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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

HOHIMER WEALTH MANAGEMENT, LLC

Quarter ended Q1 2025 · Filed May 2, 2025 · Accession 0001802533-25-000004

Total Value
$513.5M
Positions
258
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (258)

#IssuerTicker / CUSIPSharesValue% of Filing
1MICROSOFT CORPMSFT88,678$33.3M6.48%
2GOLDMAN SACHS ETF TRNVGLF224,251$22.5M4.37%
3VANGUARD BD INDEX FDS921937827202,094$15.8M3.08%
4VANGUARD INDEX FDS92290873634,473$12.8M2.49%
5NVIDIA CORPORATIONNVDA99,958$10.8M2.11%
6AMAZON COM INCAMZN46,394$8.8M1.72%
7VANGUARD TAX-MANAGED FDS921943858164,058$8.3M1.62%
8VANGUARD INDEX FDS92290874445,489$7.9M1.53%
9BROADCOM INCAVGO44,598$7.5M1.45%
10ALPHABET INCGOOG45,320$7.0M1.36%
11META PLATFORMS INCMETA11,724$6.8M1.32%
12APPLE INCAAPL29,681$6.6M1.28%
13BARCLAYS PLCBCLYF428,180$6.6M1.28%
14COSTCO WHSL CORP NEW22160K1056,625$6.3M1.22%
15MOLINA HEALTHCARE INCMOH18,171$6.0M1.17%
16BLACKROCK INCBLK6,166$5.8M1.14%
17JPMORGAN CHASE & CO.VYLD23,688$5.8M1.13%
18ALIBABA GROUP HLDG LTDBBAAY43,561$5.8M1.12%
19EXXON MOBIL CORPXOM48,124$5.7M1.11%
20VISA INCV16,169$5.7M1.10%
21SPDR S&P 500 ETF TRSPY10,101$5.7M1.10%
22BOEING COBA-PA93,900$5.6M1.09%
23AMERICAN ELEC PWR CO INC02553710150,759$5.5M1.08%
24AMERIPRISE FINL INC03076C10610,372$5.0M0.98%
25NEWMONT CORPNEMCL103,366$5.0M0.97%
26ISHARES TR4642872008,787$4.9M0.96%
27VANGUARD BD INDEX FDS92193781963,771$4.9M0.95%
28VICI PPTYS INC925652109143,107$4.7M0.91%
29SEMPRASREA65,400$4.7M0.91%
30AMGEN INCAMGN14,701$4.6M0.89%
31ELECTRONIC ARTS INCEA31,451$4.5M0.89%
32EXPEDIA GROUP INCEXPE26,763$4.5M0.88%
33MERCK & CO INCMRK49,604$4.5M0.87%
34INTUITINTU7,096$4.4M0.85%
35ASML HOLDING N VASMLF6,553$4.3M0.85%
36JANUS DETROIT STR TR47103U84584,489$4.3M0.83%
37ISHARES TR46435U853115,800$4.3M0.83%
38ARISTA NETWORKS INCANET54,180$4.2M0.82%
39PAYPAL HLDGS INCPYPL63,561$4.1M0.81%
40PINTEREST INCPINS132,855$4.1M0.80%
41AUTOMATIC DATA PROCESSING INADP13,382$4.1M0.80%
42EBAY INC.EBAY59,414$4.0M0.78%
43MORGAN STANLEYMS-PQ33,910$4.0M0.77%
44PEPSICO INCPEP26,018$3.9M0.76%
45UNITED THERAPEUTICS CORP DELUTHR12,651$3.9M0.76%
46CNH INDL N VN20944109303,866$3.7M0.73%
47QUALCOMM INCQCOM24,281$3.7M0.73%
48BERKSHIRE HATHAWAY INC DELBRK-A6,976$3.7M0.72%
49ZOOM COMMUNICATIONS INCZM49,769$3.7M0.71%
50VERISIGN INCVRSN14,461$3.7M0.71%
51LOCKHEED MARTIN CORPLMT8,201$3.7M0.71%
52JOHNSON & JOHNSONJNJ21,911$3.6M0.71%
53CANADIAN NATL RY CO13637510237,229$3.6M0.71%
54NORTHROP GRUMMAN CORPNOC6,893$3.5M0.69%
55HERSHEY COHSY20,504$3.5M0.68%
56LAM RESEARCH CORPLRCX47,882$3.5M0.68%
57PRICE T ROWE GROUP INCTROW36,801$3.4M0.66%
58INCYTE CORPINCY55,522$3.4M0.65%
59GENERAL MTRS CO37045V10070,377$3.3M0.64%
60VANGUARD INDEX FDS92290876911,636$3.2M0.62%
61EMERSON ELEC COEMR27,963$3.1M0.60%
62TARGET CORPTGT28,524$3.0M0.58%
63ISHARES TR46428841427,880$2.9M0.57%
