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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 Q3 2025 · Filed November 12, 2025 · Accession 0001718570-25-000016

Total Value
$4.5M
Positions
269
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (269)

#IssuerTicker / CUSIPSharesValue% of Filing
1MICROSOFT CORP COM USD (US LISTED)MSFT923,628$478,39310.64%
2AMAZON COM INC COM USD0.01AMZN1,170,591$256,9925.71%
3ALPHABET INC COM CL A USD0.001GOOG1,018,491$247,5655.50%
4CAPITAL ONE FINANCIAL CORP COM USD0.0114040H1051,096,081$233,0875.18%
5AMERIPRISE FIN INC COM STK USD 0.0103076C106463,149$227,6525.06%
6PERFORMANCE FOOD GROUP COM USD0.01PFGC2,080,377$216,5364.81%
7CADENCE DESIGN SYSTEMS INC COM USD0.01CDNS566,679$199,0884.43%
8KKR & CO INC COM USD0.01KKRT1,515,299$196,8454.38%
9BLACKSTONE INC COM USD0.00001BX1,140,264$194,7464.33%
10BROADCOM INC COM USD0.001AVGO581,821$191,8324.27%
11CACI INTL INC COM CL A USD0.10127190304314,467$156,6753.48%
12NVR INC COM USD0.01NVR18,507$148,9393.31%
13AMPHENOL CORP COM USD0.0010320951011,095,518$135,5763.01%
14KLA CORPORATION COM USD0.001KLAC123,565$133,2092.96%
15MASTERCARD INC COM CL A USD0.0001MA197,878$112,5152.50%
16BROWN & BROWN INC COM USD0.1BRO1,086,688$101,9042.27%
17PROGRESSIVE CORP COM USD1743315103406,889$100,4712.23%
18DONALDSON CO INC COM USD5DCI1,194,850$97,7692.17%
19NVIDIA CORP COM USD0.001NVDA417,921$77,9741.73%
20ALPHABET INC COM CL C USD0.001GOOG256,752$62,5241.39%
21BOOKING HLDGS INC COM USD0.008BKNG10,312$55,6411.24%
22APPLE INC COM NPVAAPL205,622$52,3411.16%
23HILTON GRAND VACATIONS COM USD0.01HGV1,239,840$51,8321.15%
24NASDAQ INC COM USD0.01NDAQ565,864$50,0371.11%
25EQUITABLE HLDGS INC COM USD0.01EQH-PC887,970$45,0911.00%
26ELI LILLY & CO COM NPVLLY57,107$43,5370.97%
27BERKSHIRE HATHAWAY CL B USD0.0033BRK-A84,611$42,5270.95%
28PHILIP MORRIS INTL INC COM STK NPV718172109234,909$38,0940.85%
29CENCORA INC COM USD0.01COR117,778$36,7990.82%
30MCKESSON CORP COM USD0.01MCK43,326$33,4800.74%
31FISERV INC COM USD0.01FISV241,126$31,0820.69%
32PALO ALTO NETWORKS INC COM USD0.0001PANW136,779$27,8460.62%
33META PLATFORMS INC COM CL A USD0.000006META36,967$27,1440.60%
34INTUIT INC COM USD0.01INTU36,877$25,1780.56%
35MARSH & MCLENNAN COM USD1.00571748102124,130$25,0190.56%
36MCDONALDS CORP COM USD0.01MCD71,940$21,8670.49%
37JP MORGAN CHASE & CO COM USD1VYLD65,437$20,6370.46%
