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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

PATRON PARTNERS, LLC

Quarter ended Q2 2025 · Filed July 16, 2025 · Accession 0001841768-25-000003

Total Value
$202.0M
Positions
174
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (174)

#IssuerTicker / CUSIPSharesValue% of Filing
1PROSPERITY BANCSHARES INC COMPB237,310$16.7M8.25%
2NVIDIA CORPORATION COMNVDA53,740$8.5M4.20%
3APPLE INC COMAAPL37,180$7.6M3.78%
4MICROSOFT CORP COMMSFT13,958$6.9M3.44%
5VANGUARD LARGE-CAP ETF92290863722,459$6.4M3.17%
6COSTCO WHSL CORP NEW COM22160K1056,107$6.0M2.99%
7AMAZON COM INC COMAMZN27,414$6.0M2.98%
8EXXON MOBIL CORP COMXOM37,076$4.0M1.98%
9ONEASCENT LARGE CAP CORE ETFUFI115,855$3.8M1.86%
10BROADCOM INC COMAVGO12,001$3.3M1.64%
11ELI LILLY & CO COMLLY3,968$3.1M1.53%
12ONEASCENT CORE PLUS BOND ETFUFI129,655$3.0M1.46%
13PROCTER AND GAMBLE CO COM74271810918,248$2.9M1.44%
14MASTERCARD INCORPORATED CL AMA4,833$2.7M1.34%
15AMGEN INC COMAMGN8,803$2.5M1.22%
16CHEVRON CORP NEW COMCVX17,125$2.5M1.21%
17GRAINGER W W INC COM3848021042,173$2.3M1.12%
18META PLATFORMS INC CL AMETA2,921$2.2M1.07%
19NETFLIX INC COMNFLX1,496$2.0M0.99%
20ONEASCENT INTERNATIONAL EQUITY ETFUFI50,722$1.9M0.96%
21ALPHABET INC CAP STK CL AGOOG10,921$1.9M0.95%
22ISHARES CORE S&P 500 ETF4642872003,073$1.9M0.94%
23INVESCO QQQ TRUST SERIES IIVZ3,397$1.9M0.93%
24WALMART INC COMWMT18,608$1.8M0.90%
25JPMORGAN CHASE & CO. COMVYLD6,270$1.8M0.90%
26CHENIERE ENERGY INC COM NEWLNG7,202$1.8M0.87%
27VISA INC COM CL AV4,618$1.6M0.81%
28MCDONALDS CORP COMMCD5,599$1.6M0.81%
29ISHARES MSCI INTL QUALITY FACTOR ETF46434V45636,588$1.6M0.78%
30JOHNSON & JOHNSON COMJNJ10,058$1.5M0.76%
31PALANTIR TECHNOLOGIES INC CL APLTR11,046$1.5M0.75%
32VANGUARD SMALL-CAP ETF9229087516,314$1.5M0.74%
33BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A3,041$1.5M0.73%
34JANUS HENDERSON MORTGAGE-BACKED SECURITIES ETF47103U85232,547$1.5M0.73%
35ABBVIE INC COMABBV7,668$1.4M0.70%
36METTLER TOLEDO INTERNATIONAL COMMTD1,192$1.4M0.69%
37AUTODESK INC COMADSK4,260$1.3M0.65%
38MONDELEZ INTL INC CL A60920710519,414$1.3M0.65%
39LOCKHEED MARTIN CORP COMLMT2,760$1.3M0.63%
40HOME DEPOT INC COMHD3,366$1.2M0.61%
41FORTINET INC COMFTNT11,542$1.2M0.60%
42INTUITIVE SURGICAL INC COM NEWISRG2,234$1.2M0.60%
43EATON CORP PLC SHSETN3,273$1.2M0.58%
44NIKE INC CL BNKE16,445$1.2M0.58%
45CISCO SYS INC COMCSCO16,475$1.1M0.57%
46MARRIOTT INTL INC NEW CL A5719032024,141$1.1M0.56%
47HONEYWELL INTL INC COM4385161064,844$1.1M0.56%
48PEPSICO INC COMPEP8,543$1.1M0.56%
49NEXTERA ENERGY INC COMNEE-PW16,031$1.1M0.55%
50SYSCO CORP COMSYY13,391$1.0M0.50%
51AUTOMATIC DATA PROCESSING INC COMADP3,275$1.0M0.50%
52TEXAS INSTRS INC COM8825081044,863$1.0M0.50%
53STARBUCKS CORP COMSBUX10,967$1.0M0.50%
54ALPHABET INC CAP STK CL CGOOG5,664$1.0M0.50%
55VERIZON COMMUNICATIONS INC COMVZ23,082$998,7700.49%
56ONEASCENT EMERGING MARKETS ETFUFI30,862$998,6940.49%
57BOOKING HOLDINGS INC COMBKNG172$996,0340.49%
58VANGUARD VALUE ETF9229087445,498$971,7960.48%
