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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

Chancellor Financial Group WB LP

Quarter ended Q3 2025 · Filed November 12, 2025 · Accession 0001951757-25-001397

Total Value
$141.7M
Positions
132
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (132)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INCAAPL78,795$20.1M14.16%
2MICROSOFT CORPMSFT30,002$15.5M10.96%
3ISHARES TR46428720011,351$7.6M5.36%
4NVIDIA CORPORATIONNVDA33,313$6.2M4.39%
5AMAZON COM INCAMZN25,591$5.6M3.96%
6ALPHABET INCGOOG16,193$3.9M2.78%
7VISA INCV9,849$3.4M2.37%
8JOHNSON & JOHNSONJNJ17,299$3.2M2.26%
9NEXTERA ENERGY INCNEE-PW40,320$3.0M2.15%
10JPMORGAN CHASE & CO.VYLD8,278$2.6M1.84%
11CITIGROUP INCC-PR22,828$2.3M1.63%
12ALPHABET INCGOOG9,003$2.2M1.55%
13BROADCOM INCAVGO5,973$2.0M1.39%
14BROWN FORMAN CORPBF-B69,748$1.9M1.33%
15BANK AMERICA CORP06050510435,111$1.8M1.28%
16PEPSICO INCPEP11,999$1.7M1.19%
17CUMMINS INCCMI3,657$1.5M1.09%
18PPL CORPPPLC39,465$1.5M1.03%
19UNITEDHEALTH GROUP INCUNH4,097$1.4M1.00%
20PROCTER AND GAMBLE CO7427181099,037$1.4M0.98%
21CATERPILLAR INCCAT2,868$1.4M0.97%
22COSTCO WHSL CORP NEW22160K1051,412$1.3M0.92%
23BERKSHIRE HATHAWAY INC DELBRK-A2,536$1.3M0.90%
24ABBVIE INCABBV5,374$1.2M0.88%
25CITIGROUP INCC-PR260$1.2M0.83%
26MASTERCARD INCORPORATEDMA1,975$1.1M0.79%
27HANCOCK JOHN FINL OPPTYS FD40973520630,870$1.1M0.78%
28ISHARES TR4642873098,834$1.1M0.75%
29HEICO CORP NEWHEI-A3,272$1.1M0.75%
30META PLATFORMS INCMETA1,396$1.0M0.72%
31GE AEROSPACE3696043013,263$981,6790.69%
32VANGUARD SPECIALIZED FUNDS9219088444,374$943,8570.67%
33VERIZON COMMUNICATIONS INCVZ21,374$939,3710.66%
34DEERE & CODE2,027$926,9540.65%
35DISNEY WALT CO2546871068,064$923,3520.65%
36MCDONALDS CORPMCD2,852$866,6780.61%
37EATON VANCE ENHANCED EQUITYETN33,764$807,9640.57%
38ARCHER DANIELS MIDLAND COADM13,481$805,3810.57%
39CHEVRON CORP NEWCVX4,885$758,5500.54%
40VANGUARD INDEX FDS9229087692,225$730,3320.52%
41WASTE MGMT INC DEL94106L1093,281$724,6330.51%
42ELI LILLY & COLLY928$708,1200.50%
43EXXON MOBIL CORPXOM6,198$698,7910.49%
44TESLA INCTSLA1,540$684,8690.48%
45GE VERNOVA INCGEV1,016$624,7450.44%
46HOME DEPOT INCHD1,476$597,9890.42%
47YUM BRANDS INCYUM3,916$595,2730.42%
48PHILIP MORRIS INTL INC7181721093,605$584,7240.41%
49ABBOTT LABSABLZF4,317$578,2420.41%
50DANAHER CORPORATION2358511022,861$567,2220.40%
51RELIANCE INCRS2,000$561,6600.40%
52INVESCO QQQ TRIVZ899$539,7330.38%
53MERCK & CO INCMRK6,276$526,7250.37%
54MONDELEZ INTL INC6092071057,710$481,6500.34%
