Live Markets
Saturday, September 12, 2026·George Town, KY·29°·Partly Cloudy
Markets Open · NYSE·Newsletter·Masthead·
VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

S.A. Mason LLC

Quarter ended Q1 2025 · Filed April 23, 2025 · Accession 0001800911-25-000002

Total Value
$189.3M
Positions
348
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (348)

#IssuerTicker / CUSIPSharesValue% of Filing
1NVIDIA CorpNVDA82,905$9.0M4.75%
2Vanguard Total Stock Market ETF92290876926,107$7.2M3.79%
3Microsoft CorpMSFT16,245$6.1M3.22%
4iShares Core S&P 500 ETF46428720010,215$5.7M3.03%
5Vanguard Mid-Cap ETF92290862919,776$5.1M2.70%
6SPDR S&P 500 ETF TrustSPY9,131$5.1M2.70%
7Apple IncAAPL21,701$4.8M2.55%
8Costco Wholesale Corp22160K1055,054$4.8M2.53%
9Vanguard Small-Cap ETF92290875120,291$4.5M2.38%
10Vanguard S&P 500 ETF9229083636,984$3.6M1.90%
11Intuit IncINTU5,158$3.2M1.67%
12Mastercard IncMA4,980$2.7M1.44%
13AbbVie IncABBV12,289$2.6M1.36%
14Procter & Gamble Co/The74271810914,411$2.5M1.30%
15Strive 500 ETF02072L68059,834$2.2M1.14%
16TJX Cos Inc/The87254010917,094$2.1M1.10%
17O'Reilly Automotive Inc67103H1071,439$2.1M1.09%
18PepsiCo IncPEP13,106$2.0M1.04%
19Amgen IncAMGN6,298$2.0M1.04%
20Palantir Technologies IncPLTR23,075$1.9M1.03%
21Berkshire Hathaway IncBRK-A3,618$1.9M1.02%
22SPDR Gold SharesGLD6,503$1.9M0.99%
23Vanguard Large-Cap ETF9229086376,794$1.7M0.92%
24SPDR Portfolio S&P 400 Mid Cap78464A84733,985$1.7M0.92%
25Visa IncV4,810$1.7M0.89%
26Alphabet IncGOOG10,519$1.6M0.86%
27iShares Gold TrustIAU27,386$1.6M0.85%
28Eli Lilly & CoLLY1,944$1.6M0.85%
29Vanguard Short-Term Inflation-92202080531,864$1.6M0.84%
30Abbott LaboratoriesABLZF11,866$1.6M0.83%
31Chevron CorpCVX9,285$1.6M0.82%
32General Electric Co3696043017,684$1.5M0.81%
33iShares Russell 1000 Growth ET4642876144,144$1.5M0.79%
34Schwab US Broad Market ETF80852410266,675$1.4M0.76%
35Accenture PLCACN4,595$1.4M0.76%
36American Express CoAXP5,206$1.4M0.74%
37Oracle CorpORCL-PD9,538$1.3M0.70%
38Paychex IncPAYX8,193$1.3M0.67%
39Johnson & JohnsonJNJ7,454$1.2M0.65%
40Palo Alto Networks IncPANW7,190$1.2M0.65%
41Schwab U.S. Mid-Cap ETF80852450846,237$1.2M0.64%
42Rollins IncROL22,364$1.2M0.64%
43iShares Core S&P Mid-Cap ETF46428750720,678$1.2M0.64%
44Stryker CorpSYK3,155$1.2M0.62%
45Walmart IncWMT13,181$1.2M0.61%
46Home Depot Inc/TheHD3,090$1.1M0.60%
47Adobe IncADBE2,903$1.1M0.59%
48Meta Platforms IncMETA1,827$1.1M0.56%
49JPMorgan Chase & CoVYLD4,164$1.0M0.54%
50Invesco QQQ Trust Series 1IVZ2,144$1.0M0.53%
51Lowe's Cos Inc5486611074,194$978,1670.52%
52McDonald's CorpMCD3,089$964,9110.51%
53Raytheon Technologies CorpRTX7,159$948,3460.50%
54Amazon.com IncAMZN4,809$914,9600.48%
55Cigna Corp1255231002,741$901,8820.48%
56Kimberly-Clark CorpKMB6,264$890,9250.47%
57iShares Morningstar Mid-Cap ET46428820811,871$879,4390.46%
