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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

Strategic Investment Advisors / MI

Quarter ended Q3 2025 · Filed November 14, 2025 · Accession 0001760540-25-000004

Total Value
$1.11B
Positions
266
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (266)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD INDEX FDS92290836369,669$128.2M11.52%
2VANGUARD WORLD FD921910816230$72.1M6.48%
3VANGUARD TAX-MANAGED FDS9219438581,012,534$60.7M5.45%
4VANGUARD INDEX FDS92290873692,448$59.5M5.35%
5ISHARES TR46432F842196$58.0M5.21%
6VANGUARD WORLD FD92191084010$44.0M3.95%
7VANGUARD INDEX FDS922908744235,561$43.9M3.95%
8ISHARES INC46434G103426,744$28.2M2.54%
9VANGUARD INTL EQUITY INDEX F922042858163$22.8M2.05%
10SPDR SERIES TRUST78468R6632,058$19.6M1.76%
11APPLE INCAAPL75,335$19.2M1.72%
12VANGUARD INDEX FDS92290875150$17.7M1.59%
13VANGUARD INDEX FDS92290861124,761$17.6M1.58%
14NVIDIA CORPORATIONNVDA93,488$17.4M1.57%
15VANGUARD INDEX FDS92290865282,437$17.3M1.56%
16MICROSOFT CORPMSFT33,103$17.1M1.54%
17VANGUARD INDEX FDS92290851284,129$16.2M1.46%
18ISHARES TR464287432303$15.7M1.41%
19ISHARES TR4642871761,904$15.7M1.41%
20INVESCO EXCH TRADED FD TR IIIVZ687,516$14.4M1.29%
21ISHARES TR46428864668$13.7M1.23%
22VANGUARD INDEX FDS92290853845,270$13.4M1.20%
23ISHARES TR46429B267111$12.7M1.15%
24ISHARES TR464288281661,551$12.2M1.10%
25SPDR SERIES TRUST78464A3591,860$12.1M1.09%
26ISHARES TR46428851315,043$11.9M1.07%
27ALPHABET INCGOOG48,679$11.8M1.06%
28ISHARES TR46428724298$11.7M1.05%
29ISHARES TR464288620826$11.5M1.03%
30ISHARES TR464287457127,880$10.6M0.95%
31VANGUARD SCOTTSDALE FDS92206C771220,676$10.4M0.94%
32VANGUARD CHARLOTTE FDS92203J407187,430$9.3M0.83%
33BROADCOM INCAVGO27,326$9.0M0.81%
34META PLATFORMS INCMETA11,510$8.5M0.76%
35VANGUARD INDEX FDS922908595167$8.0M0.72%
36ISHARES TR46432F396140,862$7.6M0.68%
37VANGUARD INDEX FDS922908629124,025$7.3M0.66%
38AMAZON COM INCAMZN29,924$6.6M0.59%
39ISHARES INC46428650926$6.6M0.59%
40JPMORGAN CHASE &CO.VYLD19,070$6.0M0.54%
41ISHARES TR464287622105,259$5.5M0.49%
42AT&T INCT-PC181,684$5.1M0.46%
43SYNCHRONY FINANCIALSYF-PB68,841$4.9M0.44%
44FOX CORPFOX22$4.7M0.42%
45SPDR SERIES TRUST78464A80539,411$4.6M0.41%
46PIMCO ETF TR72201R83345,282$4.6M0.41%
47VANGUARD INTL EQUITY INDEX F922042718240$4.0M0.36%
48VANGUARD BD INDEX FDS92193782732,123$4.0M0.36%
49SPDR SERIES TRUST78464A375213,296$3.8M0.34%
