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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

Invst, LLC

Quarter ended Q4 2025 · Filed February 4, 2026 · Accession 0001867587-26-000001

Total Value
$879.6M
Positions
307
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (307)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD INDEX FDS922908769165,364$54.3M6.17%
2INVESCO EXCH TRADED FD TR IIIVZ281,812$34.1M3.88%
3SCHWAB STRATEGIC TR808524300979,044$31.2M3.55%
4ISHARES TR46434V613493,681$23.1M2.62%
5ISHARES TR46432F39686,943$22.3M2.53%
6BLACKROCK ETF TRUSTBLK322,541$19.1M2.17%
7ISHARES TR46428720027,259$18.2M2.07%
8ISHARES TR464288281189,691$18.1M2.05%
9INVESCO QQQ TRIVZ29,751$17.9M2.03%
10SCHWAB STRATEGIC TR808524805719,602$16.8M1.90%
11ISHARES TR464287309137,182$16.6M1.88%
12ISHARES TR464288513203,367$16.5M1.88%
13EA SERIES TRUST02072L607358,455$15.9M1.81%
14J P MORGAN EXCHANGE TRADED F46641Q670325,286$15.5M1.76%
15DIMENSIONAL ETF TRUST25434V807334,458$15.4M1.75%
16ISHARES TR46432F33977,291$15.0M1.71%
17ISHARES TR46428740871,235$14.7M1.67%
18ISHARES TR464288877207,148$14.1M1.60%
19ISHARES TR46428710141,090$13.7M1.55%
20ISHARES INC46434G103190,968$12.6M1.43%
21NVIDIA CORPORATIONNVDA66,057$12.3M1.40%
22DIMENSIONAL ETF TRUST25434V500164,769$11.3M1.28%
23VANGUARD TAX-MANAGED FDS921943858186,229$11.2M1.27%
24APPLE INCAAPL40,895$10.4M1.18%
25DIMENSIONAL ETF TRUST25434V831269,105$10.2M1.16%
26BLACKROCK ETF TRUSTBLK389,017$9.8M1.12%
27AMAZON COM INCAMZN43,377$9.5M1.08%
28ISHARES TR46428858898,228$9.3M1.06%
29ISHARES TR46428865389,255$9.2M1.05%
30J P MORGAN EXCHANGE TRADED F46641Q837169,211$8.6M0.98%
31SCHWAB STRATEGIC TR808524706248,110$8.3M0.94%
32FIRST TR EXCHANGE TRADED FD33738R506117,053$7.9M0.90%
33BLACKROCK ETF TRUSTBLK220,151$7.5M0.86%
34BLACKROCK ETF TRUSTBLK296,683$7.4M0.84%
35VANGUARD INTL EQUITY INDEX F922042858135,150$7.3M0.83%
36BLACKROCK ETF TRUSTBLK190,481$7.2M0.82%
37BLACKROCK ETF TRUST IIBLK128,930$6.9M0.78%
38DIMENSIONAL ETF TRUST25434V104149,053$6.8M0.78%
39MICROSOFT CORPMSFT13,092$6.8M0.77%
40META PLATFORMS INCMETA6,926$5.1M0.58%
41ISHARES TR46435G67296,253$4.9M0.56%
42VANGUARD MUN BD FDS92290774695,890$4.8M0.55%
43ISHARES GOLD TRIAU65,489$4.8M0.54%
44SPDR SERIES TRUST78468R72193,222$4.2M0.48%
45ALPHABET INCGOOG16,798$4.1M0.46%
46SPDR S&P 500 ETF TRSPY6,080$4.1M0.46%
47EA SERIES TRUST02072L56533,310$3.8M0.43%
48SELECT SECTOR SPDR TR81369Y60569,952$3.8M0.43%
49J P MORGAN EXCHANGE TRADED F46641Q15976,966$3.6M0.41%
50JPMORGAN CHASE & CO.VYLD10,913$3.4M0.39%
51ISHARES TR46428724230,243$3.4M0.38%
52UNITEDHEALTH GROUP INCUNH9,736$3.4M0.38%
53ISHARES TR46428876015,758$3.3M0.37%
54CELESTICA INCCLS13,134$3.2M0.37%
55VANGUARD INDEX FDS9229087366,497$3.1M0.35%