38ELECTRONIC ARTS (EA) INC COM CL A USD0.01EA91,157$18,3930.41%
39DEERE & CO COM USD1DE39,772$18,1780.40%
40COCA-COLA INC COM USD0.25KO256,989$17,0450.38%
41CISCO SYSTEMS INC COM USD0.001CSCO236,622$16,1860.36%
42ADOBE INC COM USD0.0001ADBE44,026$15,5260.35%
43EOG RESOURCES INC COM USD0.01EOG135,420$15,1790.34%
44JOHNSON & JOHNSON COM USD1.00JNJ63,819$11,8320.26%
45BECTON DICKINSON & COBDX61,229$11,4590.25%
46PROCTER & GAMBLE CO COM NPV74271810974,567$11,4550.25%
47HONEYWELL INTL INC COM STK USD143851610652,037$10,9530.24%
48CITIGROUP INC COM USD0.01C-PR92,527$9,3910.21%
49WALT DISNEY CO COM USD0.0125468710681,366$9,3140.21%
50BLACKROCK INC COM USD0.01BLK6,432$7,4960.17%
51CARRIER GLOBAL CORP COM USD0.01CARR116,168$6,9360.15%
52BANK OF AMERICA COM USD 0.01060505104118,584$6,1150.14%
53ORACLE CORP COM USD0.01ORCL-PD19,910$5,5960.12%
54EXXON MOBIL CORP COM NPVXOM47,687$5,3760.12%
55LOCKHEED MARTIN COM USD0.01LMT10,511$5,2460.12%
56BRISTOL-MYERS SQUIBB CO. COM USD0.10CELG-RI111,043$5,0060.11%
57MONDELEZ INTL INC COM USD0.0160920710570,784$4,4210.10%
58DUKE ENERGY CORP COM NPVDUKB31,477$3,8940.09%
59PFIZER INC COM USD0.05PFE152,313$3,8800.09%
60ARTHUR J GALLAGHER & CO COM USD1.0036357610911,844$3,6710.08%
61GILEAD SCIENCES INC COM USD0.001GILD31,839$3,5330.08%
62ALIBABA GROUP HOLDING ADR (1 TO 8)BBAAY19,231$3,4360.08%
63COLGATE PALMOLIVE COM USD 1CL41,468$3,3150.07%
64CHEVRON CORP COM USD0.75CVX21,151$3,2850.07%
65FERGUSON ENTERPRISES COM USD0.0001FERG14,123$3,1700.07%
66PEPSICO INC CAP USD0.01666PEP19,279$2,7060.06%
67PAYPAL HLDGS INC COM USD0.0001PYPL33,882$2,2720.05%
68OTIS WORLDWIDE CORP COM USD0.01OTIS24,614$2,2500.05%
69INTUITIVE SURGICAL INC COM USD0.001ISRG4,940$2,2090.05%
70ELEVANCE HEALTH COM USD0.01ELV6,823$2,2050.05%
71APPLIED MATERIALS INC COM USD0.0103822210510,386$2,1260.05%
72NUTRIEN LTD COM USD NPV (US LISTED)NTR35,030$2,0570.05%
73INTERNATIONAL PAPER CO COM USD1.0046014610341,770$1,9370.04%
74FREEPORT-MCMOR C&G INC COM STK USD0.10FCX47,990$1,8820.04%
75NEWMONT GOLDCORP COM USDNEMCL20,145$1,6980.04%
76ISHARES S&P 500 VALUE ETF USD INC4642874086,958$1,4370.03%
77NETFLIX COM INC COM USD0.001NFLX1,126$1,3500.03%
78ISHARES S&P 500 CORE ETF USD INC (US LIST)4642872001,986$1,3290.03%
79MERCADOLIBRE INC COM STK USD0.001MELI544$1,2720.03%
80BALL CORP COM NPVBALL23,405$1,1800.03%
81NIKE INC COM CL B NPVNKE16,755$1,1680.03%
82ABBVIE INC COM USD0.01ABBV4,826$1,1170.02%