58NextEra Energy IncNEE-PW12,052$854,3660.45%
59Schwab US Small-Cap ETF80852460736,008$843,6670.45%
60Alphabet IncGOOG5,370$839,0290.44%
61Vanguard Total Bond Market ETF92193783511,193$822,1260.43%
62Exxon Mobil CorpXOM6,733$800,7590.42%
63Boeing Co/TheBA-PA4,545$775,1500.41%
64Invesco BuyBack Achievers ETFIVZ6,841$770,7410.41%
65Automatic Data Processing IncADP2,489$760,4640.40%
66Vanguard FTSE Developed Market92194385814,846$754,6220.40%
67Vanguard Tax-Exempt Bond Index92290774614,270$708,0770.37%
68Vanguard Growth ETF9229087361,879$696,7710.37%
69ConocoPhillipsCOP6,491$681,6370.36%
70Novo Nordisk A/S ADRNONOF9,628$668,5680.35%
71Coca-Cola Co/TheKO9,202$659,0760.35%
72Cisco Systems Inc/DelawareCSCO10,582$653,0150.34%
73Emerson Electric CoEMR5,836$639,8590.34%
74Norfolk Southern Corp6558441082,700$639,4950.34%
75Parker-Hannifin CorpPH1,005$610,8890.32%
76SAP SE ADRSAPGF2,274$610,4330.32%
77Nestle S A Reg B Adr6410694065,990$606,0080.32%
78Phillips 66PSX4,839$597,5200.32%
79Zoetis IncZTS3,605$593,5630.31%
80McKesson CorpMCK850$572,0420.30%
81Barrick Gold Corp06790110829,064$565,0040.30%
82Vanguard Mid-Cap Value ETF9229085123,481$558,8400.30%
83General Dynamics CorpGD1,993$543,2520.29%
84Merck & Co IncMRK6,024$540,7340.29%
85Xylem Inc/NYXYL4,496$537,0920.28%
86Vanguard High Dividend Yield E9219464064,013$517,4870.27%
87Vanguard Real Estate ETF9229085535,667$513,0900.27%
88Wells Fargo & Co9497461017,103$509,9240.27%
89Bank of America Corp06050510411,917$497,2770.26%
90Vanguard Dividend Appreciation9219088442,549$494,4430.26%
91Mondelez International Inc6092071057,006$475,3870.25%
92iShares Core S&P Small-Cap ETF4642878044,478$468,2640.25%
93Gentex CorpGNTX20,032$466,7460.25%
94Laboratory Crp Of Amer HldgsLH2,000$465,4800.25%
95Sprott Physical Gold TrustSII19,232$462,7220.24%
96WisdomTree US SmallCap FundWT9,450$461,5380.24%
97Toast IncTOST13,905$461,2290.24%
98ProShares S&P MidCap 400 Dividend Aristocrats74347B6805,709$460,4310.24%
99Garmin LtdGRMN2,100$455,9730.24%
100Cava Group IncCAVA5,224$451,4060.24%
101Novartis AGNVSEF4,040$450,3790.24%
102DFA Tax-Managed US Small Cap25434V5007,531$449,9770.24%
103Vanguard Total International S9219097687,160$444,6360.23%
104J M Smucker Co/The8326964053,725$441,0770.23%
105Vertiv Holdings CoVRT6,048$436,6660.23%
106Shift4 Payments Inc82452J1095,275$431,0200.23%
107iShares Silver TrustSLV13,650$423,0140.22%
108United Parcel Service IncUPS3,810$419,0620.22%
109EOG Resources IncEOG3,231$414,3430.22%
110Caterpillar IncCAT1,238$408,2920.22%
111Tesla IncTSLA1,573$407,6590.22%
112NIKE IncNKE6,144$390,0010.21%
113Deere & CoDE820$384,8670.20%
114Carrier Global CorpCARR6,055$383,9040.20%
115Yum! Brands IncYUM2,400$377,6640.20%
116SPDR S&P MidCap 400 ETF TrustMDY706$376,6370.20%
117Steelcase Inc85815520333,793$370,3710.20%
