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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 COMBINATION REPORT

CAPITAL PERFORMANCE ADVISORS LLP

Quarter ended Q3 2025 · Filed October 22, 2025 · Accession 0001905663-25-000009

Total Value
$607.2M
Positions
346
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (346)

#IssuerTicker / CUSIPSharesValue% of Filing
1DIMENSIONAL ETF TRUST25434V7081,499,464$57.8M9.53%
2ISHARES TR46428720075,027$50.2M8.27%
3DIMENSIONAL ETF TRUST25434V609747,201$43.5M7.16%
4ISHARES TR464287226280,541$28.1M4.63%
5APPLE INCAAPL103,917$26.5M4.36%
6DIMENSIONAL ETF TRUST25434V807543,967$25.1M4.13%
7DIMENSIONAL ETF TRUST25434V724533,531$23.8M3.93%
8DIMENSIONAL ETF TRUST25434V401184,752$13.4M2.20%
9VANGUARD MUN BD FDS922907746265,324$13.3M2.19%
10ISHARES TR46432F842151,048$13.2M2.17%
11MICROSOFT CORPMSFT24,641$12.8M2.10%
12NVIDIA CORPORATIONNVDA63,952$11.9M1.97%
13FIRST TR EXCHNG TRADED FD VI33740F888419,964$10.6M1.74%
14DIMENSIONAL ETF TRUST25434V500146,312$10.0M1.65%
15BERKSHIRE HATHAWAY INC DELBRK-A18,867$9.5M1.56%
16VANGUARD INDEX FDS92290875134,617$8.8M1.45%
17SSGA ACTIVE ETF TR78467V103268,460$8.3M1.37%
18AMERICAN CENTY ETF TR02507287771,573$7.1M1.17%
19VANGUARD INDEX FDS92290876921,374$7.0M1.16%
20AMAZON COM INCAMZN28,264$6.2M1.02%
21META PLATFORMS INCMETA8,324$6.1M1.01%
22VANGUARD INTL EQUITY INDEX F922042858111,040$6.0M0.99%
23VANGUARD INDEX FDS92290873610,141$4.9M0.80%
24ISHARES TR46428852182,189$4.8M0.79%
25VANGUARD SPECIALIZED FUNDS92190884421,381$4.6M0.76%
26SPDR S&P 500 ETF TRSPY6,797$4.5M0.75%
27DIMENSIONAL ETF TRUST25434V880142,232$4.5M0.74%
28VANGUARD SCOTTSDALE FDS92206C70659,142$3.6M0.58%
29BROADCOM INCAVGO10,276$3.4M0.56%
30AMERICAN CENTY ETF TR02507280237,513$3.3M0.55%
31JPMORGAN CHASE & CO.VYLD10,240$3.2M0.53%
32ALPHABET INCGOOG12,978$3.2M0.52%
33TESLA INCTSLA6,727$3.0M0.49%
34ISHARES TR46428730923,629$2.9M0.47%
35VANGUARD INDEX FDS92290861113,517$2.8M0.46%
36COSTCO WHSL CORP NEW22160K1052,799$2.6M0.43%
37AMERICAN CENTY ETF TR02507288523,585$2.6M0.42%
38DIMENSIONAL ETF TRUST25434V10453,298$2.4M0.40%
39EA SERIES TRUST02072L532106,403$2.4M0.40%
40PGIM ETF TR69344A20665,470$2.3M0.39%
41INVESCO QQQ TRIVZ3,868$2.3M0.38%
42ELI LILLY & COLLY2,746$2.1M0.35%
43SELECT SECTOR SPDR TR81369Y8037,180$2.0M0.33%
44ALPHABET INCGOOG8,116$2.0M0.33%
45VANGUARD MALVERN FDS92202080538,897$2.0M0.32%
46WALMART INCWMT16,698$1.7M0.28%
47NETFLIX INCNFLX1,416$1.7M0.28%
48VANGUARD BD INDEX FDS92193781921,714$1.7M0.28%
49SCHWAB STRATEGIC TR80852410263,925$1.6M0.27%
50AMERICAN CENTY ETF TR02507270319,613$1.5M0.25%