83BLUE OWL CAPITAL INC COM CL A USD0.01OWL61,025$1,0330.02%
84STRATEGY INC COM CL A USD0.001STRK2,996$9650.02%
85GOLDMAN SACHS GROUP INC COM USD0.01GSCE1,197$9530.02%
86AMGEN INC COM USD0.0001AMGN3,242$9150.02%
87ALTRIA GROUP INC COM USD0.33333MO13,399$8850.02%
88ABBOTT LABORATORIES COM NPVABLZF6,590$8830.02%
89CATERPILLAR INC COM USD1.00CAT1,713$8170.02%
90INVESCO S&P 500 EQUAL WEIGHT ETF USD INCIVZ3,800$7210.02%
91ARCUTIS BIOTHERAPEUTICS COM USD0.0001ARQT38,000$7160.02%
92BOSTON SCIENTIFIC COM USD0.01BSX7,219$7050.02%
93COSTCO WHOLESALE COM USD0.0122160K105761$7040.02%
94ISHARES S&P SMALLCAP 600 VALUE ETF USD INC4642878796,201$6860.02%
95ARES MANAGEMENT CORP COM CL A USDARES-PB3,730$5960.01%
96COINBASE GLOBAL INC COM CL A USD0.00001COIN1,743$5880.01%
97ISHARES MSCI EAFE ETF USD INC4642874656,232$5820.01%
98IBM (INTL BUSINESS MACHINES) COM USD 0.20INTR2,043$5770.01%
99APOLLO GLOBAL MANAGEMENT COM USD03769M1064,205$5610.01%
100ISHARES MSCI EMERGING MARKETS ETF USD INC4642872349,780$5220.01%
101GE VERNOVA LLC COM USD0.01GEV837$5150.01%
102ESTEE LAUDER CO INC COM CL A USD0.015184391045,803$5120.01%
103GE AEROSPACE COM USD0.013696043011,664$5000.01%
104AUTOMATIC DATA PROCESSING INC COM USD0.1ADP1,660$4870.01%
105ISHARES S&P MID CAP 400 VALUE ETF USD INC4642877053,741$4850.01%
106ISHARES MSCI KLD SOCIAL 400 ESG ETF USD INC4642885703,715$4680.01%
107PACCAR INC COM STK USD1PCAR4,730$4650.01%
108FORTINET INC COM USD0.001FTNT5,465$4600.01%
109MERCK & CO INC COM USD0.50MRK5,128$4300.01%
110ISHARES MSCI JAPAN ETF USD INC46434G8225,300$4250.01%
111KRAFT HEINZ CO COM USD 0.01KHC16,067$4180.01%
112DANAHER CORP COM USD0.012358511021,999$3960.01%
113PAYCHEX INC COM USD0.01PAYX3,000$3800.01%
114ADVANCED MICRO DEVICES COM USD0.01AMD2,305$3730.01%
115PALANTIR TECH INC COM CL A USD0.001PLTR2,003$3650.01%
116MOODYS CORP COM US$0.01MCO720$3430.01%
117GENERAL DYNAMICS CORPORATION COM USD1.00GD1,000$3410.01%
118AMERICAN EXPRESS CO COM USD0.20AXP1,001$3330.01%
119HOME DEPOT INC COM USD0.05HD708$2870.01%
120PHILLIPS 66 COM USD0.01PSX2,110$2870.01%
121FIRST TRUST NASDAQ CE SG INFRA ETF USD INC33737A1081,555$2350.01%
122ISHARES INDIA 50 ETF USD INC4642895294,560$2320.01%
123COOPER COMPANIES INC COM USD0.10 (P/S)2166485013,319$2270.01%
124NOV INC COM USD0.01NOV16,881$2240.00%
125MICRON TECHNOLOGY COM USD0.10MU1,293$2160.00%
126BRITISH AMERICAN TOBACCO PLC ADR (1 TO 2)1104481074,055$2150.00%