56INVESCO EXCH TRADED FD TR IIIVZ11,727$2.9M0.33%
57IVANHOE ELECTRIC INCIE224,893$2.8M0.32%
58GRAY MEDIA INCGTN-A483,919$2.8M0.32%
59APPLOVIN CORPAPP3,742$2.7M0.31%
60VANGUARD INDEX FDS92290874414,298$2.7M0.30%
61STERLING INFRASTRUCTURE INCSTRL7,791$2.6M0.30%
62EQUINOX GOLD CORPEQX235,522$2.6M0.30%
63NETFLIX INCNFLX2,191$2.6M0.30%
64ELI LILLY & COLLY3,370$2.6M0.29%
65ISHARES TR46434V73836,930$2.5M0.29%
66DIMENSIONAL ETF TRUST25434V86451,409$2.5M0.28%
67BROWN & BROWN INCBRO26,043$2.4M0.28%
68COSTCO WHSL CORP NEW22160K1052,598$2.4M0.27%
69BERKSHIRE HATHAWAY INC DELBRK-A4,635$2.3M0.26%
70ALPHABET INCGOOG9,474$2.3M0.26%
71ALPHATEC HLDGS INCATEC158,549$2.3M0.26%
72J P MORGAN EXCHANGE TRADED F46641Q33240,159$2.3M0.26%
73QUAD / GRAPHICS INCQUAD356,394$2.2M0.25%
74SELECT SECTOR SPDR TR81369Y70414,395$2.2M0.25%
75SYSCO CORPSYY26,494$2.2M0.25%
76WALMART INCWMT21,061$2.2M0.25%
77DIMENSIONAL ETF TRUST25434V20357,991$2.1M0.24%
78ISHARES TR46434V62130,589$2.1M0.24%
79GOLDMAN SACHS GROUP INCGSCE2,587$2.1M0.23%
80HOME DEPOT INCHD5,052$2.0M0.23%
81PHILIP MORRIS INTL INC71817210912,514$2.0M0.23%
82SPROTT FDS TRSII33,399$2.0M0.23%
83ISHARES TR46429B29141,615$2.0M0.23%
84J P MORGAN EXCHANGE TRADED F46654Q20333,555$1.9M0.22%
85VANGUARD CHARLOTTE FDS92203J40738,295$1.9M0.22%
86GOLDMAN SACHS ETF TRNVGLF35,892$1.9M0.21%
87ROSS STORES INCROST12,098$1.8M0.21%
88VANGUARD INDEX FDS9229083632,997$1.8M0.21%
89CREDO TECHNOLOGY GROUP HOLDICRDO12,483$1.8M0.21%
90BLACKROCK INCBLK1,551$1.8M0.21%
91AMERICAN EXPRESS COAXP5,408$1.8M0.20%
92PROCTER AND GAMBLE CO74271810911,540$1.8M0.20%
93ABBVIE INCABBV7,343$1.7M0.19%
94EXXON MOBIL CORPXOM15,053$1.7M0.19%
95COPART INCCPRT37,533$1.7M0.19%
96POWELL INDS INC7391281065,490$1.7M0.19%
97ISHARES TR46428715011,354$1.7M0.19%
98GANNETT CO INCTDAY393,723$1.6M0.18%
99DISNEY WALT CO25468710613,936$1.6M0.18%
100GLOBAL PMTS INC37940X10219,027$1.6M0.18%
101ISHARES TR46436E71815,597$1.6M0.18%
102ISOENERGY LTDISOU155,324$1.6M0.18%
103DIMENSIONAL ETF TRUST25434V87235,015$1.5M0.17%
104ISHARES TR46432F84217,017$1.5M0.17%
105ISHARES TR46428732516,527$1.5M0.17%
106MARRIOTT INTL INC NEW5719032025,624$1.5M0.17%
107COCA COLA COKO21,850$1.4M0.16%
108SALESFORCE INCCRM6,071$1.4M0.16%
109DELTA AIR LINES INC DELDAL25,347$1.4M0.16%
110BROADCOM INCAVGO4,324$1.4M0.16%
111UNITED NAT FOODS INCUNTCW37,290$1.4M0.16%
112ARGAN INCAGX5,161$1.4M0.16%
113BERKLEY W R CORPWRB-PH17,887$1.4M0.16%
114TESLA INCTSLA3,040$1.4M0.15%
115NIKE INCNKE19,264$1.3M0.15%
116FLEXSHARES TRFLEX26,946$1.3M0.15%
117AMERICAN AXLE & MFG HLDGS IN024061103216,715$1.3M0.15%
118VANGUARD WHITEHALL FDS9219464069,233$1.3M0.15%
119ADTALEM GLOBAL ED INCADT8,394$1.3M0.15%
120VANGUARD SPECIALIZED FUNDS9219088445,888$1.3M0.14%
121ALLSTATE CORPALL-PJ5,894$1.3M0.14%
122GLOBAL X FDS37954Y67326,484$1.3M0.14%
