Live Markets
Wednesday, July 29, 2026·George Town, KY·29°·Partly Cloudy
Markets Open · NYSE·Newsletter·Masthead·
VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Goodman Advisory Group, LLC

Quarter ended Q2 2025 · Filed August 18, 2025 · Accession 0001864123-25-000006

Total Value
$294.3M
Positions
146
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (146)

#IssuerTicker / CUSIPSharesValue% of Filing
1SPDR BLOOMBERG78464A359497,987$41.2M13.99%
2SPDR PORTFOLIO78464A854411,202$29.9M10.16%
3SPDR PORTFOLIO78464A409192,880$18.4M6.25%
4ISHARES MORNINGSTAR464287119184,981$17.9M6.09%
5PIMCO EHNANCED72201R833139,234$14.0M4.76%
6MICROSOFT CORPMSFT23,525$11.7M3.98%
7NVIDIA CORPNVDA69,880$11.0M3.75%
8VANGUARD GROWTH92290873621,030$9.2M3.13%
9SPDR MSCI78468R81247,222$7.7M2.62%
10APPLE INCAAPL35,815$7.3M2.50%
11AMAZON COMAMZN32,878$7.2M2.45%
12TAIWAN SEMICONDUCTOR87403910031,541$7.1M2.43%
13ALPHABET INCGOOG40,508$7.1M2.43%
14U S BANCORP DEUSB-PS148,670$6.7M2.29%
15VEEVA SYSTEMSVEEV22,243$6.4M2.18%
16TYLER TECHNOLOGIESTYL10,775$6.4M2.17%
17META PLATFORMSMETA8,628$6.4M2.16%
18VANGUARD MUNICIPAL922907746126,219$6.2M2.10%
19PALO ALTOPANW26,782$5.5M1.86%
20ISHARES 7-10YR46428744055,833$5.3M1.82%
21SERVICENOW INCNOW5,099$5.2M1.78%
22AUTODESK INCADSK16,595$5.1M1.75%
23ISHARES 10-20YR46428865339,512$4.0M1.36%
24BANCO BILBAOBBVXF254,516$3.9M1.33%
25VISA INCV9,342$3.3M1.13%
26S&P GLOBALSPGI6,253$3.3M1.12%
27WORKDAY INCWDAY13,594$3.3M1.11%
28BERKSHIRE HATHAWAYBRK-A6,481$3.1M1.07%
29AMPHENOL CORP03209510130,623$3.0M1.03%
30TRANSDIGM GROUPTDG1,973$3.0M1.02%
31ROPER TECHNOLOGIESROP4,152$2.4M0.80%
32XTRACKERS MUNI23305170591,950$2.2M0.75%
33JOHN HANCOCK47804J10725,066$1.8M0.62%
34PIMCO 2572201R88225,681$1.7M0.59%
35SPDR PORTFOLIO78464A66464,256$1.7M0.58%
36TECHNOLOGY SELECT81369Y8034,233$1.1M0.36%
37RELX PLCRLXXF17,916$973,5550.33%
38SPDR NYSE78464A1023,267$775,2790.26%
39INTERCONTINENTAL EXCH45866F1043,996$733,1470.25%
40MERCADOLIBRE INCMELI258$674,3160.23%
41FINANCIAL SELECT81369Y60510,285$538,6710.18%
42ISHARES NATIONAL4642884144,756$496,9060.17%
43JACK HENRY4262811012,647$476,9110.16%
44MASTERCARD INCMA773$434,3810.15%
45COSTCO WHOLESALE22160K105419$414,7850.14%
46MICRON TECHNOLOGY INCMU3,054$376,4060.13%
47ALPHABET INCGOOG2,103$373,0530.13%
48ELI LILLYLLY460$358,5840.12%
49MCDONALDS CORPMCD1,117$326,3530.11%
50AMETEK INCAME1,619$292,9740.10%
51ABBVIE INCABBV1,326$246,1320.08%
52SALESFORCE INCCRM886$241,6100.08%
53WILLIAMS SONOMAWSM1,452$237,2130.08%
54ISHARES S&P4642873092,143$235,9450.08%
55ACCENTURE PLCACN767$229,2490.08%
56VANGUARD LARGE922908637803$229,0960.08%
57DOMINION ENERGYD3,884$219,5240.07%
58PAYCHEX INCPAYX1,240$180,3700.06%
59VERTEX PHARMACEUTICALSVRTX400$178,0800.06%
60ISHARES U S46434V2822,625$168,3410.06%
61DUKE ENERGYDUKB1,337$157,7660.05%
62MARKETAXESS HOLDINGSMKTX705$157,4550.05%
63DANAHER CORP235851102731$144,4020.05%
64SPDR S&PSPY233$143,9600.05%
65CONSUMER DISCRETIONARY81369Y407616$133,8880.05%
