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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

S.A. Mason LLC

Quarter ended Q2 2025 · Filed July 14, 2025 · Accession 0001800911-25-000003

Total Value
$206.7M
Positions
362
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (362)

#IssuerTicker / CUSIPSharesValue% of Filing
1NVIDIA CorpNVDA81,009$12.8M6.19%
2Vanguard Total Stock Market ETF92290876926,404$8.0M3.88%
3Microsoft CorpMSFT15,938$7.9M3.84%
4iShares Core S&P 500 ETF46428720010,456$6.5M3.14%
5SPDR S&P 500 ETF TrustSPY9,134$5.6M2.73%
6Vanguard Mid-Cap ETF92290862919,833$5.5M2.69%
7Costco Wholesale Corp22160K1054,956$4.9M2.37%
8Vanguard Small-Cap ETF92290875120,306$4.8M2.33%
9Apple IncAAPL21,567$4.4M2.14%
10Intuit IncINTU5,135$4.0M1.96%
11Vanguard S&P 500 ETF9229083637,049$4.0M1.94%
12Palantir Technologies IncPLTR22,995$3.1M1.52%
13Mastercard IncMA4,764$2.7M1.30%
14Strive 500 ETF02072L68062,326$2.5M1.21%
15Procter & Gamble Co/The74271810914,416$2.3M1.11%
16AbbVie IncABBV12,287$2.3M1.10%
17TJX Cos Inc/The87254010917,109$2.1M1.02%
18Oracle CorpORCL-PD9,257$2.0M0.98%
19SPDR Gold SharesGLD6,503$2.0M0.96%
20General Electric Co3696043017,684$2.0M0.96%
21Vanguard Large-Cap ETF9229086376,710$1.9M0.93%
22SPDR Portfolio S&P 400 Mid Cap78464A84734,488$1.9M0.91%
23Alphabet IncGOOG10,516$1.9M0.90%
24O'Reilly Automotive Inc67103H10720,085$1.8M0.88%
25iShares Russell 1000 Growth ET4642876144,144$1.8M0.85%
26Amgen IncAMGN6,298$1.8M0.85%
27Visa IncV4,708$1.7M0.81%
28Berkshire Hathaway IncBRK-A3,408$1.7M0.80%
29PepsiCo IncPEP12,419$1.6M0.79%
30American Express CoAXP5,112$1.6M0.79%
31Abbott LaboratoriesABLZF11,870$1.6M0.78%
32Vanguard Short-Term Inflation-92202080531,864$1.6M0.78%
33Schwab US Broad Market ETF80852410266,700$1.6M0.77%
34Eli Lilly & CoLLY1,943$1.5M0.73%
35Palo Alto Networks IncPANW7,190$1.5M0.71%
36Meta Platforms IncMETA1,902$1.4M0.68%
37Steelcase Inc858155203133,313$1.4M0.67%
38Accenture PLCACN4,620$1.4M0.67%
39Schwab U.S. Mid-Cap ETF80852450846,317$1.3M0.63%
40Walmart IncWMT13,243$1.3M0.63%
41iShares Core S&P Mid-Cap ETF46428750720,628$1.3M0.62%
42Invesco QQQ Trust Series 1IVZ2,292$1.3M0.61%
43Chevron CorpCVX8,747$1.3M0.61%
44Stryker CorpSYK3,156$1.2M0.60%
45JPMorgan Chase & CoVYLD4,158$1.2M0.58%
46Paychex IncPAYX8,102$1.2M0.57%
47Rollins IncROL20,739$1.2M0.57%
48Johnson & JohnsonJNJ7,599$1.2M0.56%
49Adobe IncADBE2,907$1.1M0.54%
50Amazon.com IncAMZN5,025$1.1M0.53%
51Home Depot Inc/TheHD2,990$1.1M0.53%
52iShares Gold TrustIAU17,411$1.1M0.53%
53Alphabet IncGOOG5,409$959,4330.46%
54Raytheon Technologies CorpRTX6,527$953,0330.46%
55iShares Morningstar Mid-Cap ET46428820811,930$950,3440.46%
56Boeing Co/TheBA-PA4,515$946,0280.46%
57Cigna Corp1255231002,842$939,4790.45%
58Lowe's Cos Inc5486611074,194$930,5230.45%
59Schwab US Small-Cap ETF80852460736,349$919,6300.45%
60McDonald's CorpMCD3,089$902,5130.44%
61NextEra Energy IncNEE-PW12,221$848,3820.41%