64MCDONALDS CORPMCD9,268$2.9M0.56%
65VANGUARD INTL EQUITY INDEX F92204285862,988$2.9M0.56%
66SCHLUMBERGER LTDSLB66,467$2.8M0.54%
67HEWLETT PACKARD ENTERPRISE CHPE-PC178,576$2.8M0.54%
68ACADIA PHARMACEUTICALS INCACAD160,642$2.7M0.52%
69NETAPP INCNTAP29,694$2.6M0.51%
70VANGUARD SPECIALIZED FUNDS92190884413,439$2.6M0.51%
71DOLLAR GEN CORP NEW25667710529,308$2.6M0.50%
72TESLA INCTSLA9,533$2.5M0.48%
73CENTENE CORP DELCNC38,946$2.4M0.46%
74DELL TECHNOLOGIES INCDELL25,733$2.3M0.46%
75MICRON TECHNOLOGY INCMU26,742$2.3M0.45%
76ISHARES TR46428868772,614$2.2M0.43%
77APPLIED MATLS INC03822210515,308$2.2M0.43%
78VANGUARD CHARLOTTE FDS92203J40743,885$2.1M0.42%
79PRINCIPAL FINANCIAL GROUP INPFG25,035$2.1M0.41%
80ALEXANDRIA REAL ESTATE EQ IN01527110922,670$2.1M0.41%
81VANGUARD INDEX FDS9229087518,397$1.9M0.36%
82GARTNER INCIT4,394$1.8M0.36%
83CARDINAL HEALTH INCCAH12,258$1.7M0.33%
84PROCTER AND GAMBLE CO7427181099,568$1.6M0.32%
85ALTRIA GROUP INCMO27,121$1.6M0.32%
86CANADIAN NAT RES LTD13638510149,799$1.5M0.30%
87VANGUARD BD INDEX FDS92193783520,558$1.5M0.29%
88AMERICAN EXPRESS COAXP5,607$1.5M0.29%
89ASTRAZENECA PLCAZN19,569$1.4M0.28%
90CUMMINS INCCMI4,546$1.4M0.28%
91PALO ALTO NETWORKS INCPANW8,124$1.4M0.27%
92SHERWIN WILLIAMS COSHW3,804$1.3M0.26%
93CISCO SYS INCCSCO21,207$1.3M0.25%
94DOCUSIGN INCDOCU16,052$1.3M0.25%
95CATERPILLAR INCCAT3,941$1.3M0.25%
96CHEVRON CORP NEWCVX7,652$1.3M0.25%
97PACCAR INCPCAR12,921$1.3M0.25%
98ISHARES TR46435G10215,016$1.3M0.24%
99ELI LILLY & COLLY1,443$1.2M0.23%
100NEXTERA ENERGY INCNEE-PW16,767$1.2M0.23%
101BOEING COBA-PA6,635$1.1M0.22%
102ISHARES TR4642874085,868$1.1M0.22%
103VANGUARD BD INDEX FDS92193779315,798$1.1M0.22%
104BAKER HUGHES COMPANYBKR24,840$1.1M0.21%
105ROYALTY PHARMA PLCRPRX32,896$1.0M0.20%
106VERTEX PHARMACEUTICALS INCVRTX2,097$1.0M0.20%
107ISHARES TR46429B6638,280$1.0M0.20%
108FLUTTER ENTMT PLCG3643J1084,507$998,5260.19%
109LIVE NATION ENTERTAINMENT INLYV7,544$985,0960.19%
110UNILEVER PLCUNLYF16,253$967,8660.19%
111ADVANCED MICRO DEVICES INCAMD9,411$966,8860.19%
112VANGUARD SCOTTSDALE FDS92206C77120,128$932,1190.18%
113EATON CORP PLCETN3,202$870,4000.17%
114MONSTER BEVERAGE CORP NEWMNST14,753$863,3460.17%
115APOLLO GLOBAL MGMT INC03769M1066,211$850,5650.17%
116RTX CORPORATIONRTX6,384$845,6250.16%
117CHENIERE ENERGY INCLNG3,604$833,9660.16%
118UNITEDHEALTH GROUP INCUNH1,586$830,7840.16%
119SEA LTDSE6,317$824,3050.16%
120CONSTELLATION BRANDS INCSTZ4,471$820,5660.16%
121BANK AMERICA CORP06050510419,655$820,2030.16%
122ISHARES TR4642878047,718$807,0710.16%
123HOME DEPOT INCHD2,194$804,2180.16%
124MSCI INCMSCI1,397$790,0040.15%
125PROGRESSIVE CORP7433151032,748$777,7110.15%
126WASTE MGMT INC DEL94106L1093,264$755,6490.15%
127HONEYWELL INTL INC4385161063,529$747,3020.15%
128JANUS DETROIT STR TR47103U75315,000$730,0500.14%
129SCHWAB CHARLES CORPSCHW-PJ9,257$724,6540.14%
130MERCADOLIBRE INCMELI351$684,7550.13%
