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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 Q4 2025 · Filed February 12, 2026 · Accession 0001802533-26-000002

Total Value
$742.9M
Positions
321
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (321)

#IssuerTicker / CUSIPSharesValue% of Filing
1GOLDMAN SACHS ETF TRNVGLF473,960$47.4M6.38%
2MICROSOFT CORPMSFT91,769$44.4M5.97%
3APPLE INCAAPL70,657$19.2M2.59%
4VANGUARD INDEX FDS92290873637,341$18.2M2.45%
5AMAZON COM INCAMZN68,052$15.7M2.11%
6NVIDIA CORPORATIONNVDA81,256$15.2M2.04%
7ALPHABET INCGOOG43,848$13.7M1.85%
8VANGUARD TAX-MANAGED FDS921943858192,276$12.0M1.62%
9BROADCOM INCAVGO34,475$11.9M1.61%
10SELECT SECTOR SPDR TR81369Y80372,628$10.5M1.41%
11VANGUARD INDEX FDS92290874452,826$10.1M1.36%
12AMPLIFY ETF TR032108649298,490$8.3M1.11%
13ISHARES TR46428720011,722$8.0M1.08%
14MICRON TECHNOLOGY INCMU28,095$8.0M1.08%
15ISHARES TR46429B655157,107$8.0M1.08%
16AGNICO EAGLE MINES LTDAEM46,543$7.9M1.06%
17VANGUARD BD INDEX FDS92193781999,862$7.8M1.05%
18LAM RESEARCH CORPLRCX42,961$7.4M0.99%
19EXXON MOBIL CORPXOM59,071$7.1M0.96%
20SPDR S&P 500 ETF TRSPY10,323$7.0M0.95%
21JPMORGAN CHASE & CO.VYLD21,130$6.8M0.92%
22META PLATFORMS INCMETA9,725$6.4M0.86%
23ISHARES TR46435U853169,282$6.3M0.85%
24SELECT SECTOR SPDR TR81369Y30877,748$6.0M0.81%
25ALAMOS GOLD INC NEWAGI155,310$6.0M0.81%
26MERCK & CO INCMRK56,051$5.9M0.79%
27BOEING COBA-PA84,800$5.9M0.79%
28VISA INCV16,558$5.8M0.78%
29ASML HOLDING N VASMLF5,393$5.8M0.78%
30SEMPRASREA65,280$5.8M0.78%
31TESLA INCTSLA12,785$5.7M0.77%
32MCDONALDS CORPMCD18,719$5.7M0.77%
33UNITED THERAPEUTICS CORP DELUTHR11,325$5.5M0.74%
34COSTCO WHSL CORP NEW22160K1056,344$5.5M0.74%
35SPROTT ASSET MANAGEMENT LPSII228,849$5.4M0.73%
36PURECYCLE TECHNOLOGIES INCPCTTW623,850$5.4M0.72%
37AMGEN INCAMGN16,289$5.3M0.72%
38BLACKROCK INCBLK4,965$5.3M0.72%
39FIRST MAJESTIC SILVER CORPAG318,244$5.3M0.71%
40CHEVRON CORP NEWCVX34,671$5.3M0.71%
41AMERICAN ELEC PWR CO INC02553710143,701$5.0M0.68%
42QUALCOMM INCQCOM29,342$5.0M0.68%
43ELEVANCE HEALTH INC FORMERLYELV14,279$5.0M0.67%
44LYFT INCLYFT258,100$5.0M0.67%
45APPLIED MATLS INC03822210519,135$4.9M0.66%
46AMERIPRISE FINL INC03076C1069,829$4.8M0.65%
47SELECT SECTOR SPDR TR81369Y40740,021$4.8M0.64%
48VANGUARD INDEX FDS92290876913,910$4.7M0.63%
49US BANCORP DELUSB-PS85,933$4.6M0.62%
50LOCKHEED MARTIN CORPLMT9,407$4.5M0.61%
51JOHNSON & JOHNSONJNJ21,902$4.5M0.61%
