00%
156BOEING CO COM USD5.00BA-PA350$730.00%
157CORTEVA INC COM USD0.01CTVA940$700.00%
158CROWDSTRIKE HOLDINGS INC COM USD0.0005 CL ACRWD130$660.00%
159FORTUNA MINING CORP COM NPV34994210210,000$650.00%
160DNOW INCDNOW4,159$620.00%
161ISHARES RUSSELL 2000 VALUE ETF USD INC464287630375$590.00%
162BAIDU INC ADS (1 TO 1)BAIDF650$560.00%
163PLANET LABS PBC COM CL A USD0.0001PL-WT8,100$490.00%
164ARCHER DANIELS MIDLAND CO COM NPVADM900$470.00%
165MGM RESORTS INTL COM USD0.01MGM1,325$460.00%
166GOLD FIELDS LTD ADR (1 TO 1)GFIOF1,900$450.00%
167JONES LANG LASALLE INC COM USD0.01JLL170$440.00%
168CANADIAN NATURAL RESRCS COM NPV (US LST)1363851011,400$440.00%
169ALPHA METALLURGICAL COM USD0.01020764106390$440.00%
170COSTAR GROUP INC COM USD0.01CSGP520$420.00%
171EQT CORPORATION COM NPVEQT725$420.00%
172KEURIG DR PEPPER INC COM USD0.01KDP1,273$420.00%
173HUBSPOT INC COM USD0.001HUBS73$410.00%
174HARTFORD MULTIFACTOR DEVD EX US ETF USD INC5184161021,170$400.00%
175CLEAR CHANNEL OUTDOOR HLDGS LTD COM USD0.01CCO32,500$380.00%
176L3HARRIS TECHNOLOGIES INC COM USD1.00LHX150$380.00%
177PELETON INTERACTIVE INC COM CL A USD0.002PTON5,321$370.00%
178COUPANG INC COM CL A USD0.0001CPNG1,200$360.00%
179ISHARES NASDAQ BIOTECHNOLOGY ETF USD INC464287556275$350.00%
180MASTEC INC COM USD0.10MTZ200$340.00%
181KINDER MORGAN INC COM USD0.01EP-PC1,150$340.00%
182NEUROCRINE BIOSCIENCES INC COM USD0.001NBIX268$340.00%
183NORTHERN TRUST COM USD1.666NTRSO265$340.00%
184NETEASE INC ADR (1 TO 25)NETTF250$340.00%
185EBAY INC COM USD0.001 (US LISTED)EBAY450$330.00%
186AUTODESK INC COM USD0.01ADSK104$320.00%
187MERCADOLIBRE INC COM STK USD0.001MELI12$310.00%
188BOOT BARN HOLDINGS COM USD0.0001BOOT200$300.00%
189BIOMARIN PHARMA COM USD0.001BMRN495$270.00%
190FASTENAL COM USD0.01FAST652$270.00%
191ORAMED PHARMACEUTICALS INCORMP11,675$260.00%
192ARK INNOVATION ETF USD INC00214Q104365$260.00%
193AIRBNB INC COM CL A USD0.0001ABNB190$250.00%
194ANALOG DEVICES INC COM USD0.16 2/3ADI100$240.00%
195NOVARTIS AG ADR (1 TO 1)NVSEF200$240.00%
196NEWS CORPNWSLL800$240.00%
197GUARDANT HEALTH IN COM USD0.00001GH460$240.00%
198HEWLETT PACKARD (HP) INC COM USD0.01HPQ1,000$240.00%
199DEXCOM INC COM USD0.001DXCM264$230.00%
200NORTHROP GRUMMAN CORP COM USD1NOC45$230.00%
201PURE STORAGE INC COM USD0.0001 CL A74624M102350$200.00%
202HEWLETT PACKARD ENTERPRISE COM USD 0.01HPE-PC1,000$200.00%
203BENTLEY SYSTEMS INC COM CL B USD0.01BSY350$190.00%
204AMERICAN WATER WORKS INC COM STK USD 0.01030420103125$170.00%
205PTC INC COM USD0.01PTC100$170.00%
206MAXCYTE INC COM STK USD0.01MXCT7,800$170.00%
207ANSYS INC COM USD 0.0103662Q10542$150.00%
208ASANA INC COM CL A USD0.00001ASAN1,030$140.00%
209EMBECTA CORP COM USD0.01 WIEMBC1,415$140.00%
210ASHLAND GLOBAL HLDGS INC COM USD0.01ASH275$140.00%
211GE HEALTHCARE TECH COM USD0.01GEHC186$140.00%
212DIMENSIONAL SMALL CAP VALUE ETF USD INC25434V781410$130.00%
