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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

Cladis Investment Advisory, LLC

Quarter ended Q4 2025 · Filed February 13, 2026 · Accession 0001911520-26-000001

Total Value
$182.7M
Positions
154
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (154)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INCAAPL55,925$15.2M8.32%
2NVIDIA CORPNVDA47,859$8.9M4.89%
3MICROSOFT CORPMSFT11,098$5.4M2.94%
4LILLY ELI & COLLY4,652$5.0M2.74%
5AMAZON COM INCAMZN21,562$5.0M2.72%
6GE AEROSPACE36960430116,104$5.0M2.72%
7INVESCO QQQ TRIVZ5,961$3.7M2.00%
8SELECT SECTOR SPDR TR81369Y80323,477$3.4M1.85%
9INTERNATIONAL BUSINESS MACHSINTR11,221$3.3M1.82%
10GE VERNOVA INCGEV5,044$3.2M1.76%
11TAIWAN SEMICONDUCTOR MFG LTD87403910010,300$3.1M1.71%
12FIRST INTST BANCSYSTEM INC32055Y20187,850$3.0M1.66%
13COSTCO WHSL CORP NEW22160K1053,273$2.8M1.55%
14CATERPILLAR INCCAT4,800$2.7M1.51%
15EXXON MOBIL CORPXOM21,636$2.6M1.43%
16JPMORGAN CHASE & COVYLD7,303$2.4M1.29%
17AT & T INCT-PC91,160$2.3M1.24%
18UNITED PARCEL SERVICE INCUPS22,538$2.2M1.22%
19VERIZON COMMUNICATIONS INCVZ52,636$2.1M1.17%
20QXO INCOQXO-PB107,360$2.1M1.13%
21NEXTERA ENERGY INCNEE-PW24,583$2.0M1.08%
22ALPHABET INCGOOG6,255$2.0M1.07%
23SELECT SECTOR SPDR TR81369Y60534,447$1.9M1.03%
24SELECT SECTOR SPDR TR81369Y50641,760$1.9M1.02%
25DISNEY WALT CO25468710616,000$1.8M1.00%
26ADVANCED MICRO DEVICES INCAMD7,160$1.7M0.96%
27SNOWFLAKE INCSNOW7,840$1.7M0.94%
28META PLATFORMS INCMETA2,579$1.7M0.93%
29FTAI AVIATION LTDFTAIN8,500$1.7M0.92%
30FORD MOTOR CO DEL345370860124,506$1.6M0.89%
31NIKE INCNKE25,531$1.6M0.89%
32PFIZER INCPFE64,945$1.6M0.89%
33VANGUARD WORLD FDS92204A40511,855$1.6M0.87%
34VERTIV HOLDINGS COVRT9,600$1.6M0.85%
35MERCK & CO INCMRK14,674$1.5M0.85%
36KNIFE RIVER CORPKNF21,867$1.5M0.84%
37WALMART INCWMT13,285$1.5M0.81%
38MONTROSE ENVIRONMENTAL GROUPMEG58,400$1.5M0.79%
39GE HEALTHCARE TECHNOLOGIES IGEHC17,182$1.4M0.77%
40SELECT SECTOR SPDR TR81369Y85211,775$1.4M0.76%
41SELECT SECTOR SPDR TR81369Y88632,110$1.4M0.75%
42BERKSHIRE HATHAWAY INC DELBRK-A3,198$1.4M0.75%
43EVERUS CONSTR GROUPEVEX-WT15,917$1.4M0.75%
44MDU RES GROUP INC55269010968,924$1.3M0.74%
45UNITEDHEALTH GROUP INCUNH3,958$1.3M0.72%
46CLEVELAND-CLIFFS INC NEWCLF98,150$1.3M0.71%
47GLACIER BANCORP INC NEWGBCI29,298$1.3M0.71%
48ORACLE CORPORCL-PD6,574$1.3M0.70%
49SPDR S&P 500 TRUST ETF TRSPY1,847$1.3M0.69%
50NETFLIX INCNFLX12,660$1.2M0.65%
51WELLS FARGO CO NEW94974610112,727$1.2M0.65%
52SELECT SECTOR SPDR TR81369Y2097,340$1.1M0.62%
53INTEL CORPINTC30,305$1.1M0.61%
54DELL TECHNOLOGIES INCDELL8,590$1.1M0.59%
55BLACKSTONE INCBX7,000$1.1M0.59%
56INTUITIVE SURGICAL INCISRG1,905$1.1M0.59%
57SPDR SER TR78464A69815,550$1.0M0.55%
58STARBUCKS CORPSBUX11,928$1.0M0.55%
59CHESAPEAKE UTILS CORP1653031088,000$998,0800.55%
60GOLDMAN SACHS GROUP INCGSCE1,130$993,2700.54%
61HOME DEPOT INCHD2,880$991,1390.54%
62ISHARES TR46435U55619,795$953,7230.52%
63PHILLIPS 66PSX7,078$913,3680.50%
64ISHARES TR4642875565,375$907,1390.50%
65UBER TECHNOLOGIES INCUBER10,976$896,8490.49%
66CROWDSTRIKE HLDGS INCCRWD1,873$877,9870.48%
67BOEING COBA-PA4,035$876,0790.48%
68FEDEX CORPFDX3,000$866,5800.47%
69BRISTOL-MYERS SQUIBB COCELG-RI15,350$827,9790.45%
70CHEVRON CORP NEWCVX5,420$826,0620.45%
71NEWMONT CORPNEMCL7,600$758,8600.42%
72PEPSICO INCPEP5,280$757,7860.41%
73JOHNSON & JOHNSONJNJ3,649$755,2410.41%
74BYRNA TECHNOLOGIES INCBYRN44,600$748,8340.41%