52PROLOGIS INC.PLDGP34,803$4.4M0.60%
53ALIBABA GROUP HLDG LTDBBAAY28,769$4.2M0.57%
54EXPEDIA GROUP INCEXPE14,536$4.1M0.55%
55INCYTE CORPINCY41,329$4.1M0.55%
56ARISTA NETWORKS INCANET30,860$4.0M0.54%
57CANADIAN NAT RES LTD136385101117,843$4.0M0.54%
58VANGUARD BD INDEX FDS92193782750,230$4.0M0.53%
59ORLA MNG LTD NEW68634K106291,900$3.9M0.53%
60HEWLETT PACKARD ENTERPRISE CHPE-PC162,874$3.9M0.53%
61SELECT SECTOR SPDR TR81369Y60571,329$3.9M0.53%
62INTUITINTU5,815$3.9M0.52%
63USA RARE EARTH INCUSAR322,300$3.8M0.52%
64SELECT SECTOR SPDR TR81369Y70424,300$3.8M0.51%
65SIBANYE STILLWATER LTDSBYSF256,697$3.7M0.49%
66STARBUCKS CORPSBUX43,314$3.6M0.49%
67EMERSON ELEC COEMR27,331$3.6M0.49%
68NORTHROP GRUMMAN CORPNOC6,283$3.6M0.48%
69VANECK ETF TRUST92189F79131,170$3.5M0.48%
70NETAPP INCNTAP32,072$3.4M0.46%
71VANGUARD INTL EQUITY INDEX F92204285863,656$3.4M0.46%
72JANUS DETROIT STR TR47103U84566,933$3.4M0.46%
73PERPETUA RESOURCES CORPPPTA138,070$3.3M0.45%
74AUTOMATIC DATA PROCESSING INADP12,700$3.3M0.44%
75NOVO-NORDISK A SNONOF63,763$3.2M0.44%
76VANGUARD BD INDEX FDS92193783543,333$3.2M0.43%
77PRICE T ROWE GROUP INCTROW31,208$3.2M0.43%
78SELECT SECTOR SPDR TR81369Y20920,635$3.2M0.43%
79BERKSHIRE HATHAWAY INC DELBRK-A6,334$3.2M0.43%
80DELL TECHNOLOGIES INCDELL25,240$3.2M0.43%
81VERISIGN INCVRSN12,797$3.1M0.42%
82EBAY INC.EBAY35,569$3.1M0.42%
83VANGUARD SPECIALIZED FUNDS92190884413,111$2.9M0.39%
84UNION PAC CORPUNP12,080$2.8M0.38%
85PALANTIR TECHNOLOGIES INCPLTR15,433$2.7M0.37%
86ACADIA PHARMACEUTICALS INCACAD101,800$2.7M0.37%
87VICI PPTYS INC92565210994,236$2.6M0.36%
88EATON CORP PLCETN8,256$2.6M0.35%
89GE HEALTHCARE TECHNOLOGIES IGEHC31,696$2.6M0.35%
90DANAHER CORPORATION23585110211,189$2.6M0.34%
91CARDINAL HEALTH INCCAH12,258$2.5M0.34%
92ACCENTURE PLC IRELANDACN9,264$2.5M0.33%
93DOVER CORPDOV12,662$2.5M0.33%
94VANECK ETF TRUST92189F10628,630$2.5M0.33%
95CUMMINS INCCMI4,546$2.3M0.31%
96MARSH & MCLENNAN COS INC57174810212,439$2.3M0.31%
97SELECT SECTOR SPDR TR81369Y85219,327$2.3M0.31%
98VANGUARD INDEX FDS9229087518,670$2.2M0.30%
99AMERICAN EXPRESS COAXP5,970$2.2M0.30%
100WHEATON PRECIOUS METALS CORPWPM18,560$2.2M0.29%
101PRINCIPAL FINANCIAL GROUP INPFG24,694$2.2M0.29%
102PIMCO INCOME STRATEGY FD72201H108256,970$2.2M0.29%
103VANGUARD CHARLOTTE FDS92203J40744,750$2.2M0.29%
104PROCTER AND GAMBLE CO74271810914,920$2.1M0.29%
105ELI LILLY & COLLY1,979$2.1M0.29%