51VISA INCV4,472$1.5M0.25%
52LAM RESEARCH CORPLRCX10,995$1.5M0.24%
53PALANTIR TECHNOLOGIES INCPLTR7,970$1.5M0.24%
54ISHARES TR4642875987,047$1.4M0.24%
55GE AEROSPACE3696043014,756$1.4M0.24%
56VANGUARD BD INDEX FDS92193782717,981$1.4M0.23%
57HOME DEPOT INCHD3,469$1.4M0.23%
58SCHWAB STRATEGIC TR80852480558,594$1.4M0.22%
59ISHARES TR4642871509,256$1.3M0.22%
60DIMENSIONAL ETF TRUST25434V81541,853$1.3M0.22%
61DIMENSIONAL ETF TRUST25434V78136,824$1.3M0.22%
62SALESFORCE INCCRM5,169$1.2M0.20%
63SCHWAB STRATEGIC TR80852420145,687$1.2M0.20%
64ORACLE CORPORCL-PD4,202$1.2M0.19%
65DIMENSIONAL ETF TRUST25434V20331,939$1.2M0.19%
66BLACKSTONE INCBX6,565$1.1M0.18%
67ROBLOX CORPRBLX7,859$1.1M0.18%
68ISHARES TR46434V64740,644$1.0M0.17%
69AMERICAN CENTY ETF TR02507260413,613$1.0M0.17%
70GRAYSCALE BITCOIN TRUST ETFGBTC10,967$984,5080.16%
71PEPSICO INCPEP6,962$977,7640.16%
72HOWMET AEROSPACE INCHWM4,973$975,8520.16%
73PROCTER AND GAMBLE CO7427181096,309$969,3740.16%
74BANK AMERICA CORP06050510418,521$955,5080.16%
75EXXON MOBIL CORPXOM8,414$948,6410.16%
76MASTERCARD INCORPORATEDMA1,659$943,7360.16%
77PHILIP MORRIS INTL INC7181721095,641$915,0180.15%
78SPDR DOW JONES INDL AVERAGE78467X1091,888$875,4760.14%
79JOHNSON & JOHNSONJNJ4,707$872,8630.14%
80ABBVIE INCABBV3,741$866,2790.14%
81ROBINHOOD MKTS INC7707001025,822$833,5940.14%
82INTEL CORPINTC23,911$802,2140.13%
83TIDAL TRUST I88636470242,867$792,1820.13%
84CAPITAL GRP FIXED INCM ETF T14020Y80531,189$788,7640.13%
85GOLDMAN SACHS GROUP INCGSCE984$783,4800.13%
86TAPESTRY INCTPR6,806$770,5800.13%
87MCDONALDS CORPMCD2,496$758,4080.12%
88DOORDASH INCDASH2,784$757,1680.12%
89BERKSHIRE HATHAWAY INC DELBRK-A1$754,2000.12%
90DIMENSIONAL ETF TRUST25434V73222,769$730,1900.12%
91MERCK & CO INCMRK8,652$726,1210.12%
92BOOKING HOLDINGS INCBKNG128$693,6170.11%
93AT&T INCT-PC24,415$689,4870.11%
94ISHARES INC46434G10310,280$677,6570.11%
95PNC FINL SVCS GROUP INC6934751053,367$676,5810.11%
96COMFORT SYS USA INC199908104817$674,1720.11%
97WELLS FARGO CO NEW9497461018,015$671,8370.11%
98MAIN STR CAP CORP56035L10410,516$668,7080.11%
99VERISIGN INCVRSN2,343$654,9880.11%
100INTUITINTU952$650,1040.11%
101ARISTA NETWORKS INCANET4,397$640,7150.11%
102CME GROUP INCCME2,345$633,6360.10%
103ISHARES TR4642876552,614$632,5060.10%
104AMPHENOL CORP NEW0320951015,072$627,6080.10%
105VEEVA SYS INCVEEV2,070$616,6130.10%
106MEDTRONIC PLCMDT6,433$612,6590.10%
107CITIGROUP INCC-PR6,035$612,5340.10%
108GE VERNOVA INCGEV987$606,9190.10%
109VANGUARD WORLD FD92204A702805$601,0310.10%
110PG&E CORPPCG-PX39,456$595,0010.10%