123TOYOTA MOTOR CORPTOYOF6,535$1.2M0.14%
124BLACKSTONE INCBX7,236$1.2M0.14%
125PALO ALTO NETWORKS INCPANW6,048$1.2M0.14%
126WELLS FARGO CO NEW94974610114,629$1.2M0.14%
127VISA INCV3,582$1.2M0.14%
128LINCOLN NATL CORP IND53418710929,751$1.2M0.14%
129CONDUENT INCCNDT426,418$1.2M0.14%
130SPDR SERIES TRUST78468R54916,456$1.2M0.14%
131SELECT SECTOR SPDR TR81369Y4074,909$1.2M0.13%
132NRG ENERGY INCNRG7,242$1.2M0.13%
133MANULIFE FINL CORP56501R10637,155$1.2M0.13%
134FEDEX CORPFDX4,904$1.2M0.13%
135TARGET CORPTGT12,824$1.2M0.13%
136CARNIVAL CORPCUKPF39,279$1.1M0.13%
137SELECT SECTOR SPDR TR81369Y8033,998$1.1M0.13%
138ALTRIA GROUP INCMO16,993$1.1M0.13%
139SERVICENOW INCNOW1,219$1.1M0.13%
140FLEX LTDFLEX18,252$1.1M0.12%
141INTUITIVE SURGICAL INCISRG2,351$1.1M0.12%
142INVESCO LTDIVZ45,528$1.0M0.12%
143JABIL INCJBL4,786$1.0M0.12%
144SPDR GOLD TRGLD2,912$1.0M0.12%
145ISHARES TR46435G34246,450$1.0M0.12%
146TAPESTRY INCTPR8,919$1.0M0.11%
147SKYWEST INCSKYW9,757$981,7330.11%
148CHEVRON CORP NEWCVX6,302$978,6980.11%
149BANK NEW YORK MELLON CORP0640581008,969$977,2620.11%
150EBAY INC.EBAY10,710$974,0750.11%
151CONSTELLATION BRANDS INCSTZ7,099$956,0710.11%
152WILLIAMS COS INC96945710015,081$955,3860.11%
153MAKEMYTRIP LIMITED MAURITIUSMMYT10,120$947,2320.11%
154NABORS INDUSTRIES LTDNBRWF23,042$941,7270.11%
155ISHARES BITCOIN TRUST ETFIBIT14,391$935,4150.11%
156INVESCO EXCH TRADED FD TR IIIVZ44,327$927,7670.11%
157GENERAL MTRS CO37045V10015,150$923,6970.11%
158ALPS ETF TR00162Q45219,487$914,5390.10%
159ISHARES TR4642888857,983$909,0520.10%
160SPDR SERIES TRUST78464A85411,536$903,6940.10%
161ISHARES TR46429B7478,688$897,9920.10%
162SCHWAB STRATEGIC TR80852475520,894$897,6060.10%
163COMMSCOPE HLDG CO INC20337X10957,445$889,2490.10%
164DIMENSIONAL ETF TRUST25434V30228,079$885,3240.10%
165BLACKROCK ETF TRUSTBLK27,852$884,0200.10%
166SELECT SECTOR SPDR TR81369Y5069,887$883,3220.10%
167SCHWAB STRATEGIC TR80852468026,872$868,2470.10%
168INCYTE CORPINCY10,228$867,4370.10%
169DT MIDSTREAM INCDTM7,672$867,4050.10%
170BLACKROCK ETF TRUSTBLK30,449$852,1200.10%
171ISHARES TR46428745710,263$851,4450.10%
172JACKSON FINANCIAL INCJXN-PA8,290$839,1970.10%
173SIMON PPTY GROUP INC NEW8288061094,458$836,5550.10%
174PILGRIMS PRIDE CORPPPC20,344$828,4180.09%
175VANECK ETF TRUST92189F53647,046$822,3560.09%
176BOYD GAMING CORPBYD9,462$817,9900.09%
177ISHARES TR46436E32026,838$815,0560.09%
178DROPBOX INCDBX26,896$812,5280.09%
179FIRST HORIZON CORPORATIONFHN-PH35,784$809,0760.09%
180FOX CORPFOX12,825$808,7670.09%
181OLD REP INTL CORP68022310419,032$808,2890.09%
182DIGITAL RLTY TR INC2538681034,662$805,9670.09%
183GLOBE LIFE INCGL-PD5,605$801,3470.09%
184BLUE BIRD CORPBLBD13,903$800,1180.09%
185KEURIG DR PEPPER INCKDP30,869$787,4750.09%