106CATERPILLAR INCCAT3,680$2.1M0.28%
107QXO INCQXO-PB109,241$2.1M0.28%
108UNILEVER PLCUNLYF32,187$2.1M0.28%
109VERIZON COMMUNICATIONS INCVZ50,787$2.1M0.28%
110HOME DEPOT INCHD5,976$2.1M0.28%
111HYCROFT MINING HOLDING CORPHYMCW83,625$2.0M0.27%
112ASTRAZENECA PLCAZN21,147$1.9M0.26%
113PEPSICO INCPEP12,806$1.8M0.25%
114ADVANCED MICRO DEVICES INCAMD8,568$1.8M0.25%
115ISHARES TR46428868759,029$1.8M0.25%
116ISHARES TR4642874088,152$1.7M0.23%
117SALESFORCE INCCRM6,091$1.6M0.22%
118ISHARES TR46435G10215,016$1.5M0.20%
119VERTEX PHARMACEUTICALS INCVRTX3,251$1.5M0.20%
120PACCAR INCPCAR13,156$1.4M0.19%
121SPDR GOLD TRGLD3,604$1.4M0.19%
122ALTRIA GROUP INCMO24,395$1.4M0.19%
123ROYALTY PHARMA PLCRPRX36,251$1.4M0.19%
124ALPHABET INCGOOG4,462$1.4M0.19%
125PALO ALTO NETWORKS INCPANW6,925$1.3M0.17%
126GLOBAL PMTS INC37940X10216,340$1.3M0.17%
127AURORA INNOVATION INCAUROW323,200$1.2M0.17%
128VIKING HOLDINGS LTDVIK16,694$1.2M0.16%
129BANK AMERICA CORP06050510421,152$1.2M0.16%
130APOLLO GLOBAL MGMT INC03769M1067,760$1.1M0.15%
131INVESCO EXCH TRADED FD TR IIIVZ7,314$1.1M0.15%
132SELECT SECTOR SPDR TR81369Y86026,466$1.1M0.14%
133INVESCO EXCH TRADED FD TR IIIVZ23,792$1.0M0.14%
134UBER TECHNOLOGIES INCUBER12,722$1.0M0.14%
135ISHARES TR4642884149,598$1.0M0.14%
136VERTIV HOLDINGS COVRT6,264$1.0M0.14%
137RTX CORPORATIONRTX5,462$1.0M0.13%
138ISHARES TR46429B6638,114$986,7330.13%
139AMPHENOL CORP NEW0320951017,258$980,8820.13%
140STEEL DYNAMICS INCSTLD5,708$967,1780.13%
141VANGUARD SCOTTSDALE FDS92206C77120,091$945,9050.13%
142BOEING COBA-PA4,349$944,2700.13%
143SCHWAB CHARLES CORPSCHW-PJ9,395$938,6820.13%
144ISHARES TR4642878047,739$930,0310.13%
145ADOBE INCADBE2,656$929,5730.13%
146MSCI INCMSCI1,583$908,3140.12%
147BITWISE BITCOIN ETF TRBITB18,850$896,5060.12%
148NEXTERA ENERGY INCNEE-PW11,100$891,0790.12%
149AMETEK INCAME4,327$888,3460.12%
150TJX COS INC NEW8725401095,595$859,4190.12%
151VANGUARD BD INDEX FDS92193779312,029$836,2800.11%
152THE CIGNA GROUP1255231002,930$806,3640.11%
153ISHARES TR4642874658,331$800,0260.11%
154WW GRAINGER INC384802104788$795,1920.11%
155SPDR S&P MIDCAP 400 ETF TRMDY1,316$793,9160.11%
156ISHARES TR4642872427,100$782,3490.11%
157CHUBB LIMITEDCB2,466$769,7130.10%
158ISHARES TR4642876222,058$768,4460.10%
159HONEYWELL INTL INC4385161063,914$763,5640.10%
160ANALOG DEVICES INCADI2,800$759,2980.10%
161CANADIAN NATL RY CO1363751027,542$745,5220.10%