111GILEAD SCIENCES INCGILD5,322$590,6960.10%
112DIMENSIONAL ETF TRUST25434V76519,343$587,9300.10%
113APPLIED MATLS INC0382221052,840$581,4990.10%
114SNOWFLAKE INCSNOW2,541$573,2010.09%
115CHUBB LIMITEDCB2,000$564,6290.09%
116NEWMONT CORPNEMCL6,652$560,8190.09%
117ABBOTT LABSABLZF4,124$552,3210.09%
118ADOBE INCADBE1,565$551,9390.09%
119CISCO SYS INCCSCO8,016$548,4790.09%
120FIDELITY WISE ORIGIN BITCOINFBTC5,470$546,0000.09%
121ZOOM COMMUNICATIONS INCZM6,383$526,5980.09%
122UBER TECHNOLOGIES INCUBER5,370$526,1360.09%
123VANGUARD INDEX FDS922908363845$517,4980.09%
124COCA COLA COKO7,779$515,9330.08%
125FEDEX CORPFDX2,179$513,7620.08%
126CHEVRON CORP NEWCVX3,306$513,3280.08%
127WESTERN DIGITAL CORPWDC4,267$512,2770.08%
128TAIWAN SEMICONDUCTOR MFG LTD8740391001,831$511,2600.08%
129SERVICENOW INCNOW554$509,9260.08%
130ISHARES TR46435G40914,228$504,8090.08%
131MICRON TECHNOLOGY INCMU3,008$503,2570.08%
132VISTRA CORPVST2,543$498,2250.08%
133AIRBNB INCABNB4,080$495,3940.08%
134GENERAL MTRS CO37045V1008,104$494,1120.08%
135SPDR SERIES TRUST78464A7633,498$489,9150.08%
136UNITEDHEALTH GROUP INCUNH1,418$489,7360.08%
137ZSCALER INCZS1,623$486,3480.08%
138ACCENTURE PLC IRELANDACN1,960$483,2730.08%
139DISNEY WALT CO2546871064,220$483,2120.08%
140TRIMBLE INCTRMB5,876$479,7750.08%
141HSBC HLDGS PLCHBCYF6,758$479,6930.08%
142ILLUMINA INCILMN4,994$474,2800.08%
143US BANCORP DELUSB-PS9,638$465,8250.08%
144XCEL ENERGY INCXELLL5,738$462,7310.08%
145JOHNSON CTLS INTL PLCG515021054,197$461,4090.08%
146MOLINA HEALTHCARE INCMOH2,408$460,7950.08%
147DIMENSIONAL ETF TRUST25434V30214,308$451,1310.07%
148RTX CORPORATIONRTX2,631$440,1860.07%
149PFIZER INCPFE17,097$435,6280.07%
150TJX COS INC NEW8725401093,006$434,5170.07%
151DIMENSIONAL ETF TRUST25434V83111,327$427,8210.07%
152VANGUARD INDEX FDS9229085534,678$427,6900.07%
153ULTA BEAUTY INCULTA776$424,2780.07%
154SPDR GOLD TRGLD1,193$424,0760.07%
155TRIPLE FLAG PRECIOUS METALTFPM14,493$424,0520.07%
156EXPEDIA GROUP INCEXPE1,976$422,4260.07%
157LYFT INCLYFT19,164$421,8000.07%
158MCKESSON CORPMCK544$420,0540.07%
159RALPH LAUREN CORPRL1,316$412,6450.07%
160INCYTE CORPINCY4,863$412,4310.07%
161PALO ALTO NETWORKS INCPANW2,008$408,8240.07%
162ALTRIA GROUP INCMO6,170$407,6050.07%
163SCHWAB STRATEGIC TR8085248888,921$405,9750.07%
164TOLL BROTHERS INCTOL2,929$404,6120.07%
165ADVANCED MICRO DEVICES INCAMD2,445$395,5300.07%
166QUALCOMM INCQCOM2,371$394,4400.06%
167ROBERT HALF INC.RHI11,500$390,7700.06%
168TRANE TECHNOLOGIES PLCTT911$384,5780.06%
169GENWORTH FINL INC37247D10643,129$383,8480.06%
170VERTIV HOLDINGS COVRT2,531$381,8280.06%