62Vanguard FTSE Developed Market92194385814,846$846,3700.41%
63Invesco BuyBack Achievers ETFIVZ6,841$845,5480.41%
64Vanguard Growth ETF9229087361,879$823,7540.40%
65Kimberly-Clark CorpKMB6,269$808,2250.39%
66Emerson Electric CoEMR5,855$780,6470.38%
67Automatic Data Processing IncADP2,490$767,9160.37%
68Cisco Systems Inc/DelawareCSCO10,984$762,0700.37%
69Vertiv Holdings CoVRT5,853$751,5840.36%
70Exxon Mobil CorpXOM6,539$704,9030.34%
71Parker-Hannifin CorpPH1,005$701,9620.34%
72Vanguard Tax-Exempt Bond Index92290774614,270$699,6580.34%
73SAP SE ADRSAPGF2,274$691,5230.33%
74Norfolk Southern Corp6558441082,700$691,1190.33%
75Coca-Cola Co/TheKO9,233$653,2210.32%
76Toast IncTOST14,715$651,7270.32%
77Novo Nordisk A/S ADRNONOF9,228$636,9170.31%
78McKesson CorpMCK850$622,8630.30%
79Nestle S A Reg B Adr6410694065,965$592,4440.29%
80Xylem Inc/NYXYL4,496$581,6030.28%
81General Dynamics CorpGD1,993$581,2780.28%
82Vanguard Total Bond Market ETF9219378357,871$579,5420.28%
83Wells Fargo & Co9497461017,136$571,7360.28%
84Vanguard Mid-Cap Value ETF9229085123,444$566,4000.27%
85Bank of America Corp06050510411,922$564,1500.27%
86iShares Trust - iShares MSCI K4642885704,651$540,2600.26%
87Shift4 Payments Inc82452J1095,377$532,9140.26%
88Zoetis IncZTS3,405$531,0100.26%
89Laboratory Crp Of Amer HldgsLH2,006$526,5950.25%
90Vanguard High Dividend Yield E9219464063,938$524,9440.25%
91Vanguard Real Estate ETF9229085535,667$504,7030.24%
92Intuitive Surgical IncISRG925$502,6540.24%
93Vanguard Total International S9219097687,160$494,6840.24%
94Sprott Physical Gold TrustSII19,432$492,6010.24%
95iShares Core S&P Small-Cap ETF4642878044,478$489,4010.24%
96Vanguard Dividend Appreciation9219088442,389$488,9170.24%
97Novartis AGNVSEF4,040$488,8800.24%
98Caterpillar IncCAT1,244$482,9330.23%
99DFA Tax-Managed US Small Cap25434V5007,569$482,2210.23%
100WisdomTree US SmallCap FundWT9,450$481,5720.23%
101Barrick Mining Corp06849F10822,814$474,9870.23%
102ProShares S&P MidCap 400 Dividend Aristocrats74347B6805,719$466,2990.23%
103Mondelez International Inc6092071056,681$450,5960.22%
104Reddit IncRDDT2,970$447,1930.22%
105Cava Group IncCAVA5,262$443,2180.21%
106Gentex CorpGNTX20,032$440,5040.21%
107Garmin LtdGRMN2,100$438,3120.21%
108Tesla IncTSLA1,379$438,0530.21%
109Carrier Global CorpCARR5,982$437,7960.21%
110iShares Silver TrustSLV13,250$434,7330.21%
111Phillips 66PSX3,629$432,9400.21%
112Newmont CorpNEMCL7,412$431,8230.21%
113Broadcom LtdAVGO1,537$423,6740.21%
114ConocoPhillipsCOP4,652$417,4850.20%
115Deere & CoDE820$416,9620.20%
116NIKE IncNKE5,719$406,2810.20%
117SPDR S&P MidCap 400 ETF TrustMDY706$399,9350.19%
118Vanguard Small-Cap Growth ETF9229085951,444$399,9010.19%
119GE Vernova IncGEV744$393,6880.19%
120Merck & Co IncMRK4,950$391,8450.19%
121EOG Resources IncEOG3,231$386,4600.19%
122Cintas CorpCTAS1,703$379,5480.18%
123WisdomTree US MidCap FundWT6,079$375,5000.18%