50ALTRIA GROUP INCMO54,366$3.6M0.32%
51UNITED THERAPEUTICS CORP DELUTHR8,410$3.5M0.32%
52VISTRA CORPVST17,050$3.3M0.30%
53PROCTER AND GAMBLE CO74271810920,803$3.2M0.29%
54TESLA INCTSLA7,090$3.2M0.28%
55VERIZON COMMUNICATIONS INCVZ68,826$3.0M0.27%
56MARSH &MCLENNAN COS INC57174810214,422$2.9M0.26%
57ROYAL CARIBBEAN GROUPV7780T1037,600$2.5M0.22%
58KLA CORPKLAC2,239$2.4M0.22%
59VANGUARD BD INDEX FDS92193783550,117$2.4M0.21%
60UNITED AIRLS HLDGS INCUNTCW23,687$2.3M0.21%
61BERKSHIRE HATHAWAY INC DELBRK-A1$2.3M0.20%
62ISHARES TR46429B697428$2.1M0.19%
63ISHARES TR464288661146,451$2.0M0.18%
64VANGUARD BD INDEX FDS92193779328,218$2.0M0.18%
65VANGUARD BD INDEX FDS92193781925,430$2.0M0.18%
66ISHARES TR46434V40711,224$2.0M0.18%
67ISHARES TR464288638434$1.9M0.17%
68EVEREST GROUP LTDEG5,358$1.9M0.17%
69SPDR SERIES TRUST78464A66460$1.9M0.17%
70CITIZENS FINL GROUP INCCIA34,598$1.8M0.17%
71EXXON MOBIL CORPXOM15,905$1.8M0.16%
72VANGUARD SCOTTSDALE FDS92206C87074$1.8M0.16%
73WILLIAMS SONOMA INCWSM8,776$1.7M0.15%
74ELI LILLY &COLLY2,120$1.6M0.15%
75ABBVIE INCABBV6,790$1.6M0.14%
76BUILDERS FIRSTSOURCE INCBLDR12,939$1.6M0.14%
77AMGEN INCAMGN5,366$1.5M0.14%
78VICI PPTYS INC92565210946,358$1.5M0.14%
79ISHARES TR464287465175,693$1.5M0.13%
80COMCAST CORP NEWCCZ45,652$1.4M0.13%
81TYLER TECHNOLOGIES INCTYL2,723$1.4M0.13%
82CONSOLIDATED EDISON INCED13,736$1.4M0.12%
83EXELIXIS INCEXEL33,343$1.4M0.12%
84WALMART INCWMT12,946$1.3M0.12%
85PUBLIC SVC ENTERPRISE GRP IN74457310615,954$1.3M0.12%
86TAIWAN SEMICONDUCTOR MFG LTD8740391004,700$1.3M0.12%
87ISHARES TR464288653437$1.3M0.12%
88TJX COS INC NEW8725401098,437$1.2M0.11%
89VISA INCV3,550$1.2M0.11%
90ORACLE CORPORCL-PD4,136$1.2M0.10%
91AMERICAN EXPRESS COAXP3,463$1.2M0.10%
92SPDR SERIES TRUST78464A672351$1.1M0.10%
93OMEGA HEALTHCARE INVS INC68193610026,395$1.1M0.10%
94PRICE T ROWE GROUP INCTROW10,731$1.1M0.10%
95PFIZER INCPFE43,198$1.1M0.10%
96DIAMONDBACK ENERGY INCFANG7,646$1.1M0.10%
97SPDR S&P 500 ETF TRSPY1,607$1.1M0.10%
98COSTCO WHSL CORP NEW22160K1051,152$1.1M0.10%
99QUALCOMM INCQCOM6,189$1.0M0.09%
100DTE ENERGY CODTK7,251$1.0M0.09%
101SONY GROUP CORPSNEJF35,586$1.0M0.09%
102LAM RESEARCH CORPLRCX7,520$1.0M0.09%
103KINROSS GOLD CORPKGCRF38,635$958,4650.09%
104SPDR SERIES TRUST78464A144253$957,6730.09%
105MASTERCARD INCORPORATEDMA1,681$956,3370.09%
106LENNAR CORPLEN-B31$939,8800.08%
107PARKER-HANNIFIN CORPPH1,217$920,9310.08%
