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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 Q4 2025 · Filed January 29, 2026 · Accession 0001800911-26-000001

Total Value
$252.9M
Positions
261
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (260)

#IssuerTicker / CUSIPSharesValue% of Filing
1NVIDIA CorpNVDA81,525$15.2M6.01%
2Vanguard Total Stock Market ETF92290876928,105$9.4M3.73%
3Microsoft CorpMSFT15,346$7.4M2.93%
4iShares Core S&P 500 ETF46428720010,706$7.3M2.90%
5Vanguard Short Duration Tax-Exm Bd ETF92290769683,578$6.4M2.53%
6SPDR S&P 500 ETF TrustSPY8,910$6.1M2.40%
7Apple IncAAPL21,771$5.9M2.34%
8Vanguard Mid-Cap ETF92290862920,156$5.8M2.31%
9Vanguard S&P 500 ETF9229083639,283$5.8M2.30%
10Vanguard Small-Cap ETF92290875121,735$5.6M2.22%
11Vanguard Intermediate-Term Tax-Exempt Bond ETF92290773843,061$4.3M1.72%
12Costco Wholesale Corp22160K1055,003$4.3M1.71%
13Palantir Technologies IncPLTR22,387$4.0M1.57%
14Vanguard Core Tax-Exempt Bond ETF92290771245,858$3.5M1.37%
15Alphabet IncGOOG10,851$3.4M1.34%
16Intuit IncINTU5,110$3.4M1.34%
17Strive 500 ETF02072L68073,009$3.2M1.27%
18Akre Focus ETF74316P57945,209$3.0M1.17%
19AbbVie IncABBV12,042$2.8M1.09%
20Mastercard IncMA4,818$2.8M1.09%
21Vanguard Short-Term Tax-Exmpt Bd ETF92193587026,606$2.7M1.07%
22TJX Cos Inc/The87254010916,891$2.6M1.03%
23SPDR Gold SharesGLD6,518$2.6M1.02%
24General Electric Co3696043017,684$2.4M0.94%
25Vanguard Large-Cap ETF9229086376,726$2.1M0.84%
26Eli Lilly & CoLLY1,943$2.1M0.83%
27Amgen IncAMGN6,283$2.1M0.81%
28SPDR Portfolio S&P 400 Mid Cap78464A84735,199$2.0M0.81%
29Procter & Gamble Co/The74271810914,044$2.0M0.80%
30Oracle CorpORCL-PD10,271$2.0M0.79%
31Visa IncV5,639$2.0M0.78%
32O'Reilly Automotive Inc67103H10721,665$2.0M0.78%
33iShares Russell 1000 Growth ET4642876144,144$2.0M0.78%
34PepsiCo IncPEP13,192$1.9M0.75%
35American Express CoAXP5,102$1.9M0.75%
36Schwab US Broad Market ETF80852410267,130$1.8M0.70%
37Alphabet IncGOOG5,586$1.8M0.69%
38Berkshire Hathaway IncBRK-A3,387$1.7M0.67%
39Chevron CorpCVX10,607$1.6M0.64%
40Vanguard FTSE Developed Market92194385825,569$1.6M0.63%
41Johnson & JohnsonJNJ7,528$1.6M0.62%
42McDonald's CorpMCD5,064$1.5M0.61%
43Meta Platforms IncMETA2,315$1.5M0.60%
44Micron Technology IncMU5,305$1.5M0.60%
45Abbott LaboratoriesABLZF12,046$1.5M0.60%
46Walmart IncWMT13,245$1.5M0.58%
47Schwab U.S. Mid-Cap ETF80852450847,577$1.4M0.57%
48Kimberly-Clark CorpKMB14,019$1.4M0.56%
49iShares Gold TrustIAU17,412$1.4M0.56%
50Invesco QQQ Trust Series 1IVZ2,280$1.4M0.55%
51Amazon.com IncAMZN5,986$1.4M0.55%
52Palo Alto Networks IncPANW7,444$1.4M0.54%
53JPMorgan Chase & CoVYLD4,245$1.4M0.54%
54iShares Core S&P Mid-Cap ETF46428750720,724$1.4M0.54%
55CrowdStrike Holdings IncCRWD2,834$1.3M0.53%
56Vanguard Short-Term Inflation-92202080525,864$1.3M0.51%
57Rollins IncROL20,689$1.2M0.49%
58Accenture PLCACN4,620$1.2M0.49%
59Raytheon Technologies CorpRTX6,596$1.2M0.48%
60Stryker CorpSYK3,250$1.1M0.45%
61Wells Fargo & Co94974610112,072$1.1M0.44%
62Home Depot Inc/TheHD3,043$1.0M0.41%
63Schwab US Small-Cap ETF80852460736,419$1.0M0.41%
64Lowe's Cos Inc5486611074,194$1.0M0.40%
65Barrick Mining Corp06849F10823,114$1.0M0.40%