131ISHARES TR4642874658,331$680,8930.13%
132ALPHABET INCGOOG4,350$679,6110.13%
133UBER TECHNOLOGIES INCUBER9,181$668,9280.13%
134SPDR S&P MIDCAP 400 ETF TRMDY1,235$658,8480.13%
135GRAINGER W W INC384802104659$650,9800.13%
136AMETEK INCAME3,736$643,1150.13%
137STEEL DYNAMICS INCSTLD5,114$639,6590.12%
138TJX COS INC NEW8725401095,188$631,8980.12%
139AT&T INCT-PC22,255$629,3710.12%
140STARBUCKS CORPSBUX6,293$617,2800.12%
141ISHARES TR4642876221,997$612,5600.12%
142SPDR GOLD TRGLD2,057$592,7040.12%
143NOVO-NORDISK A SNONOF8,473$588,3650.11%
144CHUBB LIMITEDCB1,891$571,0630.11%
145BRISTOL-MYERS SQUIBB COCELG-RI9,233$563,1210.11%
146POST HLDGS INCPOST4,723$549,5680.11%
147AMPHENOL CORP NEW0320951018,373$549,1850.11%
148BLUE OWL CAPITAL INCOWL27,318$547,4530.11%
149NETFLIX INCNFLX585$545,5300.11%
150MOTOROLA SOLUTIONS INCMSI1,244$544,6360.11%
151STONEX GROUP INCSNEX7,112$543,2150.11%
152VERTIV HOLDINGS COVRT7,493$540,9950.11%
153WALMART INCWMT6,085$534,2020.10%
154DOW INCDOW15,164$529,5270.10%
155VULCAN MATLS CO9291601092,267$528,8910.10%
156LULULEMON ATHLETICA INCLULU1,866$528,1900.10%
157PALANTIR TECHNOLOGIES INCPLTR6,233$526,0650.10%
158TOYOTA MOTOR CORPTOYOF2,974$525,0000.10%
159ISHARES TR4642872424,827$524,6470.10%
160ISHARES TR4642886469,499$497,4620.10%
161SYNOPSYS INCSNPS1,146$491,4620.10%
162YUM BRANDS INCYUM3,120$490,9630.10%
163T-MOBILE US INCTMUSZ1,800$480,1690.09%
164ISHARES TR4642876552,378$474,3870.09%
165ISHARES TR46429B6559,220$470,6810.09%
166ISHARES TR4642875078,013$467,5590.09%
167SCHWAB STRATEGIC TR80852430017,936$449,1170.09%
168INTEL CORPINTC19,755$448,6360.09%
169BERRY GLOBAL GROUP INC08579W1036,363$444,2010.09%
170CATALYST PHARMACEUTICALS INCCPRX18,070$438,1980.09%
171CARRIER GLOBAL CORPORATIONCARR6,904$437,7140.09%
172WELLS FARGO CO NEW9497461016,069$435,6960.08%
173SILGAN HLDGS INCSLGN8,411$429,9700.08%
174ALKERMES PLCALKS12,362$408,1930.08%
175INVESCO QQQ TRIVZ861$403,7400.08%
176UNION PAC CORPUNP1,691$399,4820.08%
177ABBVIE INCABBV1,895$397,0000.08%
178LOUISIANA PAC CORPLPX4,293$394,8700.08%
179ISHARES TR4642876141,071$386,7740.08%
180VANGUARD INTL EQUITY INDEX F9220427423,265$378,5770.07%
181ISHARES TR4642874994,450$378,5620.07%
182OSI SYSTEMS INCOSIS1,927$374,4930.07%
183AMPLIFY ETF TR0321084099,107$371,2920.07%
184EXPAND ENERGY CORPORATIONEXE3,315$369,0260.07%
185PALOMAR HLDGS INCPLMR2,617$358,7380.07%
186JBT MAREL CORPORATIONJBTM2,885$352,5470.07%
187MUELLER INDS INC6247561024,463$339,8130.07%
188ANI PHARMACEUTICALS INCANIP4,989$334,0140.07%
189ATMUS FILTRATION TECHNOLOGIEATMU9,053$332,5170.06%
190PIONEER MUNICIPAL HIGH INCOM72376310836,000$331,2000.06%
191TACTILE SYS TECHNOLOGY INC87357P10024,035$317,7430.06%
192J P MORGAN EXCHANGE TRADED F46654Q2036,033$312,3890.06%
193NORTHEAST BK PORTLAND ME66405S1003,412$312,3340.06%
194SALESFORCE INCCRM1,141$306,1990.06%
195CSG SYS INTL INC1263491094,905$296,6050.06%
