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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 Q2 2025 · Filed August 19, 2025 · Accession 0001802533-25-000007

Total Value
$563.6M
Positions
267
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (267)

#IssuerTicker / CUSIPSharesValue% of Filing
1MICROSOFT CORPMSFT88,527$44.0M7.81%
2GOLDMAN SACHS ETF TRNVGLF344,292$34.5M6.12%
3NVIDIA CORPORATIONNVDA99,057$15.7M2.78%
4VANGUARD INDEX FDS92290873634,695$15.2M2.70%
5BROADCOM INCAVGO44,547$12.3M2.18%
6VANGUARD TAX-MANAGED FDS921943858183,575$10.5M1.86%
7AMAZON COM INCAMZN46,739$10.3M1.82%
8META PLATFORMS INCMETA11,767$8.7M1.54%
9VANGUARD INDEX FDS92290874448,499$8.6M1.52%
10ALPHABET INCGOOG45,520$8.0M1.42%
11BARCLAYS PLCBCLYF424,891$7.9M1.40%
12ISHARES TR46428720011,799$7.3M1.30%
13VANGUARD BD INDEX FDS92193782788,805$7.0M1.24%
14JPMORGAN CHASE & CO.VYLD23,281$6.7M1.20%
15COSTCO WHSL CORP NEW22160K1056,646$6.6M1.17%
16BLACKROCK INCBLK6,142$6.4M1.14%
17APPLE INCAAPL30,776$6.3M1.12%
18SPDR S&P 500 ETF TRSPY10,105$6.2M1.11%
19NEWMONT CORPNEMCL104,572$6.1M1.08%
20BOEING COBA-PA86,841$5.9M1.05%
21VISA INCV16,158$5.7M1.02%
22AMERIPRISE FINL INC03076C10610,332$5.5M0.98%
23INTUITINTU6,917$5.4M0.97%
24ARISTA NETWORKS INCANET52,665$5.4M0.96%
25MOLINA HEALTHCARE INCMOH17,964$5.4M0.95%
26AMERICAN ELEC PWR CO INC02553710150,606$5.3M0.93%
27EXXON MOBIL CORPXOM46,841$5.0M0.90%
28ASML HOLDING N VASMLF6,297$5.0M0.90%
29ELECTRONIC ARTS INCEA31,377$5.0M0.89%
30ALIBABA GROUP HLDG LTDBBAAY43,437$4.9M0.87%
31SEMPRASREA64,077$4.9M0.86%
32LAM RESEARCH CORPLRCX48,509$4.7M0.84%
33VICI PPTYS INC925652109143,943$4.7M0.83%
34MORGAN STANLEYMS-PQ32,672$4.6M0.82%
35PAYPAL HLDGS INCPYPL61,860$4.6M0.82%
36EXPEDIA GROUP INCEXPE26,831$4.5M0.80%
37EBAY INC.EBAY58,813$4.4M0.78%
38PINTEREST INCPINS121,410$4.4M0.77%
39VANGUARD BD INDEX FDS92193781956,214$4.3M0.77%
40VERISIGN INCVRSN14,476$4.2M0.74%
41ISHARES TR46435U853110,765$4.2M0.74%
42HOME DEPOT INCHD11,288$4.1M0.73%
43AUTOMATIC DATA PROCESSING INADP13,353$4.1M0.73%
44AMGEN INCAMGN14,597$4.1M0.72%
45JANUS DETROIT STR TR47103U84577,906$4.0M0.70%
46ZOOM COMMUNICATIONS INCZM49,586$3.9M0.69%
47QUALCOMM INCQCOM24,121$3.8M0.68%
48CANADIAN NATL RY CO13637510236,796$3.8M0.68%
49INCYTE CORPINCY55,475$3.8M0.67%
50LOCKHEED MARTIN CORPLMT8,116$3.8M0.67%
51MERCK & CO INCMRK47,409$3.8M0.67%