162PROGRESSIVE CORP7433151033,268$744,0920.10%
163NUSCALE PWR CORPNU51,352$727,6580.10%
164PAYPAL HLDGS INCPYPL12,433$725,8390.10%
165COTERRA ENERGY INCCTRA26,816$705,8010.10%
166HENRY JACK & ASSOC INC4262811013,865$705,2700.09%
167HCA HEALTHCARE INCHCA1,499$699,6670.09%
168CDW CORPCDW5,121$697,5030.09%
169AGILENT TECHNOLOGIES INCA5,058$688,2740.09%
170MERCADOLIBRE INCMELI341$686,8630.09%
1715E ADVANCED MATERIALS INCFEAV225,000$686,2500.09%
172WASTE MGMT INC DEL94106L1093,122$685,9350.09%
173AUTODESK INCADSK2,269$671,6470.09%
174INTEL CORPINTC17,945$662,1710.09%
175AIRBNB INCABNB4,868$660,6850.09%
176INVESCO EXCH TRADED FD TR IIIVZ11,487$660,5820.09%
177WALMART INCWMT5,843$651,0090.09%
178VULCAN MATLS CO9291601092,240$638,8570.09%
179INVESCO EXCH TRADED FD TR IIIVZ5,857$613,7160.08%
180SCHWAB STRATEGIC TR80852430018,539$604,7480.08%
181SELECT SECTOR SPDR TR81369Y50613,231$591,5500.08%
182ISHARES TR4642876552,378$585,3680.08%
183SELECT SECTOR SPDR TR81369Y10012,562$569,6770.08%
184WELLS FARGO CO NEW9497461016,078$566,4490.08%
185AMPLIFY ETF TR03210840912,489$555,7610.07%
186NEW GOLD INC CDA64453510663,684$554,6880.07%
187NETFLIX INCNFLX5,866$549,9960.07%
188DISNEY WALT CO2546871064,810$547,2340.07%
189INVESCO QQQ TRIVZ864$530,5820.07%
190FLUTTER ENTMT PLCG3643J1082,398$515,6660.07%
191ISHARES TR4642876141,071$506,9650.07%
192ISHARES TR4642875077,602$501,7230.07%
193ISHARES SILVER TRSLV7,508$483,6650.07%
194AT&T INCT-PC19,342$480,4510.06%
195LOWES COS INC5486611071,969$474,8480.06%
196VENU HLDG CORPVENU55,000$463,1000.06%
197PUBLIC STORAGE OPER COPSA-PS1,686$437,5410.06%
198ABBVIE INCABBV1,896$433,2770.06%
199ISHARES TR4642874994,450$428,4020.06%
200INVESCO EXCH TRADED FD TR IIIVZ9,518$409,0290.06%
201PROFOUND MED CORPPROF50,000$393,5000.05%
202CATALYST PHARMACEUTICALS INCCPRX16,431$383,5000.05%
203ISHARES TR4642886467,149$378,0210.05%
204GE VERNOVA INCGEV574$375,1490.05%
205ATMUS FILTRATION TECHNOLOGIEATMU7,132$370,2220.05%
206INTERNATIONAL BUSINESS MACHSINTR1,248$369,6700.05%
207INVESCO EXCH TRADED FD TR IIIVZ6,528$369,5250.05%
208CARRIER GLOBAL CORPORATIONCARR6,924$365,8640.05%
209T-MOBILE US INCTMUSZ1,802$365,8000.05%
210EXPAND ENERGY CORPORATIONEXE3,313$365,6230.05%
211MUELLER INDS INC6247561023,184$365,5230.05%
212CISCO SYS INCCSCO4,508$347,2290.05%
213VANGUARD INTL EQUITY INDEX F9220427422,427$342,3220.05%
214BRISTOL-MYERS SQUIBB COCELG-RI6,310$340,3660.05%