108EXPEDITORS INTL WASH INC3021301097,348$900,6960.08%
109APPLIED MATLS INC0382221054,326$885,4070.08%
110ISHARES TR4642884144,491$857,1380.08%
111CATERPILLAR INCCAT1,795$856,5780.08%
112ABBOTT LABSABLZF6,364$852,4520.08%
113NETFLIX INCNFLX698$836,3310.08%
114COGNIZANT TECHNOLOGY SOLUTIOCTSH12,222$819,7230.07%
115OMNICOM GROUP INCOMC10,043$818,6450.07%
116SPDR SERIES TRUST78464A3835,893$811,0730.07%
117ALPHABET INCGOOG3,255$792,5100.07%
118BANK NEW YORK MELLON CORP0640581006,936$755,7340.07%
119BERKSHIRE HATHAWAY INC DELBRK-A4,489$754,2000.07%
120SPDR SERIES TRUST78468R6222,256$747,0650.07%
121SEMPRASREA8,259$743,0590.07%
122NEXTERA ENERGY INCNEE-PW9,818$741,1110.07%
123CRH PLCCRH5,977$716,6960.06%
124WELLS FARGO CO NEW9497461018,470$709,9280.06%
125ISHARES TR46428720065$709,6990.06%
126MCKESSON CORPMCK901$696,2020.06%
127INVESCO EXCHANGE TRADED FD TIVZ505$680,6150.06%
128VERTIV HOLDINGS COVRT4,500$678,8330.06%
129TOLL BROTHERS INCTOL4,879$673,1560.06%
130VANGUARD MALVERN FDS92202080513,244$671,5900.06%
131FORD MTR CO34537086055,875$668,2620.06%
132JOHNSON &JOHNSONJNJ3,589$665,3480.06%
133ARISTA NETWORKS INCANET4,500$655,2580.06%
134INTERACTIVE BROKERS GROUP IN45841N1079,507$654,1930.06%
135CISCO SYS INCCSCO9,552$653,5400.06%
136VERTEX PHARMACEUTICALS INCVRTX1,650$646,1630.06%
137ANALOG DEVICES INCADI2,629$645,8630.06%
138CADENCE DESIGN SYSTEM INCCDNS1,836$644,9200.06%
139CVS HEALTH CORPCVS8,544$643,9750.06%
140PALANTIR TECHNOLOGIES INCPLTR3,499$638,1050.06%
141UBER TECHNOLOGIES INCUBER6,448$631,6410.06%
142INVESCO QQQ TRIVZ1,039$623,9540.06%
143SPDR SERIES TRUST78464A854111,310$615,9730.06%
144GENERAL MLS INC37033410412,177$613,8920.06%
145PULTE GROUP INC7458671014,614$609,6490.05%
146L3HARRIS TECHNOLOGIES INCLHX1,974$602,5320.05%
147GILEAD SCIENCES INCGILD5,414$601,0090.05%
148EMBRAER S.A.EMBJ9,946$600,8730.05%
149SPROUTS FMRS MKT INC85208M1025,427$591,5460.05%
150ADOBE INCADBE1,669$588,7930.05%
151ALLSTATE CORPALL-PJ2,741$588,0460.05%
152RTX CORPORATIONRTX3,514$587,9000.05%
153PHILIP MORRIS INTL INC7181721093,620$587,1120.05%
154CHECK POINT SOFTWARE TECH LTM224651042,832$585,3480.05%
155IQVIA HLDGS INCIQV3,075$584,0660.05%
156JOHNSON CTLS INTL PLCG515021055,311$583,8900.05%
157INVESCO EXCHANGE TRADED FD TIVZ283$569,3250.05%
158SERVICENOW INCNOW617$567,8130.05%
159ISHARES TR46435G672547,776$565,5280.05%
160ARCH CAP GROUP LTDG0450A1056,105$553,6340.05%