52VANGUARD INDEX FDS92290876912,317$3.7M0.66%
53EMERSON ELEC COEMR27,959$3.7M0.66%
54UNITED THERAPEUTICS CORP DELUTHR12,626$3.6M0.64%
55NORTHROP GRUMMAN CORPNOC6,868$3.4M0.61%
56BERKSHIRE HATHAWAY INC DELBRK-A7,062$3.4M0.61%
57DOLLAR GEN CORP NEW25667710529,643$3.4M0.60%
58PRICE T ROWE GROUP INCTROW34,797$3.4M0.60%
59JOHNSON & JOHNSONJNJ21,701$3.3M0.59%
60PEPSICO INCPEP25,039$3.3M0.59%
61HERSHEY COHSY19,643$3.3M0.58%
62EATON CORP PLCETN8,998$3.2M0.57%
63NETAPP INCNTAP29,900$3.2M0.57%
64DELL TECHNOLOGIES INCDELL25,968$3.2M0.56%
65VANGUARD INTL EQUITY INDEX F92204285863,085$3.1M0.55%
66MICRON TECHNOLOGY INCMU25,152$3.1M0.55%
67TESLA INCTSLA9,715$3.1M0.55%
68VANGUARD SPECIALIZED FUNDS92190884414,297$2.9M0.52%
69APPLIED MATLS INC03822210515,472$2.8M0.50%
70MCDONALDS CORPMCD9,276$2.7M0.48%
71TARGET CORPTGT26,475$2.6M0.46%
72ACADIA PHARMACEUTICALS INCACAD117,883$2.5M0.45%
73HEWLETT PACKARD ENTERPRISE CHPE-PC124,026$2.5M0.45%
74ISHARES TR46428868773,614$2.3M0.40%
75VANGUARD CHARLOTTE FDS92203J40744,849$2.2M0.39%
76SCHLUMBERGER LTDSLB62,335$2.1M0.37%
77CENTENE CORP DELCNC38,755$2.1M0.37%
78CARDINAL HEALTH INCCAH12,258$2.1M0.37%
79ISHARES TR46428841419,474$2.0M0.36%
80VANGUARD INDEX FDS9229087518,519$2.0M0.36%
81PRINCIPAL FINANCIAL GROUP INPFG25,038$2.0M0.35%
82DOVER CORPDOV10,657$2.0M0.35%
83AMERICAN EXPRESS COAXP5,581$1.8M0.32%
84VANGUARD BD INDEX FDS92193783523,868$1.8M0.31%
85PALO ALTO NETWORKS INCPANW8,334$1.7M0.30%
86PROLOGIS INC.PLDGP15,706$1.7M0.29%
87ALTRIA GROUP INCMO27,066$1.6M0.28%
88CANADIAN NAT RES LTD13638510149,049$1.5M0.27%
89PROCTER AND GAMBLE CO7427181099,586$1.5M0.27%
90CUMMINS INCCMI4,546$1.5M0.26%
91CISCO SYS INCCSCO21,190$1.5M0.26%
92CATERPILLAR INCCAT3,654$1.4M0.25%
93ADVANCED MICRO DEVICES INCAMD9,910$1.4M0.25%
94ISHARES TR4642874087,102$1.4M0.25%
95ASTRAZENECA PLCAZN19,651$1.4M0.24%
96ISHARES TR46435G10215,016$1.4M0.24%
97GARTNER INCIT3,344$1.4M0.24%
98SHERWIN WILLIAMS COSHW3,843$1.3M0.23%
99FLUTTER ENTMT PLCG3643J1084,567$1.3M0.23%
100NEXTERA ENERGY INCNEE-PW17,088$1.2M0.21%
101ELI LILLY & COLLY1,519$1.2M0.21%
102ROYALTY PHARMA PLCRPRX32,318$1.2M0.21%
103LIVE NATION ENTERTAINMENT INLYV7,513$1.1M0.20%
104CHEVRON CORP NEWCVX7,806$1.1M0.20%
105PACCAR INCPCAR11,387$1.1M0.19%
106BAKER HUGHES COMPANYBKR27,345$1.0M0.19%
107UNILEVER PLCUNLYF16,449$1.0M0.18%
108MONSTER BEVERAGE CORP NEWMNST15,452$967,9130.17%
109ISHARES TR46429B6638,139$953,6470.17%