66THERMO FISHERTMO330$133,8020.05%
67EDWARDS LIFESCIENCESEW1,680$131,3920.04%
68PARKER-HANNIFIN CORPPH178$124,3270.04%
69PIMCO ACTIVE72201R7751,337$123,2440.04%
70VANECK SEMICONDUCTOR92189F676414$115,4710.04%
71ISHARES TECHNOLOGY464287721610$105,6940.04%
72ADOBE INCADBE272$105,2320.04%
73TJX COS872540109840$103,7320.04%
74EXXON MOBILXOM960$103,4880.04%
75WILLIS TOWERSWTW326$99,9190.03%
76WABTEC929740108470$98,3950.03%
77GUIDEWIRE SOFTWAREGWRE385$90,6480.03%
78GOLDMAN SACHSNVGLF720$87,3940.03%
79MSCI INCMSCI149$85,9340.03%
80GLOBAL X37954Y8712,213$85,8870.03%
81NXP SEMICONDUCTORSNXPI390$85,2120.03%
82VANGUARD S&P922908363150$85,2040.03%
83NETFLIX INCNFLX62$83,0260.03%
84MURPHY USAMUSA201$81,7670.03%
85CHEVRON CORPCVX499$71,4520.02%
86FISERV INCFISV395$68,1020.02%
87ISHARES INTEREST46431W8122,675$64,4940.02%
88WISDOMTREE TRUSTWT2,874$63,8880.02%
89PROCTER & GAMBLE742718109351$55,9210.02%
90HOME DEPOTHD152$55,7290.02%
91SPDR NUVEEN78464A2842,125$52,6580.02%
92OTTER TAILOTTR667$51,4190.02%
93GENUINE PARTSGPC343$41,6090.01%
94AT&T INCT-PC1,358$39,3010.01%
95MANULIFE FINANCIAL56501R1061,217$38,8950.01%
96STRYKER CORPSYK85$33,6290.01%
97BRISTOL MYERSCELG-RI647$29,9490.01%
98DIREXION NASDAQ25459Y207300$29,4930.01%
99HUBSPOT INCHUBS49$27,2740.01%
100JPMORGAN CHASEVYLD93$26,9620.01%
101PIMCO INTERMEDIATE72201R866503$25,8340.01%
102COLGATE-PALMOLIVECL280$25,4520.01%
103NEXTERA ENERGYNEE-PW354$24,5740.01%
104CORNING INCGLW447$23,5080.01%
105FERRARI NVRACE43$21,1020.01%
106COGNIZANT TECHCTSH270$21,0680.01%
107JOHNSON & JOHNSONJNJ129$19,7050.01%
108FORTINET INCFTNT179$18,9240.01%
109VERIZON COMMUNICATIONSVZ435$18,8220.01%
110AFFILIATED MANAGERSMGRE81$15,9380.01%
111OMNICOM GROUPOMC212$15,2510.01%
112PFIZER INCPFE614$14,8830.01%
113SHOPIFY INCSHOP110$12,6890.00%
114ROYAL CARIBBEANV7780T10339$12,2120.00%
115WALMART INCWMT120$11,7340.00%
116CISCO SYSTEMSCSCO157$10,8930.00%
117TESLA INCTSLA30$9,5300.00%
118AUTOMATIC DATAADP25$7,7100.00%
119ORACLE CORPORCL-PD34$7,4330.00%
120HONEYWELL INTL43851610631$7,2190.00%
121TRADE DESK88339J105100$7,1990.00%
122ORMAT TECHNOLOGIESORA85$7,1200.00%
123PEPSICO INCPEP44$5,8100.00%
124WASTE MANAGEMENT94106L10925$5,7210.00%
125UNITEDHEALTH GROUPUNH18$5,6150.00%
126INTEL CORPINTC235$5,2640.00%
127EMERSON ELECTRICEMR39$5,2000.00%
128B&G FOODSBGS1,227$5,1900.00%
129DELTA AIRLINESDAL101$4,9830.00%
130MONDELEZ INTERNATIONAL60920710573$4,9230.00%
131ARK INNOVATION00214Q10462$4,3580.00%
132ISHARES SEMICONDUCTOR46428752313$3,1040.00%
133NIKE INCNKE40$2,8420.00%
134EATON CORPETN6$2,1420.00%
135ESTEE LAUDER51843910425$2,0200.00%
136NEWMONT CORPNEMCL25$1,4570.00%
137STMICROELECTRONICS N VSTMEF45$1,3680.00%
138INTL BUSINESSINTR4$1,1790.00%
139PURE STORAGE74624M10220$1,1520.00%
140PHOTRONICS INCPLAB50$9420.00%
141VALLEY NATIONAL919794107100$8930.00%
142HEWLETT PACKARDHPE-PC43$8790.00%
143SPDR SERIES78464A8706$4980.00%
144SANOFISNYNF10$4830.00%
145VANECK MORNINGSTAR92189F6435$4690.00%
146PLUG POWERPLUG100$1490.00%