59AMERICAN TOWER CORP NEW COM03027X1004,282$946,4280.47%
60CAPITAL ONE FINL CORP COM14040H1054,422$940,9030.47%
61LINDE PLC SHSLIN1,913$897,5410.44%
62STRYKER CORPORATION COMSYK2,260$894,1240.44%
63CORNING INC COMGLW16,803$883,6850.44%
64SPDR PORTFOLIO SHORT TERM TREASURY ETF78468R10129,947$877,1480.43%
65UNION PAC CORP COMUNP3,743$861,1890.43%
66T-MOBILE US INC COMTMUSZ3,587$854,6390.42%
67SERVICENOW INC COMNOW828$851,2500.42%
68MERCK & CO INC COMMRK10,692$846,3790.42%
69ISHARES CORE U.S. AGGREGATE BOND ETF4642872268,450$838,2400.41%
70CUMMINS INC COMCMI2,553$836,0540.41%
71ALTRIA GROUP INC COMMO14,155$829,9080.41%
72ORACLE CORP COMORCL-PD3,794$829,4820.41%
73ISHARES CORE MSCI EAFE ETF46432F8429,853$822,5280.41%
74UNITEDHEALTH GROUP INC COMUNH2,583$805,8190.40%
75FIFTH THIRD BANCORP COMFITBM19,241$791,3820.39%
76QUALCOMM INC COMQCOM4,946$787,6690.39%
77TRANE TECHNOLOGIES PLC SHSTT1,794$784,7140.39%
78AIR PRODS & CHEMS INC COMAIIR2,775$782,6970.39%
79REALTY INCOME CORP COMO13,091$754,1560.37%
80FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF3160928083,799$749,2390.37%
81ISHARES 10-20 YEAR TREASURY BOND ETF4642886537,369$748,6900.37%
82PRUDENTIAL FINL INC COMPUKPF6,909$742,2870.37%
83LOWES COS INC COM5486611073,320$736,6080.36%
84SPDR PORTFOLIO INTERMEDIATE TERM TREASURY ETF78464A67224,741$711,7990.35%
85SPDR GOLD SHARESGLD2,312$704,7670.35%
86TESLA INC COMTSLA2,143$680,7450.34%
87BLACKROCK INC COMBLK647$678,4230.34%
88CARLISLE COS INC COM1423391001,809$675,4810.33%
89CINTAS CORP COMCTAS2,961$659,9180.33%
90KROGER CO COMKR9,089$651,9330.32%
91ISHARES CORE MSCI EMERGING MARKETS ETF46434G10310,730$644,1220.32%
92GALLAGHER ARTHUR J & CO COM3635761091,990$636,9880.32%
93BANK AMERICA CORP COM06050510413,399$634,0410.31%
94SALESFORCE INC COMCRM2,294$625,5510.31%
95SPDR S&P DIVIDEND ETF78464A7634,606$625,1720.31%
96ACCENTURE PLC IRELAND SHS CLASS AACN2,055$614,2190.30%
97ILLINOIS TOOL WKS INC COM4523081092,477$612,4380.30%
98GENUINE PARTS CO COMGPC4,975$603,5170.30%
99VANGUARD TAX-EXEMPT BOND ETF92290774611,819$579,4860.29%
100QUANTA SVCS INC COM74762E1021,531$578,8400.29%
101VANGUARD TOTAL BOND MARKET ETF9219378357,813$575,2710.28%
102PULTE GROUP INC COM7458671015,400$569,4840.28%
103CHUBB LIMITED COMCB1,934$560,3300.28%
104CROWDSTRIKE HLDGS INC CL ACRWD1,076$548,0180.27%
105MERCADOLIBRE INC COMMELI201$525,3400.26%
106WASTE MGMT INC DEL COM94106L1092,194$502,0610.25%
107INTERPUBLIC GROUP COS INC COMINTR19,973$488,9390.24%
108DEERE & CO COMDE954$485,0990.24%
109ISHARES MSCI EMERGING MARKETS EX CHINA ETF46434G7647,643$482,5790.24%
110COMCAST CORP NEW CL ACCZ13,338$476,0330.24%
111TRANSDIGM GROUP INC COMTDG309$469,8780.23%
112BOEING CO COMBA-PA2,236$468,5090.23%
113DANAHER CORPORATION COM2358511022,368$467,7750.23%
114PHILLIPS 66 COMPSX3,917$467,2980.23%
115PACER DATA & INFRASTRUCTURE REAL ESTATE ETF69374H74114,299$462,1440.23%
116GOLDMAN SACHS GROUP INC COMGSCE646$457,2070.23%
117PARKER-HANNIFIN CORP COMPH651$454,7040.23%