110BANK AMERICA CORP06050510420,019$947,3040.17%
111VANGUARD BD INDEX FDS92193779313,592$945,1840.17%
112VERTEX PHARMACEUTICALS INCVRTX2,123$945,1600.17%
113AMPHENOL CORP NEW0320951019,513$939,4090.17%
114VERTIV HOLDINGS COVRT7,264$932,7960.17%
115APOLLO GLOBAL MGMT INC03769M1066,547$928,8930.16%
116MERCADOLIBRE INCMELI350$914,7710.16%
117VANGUARD SCOTTSDALE FDS92206C77119,445$901,0920.16%
118PALANTIR TECHNOLOGIES INCPLTR6,603$900,1210.16%
119SEA LTDSE5,502$879,9900.16%
120BOEING COBA-PA4,191$878,1550.16%
121CHENIERE ENERGY INCLNG3,536$861,0890.15%
122SCHWAB CHARLES CORPSCHW-PJ9,389$856,6800.15%
123NETFLIX INCNFLX638$854,3650.15%
124HONEYWELL INTL INC4385161063,637$846,9320.15%
125ISHARES TR4642878047,718$843,5000.15%
126UBER TECHNOLOGIES INCUBER8,993$839,0470.15%
127MSCI INCMSCI1,422$820,1240.15%
128RTX CORPORATIONRTX5,468$798,4370.14%
129ALPHABET INCGOOG4,487$795,9730.14%
130VIKING HOLDINGS LTDVIK14,405$767,6420.14%
131WASTE MGMT INC DEL94106L1093,264$746,8680.13%
132SPDR S&P MIDCAP 400 ETF TRMDY1,316$745,4880.13%
133ISHARES TR4642874658,331$744,7080.13%
134PROGRESSIVE CORP7433151032,787$743,7390.13%
135INTEL CORPINTC33,040$740,0960.13%
136ADOBE INCADBE1,880$727,3340.13%
137GRAINGER W W INC384802104668$694,8800.12%
138ISHARES TR4642876221,997$678,1210.12%
139AMETEK INCAME3,691$667,9780.12%
140DECKERS OUTDOOR CORPDECK6,455$665,3170.12%
141SPDR GOLD TRGLD2,157$657,5180.12%
142TJX COS INC NEW8725401095,246$647,8830.11%
143AT&T INCT-PC22,255$644,0600.11%
144SYNOPSYS INCSNPS1,239$635,2110.11%
145STONEX GROUP INCSNEX6,877$626,7700.11%
146VULCAN MATLS CO9291601092,313$603,3070.11%
147STEEL DYNAMICS INCSTLD4,708$602,6710.11%
148NOVO-NORDISK A SNONOF8,344$575,9030.10%
149ISHARES TR4642872425,117$560,8740.10%
150POST HLDGS INCPOST5,098$555,8350.10%
151STARBUCKS CORPSBUX5,902$540,8000.10%
152MOTOROLA SOLUTIONS INCMSI1,274$535,6660.10%
153CHUBB LIMITEDCB1,845$534,5330.09%
154SCHWAB STRATEGIC TR80852430017,936$523,9110.09%
155BLUE OWL CAPITAL INCOWL27,177$522,0700.09%
156ISHARES TR4642876552,378$513,1490.09%
157ISHARES TR4642886469,589$505,8950.09%
158TOYOTA MOTOR CORPTOYOF2,935$505,5830.09%
159CARRIER GLOBAL CORPORATIONCARR6,904$505,3040.09%
160WALMART INCWMT5,062$494,9620.09%
161WELLS FARGO CO NEW9497461016,070$486,3340.09%
162ISHARES TR46429B6559,491$484,2310.09%
163ISHARES TR4642875077,779$482,4560.09%