124J M Smucker Co/The8326964053,779$371,0920.18%
125Invesco S&P Smallcap 600 RevenIVZ8,425$364,7180.18%
126Vanguard Short-Term Bond ETF9219378274,600$362,0200.18%
127iShares MSCI EAFE ETF4642874654,024$359,7050.17%
128iShares Russell 2000 ETF4642876551,660$358,2110.17%
129Yum! Brands IncYUM2,408$356,8170.17%
130United Parcel Service IncUPS3,464$349,6780.17%
131Vanguard Value ETF9229087441,978$349,5920.17%
132Kinross Gold CorpKGCRF22,250$347,7680.17%
133Quest Diagnostics IncDGX1,900$341,2970.17%
134Invesco S&P MidCap 400 Pure VaIVZ2,820$340,8910.16%
135iShares Russell 1000 ETF464287622975$331,0810.16%
136Freeport-McMoRan IncFCX7,637$331,0640.16%
137Vanguard FTSE All-World ex-US9220427754,866$327,0930.16%
138Colgate-Palmolive CoCL3,369$306,2700.15%
139Verizon Communications IncVZ6,767$292,8250.14%
140Vanguard Mid-Cap Growth ETF9229085381,000$284,3900.14%
141Air Products and Chemicals IncAIIR1,002$282,6240.14%
142IBMINTR947$279,1570.14%
143Otis Worldwide CorpOTIS2,817$278,9440.13%
144Ross Stores IncROST2,150$274,2970.13%
145Toro Co/TheTORO3,869$273,4610.13%
146Eaton Corp PLCETN752$268,4560.13%
147Vanguard Intermediate-Term Bon9219378193,471$268,4470.13%
148Walt Disney Co/The2546871062,156$267,3660.13%
1493M CoMMM1,755$267,1790.13%
150VanEck Gold Miners ETF/USA92189F1065,115$266,2870.13%
151Illinois Tool Works Inc4523081091,074$265,5470.13%
152Goldman Sachs Physical Gold ET38150K1038,040$262,7470.13%
153Enterprise Products Partners L2937921078,432$261,4760.13%
154Becton Dickinson and CoBDX1,504$259,0640.13%
155ProShares S&P 500 Dividend Ari74348A4672,530$254,7710.12%
156Xtrackers MSCI EAFE Hedged Equ2330512005,805$253,9690.12%
157iShares Russell 1000 Value ETF4642875981,277$248,0320.12%
158ITT IncITT1,575$247,0070.12%
159iShares TIPS Bond ETF4642871762,221$244,3990.12%
160Invesco S&P 500 Equal Weight EIVZ1,319$239,7150.12%
161Unilever PLCUNLYF3,883$237,5230.11%
162Intel CorpINTC10,569$236,7470.11%
163Pacer US Small Cap Cash Cows 100 ETF69374H8575,902$234,9880.11%
164Boston Scientific CorpBSX2,175$233,6170.11%
165Vanguard FTSE Emerging Markets9220428584,720$233,4510.11%
166Danaher Corp2358511021,166$230,3320.11%
167Northrop Grumman CorpNOC455$227,4910.11%
168Occidental Petroleum Corp6745991055,306$222,9050.11%
169Pfizer IncPFE8,999$218,1380.11%
170Kinder Morgan IncEP-PC7,113$209,1250.10%
171Weyerhaeuser CoWY7,929$203,6960.10%
172Sprott Physical Gold and SilveSII6,753$203,2650.10%
173iShares Russell 2000 Value ETF4642876301,263$199,2510.10%
174iShares MSCI USA Small-Cap Min46435G4334,633$194,6320.09%
175Howmet Aerospace IncHWM1,036$192,7370.09%
176Quanta Services Inc74762E102504$190,5520.09%
177Vanguard Mega Cap Growth ETF921910816514$188,2110.09%
178Philip Morris International In7181721091,011$184,1850.09%
179AT&T IncT-PC6,361$184,1000.09%
180Public StoragePSA-PS624$183,0940.09%
181Cummins IncCMI550$180,1250.09%
182QUALCOMM IncQCOM1,126$179,3270.09%