118Vanguard Small-Cap Growth ETF9229085951,444$363,5560.19%
119WisdomTree US MidCap FundWT6,079$362,3080.19%
120Vanguard Short-Term Bond ETF9219378274,600$360,0880.19%
121Vanguard Value ETF9229087442,078$358,9540.19%
122Toro Co/TheTORO4,928$358,5120.19%
123Newmont CorpNEMCL7,257$350,3680.19%
124Cintas CorpCTAS1,703$350,0180.18%
125Invesco S&P Smallcap 600 RevenIVZ8,425$342,8980.18%
126iShares Russell 2000 ETF4642876551,660$331,1530.17%
127iShares MSCI EAFE ETF4642874654,024$328,8820.17%
128ProShares S&P 500 Dividend Ari74348A4673,180$324,9320.17%
129Becton Dickinson and CoBDX1,414$323,8910.17%
130Colgate-Palmolive CoCL3,440$322,3120.17%
131Invesco S&P MidCap 400 Pure VaIVZ2,820$321,8150.17%
132Quest Diagnostics IncDGX1,900$321,4800.17%
133Verizon Communications IncVZ7,014$318,1680.17%
134iShares Russell 1000 ETF464287622975$299,0720.16%
135Otis Worldwide CorpOTIS2,883$297,5350.16%
136Air Products and Chemicals IncAIIR1,002$295,5100.16%
137Vanguard FTSE All-World ex-US9220427754,866$295,1720.16%
138Enterprise Products Partners L2937921078,432$287,8680.15%
139Kinross Gold CorpKGCRF22,250$280,5730.15%
140Freeport-McMoRan IncFCX7,340$277,8920.15%
141Ross Stores IncROST2,150$274,7490.15%
142Illinois Tool Works Inc4523081091,084$268,8430.14%
143Vanguard Intermediate-Term Bon9219378193,471$265,7740.14%
1443M CoMMM1,756$257,8900.14%
145Broadcom LtdAVGO1,537$257,3400.14%
146Xtrackers MSCI EAFE Hedged Equ2330512005,855$253,5220.13%
147Intel CorpINTC11,144$253,0820.13%
148Bristol-Myers Squibb CoCELG-RI4,109$250,6250.13%
149Goldman Sachs Physical Gold ET38150K1038,040$248,2750.13%
150Wintrust Financial Corp97650W1082,205$247,9740.13%
151Occidental Petroleum Corp6745991055,011$247,3430.13%
152iShares TIPS Bond ETF4642871762,221$246,7310.13%
153Intuitive Surgical IncISRG495$245,1590.13%
154Vanguard Mid-Cap Growth ETF9229085381,000$244,6400.13%
155iShares Russell 1000 Value ETF4642875981,277$240,2800.13%
156Danaher Corp2358511021,166$239,0300.13%
157Northrop Grumman CorpNOC455$232,9650.12%
158VanEck Gold Miners ETF/USA92189F1065,065$232,8380.12%
159Invesco S&P 500 Equal Weight EIVZ1,341$232,3010.12%
160IBMINTR932$231,7510.12%
161Public StoragePSA-PS774$231,6500.12%
162Unilever PLCUNLYF3,883$231,2330.12%
163Kinder Morgan IncEP-PC8,088$230,7580.12%
164GE Vernova IncGEV744$227,1280.12%
165Weyerhaeuser CoWY7,642$223,7580.12%
166Walt Disney Co/The2546871062,251$222,1740.12%
167Boston Scientific CorpBSX2,200$221,9360.12%
168Pacer US Small Cap Cash Cows 100 ETF69374H8575,849$219,3380.12%
169Vanguard FTSE Emerging Markets9220428584,839$219,0130.12%
170Tractor Supply CoTSCO3,900$214,8900.11%
171Apache CorpAPA10,175$213,8790.11%
172Eaton Corp PLCETN752$204,4160.11%
173Pfizer IncPFE8,044$203,8340.11%
174ITT IncITT1,575$203,4270.11%
175Ecolab IncECL770$195,2100.10%