66Adobe IncADBE2,856$999,5710.40%
67Intuitive Surgical IncISRG1,750$991,1300.39%
68NextEra Energy IncNEE-PW12,271$985,1160.39%
69Boeing Co/TheBA-PA4,472$970,9610.38%
70iShares Morningstar Mid-Cap ET46428820811,668$965,2940.38%
71Vanguard Growth ETF9229087361,958$955,2300.38%
72Vertiv Holdings CoVRT5,728$927,9930.37%
73Invesco BuyBack Achievers ETFIVZ6,721$902,7670.36%
74Parker-Hannifin CorpPH1,005$883,3550.35%
75Cisco Systems Inc/DelawareCSCO11,445$881,6080.35%
76iShares Silver TrustSLV12,955$834,5610.33%
77Paychex IncPAYX7,426$833,0270.33%
78Exxon Mobil CorpXOM6,600$794,2940.31%
79Broadcom LtdAVGO2,294$794,1150.31%
80Coca-Cola Co/TheKO11,256$786,9000.31%
81Toast IncTOST22,140$786,1910.31%
82Emerson Electric CoEMR5,907$783,9770.31%
83Cigna Corp1255231002,843$782,5630.31%
84Norfolk Southern Corp6558441082,700$779,5440.31%
85Newmont CorpNEMCL7,773$776,1340.31%
86Caterpillar IncCAT1,295$741,5910.29%
87Sprott Physical Gold TrustSII22,062$728,4870.29%
88Bank of America Corp06050510412,742$700,8360.28%
89iShares Trust - iShares MSCI K4642885705,330$686,6640.27%
90McKesson CorpMCK830$680,8410.27%
91Vanguard Tax-Exempt Bond Index92290774613,480$677,9090.27%
92General Dynamics CorpGD1,993$670,9630.27%
93Automatic Data Processing IncADP2,542$653,8790.26%
94CyberArk Software LtdM2682V1081,459$650,8020.26%
95Tesla IncTSLA1,424$640,4010.25%
96Vanguard Real Estate ETF9229085537,084$626,8630.25%
97Vanguard Mid-Cap Value ETF9229085123,444$610,8620.24%
98Vanguard Total Bond Market ETF9219378358,203$607,5960.24%
99Xylem Inc/NYXYL4,446$605,4560.24%
100Kinross Gold CorpKGCRF21,320$600,3710.24%
101Reddit IncRDDT2,570$590,7660.23%
102Nestle S A Reg B Adr6410694065,740$566,9970.22%
103Vanguard High Dividend Yield E9219464063,938$565,1490.22%
104Novartis AGNVSEF4,040$556,9950.22%
105Vanguard Total International S9219097687,235$545,8080.22%
106WisdomTree US SmallCap FundWT9,450$537,9890.21%
107iShares Core S&P Small-Cap ETF4642878044,453$535,1620.21%
108Sandisk CorpSNDK2,247$533,3930.21%
109Merck & Co IncMRK4,951$521,1470.21%
110DFA Tax-Managed US Small Cap25434V5007,455$519,3900.21%
111Vanguard Dividend Appreciation9219088442,339$514,0230.20%
112Laboratory Crp Of Amer HldgsLH2,006$503,2650.20%
113GE Vernova IncGEV744$486,2560.19%
114ProShares S&P MidCap 400 Dividend Aristocrats74347B6805,759$485,0230.19%
115Advanced Micro DevicesAMD2,200$471,1520.19%
116Phillips 66PSX3,629$468,2860.19%
117Freeport-McMoRan IncFCX9,197$467,1160.18%
118Vanguard Small-Cap Growth ETF9229085951,444$436,2470.17%
119Garmin LtdGRMN2,150$436,1280.17%
120ConocoPhillipsCOP4,651$435,4130.17%
121VanEck Gold Miners ETF/USA92189F1065,065$434,4250.17%
122Zoetis IncZTS3,305$415,8350.16%
123Invesco S&P Smallcap 600 RevenIVZ8,425$410,4660.16%
124iShares Russell 2000 ETF4642876551,660$408,6260.16%
125Cummins IncCMI800$408,3600.16%
126WisdomTree US MidCap FundWT6,079$406,0770.16%
127iShares Gold Trust MicroIAU9,293$399,5060.16%
128Novo Nordisk A/S ADRNONOF7,778$395,7450.16%
129Intel CorpINTC10,688$394,3900.16%
130Shift4 Payments Inc82452J1096,252$393,6880.16%
131Kinder Morgan IncEP-PC14,265$392,1450.16%
132Ross Stores IncROST2,150$387,3010.15%
