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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

CoreFirst Bank & Trust

Quarter ended Q1 2025 · Filed April 29, 2025 · Accession 0001845199-25-000003

Total Value
$155.5M
Positions
157
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (157)

#IssuerTicker / CUSIPSharesValue% of Filing
1Colgate Palmolive CoCL121,050$11.3M7.29%
2Apple IncAAPL46,946$10.4M6.70%
3Avantis Intl Small Cap Value025072802109,568$7.6M4.91%
4Vanguard High Dividend Yield Index92194640641,647$5.4M3.45%
5IShares Edge MSCI Intl Value46435G409168,400$5.1M3.28%
6Vanguard FTSE Developed Markets ETF921943858100,177$5.1M3.27%
7Avantis US Small Cap Value02507287748,881$4.3M2.74%
8Vanguard Dividend Appreciation ETF92190884418,836$3.7M2.35%
9Ishares S&P Smallcap 60046428780429,482$3.1M1.98%
10Avantis Emerging Markets Equity ETF02507260449,673$3.0M1.92%
11Ishares S&P 500 Index Fund4642872005,147$2.9M1.86%
12Microsoft CorpMSFT7,243$2.7M1.75%
13Exxon Mobil CorpXOM22,699$2.7M1.74%
14Vanguard International High DVD Yield92194679435,792$2.6M1.70%
15Johnson & JohnsonJNJ15,900$2.6M1.70%
16iShares Core MSCI Emerging Markets ETF46434G10347,731$2.6M1.66%
17JP Morgan Equity Premium Income ETF46641Q33241,734$2.4M1.53%
18Walmart Stores IncWMT25,708$2.3M1.45%
19McDonalds CorpMCD7,196$2.2M1.45%
20iShares S&P MidCap 40046428750737,610$2.2M1.41%
21Procter & Gamble Co74271810912,562$2.1M1.38%
22Chevron CorpCVX12,588$2.1M1.35%
23J P Morgan Chase & CoVYLD8,454$2.1M1.33%
24Lowes Cos Inc5486611078,658$2.0M1.30%
25Iron Mountain Inc New46284V10123,064$2.0M1.28%
26Vanguard FTSE All World ex-US Small Cap ETF92204271816,764$1.9M1.25%
27Spdr Trust Series 1SPY3,367$1.9M1.21%
28Invesco S & P 500 Equal WeightIVZ10,099$1.7M1.12%
29Invesco S& P 100 Equal Weight ETFIVZ16,184$1.7M1.07%
30Vanguard International DVD Apprecation92194681019,734$1.6M1.05%
31Fiserv IncFISV6,400$1.4M0.91%
32Avantis Emerging Markets Value ETF02507237226,512$1.3M0.80%
33Berkshire Hathaway Inc Cl BBRK-A2,343$1.2M0.80%
34ConocophillipsCOP11,465$1.2M0.77%
35Unitedhealth Group IncUNH2,293$1.2M0.77%
36Cambria Foreign Shareholder Yield ETF13206130044,085$1.2M0.76%
37Norfolk Southern Corp6558441084,885$1.2M0.74%
38SPDR Russell 1000 Yield Focus ETF78468R77010,411$1.1M0.73%
39Coca Cola CoKO13,808$988,9290.64%
40PepsiCo IncPEP6,549$981,9570.63%
41Vanguard US Value Factor ETF9219358057,889$899,3460.58%
42Vanguard FTSE Developed Markets ETF92194385817,600$894,6080.58%
43Merck & Co., IncMRK9,813$880,8150.57%
44Accenture PLC Cl AACN2,804$874,9600.56%
45Eaton Corp PLCETN2,965$805,9760.52%
46Berkshire Hathaway Inc Cl ABRK-A1$798,4420.51%
47Ishares S&P 500 Index Fund4642872001,400$786,6600.51%
48Amgen IncAMGN2,523$786,0410.51%
49Lilly Eli & CoLLY950$784,6150.50%
50RTX CorporationRTX5,905$782,1760.50%
51Altria Group IncMO12,652$759,3730.49%
52Abbvie IncABBV3,610$756,3670.49%
53American Express CoAXP2,808$755,4920.49%
54S&P Global IncSPGI1,455$739,2860.48%
55The Walt Disney Co2546871067,409$731,2680.47%
56Visa IncV2,070$725,4520.47%
57Philip Morris International7181721094,445$705,5550.45%
58Home Depot IncHD1,910$699,9960.45%
59Cigna Group1255231002,082$684,9780.44%
60Oracle CorpORCL-PD4,536$634,1780.41%
61Cambria Emerging Shareholder Yield ETF13206170619,505$619,2840.40%
62Danaher Corp Del2358511023,014$617,8700.40%
63Amazon Com IncAMZN3,200$608,8320.39%
64Deere & CoDE1,297$608,7470.39%
65Costco Whsl Corp New22160K105641$606,2450.39%
66ARES Management LPARES-PB4,090$599,6350.39%
67Cisco Sys Inc ComCSCO9,142$564,1530.36%
68Automatic Data Processing IncADP1,791$547,2040.35%
69Marathon Petroleum CorpMARA3,724$542,5500.35%
70International Business MachinesINTR2,131$529,8940.34%
71IntuitINTU841$516,3660.33%
72Union Pac CorpUNP2,035$480,7480.31%
73Honeywell Intl Inc4385161062,241$474,5320.31%
74Microsoft CorpMSFT1,250$469,2380.30%