183Vanguard Extended Market ETF922908652900$173,4390.08%
184Cameco CorpCCJ2,325$172,5850.08%
185Bristol-Myers Squibb CoCELG-RI3,611$167,1620.08%
186Darden Restaurants IncDRI750$163,4780.08%
187iShares Global Infrastructure4642883722,732$161,7340.08%
188MicroStrategy IncSTRK392$158,4580.08%
189Broadridge Financial Solutions11133T103650$157,9700.08%
190Schwab Fundamental U.S. Broad8085247896,553$157,1290.08%
191Southern Co/TheSOMN1,708$156,8460.08%
192Dominion Energy IncD2,750$155,4300.08%
193Ecolab IncECL570$153,5810.07%
194DFA Tax-Managed US Targeted Value25434V6092,829$152,6530.07%
195American Electric Power Co Inc0255371011,430$148,3770.07%
196Target CorpTGT1,500$147,9750.07%
197Vanguard Total International B92203J4072,971$147,0940.07%
198iShares MSCI EAFE Value ETF4642888772,291$145,4330.07%
199Micron Technology IncMU1,175$144,8190.07%
200Duke Energy CorpDUKB1,215$143,3700.07%
201Kellanova CoBEKE1,762$140,1320.07%
202Vanguard Health Care ETF92204A504564$140,0640.07%
203CNH Industrial NVN2094410910,750$139,3200.07%
204DTE Energy CoDTK1,040$137,7060.07%
205SPDR Portfolio TIPS ETF78464A6565,240$136,5540.07%
206Invesco Exchange-Traded Fund TIVZ2,600$135,4600.07%
207Apache CorpAPA7,150$130,7740.06%
208Invesco Exchange-Traded Fund TIVZ1,355$127,0450.06%
209Travelers Cos Inc/TheTRV474$126,8140.06%
210Tractor Supply CoTSCO2,400$126,6480.06%
211Invesco Defensive Equity ETFIVZ1,450$125,5410.06%
212iShares Core MSCI EAFE ETF46432F8421,493$124,6360.06%
213Pacer US Cash Cows 100 ETF69374H8812,255$124,2510.06%
214Vanguard Information Technolog92204A702187$124,0330.06%
215Linde PLCLIN260$121,9870.06%
216iShares S&P Mid-Cap 400 Growth4642876061,336$121,5490.06%
217Thermo Fisher Scientific IncTMO298$120,8270.06%
218Sysco CorpSYY1,583$119,8960.06%
219Defiance Quantum ETF26922A4201,303$119,6350.06%
220iShares 0-3 Month Treasury Bond ETF46436E7181,184$119,2170.06%
221AB Ultra Short Income ETF00039J1032,353$119,2030.06%
222Fastenal CoFAST2,817$118,3140.06%
223US Treasury 3 Month Bill ETF74933W4522,300$114,9890.06%
224ServiceNow IncNOW111$114,1170.06%
225Estee Lauder Cos Inc/The5184391041,401$113,2010.05%
226L3Harris Technologies IncLHX451$113,1290.05%
227International Paper Co4601461032,400$112,3920.05%
228Advanced Micro DevicesAMD790$112,1010.05%
229Honeywell International Inc438516106478$111,3170.05%
230Invesco Preferred ETFIVZ9,930$110,5210.05%
231iShares Bitcoin Trust ETFIBIT1,800$110,1780.05%
232CrowdStrike Holdings IncCRWD216$110,0110.05%
233Keurig Dr Pepper IncKDP3,300$109,0980.05%
234iShares S&P Mid-Cap 400 Value464287705880$108,7500.05%
235Vanguard Intermediate-Term Cor92206C8701,310$108,6250.05%
236SPDR Portfolio S&P 600 Small C78468R8532,543$108,3320.05%
237Casey's General Stores Inc147528103208$106,1360.05%
238Marriott International Inc/MD571903202381$104,0930.05%
239PayPal Holdings IncPYPL1,385$102,9330.05%