176iShares MSCI USA Small-Cap Min46435G4334,628$191,8310.10%
177Sprott Physical Gold and SilveSII6,738$191,4270.10%
178iShares Russell 2000 Value ETF4642876301,263$190,6880.10%
179Fidelity National Information31620M1062,500$186,7000.10%
180Fastenal CoFAST2,226$172,6260.09%
181Cummins IncCMI550$172,3920.09%
182Thermo Fisher Scientific IncTMO345$171,6720.09%
183Cameco CorpCCJ4,150$170,8140.09%
184QUALCOMM IncQCOM1,100$168,9710.09%
185Linde PLCLIN355$165,3020.09%
186Philip Morris International In7181721091,006$159,6060.08%
187Vanguard Mega Cap Growth ETF921910816514$158,7640.08%
188Broadridge Financial Solutions11133T103650$157,5990.08%
189DTE Energy CoDTK1,135$156,9110.08%
190Target CorpTGT1,500$156,5400.08%
191American Electric Power Co Inc0255371011,430$156,2560.08%
192Darden Restaurants IncDRI750$155,8200.08%
193Vanguard Extended Market ETF922908652900$155,0340.08%
194Kellanova CoBEKE1,837$151,5340.08%
195AT&T IncT-PC5,340$151,0250.08%
196Schwab Fundamental U.S. Broad8085247896,551$150,7480.08%
197iShares Global Infrastructure4642883722,732$149,3580.08%
198Vanguard Health Care ETF92204A504564$149,3080.08%
199Duke Energy CorpDUKB1,215$148,1940.08%
200Southern Co/TheSOMN1,588$146,0170.08%
201DFA Tax-Managed US Targeted Value25434V6092,829$145,6650.08%
202Vanguard Total International B92203J4072,971$145,0440.08%
203Invesco Exchange-Traded Fund TIVZ3,100$142,6620.08%
204Dominion Energy IncD2,498$140,0630.07%
205SPDR Portfolio TIPS ETF78464A6565,240$138,2310.07%
206Fidelity Total Bond ETF3161883093,011$137,4520.07%
207Marriott International Inc/MD571903202571$136,0120.07%
208iShares MSCI EAFE Value ETF4642888772,291$135,0320.07%
209Howmet Aerospace IncHWM1,035$134,3320.07%
210CNH Industrial NVN2094410910,750$132,0100.07%
211Quanta Services Inc74762E102504$128,1070.07%
212International Paper Co4601461032,400$128,0400.07%
213Invesco Exchange-Traded Fund TIVZ1,355$125,1340.07%
214Travelers Cos Inc/TheTRV470$124,2960.07%
215Invesco Defensive Equity ETFIVZ1,450$119,1100.06%
216Sysco CorpSYY1,583$118,7880.06%
217MicroStrategy IncSTRK392$113,0020.06%
218Keurig Dr Pepper IncKDP3,300$112,9260.06%
219iShares S&P Mid-Cap 400 Growth4642876061,336$111,2620.06%
220Pacer US Cash Cows 100 ETF69374H8812,030$111,1630.06%
221PayPal Holdings IncPYPL1,685$109,9460.06%
222Vanguard Intermediate-Term Cor92206C8701,310$107,1060.06%
223Vanguard Short-Term Corporate92206C4091,335$105,3850.06%
224iShares S&P Mid-Cap 400 Value464287705880$105,3620.06%
225SPDR Portfolio S&P 600 Small C78468R8532,562$104,4270.06%
226Check Point Software Technologies LtdM22465104450$102,5640.05%
227Micron Technology IncMU1,175$102,0960.05%
228Omnicom Group IncOMC1,230$101,9790.05%
229Vanguard Information Technolog92204A702187$101,4250.05%
230Honeywell International Inc438516106478$101,2170.05%