215UNITEDHEALTH GROUP INCUNH1,011$333,7450.04%
216GE AEROSPACE3696043011,076$331,4480.04%
217WARNER MUSIC GROUP CORPWMG10,797$331,1440.04%
218MIMEDX GROUP INCMDXG46,398$314,1140.04%
219PHOTRONICS INCPLAB9,446$302,2720.04%
220J P MORGAN EXCHANGE TRADED F46654Q2035,191$301,7010.04%
221NOVOCURE LTDNVCR23,250$300,6230.04%
222MUELLER WTR PRODS INC62475810812,606$300,2750.04%
223BRITISH AMERN TOB PLC1104481075,300$300,0860.04%
224KRYSTAL BIOTECH INCKRYS1,214$299,3000.04%
225QNITY ELECTRONICS INCQ3,624$295,9390.04%
226SCHWAB STRATEGIC TR8085246729,739$290,4110.04%
227SANMINA CORPORATIONSANM1,891$283,7820.04%
228THERMO FISHER SCIENTIFIC INCTMO471$273,0180.04%
229CSX CORPCSX7,502$271,9480.04%
230ANI PHARMACEUTICALS INCANIP3,430$270,7640.04%
231POST HLDGS INCPOST2,716$269,0200.04%
232TRAVEL PLUS LEISURE CO8941641023,796$267,6980.04%
233NORTHRIM BANCORP INCNRIM10,006$266,2600.04%
234VANGUARD WORLD FD921910816643$265,4110.04%
235ISHARES TR46432F8595,378$262,1620.04%
236XYLEM INCXYL1,920$261,4660.04%
237PRUDENTIAL FINL INCPUKPF2,295$259,0600.03%
238INNOVATOR ETFS TRUSTINHD6,619$258,9350.03%
239BEL FUSE INCBELFB1,506$255,4630.03%
240CSG SYS INTL INC1263491093,319$254,5340.03%
241ALKERMES PLCALKS9,050$253,2190.03%
242DIGI INTL INC2537981025,826$252,2080.03%
243CF INDS HLDGS INC1252691003,259$252,0230.03%
244ATLANTICUS HOLDINGS CORPATLCZ3,724$249,3220.03%
245ARCOSA INCACA2,299$244,4300.03%
246OLD SECOND BANCORP INC ILLOSBC12,497$243,6920.03%
247CALAMOS ETF TR12811T8868,888$240,1920.03%
248INVESCO EXCH TRADED FD TR IIIVZ7,726$240,1290.03%
249CHENIERE ENERGY INCLNG1,234$239,9250.03%
250MASTERCARD INCORPORATEDMA419$238,9680.03%
251BENCHMARK ELECTRS INC08160H1015,566$238,0020.03%
252SEA LTDSE1,861$237,4080.03%
253INNOVIVA INCINVA11,823$236,3420.03%
254MARVELL TECHNOLOGY INCMRVL2,778$236,0760.03%
255YUM BRANDS INCYUM1,560$235,9970.03%
256UNITED AIRLS HLDGS INCUNTCW2,095$234,2630.03%
257QCR HOLDINGS INCQCRH2,811$234,1560.03%
258CTS CORPCTS5,441$233,2560.03%
259MERIT MED SYS INC5898891042,618$230,7510.03%
260UNITY BANCORP INCUNTY4,449$230,1020.03%
261HILTON GRAND VACATIONS INCHGV5,127$229,4330.03%
262JBT MAREL CORPORATIONJBTM1,521$229,1690.03%
263TRICO BANCSHARESTCBK4,837$229,1290.03%
264NMI HLDGS INCNMIH5,585$227,8120.03%
265INNOVATOR ETFS TRUSTINHD5,231$226,2410.03%
266PENNYMAC FINL SVCS INC NEW70932M1071,707$225,0510.03%
267TAIWAN SEMICONDUCTOR MFG LTD874039100738$224,1590.03%
