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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

Wallington Asset Management, LLC

Quarter ended Q4 2024 · Filed January 15, 2025 · Accession 0001839882-25-002302

Total Value
$691,968
Positions
95
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (95)

#IssuerTicker / CUSIPSharesValue% of Filing
1Vanguard FTSE Developed Market921943858920,776$44,0326.36%
2Microsoft Corp.MSFT95,705$40,3405.83%
3TJX Companies Inc.872540109272,043$32,8664.75%
4Apple Inc.AAPL130,754$32,7434.73%
5iShares Core S&P Small-Cap ETF464287804269,638$31,0684.49%
6Linde PLCLIN71,590$29,9734.33%
7Visa Inc. Class AV82,280$26,0043.76%
8W.R. Berkley Corp.WRB-PH399,782$23,3953.38%
9Amazon.com Inc.AMZN92,631$20,3222.94%
10Goldman Sachs Group Inc.GSCE34,554$19,7862.86%
11Honeywell International Inc.43851610684,856$19,1682.77%
12Meta Platforms Inc.META32,407$18,9752.74%
13Union Pacific Corp.UNP77,754$17,7312.56%
14Alphabet Inc. Class CGOOG83,756$15,9502.31%
15Medtronic PLCMDT194,542$15,5402.25%
16Phillips 66PSX133,905$15,2562.20%
17Palo Alto Networks Inc.PANW81,112$14,7592.13%
18Avantis U.S. Small-Cap Value E025072877151,114$14,5872.11%
19UnitedHealth Group Inc.UNH28,551$14,4432.09%
20iShares Gold TrustIAU268,579$13,2971.92%
21Principal Large-Cap Growth Fun74253J784794,461$13,1091.89%
22SPDR Gold TrustGLD53,178$12,8761.86%
23American Tower Corp.03027X10069,960$12,8311.85%
24Johnson & JohnsonJNJ88,417$12,7871.85%
25iShares MSCI Emerging Market e46434g764226,310$12,5491.81%
26Cummins Inc.CMI34,073$11,8781.72%
27Bank of America Corp.060505104268,208$11,7881.70%
28Deere & Co.DE26,303$11,1451.61%
29Amgen Inc.AMGN41,789$10,8921.57%
30Lowe's Companies Inc.54866110743,946$10,8461.57%
31Exxon Mobil Corp.XOM92,245$9,9231.43%
32BP PLC (ADR)BPPFF252,338$7,4591.08%
33Colgate-Palmolive Co.CL71,255$6,4780.94%
34Home Depot Inc.HD16,506$6,4210.93%
35Aflac Inc.AFL59,258$6,1300.89%
36The Walt Disney Co.25468710648,786$5,4320.79%
37PepsiCo Inc.PEP35,384$5,3800.78%
38JPMorgan Equity Income Fund R646636U876201,359$4,8210.70%
39Vanguard Short-Term Inv Grade922031836415,187$4,2810.62%
40T. Rowe Price Overseas Stock F77956H435332,461$4,1660.60%
41Kenvue Inc.KVUE190,019$4,0570.59%
42Micron Technology Inc.MU41,383$3,4830.50%
43NVIDIA Corp.NVDA25,652$3,4450.50%
44Eli Lilly & Co.LLY4,319$3,3340.48%
45SPDR S&P 500 ETFSPY5,456$3,1980.46%
46iShares S&P 500 Index Fund K0669222044,490$3,0900.45%
47Janus Henderson Enterprise Fun47103D40517,680$2,5440.37%
48Invesco Comstock Fund R6IVZ62,471$1,7820.26%
49Roche Holdings Ltd. (ADR)77119510445,157$1,5750.23%
50T. Rowe Price Small-Cap Value77957Q10327,827$1,4690.21%
51JPMorgan Chase & Co.VYLD4,923$1,1800.17%
52Invesco Developing Markets FunIVZ30,094$1,1460.17%
53Vanguard Small-Cap Index Fund9229086869,945$1,1450.17%
54T. Rowe Price Dividend Growth77954630814,466$1,1110.16%
55JPMorgan Equity Income Fund I4812C049837,577$9000.13%
56Boeing Co.BA-PA4,899$8670.13%
57Berkshire Hathaway Inc. ClassBRK-A1,856$8410.12%
58iShares S&P 500 Growth ETF4642873098,190$8320.12%
59T. Rowe Price Blue Chip Growth77954T87810,296$8200.12%
60Broadcom Inc.Y0486S1043,360$7790.11%
61SPDR Portfolio S&P 500 Growth78464A4098,830$7760.11%
62SPDR Portfolio S&P 500 Value E78464A50815,130$7740.11%
63Vanguard Total Intl Stock Inde92190981824,006$7610.11%
64Fidelity Contrafund31607110934,688$7290.11%
65Invesco V.I. Comstock Fund VITIVZ15,737$7130.10%
66Vanguard 500 Index Fund Adm9229087101,158$6280.09%
67Alphabet Inc. Class AGOOG3,138$5940.09%
68Vanguard Short-Term Corporate92206C4097,080$5520.08%
69Tesla Inc.TSLA1,070$4320.06%
70Schwab S&P 500 Index Fund8085098554,686$4230.06%
71Canadian Natural Resources Ltd13638510113,025$4020.06%
72KKR & Co. Inc.KKRT2,688$3980.06%
73Health Care Select Sector SPDR81369Y2092,703$3720.05%
74T. Rowe Price Small-Cap Value77957Q3016,637$3490.05%
75Merck & Co. Inc.MRK3,449$3430.05%
76McCormick & Co. Inc.MKC-V4,136$3150.05%
77IDEX Corp.45167R1041,400$2930.04%
78Coca-Cola Co.KO4,693$2920.04%
79Vanguard Institutional Index F922040100599$2870.04%
80Dick's Sporting Goods Inc.2533931021,200$2750.04%
81Netflix Inc.NFLX305$2720.04%
82Procter & Gamble Co.7427181091,561$2620.04%
83Walmart Inc.WMT2,836$2560.04%
84Janus Henderson VIT Enterprise4710212043,485$2550.04%
85AbbVie Inc.ABBV1,401$2490.04%
86Mastercard Inc.MA469$2470.04%
87American Express Co.AXP803$2380.03%
88American Funds Europacific Gro2987064094,214$2250.03%
89Vanguard Short-Term Corporate92192586318,260$2230.03%
90Cheniere Energy Partners LPLNG4,166$2210.03%
91Oracle Corp.ORCL-PD1,304$2170.03%
92Eaton Vance Income Fund of BosETN41,486$2150.03%
93Vanguard Short-Term Inv Grade92203140616,848$1740.03%
94Vanguard Short-Term Corporate92192586310,634$1310.02%
95FS Energy and Power FundFSSL14,650$500.01%