161ACCENTURE PLC IRELANDACN2,168$534,6790.05%
162WORKDAY INCWDAY2,217$533,6980.05%
163BANK AMERICA CORP06050510410,318$532,2920.05%
164WELLTOWER INCWELL2,956$526,6200.05%
165MANULIFE FINL CORP56501R10616,900$526,2000.05%
166INVESCO EXCHANGE TRADED FD TIVZ390$521,5550.05%
167GE AEROSPACE3696043011,723$518,4140.05%
168GOLDMAN SACHS GROUP INCGSCE481$518,2450.05%
169DELTA AIR LINES INC DELDAL9,112$517,0800.05%
170NOVARTIS AGNVSEF4,021$515,2200.05%
171T-MOBILE US INCTMUSZ2,094$501,1930.05%
172KROGER COKR7,363$496,3610.04%
173BRITISH AMERN TOB PLC1104481079,348$496,2920.04%
174DISNEY WALT CO2546871064,326$495,3440.04%
175CARNIVAL CORPCUKPF16,502$477,0800.04%
176ATMOS ENERGY CORPATO2,772$473,3310.04%
177TYSON FOODS INCTSN8,611$467,5390.04%
178MOTOROLA SOLUTIONS INCMSI968$442,7590.04%
179SCHLUMBERGER LTDSLB12,673$435,5690.04%
180KELLANOVABEKE5,260$431,4640.04%
181RESTAURANT BRANDS INTL INC76131D1036,497$416,7180.04%
182SYSCO CORPSYY5,058$416,4760.04%
183DT MIDSTREAM INCDTM3,664$414,3010.04%
184INGERSOLL RAND INCIR4,911$405,7470.04%
185FEDEX CORPFDX1,712$403,5480.04%
186INTERNATIONAL BUSINESS MACHSINTR1,400$395,0380.04%
1873M COMMM2,511$389,5110.04%
188RENAISSANCERE HLDGS LTDRNR-PG1,524$386,7350.03%
189VANECK ETF TRUST92189H4097,597$386,6870.03%
190PPL CORPPPLC10,380$385,7320.03%
191SPDR INDEX SHS FDS78463X5092,007$381,9510.03%
192IRON MTN INC DEL46284V1013,706$377,7950.03%
193CANADIAN IMPERIAL BANK OF COCNDIF4,717$376,5220.03%
194MICROCHIP TECHNOLOGY INC.MCHPP5,861$376,3620.03%
195PACCAR INCPCAR3,813$374,7220.03%
196KIMBERLY-CLARK CORPKMB2,992$372,0320.03%
197LINDE PLCLIN770$365,5890.03%
198INTERCONTINENTAL EXCHANGE IN45866F1042,113$355,9760.03%
199COMPANHIA DE SANEAMENTO BASISBS14,295$355,3050.03%
200ALIGN TECHNOLOGY INCALGN2,835$354,9990.03%
201GALLAGHER ARTHUR J &CO3635761091,142$353,6250.03%
202TENARIS S A88031M1099,865$352,6560.03%
203SPDR INDEX SHS FDS78463X8898,027$343,4800.03%
204MEDTRONIC PLCMDT3,574$340,1660.03%
205ISHARES TR46428722645,243$332,7400.03%
206MARRIOTT INTL INC NEW5719032021,272$331,4030.03%
207CENTERPOINT ENERGY INCCNP8,406$326,1720.03%
208THOMSON REUTERS CORPTMSOF2,068$321,4510.03%
209AMETEK INCAME1,655$311,2010.03%
210MONSTER BEVERAGE CORP NEWMNST4,599$309,5590.03%
211REPUBLIC SVCS INC7607591001,335$306,2540.03%
212LABCORP HOLDINGS INCLH1,040$298,3360.03%
213WILLIAMS COS INC9694571004,656$294,9650.03%
214CHUBB LIMITEDCB1,041$293,7520.03%