196HEIDRICK & STRUGGLES INTL IN4228191026,922$296,4690.06%
197ISHARES TR46432F8595,990$289,6000.06%
198INTERNATIONAL BUSINESS MACHSINTR1,140$283,4720.06%
199MATSON INCMATX2,192$280,9490.05%
200FEDERATED HERMES INCFHI6,795$277,0320.05%
201ACI WORLDWIDE INCACIW4,962$271,4710.05%
202PRUDENTIAL FINL INCPUKPF2,430$271,3820.05%
203BUILD-A-BEAR WORKSHOP INCBBW7,223$268,4790.05%
204VERIZON COMMUNICATIONS INCVZ5,890$267,1700.05%
205SERIES PORTFOLIOS TR81752T52810,000$265,7000.05%
206ADDUS HOMECARE CORPADUS2,561$253,2570.05%
207CARRIAGE SVCS INC1439051076,456$250,1700.05%
208CALAMOS ETF TR12811T8869,899$249,2690.05%
209QCR HOLDINGS INCQCRH3,489$248,8350.05%
210REPUBLIC BANCORP INC KYRBCAA3,879$247,5580.05%
211SKYWEST INCSKYW2,829$247,1700.05%
212ACCENTURE PLC IRELANDACN788$245,8880.05%
213A10 NETWORKS INCATEN14,984$244,8390.05%
214BOX INCBXCAP7,900$243,7940.05%
215TRACTOR SUPPLY COTSCO4,420$243,5420.05%
216JAKKS PAC INCJAKK9,832$242,5550.05%
217PENNYMAC FINL SVCS INC NEW70932M1072,351$235,3590.05%
218ADEIA INCADEA17,800$235,3160.05%
219THERMO FISHER SCIENTIFIC INCTMO471$234,3700.05%
220NMI HLDGS INCNMIH6,493$234,0730.05%
221KORN FERRYKFY3,439$233,2670.05%
222NETSCOUT SYS INCNTCT11,097$233,1480.05%
223AMPHASTAR PHARMACEUTICALS INAMPH8,005$232,0650.05%
224NATIONAL HEALTHCARE CORPNHC2,479$230,0510.04%
225XYLEM INCXYL1,920$229,3630.04%
226ATLANTICUS HOLDINGS CORPATLCZ4,390$224,5490.04%
227CSX CORPCSX7,502$220,7840.04%
228FISERV INCFISV998$220,3880.04%
229BRITISH AMERN TOB PLC1104481075,300$219,2610.04%
230JAYUD GLOBAL LOGISTICS LTDJYD28,000$215,3200.04%
231INDEPENDENCE RLTY TR INC45378A10610,098$214,3810.04%
232NORTHRIM BANCORP INCNRIM2,881$210,9470.04%
233KINDER MORGAN INC DELEP-PC7,387$210,7510.04%
234ALPHA COGNITION INCACOG41,608$210,5360.04%
235ONE GAS INCOGS2,783$210,3670.04%
236CARGURUS INCCARG7,211$210,0560.04%
237VIPER ENERGY INCVNOM4,642$209,5860.04%
238ESSENTIAL PPTYS RLTY TR INC29670E1076,306$205,8280.04%
239UMH PPTYS INC90300210311,003$205,7560.04%
240ESCALADE INCESCA13,343$204,1480.04%
241HOME BANCSHARES INCHOMB7,193$203,3460.04%
242SPROTT PHYSICAL SILVER TRSII17,469$202,6400.04%
243STRYKER CORPORATIONSYK541$201,3870.04%
244DHT HOLDINGS INCDHT17,951$188,4860.04%
245ACCEL ENTERTAINMENT INCACEL18,699$185,4940.04%
246NETSTREIT CORPNTST11,538$182,8770.04%
247FORD MTR CO34537086016,833$168,8350.03%
248ODYSIGHT AI INCODYS24,000$168,4800.03%
249GOODRX HLDGS INCGDRX35,218$155,3110.03%
250A2Z CUST2MATE SOLUTIONS CORPAZ20,000$141,2000.03%
251OXFORD LANE CAP CORPOXLCZ29,456$139,0320.03%
252PUTNAM MANAGED MUN INCOME TR74682310314,395$88,2410.02%
253COEUR MNG INC19210850412,001$71,0460.01%
254HECLA MNG CO42270410610,431$57,9960.01%
255ENDEAVOUR SILVER CORPEXK13,015$55,5740.01%
256ENVVENO MEDICAL CORPORATIONNVNO20,000$52,6000.01%
257DOLPHIN ENTMT INC25686H30848,000$48,4800.01%
258LIGHTWAVE LOGIC INCLWLG10,000$10,2500.00%