127NEXTERA ENERGY INC COM USD0.01NEE-PW2,849$2150.00%
128FIRST SOLAR INC COM STK USD0.001FSLR945$2080.00%
129AIR PRODUCTS & CHEMICALS INC COM USD1AIIR741$2020.00%
130IDEXX LABORATORIES COM USD0.1045168D104313$2000.00%
131AVANTOR INC COM USD0.01AVTR14,000$1750.00%
132PENNANTPARK INVT C COM STK USD0.00170806210424,150$1620.00%
133CME GROUP INC COM STK CL A USD0.01CME594$1600.00%
134ASTRAZENECA ADR (1 TO 1)AZN2,050$1570.00%
135BADGER METER INC COM USD1BMI866$1550.00%
136DATADOG INC COM CL A USDDDOG1,066$1520.00%
137CHURCH & DWIGHT COM USD1.00CHD1,700$1490.00%
138IONQ INC COM USD0.01IONQ-WT2,320$1430.00%
139ILLINOIS TOOLS WORKS INC COM NPV452308109480$1250.00%
140INTL FLAVORS & FRAGRANCES INC COM USD0.1254595061011,900$1170.00%
141HCA HEALTHCARE INC COM USD0.01HCA275$1170.00%
142COMCAST CORP COM CL A USD0.01CCZ3,617$1140.00%
143ECOLAB INC COM USD1ECL400$1100.00%
144D-WAVE QUANTUM INC COM USD0.0001QBTS4,430$1090.00%
145PLANET LABS PBC COM CL A USD0.0001PL-WT8,100$1050.00%
146JACKSON FINANCIAL COM CL A USD0.01JXN-PA1,022$1040.00%
147MORGAN STANLEY COM USD0.01MS-PQ650$1030.00%
148OAKTREE SPECIALTY COM USD (POST SPLIT)OCSL7,400$970.00%
149KIRBY CORP COM USD0.10KEX1,100$920.00%
150DOVER CORP COM STK USD1.00DOV548$910.00%
151FORTUNA MINING CORP COM NPV34994210210,000$900.00%
152LIGHTBRIDGE CORP COM USD0.001 (POST REV SPLIT)LTBR4,200$890.00%
153INTERCONTINENTAL EXCHANGE INC COM USD0.0145866F104516$870.00%
154BAIDU INC ADS (1 TO 1)BAIDF650$860.00%
155CAMECO CORP COM NPVCCJ1,000$840.00%
156GOLD FIELDS LTD ADR (1 TO 1)GFIOF1,900$800.00%
157CONOCOPHILLIPS COM USD0.01COP823$780.00%
158BOEING CO COM USD5.00BA-PA350$760.00%
159ASP ISOTOPES INC COM USD0.01ASPI7,500$720.00%
160CROWDSTRIKE HOLDINGS INC COM USD0.0005 CL ACRWD130$640.00%
161NOVO-NORDISK AS ADR (1 TO 1 CL B DKK1)NONOF1,153$640.00%
162DNOW INCDNOW4,159$630.00%
163MONGODB INC COM CL A USD0.001MDB200$620.00%
164BARRICK MINING CORP COM NPV (US LISTED)06849F1081,857$610.00%
165HEWLETT PACKARD ENTERPRISE COM USD 0.01HPE-PC2,500$610.00%
166INTERACTIVE BROKERS GROUP INC COM CL A USD0.0145841N107872$600.00%
167ISHARE MSCI WORLD ETF USD INC464286392300$540.00%
168CLEAR CHANNEL OUTDOOR HLDGS LTD COM USD0.01CCO32,500$520.00%
169CORTEVA INC COM USD0.01CTVA768$520.00%
170JONES LANG LASALLE INC COM USD0.01JLL170$510.00%
171ISHARES NASDAQ BIOTECHNOLOGY ETF USD INC464287556345$500.00%
172AT&T INC COM USD1.00T-PC1,723$490.00%