75BANK AMERICA CORP06050510413,378$735,7750.40%
76DIMENSIONAL ETF TR25434V50010,130$705,7570.39%
77TEXAS INSTRS INC8825081044,000$693,9600.38%
78CITIGROUP INCC-PR5,911$689,7550.38%
79MCDONALDS CORPMCD2,188$668,7180.37%
80PROCTER & GAMBLE CO7427181094,573$655,4030.36%
81REDDIT INCRDDT2,850$655,1300.36%
82PALO ALTO NETWORKS INCPANW3,550$653,9100.36%
83HONEYWELL INTL INC4385161063,188$621,9470.34%
84VANGUARD INDEX FDS9229087361,260$614,7040.34%
85COCA COLA COKO8,519$595,5460.33%
86VANGUARD INDEX FDS9229087443,088$589,7770.32%
873M COMMM3,650$584,3030.32%
88ALTRIA GROUP INCMO9,914$571,6410.31%
89VANGUARD INDEX FDS9229085536,390$565,4860.31%
90VALERO ENERGY CORPVLO3,434$559,0210.31%
91DIMENSIONAL ETF TR25434V4017,015$520,3030.28%
92CONOCOPHILLIPSCOP5,517$516,4770.28%
93SELECT SECTOR SPDR TR81369Y7043,315$514,2460.28%
94CUMMINS INCCMI1,000$510,4500.28%
95WILLIS TOWERS WATSON PUB LTD COWTW1,510$496,1860.27%
96CAL MAINE FOODS INCCALM6,200$493,3340.27%
97TARGET CORPTGT4,761$465,3900.25%
98MICRON TECHNOLOGY INCMU1,625$463,8440.25%
99VANGUARD INDEX FDS9229086291,590$461,4500.25%
100SOUTHERN COSOMN5,160$449,9520.25%
101MARATHON PETE CORPMARA2,674$434,8730.24%
102DEERE & CODE909$423,0420.23%
103CISCO SYS INCCSCO5,287$407,2930.22%
104COINBASE GLOBAL INCCOIN1,780$402,5290.22%
105DUKE ENERGY CORPDUKB3,247$380,5810.21%
106SOUTHWEST AIRLS CO8447411089,000$371,9700.20%
107VISA INCV1,045$366,6420.20%
108AMERICAN ELEC PWR CO INC0255371013,158$364,1490.20%
109CVS HEALTH CORPCVS4,514$358,2270.20%
110ABBVIE INCABBV1,558$355,9870.19%
111PHILIP MORRIS INTL INC7181721092,209$354,3240.19%
112HOWMET AEROSPACE INCHWM1,666$341,5630.19%
113QNITY ELECTRONICS INCQ4,101$334,8470.18%
114TWILIO INCTWLO2,350$334,2640.18%
115SPDR SER TR78468R5562,628$331,8110.18%
116HALLIBURTON COHAL11,600$327,8160.18%
117ISHARES TR4642876481,000$323,0100.18%
118PTC THERAPEUTICS INCPTCT4,200$319,0320.17%
119TRIMBLE INCTRMB4,000$313,4000.17%
120LULULEMON ATHLETICA INCLULU1,500$311,7150.17%
121ALPHABET INCGOOG981$306,9090.17%
122PALANTIR TECHNOLOGIES INCPLTR1,700$302,1750.17%
123GENERAL MLS INC3703341046,173$287,0610.16%
124SPDR GOLD TRGLD712$282,1730.15%
125MONDELEZ INTL INC6092071055,236$281,8540.15%
126MOTOROLA SOLUTIONS INCMSI728$279,0570.15%
127SIMON PPTY GROUP INC NEW8288061091,500$277,6650.15%
128DELTA AIRLINES INC DELDAL4,000$277,6000.15%
129METLIFE INCMET-PF3,500$276,2900.15%
130ISHARES TR4642885133,400$274,1420.15%
131MP MATERIALS CORPMP5,400$272,8080.15%
132VANGUARD INDEX FDS922908637865$272,3020.15%
133KRAFT HEINZ COKHC11,079$268,6660.15%
134GENERAL MTRS CO37045V1003,248$264,1270.14%
135WASTE CONNECTIONS INCWCN1,444$253,2200.14%
136IREN LIMITEDIREN6,600$249,2820.14%
137SCHWAB STRATEGIC TR8085243007,536$245,8240.13%
138VERTEX PHARMACEUTICALS INCVRTX542$245,7210.13%
139SALESFORCE INCCRM927$245,5720.13%
140MASTERCARD INCORPORATEDMA428$244,5960.13%
141ISHARES TR4642876301,300$235,5730.13%
142BROADCOM INCAVGO680$235,3480.13%
143CATALYST PHARMACEUTICALS INCCPRX10,020$233,8670.13%
144SERVICENOW INCNOW1,525$233,6150.13%
145WISDOMTREE USWT2,000$229,9600.13%
146COMCAST CORP NEWCCZ7,650$228,6590.13%
147ISHARES TR46435U7134,300$226,2660.12%
148HEXCEL CORP NEW4282911083,000$221,7000.12%
149ARM HOLDINGS PLC0420682052,000$218,6200.12%
150ARK ETF TR00214Q1042,775$213,4530.12%
151SLB LIMITEDSLB5,546$212,8550.12%
152BIOGEN INCBIIB1,040$183,0300.10%
153WIPRO LTDWIT19,680$55,8910.03%
154NEW FOUND GOLD CORPNFGC10,000$29,7000.02%