164INVESCO QQQ TRIVZ861$474,9910.08%
165UNITEDHEALTH GROUP INCUNH1,494$466,1870.08%
166YUM BRANDS INCYUM3,120$462,3220.08%
167ISHARES TR4642876141,071$454,7800.08%
168DOW INCDOW17,125$453,4700.08%
169T-MOBILE US INCTMUSZ1,801$429,0400.08%
170ISHARES TR4642874994,450$409,2670.07%
171UNION PAC CORPUNP1,691$389,0650.07%
172EXPAND ENERGY CORPORATIONEXE3,313$387,4220.07%
173ABBVIE INCABBV1,896$351,9000.06%
174AMPLIFY ETF TR0321084098,109$345,0380.06%
175PIONEER MUNICIPAL HIGH INCOM72376310836,000$329,7600.06%
176INTERNATIONAL BUSINESS MACHSINTR1,118$329,5640.06%
177SALESFORCE INCCRM1,204$328,3190.06%
178J P MORGAN EXCHANGE TRADED F46654Q2036,033$328,1950.06%
179ANI PHARMACEUTICALS INCANIP4,886$318,8120.06%
180VANGUARD INTL EQUITY INDEX F9220427422,418$310,8040.06%
181TG THERAPEUTICS INCTGTX8,560$308,0740.05%
182LANTHEUS HLDGS INCLNTH3,700$302,8820.05%
183ADDUS HOMECARE CORPADUS2,621$301,9130.05%
184BRISTOL-MYERS SQUIBB COCELG-RI6,402$296,3490.05%
185MUELLER INDS INC6247561023,710$294,8340.05%
186ATMUS FILTRATION TECHNOLOGIEATMU7,619$277,4840.05%
187MATSON INCMATX2,490$277,2620.05%
188GE VERNOVA INCGEV522$276,2160.05%
189AMPHASTAR PHARMACEUTICALS INAMPH11,845$271,9610.05%
190ISHARES TR46432F8595,520$268,5450.05%
191CONCENTRA GROUP HOLDINGS PARCON13,025$267,9240.05%
192SERIES PORTFOLIOS TR81752T52810,000$267,4000.05%
193ALKERMES PLCALKS9,319$266,6170.05%
194AUNA S AAUNA42,524$263,6490.05%
195PRUDENTIAL FINL INCPUKPF2,430$261,0790.05%
196HARMONY BIOSCIENCES HLDGS INHRMY8,252$260,7630.05%
197CATALYST PHARMACEUTICALS INCCPRX11,974$259,8360.05%
198KORN FERRYKFY3,536$259,2950.05%
199AXOS FINANCIAL INCAX3,393$258,0040.05%
200OLD SECOND BANCORP INC ILLOSBC14,350$254,5690.05%
201VERIZON COMMUNICATIONS INCVZ5,840$252,6970.04%
202MIMEDX GROUP INCMDXG41,270$252,1600.04%
203BRITISH AMERN TOB PLC1104481075,300$250,8490.04%
204AMERIS BANCORPABCB3,871$250,4540.04%
205BEL FUSE INCBELFB2,559$249,9890.04%
206XYLEM INCXYL1,920$248,3710.04%
207HANCOCK WHITNEY CORPORATIONHWCPZ4,301$246,8770.04%
208GE AEROSPACE369604301953$245,2930.04%
209CSX CORPCSX7,502$244,7900.04%
210TRICO BANCSHARESTCBK5,970$241,7250.04%
211PENNYMAC FINL SVCS INC NEW70932M1072,420$241,1290.04%
212VICTORY CAP HLDGS INC92645B1033,778$240,5450.04%
213BUILD-A-BEAR WORKSHOP INCBBW4,665$240,5270.04%
214ACCENTURE PLC IRELANDACN798$238,5140.04%
215SANMINA CORPORATIONSANM2,424$237,1400.04%