240Vanguard Short-Term Corporate92206C4091,285$102,1580.05%
241Sandisk CorpSNDK2,247$101,9010.05%
242Illumina IncILMN1,050$100,1810.05%
243Dimensional U.S. Equity ETF25434V4011,491$99,9270.05%
244iShares U.S. Small-Cap Equity Factor ETF46434V2901,465$99,5470.05%
245VanEck Bitcoin Trust ETFHODL3,215$97,9610.05%
246iShares Intermediate Governmen464288612900$96,1110.05%
247Rio Tinto PLCRTNTF1,626$94,8450.05%
248Seagate Technology PLCSE640$92,3710.04%
249Altria Group IncMO1,565$91,7560.04%
250Dollar Tree IncDLTR918$90,9190.04%
251Dimensional US Large Cap Value ETF25434V6662,853$88,5000.04%
252Omnicom Group IncOMC1,230$88,4860.04%
253Medtronic PLCMDT993$86,5600.04%
254Vanguard Total World Bond ETF92206C5651,223$84,7910.04%
255Atmos Energy CorpATO545$83,9900.04%
256Hartford Financial Services GrHIG-PG646$81,9580.04%
257Alcon IncALC923$81,4820.04%
258Lam Research CorpLRCX830$80,7920.04%
259Nutrien LtdNTR1,365$79,4980.04%
260Northern Trust CorpNTRSO625$79,2440.04%
261Fidelity Total Bond ETF3161883091,689$77,2720.04%
262Grail IncGRAL1,499$77,0790.04%
263Simplify Interest Rate Hedge E82889N8551,431$75,6140.04%
264Consolidated Edison IncED745$74,7610.04%
265Energy Transfer LPET-PI4,073$73,8430.04%
266Timothy Plan US Large/Mid Cap Core ETF8874323591,640$73,6340.04%
267T Rowe Price Group IncTROW735$70,9280.03%
268Walgreens Boots Alliance Inc9314271086,045$69,3970.03%
269Restaurant Brands Internationa76131D1031,000$66,2900.03%
270Celsius Holdings IncCELH1,400$64,9460.03%
271GE Healthcare TechnologiesGEHC873$64,6630.03%
272Dynatrace IncDT1,170$64,5960.03%
273McCormick & Co IncMKC-V831$63,0060.03%
274Shopify IncSHOP535$61,7120.03%
275National Fuel Gas CoNFG719$60,9060.03%
276Capital Group Global Growth Equity ETF14020X1041,900$60,7430.03%
277Goldman Sachs ActiveBeta U.S.NVGLF500$60,6900.03%
278Microchip Technology IncMCHPP855$60,1660.03%
279SPDR Bloomberg Convertible Sec78464A359725$59,9290.03%
280Zimmer Biomet Holdings IncZBH650$59,2870.03%
281State Street CorpSTT-PG550$58,4870.03%
282Gilead Sciences IncGILD525$58,2070.03%
283Marvell Technology IncMRVL744$57,5860.03%
284Host Hotels & ResortHST3,560$54,6820.03%
285Ford Motor Co3453708604,754$51,5810.02%
286Diageo PLCDGEAF500$50,4200.02%
287Fidelity National Information31620M106600$48,8460.02%
288Vanguard Short-Term Treasury E92206C102820$48,2000.02%
289Viking Therapeutics IncVKTX1,800$47,7000.02%
290WisdomTree Emerging Markets LoWT1,695$47,3920.02%
291Vanguard FTSE Europe ETF922042874600$46,5000.02%
292WisdomTree U.S. SmallCap QualiWT990$46,0850.02%
293CF Industries Holdings Inc125269100500$46,0000.02%
294Western Digital CorpWDC710$45,4330.02%
295ProShares Large Cap Core Plus74347R248621$43,7610.02%
296iShares Core MSCI Emerging Markets ETF46434G103725$43,5220.02%
297Fidelity MSCI Health Care Inde316092600679$43,4220.02%
298Aberdeen Standard Physical SilSIVR1,255$43,1850.02%
299Solventum CorpSOLV548$41,5600.02%