171CENTENE CORP DELCNC10,669$380,6700.06%
172GENERAL DYNAMICS CORPGD1,113$379,4930.06%
173CORNING INCGLW4,597$377,1030.06%
174MARSH & MCLENNAN COS INC5717481021,837$370,2130.06%
175CHEWY INCCHWY9,096$367,9330.06%
176MORGAN STANLEYMS-PQ2,296$364,9580.06%
177AGILENT TECHNOLOGIES INCA2,832$363,5110.06%
178AUTODESK INCADSK1,130$358,9490.06%
179ROYAL BK CDA7800871022,423$356,9830.06%
180NUTANIX INCNTNX4,782$355,7330.06%
181SCHWAB STRATEGIC TR80852430011,135$355,3190.06%
182CVS HEALTH CORPCVS4,710$355,0910.06%
183REGENERON PHARMACEUTICALSREGN631$354,7920.06%
1843M COMMM2,286$354,7410.06%
185ANALOG DEVICES INCADI1,440$353,8540.06%
186CIENA CORPCIEN2,380$346,6950.06%
187NEUROCRINE BIOSCIENCES INCNBIX2,465$346,0370.06%
188AMERICAN EXPRESS COAXP1,038$344,8780.06%
189DIGITAL RLTY TR INC2538681031,986$343,3910.06%
190ISHARES TR4642888022,525$342,5160.06%
191EATON CORP PLCETN912$341,2770.06%
192TRAVELERS COMPANIES INCTRV1,206$336,7010.06%
193CATERPILLAR INCCAT704$335,9570.06%
194MEDPACE HLDGS INCMEDP648$333,1760.05%
195ISHARES TR4642874653,567$333,0510.05%
196VULCAN MATLS CO9291601091,070$329,1640.05%
197PHILLIPS 66PSX2,382$324,0350.05%
198VERIZON COMMUNICATIONS INCVZ7,359$323,4370.05%
199T-MOBILE US INCTMUSZ1,348$322,5670.05%
200DANAHER CORPORATION2358511021,627$322,5230.05%
201SCHWAB CHARLES CORPSCHW-PJ3,374$322,0690.05%
202BEST BUY INCBBY4,204$317,9060.05%
203ADT INC DELADT36,304$316,2080.05%
204PROGRESSIVE CORP7433151031,275$314,8890.05%
205NATERA INCNTRA1,952$314,2130.05%
206DELL TECHNOLOGIES INCDELL2,216$314,1620.05%
207INTERNATIONAL BUSINESS MACHSINTR1,109$312,8450.05%
208PUBLIC STORAGE OPER COPSA-PS1,081$312,2530.05%
209DRAFTKINGS INC NEWDKNG8,319$311,1310.05%
210BARRICK MNG CORP06849F1089,488$310,9190.05%
211FISERV INCFISV2,337$301,3570.05%
212ISHARES TR46429B26712,947$299,3350.05%
213ISHARES GOLD TRIAU4,113$299,3030.05%
214INVESCO EXCH TRADED FD TR IIIVZ4,064$298,5990.05%
215LINDE PLCLIN627$297,6880.05%
216DIMENSIONAL ETF TRUST25434V65810,734$293,1340.05%
217CINCINNATI FINL CORP1720621011,849$292,3270.05%
218DUKE ENERGY CORP NEWDUKB2,362$292,2990.05%
219BANCO SANTANDER S.A.BCDRF27,887$292,2540.05%
220CUMMINS INCCMI691$291,8800.05%
221FIRST TR EXCHANGE-TRADED FD33738D4086,936$291,6790.05%
222BANCO BILBAO VIZCAYA ARGENTABBVXF15,116$290,9770.05%
223TELEFLEX INCORPORATEDTFX2,363$289,1370.05%
224DOLLAR GEN CORP NEW2566771052,793$288,6230.05%
225CAPITAL ONE FINL CORP14040H1051,356$288,2510.05%
226KLA CORPKLAC265$285,8520.05%
227DUPONT DE NEMOURS INCDD3,610$281,2130.05%
228BRISTOL-MYERS SQUIBB COCELG-RI6,231$281,0060.05%