118ROCKWELL AUTOMATION INC COMROK1,321$438,7970.22%
119DISNEY WALT CO COM2546871063,521$436,6390.22%
120AXON ENTERPRISE INC COMAXON524$433,8410.21%
121INTERNATIONAL BUSINESS MACHS COMINTR1,429$421,2900.21%
122MARTIN MARIETTA MATLS INC COM573284106764$419,5440.21%
123GRANITESHARES GOLD SHARESBAR12,824$418,5750.21%
124DARDEN RESTAURANTS INC COMDRI1,866$406,7320.20%
125CARDINAL HEALTH INC COMCAH2,343$393,6240.19%
126COLGATE PALMOLIVE CO COMCL4,243$385,6890.19%
127INGERSOLL RAND INC COMIR4,558$379,1340.19%
128IDEXX LABS INC COM45168D104706$378,6560.19%
129TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS8740391001,660$375,9730.19%
130CACI INTL INC CL A127190304785$374,2100.19%
131ENTERPRISE PRODS PARTNERS L P COM29379210711,848$367,4060.18%
132SCHLUMBERGER LTD COM STKSLB10,667$360,5450.18%
133EOG RES INC COMEOG2,925$349,8590.17%
134COCA COLA CO COMKO4,880$345,2600.17%
135ABBOTT LABS COMABLZF2,497$339,6170.17%
136ISHARES GLOBAL HEALTHCARE ETF4642873253,922$337,6450.17%
137ISHARES NATIONAL MUNI BOND ETF4642884143,137$327,7540.16%
138FINANCIAL SELECT SECTOR SPDR FUND81369Y6056,242$326,8940.16%
139PALO ALTO NETWORKS INC COMPANW1,557$318,6240.16%
140TE CONNECTIVITY PLC ORD SHSTEL1,882$317,4370.16%
141WILLIAMS COS INC COM9694571004,994$313,6730.16%
142HUNTINGTON BANCSHARES INC COMHBANP18,618$312,0380.15%
143CONOCOPHILLIPS COMCOP3,399$305,0150.15%
144AIRBNB INC COM CL AABNB2,288$302,7940.15%
145TYLER TECHNOLOGIES INC COMTYL507$300,5700.15%
146STELLAR BANCORP INC COMSTEL10,658$298,2110.15%
147PIMCO CORPORATE & INCOME OPPOR COMPTY21,336$296,7870.15%
148DOORDASH INC CL ADASH1,153$284,2260.14%
149PHILIP MORRIS INTL INC COM7181721091,543$281,0270.14%
150NORTHROP GRUMMAN CORP COMNOC556$277,9890.14%
151JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF46654Q2034,899$266,5060.13%
152SERVICE CORP INTL COM8175651043,200$260,4800.13%
153CATERPILLAR INC COMCAT656$254,6660.13%
154VANGUARD S&P 500 ETF922908363440$249,9330.12%
155PLEXUS CORP COMPLXS1,844$249,5120.12%
156ISHARES CORE S&P SMALL CAP ETF4642878042,240$244,8100.12%
157MCKESSON CORP COMMCK332$243,2830.12%
158JPMORGAN EQUITY PREMIUM INCOME ETF46641Q3324,270$242,7500.12%
159CANADIAN PACIFIC KANSAS CITY COMCP3,055$242,1700.12%
160DUKE ENERGY CORP NEW COM NEWDUKB2,017$238,0060.12%
161SHOPIFY INC CL A SUB VTG SHSSHOP2,047$236,1210.12%
162RTX CORPORATION COMRTX1,556$227,2460.11%
163BROADRIDGE FINL SOLUTIONS INC COM11133T103930$226,0180.11%
164LULULEMON ATHLETICA INC COMLULU925$219,7620.11%
165THERMO FISHER SCIENTIFIC INC COMTMO538$218,1410.11%
166SKECHERS U S A INC CL A8305661053,455$218,0110.11%
167MARSH & MCLENNAN COS INC COM571748102990$216,4540.11%
168SPECIAL OPPORTUNITIES FD INC COM84741T10413,825$214,1490.11%
169ADOBE INC COMADBE547$211,6230.10%
170COGNIZANT TECHNOLOGY SOLUTIONS CL ACTSH2,694$210,2130.10%
171COMMUNICATION SERVICES SELECT SECTOR SPDR FUND81369Y8521,908$207,0750.10%
172THE CIGNA GROUP COM125523100624$206,2820.10%
173SABA CAPITAL INCOME & OPPORTUN COM NEWBRW16,490$151,5430.08%
174374WATER INC COMSCWO130,000$42,1590.02%