216STERLING INFRASTRUCTURE INCSTRL1,024$236,2680.04%
217QCR HOLDINGS INCQCRH3,467$235,4090.04%
218TRACTOR SUPPLY COTSCO4,434$233,9820.04%
219GIBRALTAR INDS INC3746891073,942$232,5780.04%
220CALAMOS ETF TR12811T8868,888$232,0840.04%
221MARVELL TECHNOLOGY INCMRVL2,893$223,9180.04%
222EPR PPTYS26884U1093,701$215,6200.04%
223FEDERAL SIGNAL CORPFSS2,026$215,6070.04%
224A10 NETWORKS INCATEN11,110$214,9790.04%
225NMI HLDGS INCNMIH5,081$214,3670.04%
226STRYKER CORPORATIONSYK541$214,0360.04%
227SPROTT PHYSICAL SILVER TRSII17,469$213,8210.04%
228KINDER MORGAN INC DELEP-PC7,231$212,5910.04%
229BOX INCBXCAP6,205$212,0250.04%
230INNOVATOR ETFS TRUSTINHD5,231$211,6460.04%
231ATLANTICUS HOLDINGS CORPATLCZ3,858$211,2260.04%
232FRONTDOOR INCFTDR3,537$208,4710.04%
233CALIFORNIA RES CORPCRC4,556$208,0730.04%
234TRAVEL PLUS LEISURE CO8941641024,005$206,6760.04%
235DIGI INTL INC2537981025,900$205,6740.04%
236CARRIAGE SVCS INC1439051074,490$205,3730.04%
237ISHARES TR46434V6213,202$204,7360.04%
238ADEIA INCADEA14,472$204,6340.04%
239TEXAS INSTRS INC882508104981$203,6750.04%
240CARGURUS INCCARG6,083$203,5980.04%
241BENCHMARK ELECTRS INC08160H1015,236$203,3140.04%
242UNITY BANCORP INCUNTY4,314$203,1030.04%
243MONARCH CASINO & RESORT INCMCRI2,343$202,5290.04%
244NORTHEAST BK PORTLAND ME66405S1002,275$202,4520.04%
245NORTHRIM BANCORP INCNRIM2,170$202,3740.04%
246SM ENERGY COSM8,176$202,0290.04%
247BELDEN INCBDC1,741$201,6080.04%
248ONESPAN INCOSPN12,070$201,4480.04%
249CAPITAL CITY BK GROUP INC1396741055,112$201,1570.04%
250ACCEL ENTERTAINMENT INCACEL17,051$200,6900.04%
251TAYLOR MORRISON HOME CORPTMHC3,266$200,5980.04%
252PRIMORIS SVCS CORP74164F1032,573$200,5400.04%
253ATKORE INCATKR2,835$200,0090.04%
254UMH PPTYS INC90300210311,333$190,2810.03%
255AMCOR PLCAMCCF20,691$190,1500.03%
256GAMBLING COM GROUP LIMITEDGAMB15,959$189,7530.03%
257FORD MTR CO34537086016,833$182,6380.03%
258INDEPENDENCE RLTY TR INC45378A10610,027$177,3780.03%
259ODYSIGHT AI INCODYS19,000$96,9000.02%
260PUTNAM MANAGED MUN INCOME TR74682310314,395$86,0820.02%
261ENVVENO MEDICAL CORPORATIONNVNO20,000$79,8000.01%
262HECLA MNG CO42270410611,031$66,0760.01%
263ENDEAVOUR SILVER CORPEXK12,365$60,8360.01%
264DOLPHIN ENTMT INC25686H30848,000$55,2000.01%
265DENISON MINES CORPDNN22,900$41,6780.01%
266LIGHTWAVE LOGIC INCLWLG10,000$12,4000.00%
267JAYUD GLOBAL LOGISTICS LTDJYD28,000$5,6590.00%