75Evergy IncEVRG6,615$456,1040.29%
76Intercontinental Exchange Inc45866F1042,580$445,0500.29%
77Invesco S & P 500 Equal WeightIVZ2,500$433,0750.28%
78ONEOK Inc.OKE4,364$432,9960.28%
79IShares Edge MSCI Intl Value46435G40913,800$418,2780.27%
80Church & Dwight Co IncCHD3,700$407,3330.26%
81Phillips 66PSX3,148$388,7150.25%
82Avantis Intl Small Cap Value0250728025,550$387,0570.25%
83AT&T IncT-PC13,554$383,3070.25%
84Nucor CorpNUE3,184$383,1630.25%
85GE Aerospace3696043011,855$371,2780.24%
86Nike IncNKE5,760$365,6450.24%
87Avantis US Small Cap Value0250728774,125$359,5760.23%
88Bristol Myers Squibb CoCELG-RI5,847$356,6090.23%
89Caterpillar IncCAT1,079$355,8540.23%
90Wells Fargo & Co New9497461014,925$353,5660.23%
91Discover Financial Services2547091082,071$353,5200.23%
92Corning IncGLW7,687$351,9110.23%
93Mondelez International Inc6092071055,034$341,5570.22%
94Novartis AG ADRNVSEF3,010$335,5550.22%
95Novo-Nordisk A/S ADRNONOF4,785$332,2700.21%
96Alphabet Inc Cl AGOOG2,075$320,8780.21%
97Invesco S& P 100 Equal Weight ETFIVZ3,000$309,2700.20%
98Ishares Dow Jones Select Dividend Index Fund4642871682,279$306,0470.20%
99iShares Core MSCI Emerging Markets ETF46434G1035,670$306,0100.20%
100Vanguard Total Stock Mkt ETF9229087691,100$302,3240.19%
101Bank Of America Corporation0605051047,243$302,2500.19%
102Stryker CorpSYK806$300,0340.19%
103Emerson Electric CoEMR2,726$298,8790.19%
104Dollar General Corp2566771053,190$280,4970.18%
105Starbucks CorpSBUX2,857$280,2430.18%
106United Parcel Service Inc Cl BUPS2,428$267,0560.17%
107Huntsman CorpHUN16,709$263,8350.17%
108Abbott LabsABLZF1,962$260,2590.17%
109iShares S&P MidCap 4004642875074,450$259,6580.17%
110American Tower Corp03027X1001,110$241,5360.16%
111Xcel Energy IncXELLL3,370$238,5620.15%
112Invesco QQQ Trust Series IIVZ495$232,1150.15%
113Texas Instrs Inc8825081041,277$229,4770.15%
114Weyerhaeuser CoWY7,239$211,9580.14%
115Metlife IncMET-PF2,467$198,0750.13%
116Target CorpTGT1,888$197,0320.13%
117Bunge Global SABG2,490$190,2860.12%
118Avantis Emerging Markets Value ETF0250723724,000$188,6400.12%
119Home Depot IncHD500$183,2450.12%
120Nvidia CorpNVDA1,650$178,8270.11%
121Iron Mountain Inc New46284V1012,010$172,9400.11%
122Vanguard US Value Factor ETF9219358051,500$171,0000.11%
123Alphabet Inc Cl CGOOG990$154,6680.10%
124Alphabet Inc Cl AGOOG1,000$154,6400.10%
125Altria Group IncMO2,348$140,9270.09%
126Alphabet Inc Cl CGOOG900$140,6070.09%
127Verizon CommunicationsVZ3,083$139,8450.09%
128Procter & Gamble Co742718109782$133,2680.09%
129Verizon CommunicationsVZ2,827$128,2330.08%
130Amazon Com IncAMZN580$110,3510.07%
131Colgate Palmolive CoCL1,088$101,9460.07%
132JP Morgan Equity Premium Income ETF46641Q3321,583$90,4530.06%
133Chevron CorpCVX485$81,1360.05%
134GE Aerospace369604301375$75,0560.05%
135Capitol Federal Financial Inc14057J10112,111$67,8220.04%
136Target CorpTGT641$66,8950.04%
137Abbvie IncABBV317$66,4180.04%
138Starbucks CorpSBUX650$63,7590.04%
139Metlife IncMET-PF700$56,2030.04%
140Caterpillar IncCAT157$51,7790.03%
141Philip Morris International718172109325$51,5870.03%
142Apple IncAAPL228$50,6460.03%
143Bristol Myers Squibb CoCELG-RI810$49,4020.03%
144Vanguard FTSE All World ex-US Small Cap ETF922042718403$46,5870.03%
145Vanguard International High DVD Yield921946794580$42,7400.03%
146SPDR Russell 1000 Yield Focus ETF78468R770383$41,8380.03%
147Cambria Foreign Shareholder Yield ETF1320613001,500$40,3950.03%
148J P Morgan Chase & CoVYLD160$39,2480.03%
149Ishares S&P Smallcap 600464287804300$31,3710.02%
150PepsiCo IncPEP200$29,9880.02%
151Nvidia CorpNVDA270$29,2630.02%
152Bunge Global SABG330$25,2190.02%
153Abbott LabsABLZF180$23,8770.02%
154Bank Of America Corporation060505104555$23,1600.01%
155Cambria Emerging Shareholder Yield ETF132061706575$18,2560.01%
156RTX CorporationRTX97$12,8490.01%
157Merck & Co., IncMRK100$8,9760.01%