231Rio Tinto PLCRTNTF1,626$97,6900.05%
232Defiance Quantum ETF26922A4201,303$97,1130.05%
233iShares Intermediate Governmen464288612900$95,4180.05%
234Altria Group IncMO1,565$93,9310.05%
235Estee Lauder Cos Inc/The5184391041,393$91,9380.05%
236Invesco Preferred ETFIVZ8,155$91,4990.05%
237iShares U.S. Small-Cap Equity Factor ETF46434V2901,465$91,0640.05%
238Dimensional U.S. Equity ETF25434V4011,491$90,1760.05%
239Illumina IncILMN1,125$89,2580.05%
240Medtronic PLCMDT993$89,2310.05%
241Alcon IncALC923$87,6200.05%
242Dimensional US Large Cap Value ETF25434V6662,853$87,2160.05%
243Consolidated Edison IncED770$85,1540.04%
244iShares Bitcoin Trust ETFIBIT1,800$84,2580.04%
245Vanguard Total World Bond ETF92206C5651,223$84,1550.04%
246Atmos Energy CorpATO543$83,9370.04%
247Hartford Financial Services GrHIG-PG646$79,9300.04%
248Advanced Micro DevicesAMD754$77,4660.04%
249Dollar Tree IncDLTR1,018$76,4210.04%
250VanEck Bitcoin Trust ETFHODL3,105$72,3780.04%
251Energy Transfer LPET-PI3,873$71,9990.04%
252Zimmer Biomet Holdings IncZBH625$70,7380.04%
253GE Healthcare TechnologiesGEHC873$70,4600.04%
254T Rowe Price Group IncTROW760$69,8210.04%
255Timothy Plan US Large/Mid Cap Core ETF8874323591,640$69,6020.04%
256Simplify Interest Rate Hedge E82889N8551,431$69,3460.04%
257McCormick & Co IncMKC-V831$68,4000.04%
258Nutrien LtdNTR1,365$67,8000.04%
259Walgreens Boots Alliance Inc9314271086,045$67,5230.04%
260Restaurant Brands Internationa76131D1031,000$66,6400.04%
261Northern Trust CorpNTRSO650$64,1230.03%
262Lam Research CorpLRCX830$60,3410.03%
263Diageo PLCDGEAF575$60,2540.03%
264iShares 20 YR TR BD ETF464287432658$59,8980.03%
265Gilead Sciences IncGILD525$58,8260.03%
266Dynatrace IncDT1,220$57,5230.03%
267SPDR Bloomberg Convertible Sec78464A359725$55,5500.03%
268Goldman Sachs ActiveBeta U.S.NVGLF500$55,0400.03%
269Seagate Technology PLCSE640$54,3680.03%
270Capital Group Global Growth Equity ETF14020X1041,900$53,8270.03%
271Shopify IncSHOP535$51,0820.03%
272Host Hotels & ResortHST3,555$50,5170.03%
273Celsius Holdings IncCELH1,400$49,8680.03%
274State Street CorpSTT-PG550$49,2420.03%
275National Fuel Gas CoNFG619$49,0190.03%
276Vanguard Short-Term Treasury E92206C102820$48,1260.03%
277Fidelity MSCI Health Care Inde316092600679$46,3890.02%
278WisdomTree U.S. SmallCap QualiWT990$46,0350.02%
279WK Kellogg Co92942W1072,289$45,6200.02%
280WisdomTree Emerging Markets LoWT1,695$45,3580.02%
281Viking Therapeutics IncVKTX1,800$43,4700.02%
282Vanguard FTSE Europe ETF922042874600$42,1260.02%
283Solventum CorpSOLV548$41,6700.02%
284Microchip Technology IncMCHPP855$41,3910.02%
285Brown-Forman CorpBF-B1,217$41,3050.02%
286Schwab US TIPS ETF8085248701,520$40,8730.02%
287Magna International Inc5592224011,180$40,1080.02%
288ProShares Large Cap Core Plus74347R248619$39,4430.02%