173L3HARRIS TECHNOLOGIES INC COM USD1.00LHX150$460.00%
174HERSHEY COMPANY COM USD1HSY246$460.00%
175PELETON INTERACTIVE INC COM CL A USD0.002PTON5,151$460.00%
176CANADIAN NATURAL RESRCS COM NPV (US LST)1363851011,400$450.00%
177COSTAR GROUP INC COM USD0.01CSGP520$440.00%
178MASTEC INC COM USD0.10MTZ200$430.00%
179EBAY INC COM USD0.001 (US LISTED)EBAY450$410.00%
180KINDER MORGAN INC COM USD0.01EP-PC1,425$400.00%
181ISHARES RUSSELL 2000 VALUE ETF USD INC464287630225$400.00%
182COUPANG INC COM CL A USD0.0001CPNG1,200$390.00%
183NEUROCRINE BIOSCIENCES INC COM USD0.001NBIX268$380.00%
184NETEASE INC ADR (1 TO 25)NETTF250$380.00%
185ON SEMICONDUCTOR CORP COM USD0.01ON764$380.00%
186NORTHERN TRUST COM USD1.666NTRSO265$360.00%
187AGCO CORPORATIONAGCO320$340.00%
188OCCIDENTAL PETROLEUM CORP COM STK USD0.20674599105720$340.00%
189CONSTELLATION ENERGY CORP COM NPVCEG100$330.00%
190KELLANOVA COM USD0.25BEKE400$330.00%
191KEURIG DR PEPPER INC COM USD0.01KDP1,273$320.00%
192ORAMED PHARMACEUTICALS INCORMP11,675$310.00%
193FASTENAL COM USD0.01FAST624$310.00%
194GUARDANT HEALTH IN COM USD0.00001GH460$290.00%
195BOOT BARN HOLDINGS COM USD0.0001BOOT175$290.00%
196BWX TECHNOLOGIES INC COM USD0.01BWXT151$280.00%
197LAM RESEARCH CORP COM USD0.001 (P/S)LRCX210$280.00%
198GENERAL MILLS INC COM USD0.10370334104560$280.00%
199HEWLETT PACKARD (HP) INC COM USD0.01HPQ1,000$270.00%
200NORTHROP GRUMMAN CORP COM USD1NOC45$270.00%
201BIOMARIN PHARMA COM USD0.001BMRN495$270.00%
202AXCELIS TECHNOLOGIES INC COM USD0.001ACLS280$270.00%
203COHERENT CORP COM NPVCOHR247$270.00%
204NOVARTIS AG ADR (1 TO 1)NVSEF200$260.00%
205ANALOG DEVICES INC COM USD0.16 2/3ADI100$250.00%
206NEWS CORPNWSLL800$250.00%
207ARM HOLDINGS PLC SPON ADR (1 to 1)042068205171$240.00%
208ARK INNOVATION ETF USD INC00214Q104275$240.00%
209GITLAB INC COM CL A USD0.0000025GTLB500$230.00%
210ABSCI CORP COM USD0.0001ABSI7,310$220.00%
211COMPASS PATHWAYS PLC UNSPON ADS (1 TO 1)CMPS3,900$220.00%
212PTC INC COM USD0.01PTC100$200.00%
213INTEGRA RESOURCES COM NPV (POST REV SPLIT)ITRG6,800$200.00%
214HUBSPOT INC COM USD0.001HUBS43$200.00%
215EMBECTA CORP COM USD0.01 WIEMBC1,395$200.00%
216KIMBERLY-CLARK CORP COM STK USD1.25KMB150$190.00%
217CLOUDFLARE INC COM CL A USD0.001NET88$190.00%
218BENTLEY SYSTEMS INC COM CL B USD0.01BSY350$180.00%
219AMERICAN WATER WORKS INC COM STK USD 0.01030420103125$170.00%
220DEFI TECHNOLOGIES COM NPVDEFT7,600$160.00%