133iShares MSCI EAFE ETF4642874654,024$386,4250.15%
134Deere & CoDE820$381,7670.15%
135Vanguard Value ETF9229087441,978$377,7780.15%
136Vanguard Intermediate-Term Bon9219378194,721$367,6710.15%
137Mondelez International Inc6092071056,768$364,3450.14%
138Yum! Brands IncYUM2,408$364,2820.14%
139iShares Russell 1000 ETF464287622975$364,1040.14%
140Vanguard Short-Term Bond ETF9219378274,600$362,5260.14%
141Invesco S&P MidCap 400 Pure VaIVZ2,820$360,3930.14%
142Vanguard FTSE All-World ex-US9220427754,866$357,9430.14%
143Vanguard Mega Cap Growth ETF921910816864$356,6330.14%
144Philip Morris International In7181721092,222$356,4690.14%
145IBMINTR1,197$354,5630.14%
146Dominion Energy IncD5,950$348,6110.14%
147NIKE IncNKE5,420$345,2890.14%
148Goldman Sachs Physical Gold ET38150K1038,040$342,1020.14%
149Gentex CorpGNTX14,500$337,4150.13%
150EOG Resources IncEOG3,202$336,2420.13%
151SAP SE ADRSAPGF1,384$336,1870.13%
152Quest Diagnostics IncDGX1,900$329,7070.13%
153J M Smucker Co/The8326964053,333$326,0120.13%
154Sprott Physical Gold and SilveSII7,068$323,7140.13%
155Cintas CorpCTAS1,704$320,4710.13%
156ITT IncITT1,844$319,9520.13%
157Carrier Global CorpCARR5,985$316,2470.13%
158SPDR S&P MidCap 400 ETF TrustMDY516$311,2920.12%
159Toro Co/TheTORO3,924$308,8970.12%
160ProShares S&P 500 Dividend Ari74348A4672,930$304,9250.12%
161Becton Dickinson and CoBDX1,504$291,8810.12%
162United Parcel Service IncUPS2,894$287,0150.11%
163Illinois Tool Works Inc4523081091,162$286,2010.11%
1643M CoMMM1,758$281,5330.11%
165Vanguard Mid-Cap Growth ETF9229085381,000$279,1400.11%
166Xtrackers MSCI EAFE Hedged Equ2330512005,755$276,8730.11%
167Invesco S&P 500 Equal Weight EIVZ1,439$275,6550.11%
168Enterprise Products Partners L2937921078,432$270,3300.11%
169iShares Russell 1000 Value ETF4642875981,277$268,6040.11%
170Danaher Corp2358511021,166$266,9210.11%
171Verizon Communications IncVZ6,512$265,2350.10%
172Northrop Grumman CorpNOC455$259,4460.10%
173Air Products and Chemicals IncAIIR1,042$257,3950.10%
174Vanguard FTSE Emerging Markets9220428584,720$253,7470.10%
175Spotify Technology SASPOT435$252,6090.10%
176SharpLink Gaming IncSBET28,244$252,5010.10%
177Otis Worldwide CorpOTIS2,819$246,2560.10%
178Walt Disney Co/The2546871062,156$245,2880.10%
179iShares TIPS Bond ETF4642871762,216$243,5610.10%
180Eaton Corp PLCETN757$241,1120.10%
181Colgate-Palmolive CoCL3,023$238,8950.09%
182iShares Russell 2000 Value ETF4642876301,263$228,8680.09%
183Pacer US Small Cap Cash Cows 100 ETF69374H8575,122$227,2630.09%
184Unilever PLC ADRUNLYF3,448$225,4990.09%
185Cameco CorpCCJ2,436$222,8700.09%
186Pfizer IncPFE8,844$220,2050.09%
187Boston Scientific CorpBSX2,279$217,3030.09%
188Docusign IncDOCU3,170$216,8280.09%
189Quanta Services Inc74762E102504$212,7180.08%
190Howmet Aerospace IncHWM1,037$212,5120.08%
191Cava Group IncCAVA3,542$207,8800.08%
192Thermo Fisher Scientific IncTMO358$207,4430.08%
193QUALCOMM IncQCOM1,192$203,8920.08%
194Bristol-Myers Squibb CoCELG-RI3,616$195,0210.08%
195iShares MSCI USA Small-Cap Min46435G4334,438$192,2990.08%
196Occidental Petroleum Corp6745991054,586$188,5760.07%
197Vanguard Extended Market ETF922908652900$188,2080.07%