186CME GROUP INCCME2,912$786,6840.09%
187TRUIST FINL CORP89832Q10917,204$786,5840.09%
188MOELIS & COMC10,997$784,3060.09%
189MACERICH COMAC43,060$783,6920.09%
190ASSOCIATED BANC CORPASBA30,310$779,2700.09%
191ISHARES INC46434G85511,761$761,0540.09%
192ISHARES TR46429B26732,486$751,0760.09%
193ASSURED GUARANTY LTDAGO8,858$749,8300.09%
194INVESCO EXCH TRADED FD TR IIIVZ30,335$749,2700.09%
195WP CAREY INC92936U10911,083$748,8780.09%
196CNO FINL GROUP INC12621E10318,881$746,7440.08%
197LAMAR ADVERTISING CO NEWLAMR6,097$746,3890.08%
198FIRST AMERN FINL CORP31847R10211,601$745,2480.08%
199ISHARES TR46428868723,528$743,9500.08%
200BRINKER INTL INC1096411005,856$741,8380.08%
201PROSHARES TR74347R1076,588$738,7120.08%
202ISHARES TR4642874407,589$732,0510.08%
203ISHARES TR46435G5249,128$727,1890.08%
204CNH INDL N VN2094410966,675$723,4240.08%
205STRYKER CORPORATIONSYK1,943$718,1840.08%
206LOWES COS INC5486611072,838$713,2220.08%
207REGENCY CTRS CORP7588491039,747$710,5560.08%
208AMERICAN INTL GROUP INC0268747849,036$709,7210.08%
209RELIANCE INCRS2,514$706,0070.08%
210ANNALY CAPITAL MANAGEMENT INNLY-PJ34,694$701,1680.08%
211FIRST INDL RLTY TR INC32054K10313,444$691,9630.08%
212ISHARES TR4642884146,484$690,4910.08%
213SCHWAB STRATEGIC TR80852479725,119$685,7510.08%
214SYNCHRONY FINANCIALSYF-PB9,602$682,2240.08%
215TWILIO INCTWLO6,780$678,6100.08%
216AGREE RLTY CORP0084921009,402$667,9180.08%
217ESSENTIAL PPTYS RLTY TR INC29670E10722,229$661,5350.08%
218MID-AMER APT CMNTYS INC59522J1034,707$657,7090.07%
219ESSEX PPTY TR INC2971781052,456$657,3730.07%
220BLACKROCK ETF TRUST IIBLK12,631$656,3500.07%
221SPINNAKER ETF SERIES84858T86365,008$654,1690.07%
222INVESCO EXCHANGE TRADED FD TIVZ8,711$638,4020.07%
223AVALONBAY CMNTYS INCAWX3,291$635,7220.07%
224UDR INCUDR16,752$624,1800.07%
225MICROCHIP TECHNOLOGY INC.MCHPP9,426$605,3380.07%
226ARCUTIS BIOTHERAPEUTICS INCARQT32,107$605,2170.07%
227COLUMBIA SPORTSWEAR COCOLM11,543$603,6990.07%
228Q2 HLDGS INCQTWO8,116$587,5170.07%
229MERCADOLIBRE INCMELI251$586,5720.07%
230ISHARES TR46435G21912,676$583,6510.07%
231ISHARES TR4642875078,572$559,4300.06%
232ASML HOLDING N VASMLF563$545,5050.06%
233GREEN BRICK PARTNERS INCGRBK-PA7,381$545,1770.06%
234CORPORACION AMER ARPTS S AL1995B10729,754$539,1470.06%
235DXP ENTERPRISES INCDXPE4,449$529,7420.06%
236GOLDMAN SACHS ETF TRNVGLF10,054$527,4330.06%
237VANGUARD INDEX FDS9229085951,757$522,9660.06%
238ISHARES TR46435G1025,143$514,5570.06%
239VANGUARD BD INDEX FDS9219377937,236$512,6710.06%
240ORACLE CORPORCL-PD1,729$486,2640.06%
241LENDINGCLUB CORPLC31,939$485,1530.06%
242VANECK MERK GOLD ETFOUNZ12,856$478,1150.05%
243VANGUARD INDEX FDS9229085535,084$464,7450.05%
244JANUS DETROIT STR TR47103U8458,877$450,7740.05%
245SPDR SERIES TRUST78468R6634,776$438,1980.05%