221DIMENSIONAL SMALL CAP VALUE ETF USD INC25434V781410$150.00%
222DEXCOM INC COM USD0.001DXCM220$150.00%
223DUPONT DE NEMOURS INC COM USD0.01DD182$140.00%
224AIRBNB INC COM CL A USD0.0001ABNB104$130.00%
225ASHLAND GLOBAL HLDGS INC COM USD0.01ASH275$130.00%
226ASANA INC COM CL A USD0.00001ASAN838$110.00%
227CANADIAN PACIFIC KANSAS CITY LIMITED COM NPVCP140$100.00%
228AUTOLUS THERAPEUTICS SPON EA REP 1 ORD SHSAUTL6,300$100.00%
229CIRCLE INTERNET GROUP INC COM CL A USD0.0001CRCL73$100.00%
230EDWARDS LIFESCIENCES CORP COM USD1EW100$80.00%
231MICROVAST HLDGS INC COM USD0.0001MVSTW2,120$80.00%
232AURORA INNOVATION COM CL A USD0.0001AUROW1,500$80.00%
233POWER INTEGRATIONS INC COM USDPOWI200$80.00%
234PERKINELMER INC COM USD1RVTY90$80.00%
235ILLUMINA INC COM USD0.01ILMN80$80.00%
236INCYTE CORPORATION COM USD0.001INCY80$70.00%
237BITMINE IMMERSION COM USD0.001 (P/S)09175A206135$70.00%
238AST SPACEMOBILE INC COM USD0.0001ASTS138$70.00%
239CANDEL THERAPEUTICS INC COM USD0.01CADL1,350$70.00%
240LKQ CORP COM USD0.01LKQ220$70.00%
241LIVERAMP HOLDINGS COM USD0.10RAMP207$60.00%
242BIONTECH SE SPON ADS EACH REP 1 ORD SHSBNTX61$60.00%
243MAXCYTE INC COM STK USD0.01MXCT4,000$60.00%
244AMICUS THERAPEUTIC COM USD0.01FOLD600$50.00%
245CADIZ INC COM USD0.01CDZIP1,000$50.00%
246OKTA INC COM CL A USD0.0001OKTA56$50.00%
247INMUNE BIO INC COM USD0.001INMB2,000$40.00%
248COPART INC COM USD0.0001CPRT100$40.00%
249MGM RESORTS INTL COM USD0.01MGM125$40.00%
250CRICUT INC COM USD0.001CRCT500$30.00%
251PLUG POWER INC COM USD0.01PLUG750$20.00%
252MEMBERSHIP COLLECT COM CLA USD0.01586001109200$20.00%
253GXO LOGISTICS INC COM USD0.01GXO39$20.00%
254AKAMAI TECHNOLOGIES INC COM USD 0.01AKAM27$20.00%
255GE HEALTHCARE TECH COM USD0.01GEHC20$20.00%
256MODERNA INC COM USD0.0001MRNA75$20.00%
257NIO INC SPON ADR (1 TO 1)NIOIF181$10.00%
258TOPGOLF CALLAWAY BRANDS COM USD 0.0113119310499$10.00%
259GRAIL INC COM USD0.001GRAL10$10.00%
260MOBILEYE GBL INC COM CL A USD0.01MBLY40$10.00%
261DXC TECHNOLOGY CO COM USD0.01DXC85$10.00%
262AMC ENTERTAINMENT HLDGS INC COM A USD0.0100165C30256$00.00%
263ALIBABA GROUP HOLDING SPON ADS (1 TO 1)BBAAY3$00.00%
264LUMINAR TECH COM CL A USD0.0001 (R/S)LAZRQ12$00.00%
265NOVAVAX INC COM USD0.01NVAX50$00.00%
266BEYOND MEAT INC COM USD 0.0001BYND60$00.00%
267LEMONADE INC COM USD0.00001LMND4$00.00%
268BATTALION OIL CORP COM USD0.0001BATL1$00.00%
269GEN DIGITAL INC COM USD0.01GENVR12$00.00%