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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

Brendel Financial Advisors LLC

Quarter ended Q4 2025 · Filed January 26, 2026 · Accession 0001768065-26-000001

Total Value
$203.4M
Positions
100
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (100)

#IssuerTicker / CUSIPSharesValue% of Filing
1SHERWIN WILLIAMS COSHW33,345$10.8M5.31%
2GRANITESHARES GOLD TRBAR148,130$6.3M3.10%
3WALMART INCWMT50,561$5.6M2.77%
4JOHNSON & JOHNSONJNJ27,210$5.6M2.77%
5ABBVIE INCABBV23,974$5.5M2.69%
6CATERPILLAR INCCAT9,192$5.3M2.59%
7AMERICAN EXPRESS COAXP13,960$5.2M2.54%
8CINTAS CORPCTAS26,779$5.0M2.48%
9INTERNATIONAL BUSINESS MACHSINTR16,314$4.8M2.38%
10NEXTERA ENERGY INCNEE-PW59,623$4.8M2.35%
11MICROSOFT CORPMSFT9,070$4.4M2.16%
12CINCINNATI FINL CORP17206210126,715$4.4M2.15%
13NUCOR CORPNUE26,177$4.3M2.10%
14ALPHABET INCGOOG13,458$4.2M2.08%
15PALANTIR TECHNOLOGIES INCPLTR23,723$4.2M2.07%
16GENERAL DYNAMICS CORPGD12,525$4.2M2.07%
17EXPEDITORS INTL WASH INC30213010928,274$4.2M2.07%
18S&P GLOBAL INCSPGI8,041$4.2M2.07%
19JPMORGAN CHASE & CO.VYLD12,814$4.1M2.03%
20NVIDIA CORPORATIONNVDA22,124$4.1M2.03%
21TESLA INCTSLA8,866$4.0M1.96%
22APPLE INCAAPL14,349$3.9M1.92%
23CHUBB LIMITEDCB12,452$3.9M1.91%
24WEST PHARMACEUTICAL SVSC INC95530610513,599$3.7M1.84%
25NORDSON CORPNDSN15,165$3.6M1.79%
26SPDR GOLD TRGLD8,805$3.5M1.72%
27AMAZON COM INCAMZN14,985$3.5M1.70%
28ALCOA CORPAA64,294$3.4M1.68%
29BROADCOM INCAVGO9,310$3.2M1.58%
30CUMMINS INCCMI6,130$3.1M1.54%
31FIRST TR EXCHANGE-TRADED FD33738D40872,210$3.0M1.49%
32HENRY JACK & ASSOC INC42628110116,445$3.0M1.48%
33INVESCO EXCH TRADED FD TR IIIVZ139,929$2.9M1.45%
34META PLATFORMS INCMETA4,398$2.9M1.43%
35VANECK ETF TRUST92189F429163,097$2.9M1.42%
36FIRST SOLAR INCFSLR10,974$2.9M1.41%
37SSGA ACTIVE ETF TR78467V60869,409$2.9M1.41%
38SPDR SERIES TRUST78468R408110,880$2.8M1.38%
39NETFLIX INCNFLX29,616$2.8M1.37%
40TERADYNE INCTER13,506$2.6M1.29%
41ARES CAPITAL CORPARCC128,028$2.6M1.27%
42MERCK & CO INCMRK23,668$2.5M1.23%
43WASTE MGMT INC DEL94106L10910,692$2.3M1.16%
44PFIZER INCPFE88,461$2.2M1.08%
45EXXON MOBIL CORPXOM16,564$2.0M0.98%
46AMERIPRISE FINL INC03076C1062,968$1.5M0.72%
47ISHARES TR4642887604,593$986,0720.48%
48ABBOTT LABSABLZF7,863$985,1560.48%
49ISHARES TR46428771328,441$964,1500.47%
50ISHARES TR4642872269,555$954,3540.47%
51ISHARES TR46428777010,293$949,5300.47%
52CHEVRON CORP NEWCVX6,223$948,4480.47%
53DOVER CORPDOV4,690$915,6760.45%
54ISHARES TR4642877887,082$913,0830.45%
55NEWMONT CORPNEMCL9,047$903,3430.44%
56ISHARES TR4642876978,019$868,9390.43%
573M COMMM4,642$743,1850.37%
58CARRIER GLOBAL CORPORATIONCARR12,743$673,3410.33%
59ORACLE CORPORCL-PD3,179$619,6190.30%
60OGE ENERGY CORPOGE12,000$512,4000.25%
61RTX CORPORATIONRTX2,611$478,8580.24%
62C H ROBINSON WORLDWIDE INCCHRW2,896$465,5610.23%
63ENBRIDGE INCENNPF9,661$462,0860.23%
64BANK NEW YORK MELLON CORP0640581003,729$432,9000.21%
65WW GRAINGER INC384802104415$418,7560.21%
66CELESTICA INCCLS1,403$414,7410.20%
67AFLAC INCAFL3,733$411,6380.20%
68FLEX LTDFLEX6,806$411,2190.20%
69CONSOLIDATED EDISON INCED4,122$409,3980.20%
70GOLDMAN SACHS GROUP INCGSCE445$391,1550.19%
71AMERICAN ELEC PWR CO INC0255371013,226$371,9910.18%
72IBEX LTDIBEX9,600$366,5280.18%
73PPG INDS INC6935061073,334$341,6020.17%
74DIGITAL TURBINE INCAPPS68,007$340,0350.17%
75GE AEROSPACE3696043011,083$333,5970.16%
76BK TECHNOLOGIES CORPORATIONBKTI4,394$327,7490.16%
77BAR HBR BANKSHARES06684910010,053$312,1460.15%
78PERMA-PIPE INTL HLDGS INC71416710310,154$308,2760.15%
79PROCTER AND GAMBLE CO7427181092,149$307,9740.15%
80AUTOMATIC DATA PROCESSING INADP1,130$290,6700.14%
81ALPHABET INCGOOG926$289,8460.14%
82LOWES COS INC5486611071,139$274,6820.14%
83AMPHENOL CORP NEW0320951012,030$274,3350.13%
84TRAVELERS COMPANIES INCTRV944$273,8170.13%
85SOUTHERN COSOMN3,100$270,3200.13%
86WILLIAMS COS INC9694571004,469$268,6320.13%
87THE CIGNA GROUP125523100912$251,0100.12%
88PEPSICO INCPEP1,745$250,4430.12%
89EMERSON ELEC COEMR1,884$250,0450.12%
90BANK AMERICA CORP0605051044,508$247,9400.12%
91ROCKET LAB CORPRKLB3,548$247,5090.12%
92CARPENTER TECHNOLOGY CORPCRS770$242,4270.12%
93FIVE BELOW INCFIVE1,287$242,4200.12%
94ILLINOIS TOOL WKS INC452308109960$236,4480.12%
95BROWN & BROWN INCBRO2,943$234,5580.12%
96NORTHEAST CMNTY BANCORP INC66412110010,323$233,4040.11%
97SHOPIFY INCSHOP1,449$233,2460.11%
98CORTEVA INCCTVA3,425$229,5780.11%
99INVESCO EXCHANGE TRADED FD TIVZ1,197$229,2980.11%
100VIATRIS INCVTRS10,592$131,8710.06%