229HUNT J B TRANS SVCS INC4456581072,093$280,8180.05%
230FERROVIAL SEFER4,786$280,4870.05%
231MATCH GROUP INC NEWMTCH7,885$278,4980.05%
232DUOLINGO INCDUOL865$278,3920.05%
233EVEREST GROUP LTDEG792$277,3820.05%
234BANK NEW YORK MELLON CORP0640581002,540$276,7860.05%
235ANGLOGOLD ASHANTI PLCAU3,888$273,4600.05%
236ROYAL GOLD INCRGLD1,361$273,0430.04%
237CHUNGHWA TELECOM CO LTDCHT6,238$272,1230.04%
238UNITED AIRLS HLDGS INCUNTCW2,809$271,0690.04%
239MONSTER BEVERAGE CORP NEWMNST4,020$270,5780.04%
240ALNYLAM PHARMACEUTICALS INCALNY588$268,1420.04%
241HF SINCLAIR CORPDINO5,103$267,0910.04%
242KINDER MORGAN INC DELEP-PC9,424$266,7810.04%
243GARMIN LTDGRMN1,075$264,6940.04%
244AMERICAN INTL GROUP INC0268747843,369$264,6170.04%
245CARNIVAL CORPCUKPF9,090$262,7920.04%
246ROKU INCROKU2,621$262,4410.04%
247MANHATTAN ASSOCIATES INCMANH1,277$261,7590.04%
248ARK ETF TR00214Q7084,582$260,2580.04%
249DIMENSIONAL ETF TRUST25434V8645,375$259,0210.04%
250COINBASE GLOBAL INCCOIN766$258,5170.04%
251NEWS CORP NEWNWSLL8,407$258,1640.04%
252INTUITIVE SURGICAL INCISRG576$257,8200.04%
253EXELIXIS INCEXEL6,205$256,2670.04%
254AMERICAN CENTY ETF TR0250723493,536$255,5110.04%
255EMCOR GROUP INCEME392$254,6200.04%
256EDISON INTL2810201074,591$253,7930.04%
257AUTOMATIC DATA PROCESSING INADP860$252,5070.04%
258IQVIA HLDGS INCIQV1,321$250,9110.04%
259S&P GLOBAL INCSPGI515$250,8530.04%
260ALEXANDRIA REAL ESTATE EQ IN0152711093,010$250,8480.04%
261TOTALENERGIES SETTE4,198$250,5790.04%
262DELTA AIR LINES INC DELDAL4,406$250,0230.04%
263ARROW ELECTRS INC0427351002,061$249,3810.04%
264FORTINET INCFTNT2,964$249,2130.04%
265ALLEGION PLCALLE1,397$247,7580.04%
266MSCI INCMSCI434$246,4780.04%
267NEXTERA ENERGY INCNEE-PW3,263$246,3590.04%
268VERTEX PHARMACEUTICALS INCVRTX629$246,2700.04%
269BOSTON SCIENTIFIC CORPBSX2,516$245,6510.04%
270SUMITOMO MITSUI FINL GROUP I86562M20914,556$243,6760.04%
271ISHARES TR46435G3263,031$242,9950.04%
272CROWN HLDGS INCCCK2,511$242,5370.04%
273VANGUARD WORLD FD92204A4051,839$241,3830.04%
274PROSHARES TR74348A4672,330$240,1440.04%
275EVERCORE INCEVR709$239,0100.04%
276FREEPORT-MCMORAN INCFCX6,052$237,3460.04%
277DATADOG INCDDOG1,662$236,6770.04%
278GRACO INCGGG2,782$236,3590.04%
279UNITED PARCEL SERVICE INCUPS2,825$235,9810.04%
280ZOETIS INCZTS1,607$235,0750.04%
281WABTEC9297401081,166$233,6700.04%
282SPOTIFY TECHNOLOGY S ASPOT333$232,4340.04%
283LINCOLN ELEC HLDGS INC533900106984$232,0570.04%
284PINTEREST INCPINS7,176$230,8520.04%
285TECHNIPFMC PLCFTI5,823$229,7170.04%
286TENET HEALTHCARE CORPTHC1,129$229,2320.04%
287CROWDSTRIKE HLDGS INCCRWD467$229,2130.04%