289CF Industries Holdings Inc125269100500$39,0750.02%
290Grail IncGRAL1,499$38,2840.02%
291Aberdeen Standard Physical SilSIVR1,155$37,5490.02%
292Williams Cos Inc/The969457100615$36,7520.02%
293Fortive CorpFTV500$36,5900.02%
294Yum China Holdings IncYUMC700$36,4420.02%
295Global X MLP & Energy Infrastr37954Y293570$36,3720.02%
296Cedar Fair LP150185106993$35,4150.02%
297Federated Hermes IncFHI850$34,6460.02%
298American Conservative Values ETF26923N108805$34,4700.02%
299NorthWestern Energy Group IncNWE567$32,8120.02%
300UGI Corp902681105976$32,2760.02%
301Flaherty & Crumrine Preferred33848E1063,500$32,2700.02%
302Invesco California AMT-Free MuIVZ1,300$31,0050.02%
303Healthpeak Properties IncDOC1,500$30,3300.02%
304Rocket Companies Inc77311W1012,500$30,1750.02%
305Western Digital CorpWDC710$28,7050.02%
306Perrigo Co PlcPRGO1,004$28,1520.01%
307Ford Motor Co3453708602,784$27,9240.01%
308Dimensional U.S. Core Equity 2 ETF25434V708830$27,3820.01%
309Archer-Daniels Midland CoADM525$25,2050.01%
310Kenvue IncKVUE1,050$25,1790.01%
311Dimensional US Marketwide Value ETF25434V724603$24,8500.01%
312Viatris IncVTRS2,853$24,8450.01%
313GlaxoSmithKline PLC ADRGLAXF640$24,7940.01%
314Rayonier IncRYN860$23,9770.01%
315Hormel Foods CorpHRL760$23,5140.01%
316Amcor PLCAMCCF2,420$23,4740.01%
317Wendy's Co/The95058W1001,600$23,4080.01%
318Sandoz Group AG ADR799926100548$22,9720.01%
319iShares Preferred & Income Sec464288687740$22,7400.01%
320Franklin Resources IncBEN1,175$22,6190.01%
321Alerian Energy Infrastructure00162Q676680$22,2840.01%
322Blackstone Secured Lending FundBX682$22,0700.01%
323Inspire Small/Mid Cap ETFNTRSO645$22,0070.01%
324Flowers Foods IncFLO1,111$21,1200.01%
325MFS Municipal Income5527381063,898$20,6590.01%
326Old Republic Intl Corp680223104507$19,8850.01%
327Leggett & Platt IncLEG2,450$19,3800.01%
328Schwab INTL EQTY ETF808524805959$18,9690.01%
329Global X Artificial Intelligence & Technology ET37954Y632505$18,3720.01%
330United Bankshares IncUNTCW504$17,4740.01%
331Sprott Physical Silver TrustSII1,400$16,2400.01%
332Hewlett Packard Enterprise CoHPE-PC917$14,1490.01%
333Spear Alpha ETF53656F383695$13,7820.01%
334Snap IncSNAP1,500$13,0650.01%
335Warner Bros. Discovery IncWBD1,027$11,0200.01%
336Principal Real Estate IncomePGZ1,010$10,6360.01%
337Vestis CorpVSTS1,050$10,3950.01%
338Plains All American Pipeline L726503105504$10,0800.01%
339Freshworks IncFRSH600$8,4660.00%
340Haleon PLC ADRHLNCF800$8,2320.00%
341PIMCO Strategic Income72200X104775$4,8440.00%
342B&G Foods IncBGS700$4,8090.00%
343Lucid Group IncLCID1,500$3,6300.00%
344Rockwell Medical IncRMTI2,000$2,2600.00%
3453D Systems Corp88554D2051,000$2,1200.00%
346Nordic American Tankers LtdNAT850$2,0910.00%
347Ambev SAABEV500$1,1650.00%
348Acutus Medical Inc0051111092,000$850.00%