246MCDONALDS CORPMCD1,421$431,8280.05%
247PFIZER INCPFE16,265$414,4430.05%
248ISHARES TR4642878043,464$411,5850.05%
249PALANTIR TECHNOLOGIES INCPLTR2,231$406,9790.05%
250ISHARES TR4642886467,673$406,9230.05%
251VANGUARD INDEX FDS9229086111,806$376,9490.04%
252VANGUARD INDEX FDS9229087511,468$373,3700.04%
253BLACKROCK ETF TRUST IIBLK15,223$364,3630.04%
254RTX CORPORATIONRTX2,141$358,2540.04%
255CATERPILLAR INCCAT739$352,6140.04%
256SELECT SECTOR SPDR TR81369Y8864,041$352,4280.04%
257NOVO-NORDISK A SNONOF6,300$349,5690.04%
258STONECO LTDSTNE18,474$349,3410.04%
259SELECT SECTOR SPDR TR81369Y2092,501$348,0990.04%
260NISOURCE INCNI7,878$341,1350.04%
261STEEL DYNAMICS INCSTLD2,420$337,4210.04%
262JOHNSON & JOHNSONJNJ1,784$330,8280.04%
263ABBOTT LABSABLZF2,455$328,8230.04%
264DUKE ENERGY CORP NEWDUKB2,632$325,7600.04%
265INTERNATIONAL BUSINESS MACHSINTR1,119$315,7370.04%
266VALERO ENERGY CORPVLO1,808$307,8860.04%
267ADVANCED MICRO DEVICES INCAMD1,876$303,5180.03%
268HOWMET AEROSPACE INCHWM1,504$295,1480.03%
269EATON CORP PLCETN762$285,1790.03%
270BOOKING HOLDINGS INCBKNG52$280,7620.03%
271SPDR SERIES TRUST78464A8702,792$279,7580.03%
272ISHARES TR46434V3813,738$268,9020.03%
273VANGUARD WORLD FD92204A8761,373$260,0130.03%
274AXSOME THERAPEUTICS INCAXSM2,140$259,9030.03%
275ISHARES TR464287614535$250,5990.03%
276CISCO SYS INCCSCO3,641$249,1380.03%
277STRATEGY INCSTRK772$248,7460.03%
278SCHWAB STRATEGIC TR80852484711,462$247,2310.03%
279SPDR SERIES TRUST78468R5232,467$245,5350.03%
280DIMENSIONAL ETF TRUST25434V6588,969$244,9450.03%
281VANGUARD STAR FDS9219097683,237$237,7900.03%
282AT&T INCT-PC8,397$237,1220.03%
283VANGUARD INDEX FDS922908629763$224,0340.03%
284AMGEN INCAMGN783$221,0490.03%
285SPDR SERIES TRUST78464A3592,426$219,5480.02%
286VANGUARD BD INDEX FDS9219378352,938$218,5010.02%
287BOEING COBA-PA1,010$217,9880.02%
288TAIWAN SEMICONDUCTOR MFG LTD874039100776$216,7290.02%
289STARBUCKS CORPSBUX2,528$213,9070.02%
290ISHARES TR4642872262,124$212,9040.02%
291ISHARES TR4642874322,353$210,3320.02%
292ANALOG DEVICES INCADI850$208,8450.02%
293VELO3D INCVLDXW67,932$208,5510.02%
294WILLDAN GROUP INCWLDN2,129$205,8530.02%
295ARISTA NETWORKS INCANET1,400$203,9940.02%
296BANK AMERICA CORP0605051043,952$203,8840.02%
297UBER TECHNOLOGIES INCUBER2,074$203,1900.02%
298ISHARES TR46435G4747,293$202,6080.02%
299INTERCONTINENTAL EXCHANGE IN45866F1041,202$202,5130.02%
300ISHARES TR46435U7133,834$202,4950.02%
301CHUBB LIMITEDCB713$201,1990.02%
302CARDIFF ONCOLOGY INCCRDF40,500$83,4300.01%
303LUMEN TECHNOLOGIES INCLUMN12,351$75,5880.01%
304NYXOAH S ANYXH16,271$74,8470.01%
305TUHURA BIOSCIENCES INCHURA22,500$55,8000.01%
306MICROVISION INC DELMVIS25,079$31,0980.00%
307MARKER THERAPEUTICS INCMRKR29,000$25,8850.00%