198Dell Technologies IncDELL1,487$187,1840.07%
199Marathon Petroleum CorpMARA1,137$184,9100.07%
200Fastenal CoFAST4,515$181,1870.07%
201Seagate Technology PLCSE640$176,2500.07%
202Apache CorpAPA7,160$175,1340.07%
203Schwab Fundamental U.S. Broad8085247896,555$174,1590.07%
204Ecolab IncECL661$173,5260.07%
205iShares Global Infrastructure4642883722,732$167,6360.07%
206American Electric Power Co Inc0255371011,430$164,8930.07%
207Public StoragePSA-PS632$164,0040.06%
208SPDR Portfolio S&P 600 Small C78468R8533,499$163,9630.06%
209iShares MSCI EAFE Value ETF4642888772,291$163,6000.06%
210Vanguard Health Care ETF92204A504564$162,3470.06%
211Pacer US Cash Cows 100 ETF69374H8812,695$162,1580.06%
212ServiceNow IncNOW1,045$160,0840.06%
213AT&T IncT-PC6,373$158,2970.06%
214Weyerhaeuser CoWY6,640$157,3020.06%
215iShares Core MSCI EAFE ETF46432F8421,725$154,3190.06%
216Invesco Exchange-Traded Fund TIVZ2,600$154,1280.06%
217Viking Holdings LtdVIK2,150$153,5320.06%
218L3Harris Technologies IncLHX517$151,7760.06%
219Southern Co/TheSOMN1,733$151,1180.06%
220Target CorpTGT1,500$146,6250.06%
221Estee Lauder Cos Inc/The5184391041,391$145,6660.06%
222Broadridge Financial Solutions11133T103650$145,0610.06%
223Lam Research CorpLRCX847$144,9890.06%
224Vanguard Total International B92203J4072,971$143,5590.06%
225Defiance Quantum ETF26922A4201,303$142,8870.06%
226Duke Energy CorpDUKB1,215$142,4100.06%
227Vanguard Information Technolog92204A702187$140,9570.06%
228Invesco Exchange-Traded Fund TIVZ1,355$140,0530.06%
229Darden Restaurants IncDRI750$138,0150.05%
230Travelers Cos Inc/TheTRV474$137,4880.05%
231SPDR Portfolio TIPS ETF78464A6565,240$135,9780.05%
232Aberdeen Standard Physical SilSIVR1,985$134,2650.05%
233DTE Energy CoDTK1,039$134,0100.05%
234Western Digital CorpWDC775$133,5090.05%
235Plains All American Pipeline L7265031057,404$132,9760.05%
236Invesco Defensive Equity ETFIVZ1,450$130,4200.05%
237Rio Tinto PLCRTNTF1,626$130,1290.05%
238iShares S&P Mid-Cap 400 Growth4642876061,336$129,4320.05%
239Grail IncGRAL1,499$128,2990.05%
240Dimensional US Large Cap Value ETF25434V6663,749$128,2530.05%
241Carnival CorpCUKPF4,000$122,1600.05%
242DFA Tax-Managed US Targeted Value25434V6092,029$120,8070.05%
243Tractor Supply CoTSCO2,400$120,0240.05%
244iShares 0-3 Month Treasury Bond ETF46436E7181,184$118,8500.05%
245AB Ultra Short Income ETF00039J1032,353$118,7790.05%
246Marriott International Inc/MD571903202381$118,2010.05%
247CompoSecure Inc20459V1056,119$117,9740.05%
248Dollar Tree IncDLTR953$117,2290.05%
249iShares S&P Mid-Cap 400 Value464287705880$115,7990.05%
250US Treasury 3 Month Bill ETF74933W4522,300$114,7240.05%
251Linde PLCLIN260$110,8610.04%
252Dimensional U.S. Equity ETF25434V4011,491$110,5870.04%
253Vanguard Intermediate-Term Cor92206C8701,310$109,7130.04%
254iShares U.S. Small-Cap Equity Factor ETF46434V2901,465$109,6990.04%
255Roku IncROKU1,008$109,3580.04%
256Invesco Preferred ETFIVZ9,430$105,9930.04%
257Medtronic PLCMDT1,083$104,0330.04%
258Vanguard Short-Term Corporate92206C4091,285$102,4530.04%
259Viking Therapeutics IncVKTX2,900$102,0220.04%
260Dynatrace IncDT2,342$101,5020.04%