288CONSOLIDATED EDISON INCED2,271$228,2370.04%
289MOHAWK INDS INC6081901041,764$227,4150.04%
290GUIDEWIRE SOFTWARE INCGWRE989$227,3320.04%
291COCA-COLA EUROPACIFIC PARTNECCEP2,506$226,5290.04%
292SHELL PLCRYDAF3,134$224,2030.04%
293BORGWARNER INCBWA5,029$221,0940.04%
294MASCO CORPMAS3,094$217,7930.04%
295BOEING COBA-PA1,008$217,4670.04%
296SCHWAB STRATEGIC TR8085244097,460$217,1530.04%
297ISHARES TR464287689573$217,1330.04%
298AUTOZONE INCAZO51$217,0130.04%
299BIOGEN INCBIIB1,545$216,4240.04%
300SAP SESAPGF807$215,6380.04%
301NORTHROP GRUMMAN CORPNOC352$214,6620.04%
302APPLOVIN CORPAPP298$214,1250.04%
303AXIS CAP HLDGS LTDG0692U1092,231$213,7350.04%
304EVERGY INCEVRG2,792$212,2480.03%
305THERMO FISHER SCIENTIFIC INCTMO436$211,6670.03%
306LISTED FDS TR53656G4983,262$211,5730.03%
307NOVARTIS AGNVSEF1,645$211,0010.03%
308JACOBS SOLUTIONS INCJ1,407$210,8530.03%
309AMERICAN ELEC PWR CO INC0255371011,868$210,1930.03%
310CHENIERE ENERGY INCLNG894$210,1500.03%
311OTIS WORLDWIDE CORPOTIS2,293$209,6640.03%
312PAYPAL HLDGS INCPYPL3,117$208,9970.03%
313EVERSOURCE ENERGYES2,938$208,9820.03%
314ROYAL CARIBBEAN GROUPV7780T103643$208,0710.03%
315MASTEC INCMTZ971$206,6390.03%
316DIMENSIONAL ETF TRUST25434V6666,278$206,5460.03%
317LOWES COS INC548661107821$206,4030.03%
318OSHKOSH CORPOSK1,579$204,8500.03%
319GLOBE LIFE INCGL-PD1,425$203,7320.03%
320ILLINOIS TOOL WKS INC452308109778$202,8010.03%
321MOSAIC CO NEWMOS5,825$202,0110.03%
322ECOLAB INCECL737$201,8510.03%
323ASTRAZENECA PLCAZN2,618$200,8640.03%
324SYNCHRONY FINANCIALSYF-PB2,822$200,5060.03%
325NNN REIT INCNNN4,707$200,3770.03%
326ALIBABA GROUP HLDG LTDBBAAY1,121$200,3560.03%
327CONAGRA BRANDS INCCAG10,816$198,0490.03%
328DENTSPLY SIRONA INCXRAY15,247$193,4790.03%
329HUNTINGTON BANCSHARES INCHBANP10,848$187,3450.03%
330MITSUBISHI UFJ FINL GROUP IN60682210410,234$163,1300.03%
331TAKEDA PHARMACEUTICAL CO LTDTKPHF10,010$146,5460.02%
332DHT HOLDINGS INCDHT11,412$136,3730.02%
33310X GENOMICS INCTXG10,129$118,4080.02%
334WENDYS CO95058W10011,814$108,2170.02%
335HAFNIA LTDHAFN16,917$101,3330.02%
336NOMURA HLDGS INCNRSCF13,378$97,2580.02%
337JETBLUE AWYS CORP47714310118,167$89,3820.01%
338MIZUHO FINANCIAL GROUP INCMZHOF12,748$85,4120.01%
339AMCOR PLCAMCCF10,380$84,9070.01%
340AEGON LTDAEFC10,341$82,6250.01%
341PLUG POWER INCPLUG33,138$77,2120.01%
342LLOYDS BANKING GROUP PLCLLOBF13,481$61,2040.01%
343TELEFONICA S ATELFY11,938$60,6450.01%
344PROTALIX BIOTHERAPEUTICS INCPLX25,975$57,6650.01%
345NEWELL BRANDS INCNWL10,849$56,8510.01%
346TILRAY BRANDS INCTLRY13,149$22,7480.00%