213DUPONT DE NEMOURS INC COM USD0.01DD182$120.00%
214POWER INTEGRATIONS INC COM USDPOWI200$110.00%
215CANADIAN PACIFIC KANSAS CITY LIMITED COM NPVCP140$110.00%
216COINBASE GLOBAL INC COM CL A USD0.00001COIN30$110.00%
217COMPASS PATHWAYS PLC UNSPON ADS (1 TO 1)CMPS3,900$110.00%
218DOCUSIGN INC COM STKDOCU125$100.00%
219HERSHEY COMPANY COM USD1HSY56$90.00%
220PERKINELMER INC COM USD1RVTY90$90.00%
221EDWARDS LIFESCIENCES CORP COM USD1EW100$80.00%
222AUTOLUS THERAPEUTICS SPON EA REP 1 ORD SHSAUTL3,300$80.00%
223ILLUMINA INC COM USD0.01ILMN80$80.00%
224LKQ CORP COM USD0.01LKQ220$80.00%
225CANDEL THERAPEUTICS INC COM USD0.01CADL1,350$70.00%
226OKTA INC COM CL A USD0.0001OKTA56$60.00%
227QUANEX BUILDING PRODUCTS CORP COM USD0.01747619104333$60.00%
228MODERNA INC COM USD0.0001MRNA175$50.00%
229CHAMPIONX CORP COM USD0.0115872M104187$50.00%
230INCYTE CORPORATION COM USD0.001INCY80$50.00%
231DECKERS OUTDOOR CORP COM USD0.01DECK40$40.00%
232COPART INC COM USD0.0001CPRT84$40.00%
233CELLDEX THERAPEUTICS COM USD0.001 REV SPLITCLDX133$30.00%
234AMICUS THERAPEUTIC COM USD0.01FOLD600$30.00%
235CADIZ INC COM USD0.01CDZIP1,000$30.00%
236CRICUT INC COM USD0.001CRCT500$30.00%
237AKAMAI TECHNOLOGIES INC COM USD 0.01AKAM27$20.00%
238GXO LOGISTICS INC COM USD0.01GXO39$20.00%
239GRAIL INC COM USD0.001GRAL10$10.00%
240NIO INC SPON ADR (1 TO 1)NIOIF181$10.00%
241GRAY MEDIA INC COM NPVGTN-A136$10.00%
242MOBILEYE GBL INC COM CL A USD0.01MBLY40$10.00%
243PLUG POWER INC COM USD0.01PLUG750$10.00%
244TOPGOLF CALLAWAY BRANDS COM USD 0.0113119310499$10.00%
245DXC TECHNOLOGY CO COM USD0.01DXC85$10.00%
246MEMBERSHIP COLLECT COM CLA USD0.01586001109200$10.00%
247BEYOND MEAT INC COM USD 0.0001BYND60$00.00%
248DOW INC COM USD0.01DOW182$00.00%
249LUMINAR TECH COM CL A USD0.0001 (R/S)LAZRQ12$00.00%
250DELL TECHNOLOGIES INC COM CL C USD0.01DELL1$00.00%
251BARRICK GOLD CORP COM NPV (US LISTED)0679011082,424$00.00%
252INDIE SEMICONDUCTOR INC COM CL A USD0.0001INDI1$00.00%
253AST SPACEMOBILE INC COM USD0.0001ASTS1,810$00.00%
254INTUITIVE MACHINES COM CL A USD0.01LUNR850$00.00%
255AMC ENTERTAINMENT HLDGS INC COM A USD0.0100165C30256$00.00%
256DISCOVER FINANCIAL SERVICES COM STK USD0.01254709108100$00.00%
257DIAGEO PLC ADR (1 TO 4)DGEAF65$00.00%
258FASTLY INC COM CL A USDFSLY18$00.00%
259ALIBABA GROUP HOLDING SPON ADS (1 TO 1)BBAAY3$00.00%
260FUBO TV INC COM USD0.0001FUBO4,500$00.00%
261ASTERA LABS INC COM USD0.0001ALAB1$00.00%
262LEMONADE INC COM USD0.00001LMND4$00.00%
263INTEL CORP COM USD0.001INTC280$00.00%
264MASCO CORP COM USD1.00MAS395$00.00%
265HEICO CORP COM USD0.01HEI-A75$00.00%
266GLOBAL X ROBOTICS ARTIFICIAL ETF USD INC37954Y71510,000$00.00%
267BATTALION OIL CORP COM USD0.0001BATL1$00.00%
268GEN DIGITAL INC COM USD0.01GENVR12$00.00%
269NOVAVAX INC COM USD0.01NVAX50$00.00%
270PDD HOLDINGS INC SPON ADR (4 TO 1)PDD270$00.00%
271LAM RESEARCH CORP COM USD0.001 (P/S)LRCX1,370$00.00%