215NORFOLK SOUTHN CORP655844108967$290,3930.03%
216SPDR SERIES TRUST78468R60637,646$285,7970.03%
217NASDAQ INCNDAQ3,229$285,5820.03%
218DOCUSIGN INCDOCU3,931$282,9530.03%
219HOME DEPOT INCHD697$282,3740.03%
220VANGUARD STAR FDS9219097683,814$280,1990.03%
221SHERWIN WILLIAMS COSHW806$279,2000.03%
222KEURIG DR PEPPER INCKDP10,726$273,6190.02%
223SELECT SECTOR SPDR TR81369Y852147$270,3570.02%
224LOWES COS INC5486611071,075$269,9290.02%
225SELECT SECTOR SPDR TR81369Y2091,922$267,4850.02%
226FIRST TR EXCHANGE-TRADED FD33733E302955$267,2470.02%
227ADVANCED MICRO DEVICES INCAMD1,650$266,9170.02%
228CHEVRON CORP NEWCVX1,647$255,7100.02%
229BJS WHSL CLUB HLDGS INC05550J1012,720$253,6840.02%
230GAMING &LEISURE PPTYS INC36467J1085,434$253,2660.02%
231INGREDION INCINGR2,015$245,8940.02%
232FIDELITY COVINGTON TRUST3160928081,085$241,0930.02%
233ISHARES TR464287234214$239,8190.02%
234SELECT SECTOR SPDR TR81369Y30887$238,7930.02%
235BANCO BILBAO VIZCAYA ARGENTABBVXF12,374$238,0460.02%
236DUKE ENERGY CORP NEWDUKB1,840$227,6080.02%
237WEC ENERGY GROUP INCWEC1,959$224,4820.02%
238SPDR SERIES TRUST78468R85369,028$218,8860.02%
239NEXSTAR MEDIA GROUP INCNXST1,098$217,1190.02%
240PILGRIMS PRIDE CORPPPC5,324$217,0420.02%
241PALO ALTO NETWORKS INCPANW1,055$214,8190.02%
242PETROLEO BRASILEIRO SA PETRO71654V40816,821$212,8270.02%
243ISHARES TR464287614215$204,7300.02%
244VANGUARD WORLD FD92204A702318,097$171,7250.02%
245VANGUARD INDEX FDS922908769208,646$137,3820.01%
246SPDR SERIES TRUST78464A409133,995$97,1960.01%
247ISHARES TR46428951122,276$96,8440.01%
248SPDR SERIES TRUST78468R51532,309$87,1420.01%
249ISHARES INC464286285129,331$86,3500.01%
250ISHARES TR46435G32616,886$66,2200.01%
251ISHARES TR46435G32616,886$66,2200.01%
252VANGUARD INDEX FDS92290863726,700$51,4130.00%
253SPDR SERIES TRUST78464A39111,931$43,9540.00%
254ISHARES TR46429B655257,741$39,8710.00%
255ISHARES TR464287606218,195$29,0640.00%
256VANGUARD SCOTTSDALE FDS92206C68020,936$28,0770.00%
257ISHARES TR46428788712,597$27,7070.00%
258ISHARES TR46428882836,608$17,2870.00%
259ISHARES TR464288877127,981$14,5660.00%
260VANGUARD INTL EQUITY INDEX F922042866421,576$14,3180.00%
261ISHARES TR46434V80315,578$8,5160.00%
262VANGUARD INTL EQUITY INDEX F92204274227,673$6,8900.00%
263VANGUARD WORLD FD92204A801178,472$1,8440.00%
264SPDR SERIES TRUST78464A64956,534$1,5510.00%
265FOX CORPFOX73,884$1,2600.00%
266ISHARES TR46429B67129,544$1,1850.00%