268ISHARES TR46434V6213,220$223,5400.03%
269CARGURUS INCCARG5,800$222,4300.03%
270TRACTOR SUPPLY COTSCO4,434$221,7500.03%
271SHERWIN WILLIAMS COSHW684$221,7400.03%
272CAPITAL CITY BK GROUP INC1396741055,185$220,7250.03%
273HANCOCK WHITNEY CORPORATIONHWCPZ3,458$220,2050.03%
274NORTHEAST BK PORTLAND ME66405S1002,116$219,9160.03%
275AMERIS BANCORPABCB2,918$216,7200.03%
276AXOS FINANCIAL INCAX2,510$216,2620.03%
277ELEMENT SOLUTIONS INCESI8,617$215,3390.03%
278FRANKLIN ELEC INCFELE2,254$215,3250.03%
279RUSH ENTERPRISES INCRUSHB3,986$215,0050.03%
280ACCEL ENTERTAINMENT INCACEL18,838$214,9420.03%
281Q2 HLDGS INCQTWO2,956$213,3050.03%
282TANGER INCSKT6,391$213,2680.03%
283FEDERATED HERMES INCFHI4,074$212,1330.03%
284MINERALS TECHNOLOGIES INCMTX3,479$212,0450.03%
285EVERCORE INCEVR623$211,9760.03%
286PARKER-HANNIFIN CORPPH241$211,8290.03%
287RIO TINTO PLCRTNTF2,610$208,9150.03%
288LIVE NATION ENTERTAINMENT INLYV1,462$208,3350.03%
289ADEIA INCADEA12,066$208,1390.03%
290VICTORY CAP HLDGS INC92645B1033,294$207,8180.03%
291SPROTT ASSET MANAGEMENT LPSII4,531$207,5200.03%
292SKYWEST INCSKYW2,058$206,6440.03%
293BELDEN INCBDC1,764$205,5940.03%
294NEW JERSEY RES CORPNJR4,447$205,0960.03%
295BAKER HUGHES COMPANYBKR4,494$204,6480.03%
296CRA INTL INC12618T1051,015$203,7060.03%
297ESSENTIAL PPTYS RLTY TR INC29670E1076,862$203,5270.03%
298AMCOR PLCAMCCF24,364$203,1960.03%
299HOME BANCSHARES INCHOMB7,300$202,7940.03%
300BLACKSTONE INCBX1,309$201,7320.03%
301A10 NETWORKS INCATEN11,381$201,3300.03%
302REPUBLIC BANCORP INC KYRBCAA2,911$200,8300.03%
303UMH PPTYS INC90300210312,528$199,3200.03%
304FORD MTR CO34537086014,411$189,0720.03%
305STAGWELL INCSTGW38,152$186,5630.03%
306ENDEAVOUR SILVER CORPEXK13,415$126,1010.02%
307DENISON MINES CORPDNN23,300$61,9780.01%
308VIZSLA SILVER CORPVZLA10,500$57,4350.01%
309ENCORE ENERGY CORPEU19,425$48,1740.01%
310INTEGRA RES CORPITRG10,000$40,1000.01%
311LIGHTWAVE LOGIC INCLWLG10,000$32,4000.00%
312PURECYCLE TECHNOLOGIES INCPCTTW557,000$27,8500.00%
313AMAZON COM INCAMZN21,100$25,9530.00%
314NANO DIMENSION LTDNNDM11,000$16,9400.00%
315FIRST MAJESTIC SILVER CORPAG2,000$8,4530.00%
316FIRST MAJESTIC SILVER CORPAG14,000$3,3600.00%
317FIRST MAJESTIC SILVER CORPAG3,001$3,1510.00%
318CHEVRON CORP NEWCVX12,600$1,1340.00%
319STARBUCKS CORPSBUX33,200$3320.00%
320FIRST MAJESTIC SILVER CORPAG2,000$2600.00%
321PURECYCLE TECHNOLOGIES INCPCTTW10,000$40.00%