300Schwab US TIPS ETF8085248701,520$40,5540.02%
301Williams Cos Inc/The969457100615$38,6280.02%
302American Conservative Values ETF26923N108805$37,9620.02%
303Federated Hermes IncFHI854$37,8640.02%
304H2O AmericaHTO703$36,5350.02%
305WK Kellogg Co92942W1072,289$36,4870.02%
306Global X MLP & Energy Infrastr37954Y293570$35,7160.02%
307UGI Corp902681105976$35,5460.02%
308Rocket Companies Inc77311W1012,500$35,4500.02%
309Magna International Inc559222401912$35,2120.02%
310Brown-Forman CorpBF-B1,219$32,8030.02%
311Flaherty & Crumrine Preferred33848E1063,500$32,3750.02%
312Yum China Holdings IncYUMC700$31,2970.02%
313Invesco California AMT-Free MuIVZ1,300$30,3420.01%
314Cedar Fair LP150185106993$30,2120.01%
315Healthpeak Properties IncDOC1,715$30,0300.01%
316Sandoz Group AG ADR799926100548$29,9560.01%
317Dimensional U.S. Core Equity 2 ETF25434V708830$29,7470.01%
318Portland General Electric Co736508847719$29,2130.01%
319NorthWestern Energy Group IncNWE567$29,0870.01%
320Schwab U.S. Large-Cap ETF8085242011,184$28,9370.01%
321Franklin Resources IncBEN1,175$28,0240.01%
322Archer-Daniels Midland CoADM525$27,7100.01%
323Perrigo Co PlcPRGO1,005$26,8540.01%
324Fortive CorpFTV500$26,0650.01%
325Dimensional US Marketwide Value ETF25434V724603$25,4950.01%
326Viatris IncVTRS2,855$25,4940.01%
327Inspire Small/Mid Cap ETFNTRSO695$24,6930.01%
328GlaxoSmithKline PLC ADRGLAXF640$24,5760.01%
329Sonoco Products Co835495102544$23,6970.01%
330Hormel Foods CorpHRL760$22,9900.01%
331iShares Preferred & Income Sec464288687740$22,7030.01%
332Kenvue IncKVUE1,065$22,2900.01%
333Amcor PLCAMCCF2,420$22,2400.01%
334Rayonier IncRYN995$22,0690.01%
335Global X Artificial Intelligence & Technology ET37954Y632505$22,0630.01%
336Leggett & Platt IncLEG2,450$21,8540.01%
337Blackstone Secured Lending FundBX682$20,9720.01%
338Spear Alpha ETF53656F383695$20,5720.01%
339Flowers Foods IncFLO1,262$20,1670.01%
340MFS Municipal Income5527381063,898$20,1530.01%
341Old Republic Intl Corp680223104511$19,6430.01%
342United Bankshares IncUNTCW525$19,1260.01%
343Hewlett Packard Enterprise CoHPE-PC917$18,7530.01%
344Wendy's Co/The95058W1001,600$18,2720.01%
345Sprott Physical Silver TrustSII1,400$17,1360.01%
346Snap IncSNAP1,500$13,0350.01%
347Schwab INTL EQTY ETF808524805570$12,5970.01%
348Warner Bros. Discovery IncWBD1,027$11,7690.01%
349Principal Real Estate IncomePGZ1,041$10,9510.01%
350Plains All American Pipeline L726503105504$9,2330.00%
351Freshworks IncFRSH600$8,9460.00%
352Oaktree Specialty Lending CorpOCSL650$8,8790.00%
353Haleon PLC ADRHLNCF800$8,2960.00%
354Vestis CorpVSTS1,050$6,0170.00%
355PIMCO Strategic Income72200X104775$5,3940.00%
356B&G Foods IncBGS750$3,1730.00%
357Lucid Group IncLCID1,500$3,1650.00%
358Nordic American Tankers LtdNAT850$2,2360.00%
359Rockwell Medical IncRMTI2,000$1,6960.00%
3603D Systems Corp88554D2051,000$1,5400.00%
361Ambev SAABEV500$1,2050.00%
362Acutus Medical Inc0051111092,000$40.00%