55WALMART INCWMT4,673$481,6360.34%
56ISHARES TR4642876551,990$481,6190.34%
57ISHARES TR4642871683,383$480,7160.34%
58ISHARES TR4642875077,195$469,5680.33%
59ORACLE CORPORCL-PD1,642$461,7960.33%
60AT&T INCT-PC15,950$450,4390.32%
61TRUIST FINL CORP89832Q1099,746$445,5870.31%
62ISHARES TR4642872264,401$441,2230.31%
63AMERICAN TOWER CORP NEW03027X1002,283$439,0670.31%
64ALTRIA GROUP INCMO6,481$428,1110.30%
65QUALCOMM INCQCOM2,559$425,7100.30%
66LEIDOS HOLDINGS INCLDOS2,200$415,7120.29%
67RTX CORPORATIONRTX2,476$414,2380.29%
68BROADRIDGE FINL SOLUTIONS IN11133T1031,739$414,1780.29%
69QUANTA SVCS INC74762E102988$409,4470.29%
70SPDR SERIES TRUST78464A6311,660$390,0340.28%
71CALAMOS CONV & HIGH INCOME F12811P10834,724$389,6010.27%
72BRISTOL-MYERS SQUIBB COCELG-RI8,483$382,5670.27%
73BOEING COBA-PA1,770$382,0190.27%
74THERMO FISHER SCIENTIFIC INCTMO781$378,8010.27%
75UBER TECHNOLOGIES INCUBER3,839$376,1070.27%
76AMETEK INCAME2,000$376,0000.27%
77ISHARES TR4642875562,598$375,0140.26%
78ISHARES TR46429B6973,931$373,9950.26%
79BLACKROCK INCBLK317$369,5810.26%
80AUTOMATIC DATA PROCESSING INADP1,238$363,3530.26%
81FORTUNE BRANDS INNOVATIONS IFBIN6,700$357,7130.25%
82ENERGY TRANSFER L PET-PI20,597$353,4450.25%
83COCA COLA COKO5,177$343,3260.24%
84INTERNATIONAL BUSINESS MACHSINTR1,167$329,2810.23%
85CISCO SYS INCCSCO4,802$328,5390.23%
86CANADIAN NATL RY CO1363751023,448$325,1480.23%
87VANGUARD INDEX FDS922908363527$322,7350.23%
88UNION PAC CORPUNP1,356$320,5180.23%
89SPDR SERIES TRUST78468R7887,284$320,4760.23%
90ISHARES TR4642878042,682$318,7400.22%
91WISDOMTREE TRWT6,306$317,8000.22%
92VANGUARD ADMIRAL FDS INC921932505725$315,7210.22%
93TAIWAN SEMICONDUCTOR MFG LTD8740391001,129$315,4470.22%
94BLACKROCK UTILS INFRASTRUCTUBLK11,507$301,1280.21%
95SPDR S&P 500 ETF TRSPY451$300,4520.21%
96TJX COS INC NEW8725401092,068$298,9090.21%
97PFIZER INCPFE11,601$295,5820.21%
98ISHARES TR46432F3391,514$294,4680.21%
99DELL TECHNOLOGIES INCDELL2,070$293,4640.21%
100ISHARES TR4642874992,914$281,3190.20%
101ISHARES TR46432F3961,068$273,8890.19%
102LOWES COS INC5486611071,083$272,2430.19%
103ACCENTURE PLC IRELANDACN1,082$266,8210.19%
104NUVEEN PENNSYLVANIA QLT MUNNU22,218$266,6160.19%
105MSCI INCMSCI467$264,9800.19%
106INVESCO EXCHANGE TRADED FD TIVZ2,107$264,3130.19%
107INTERCONTINENTAL EXCHANGE IN45866F1041,532$258,1110.18%
108SCHWAB STRATEGIC TR80852485410,071$253,0930.18%
109T-MOBILE US INCTMUSZ1,053$252,0670.18%
110ENERPAC TOOL GROUP CORPEPAC6,025$247,0250.17%
111ENTERPRISE PRODS PARTNERS L2937921077,880$246,3970.17%
112CNB FINL CORP PA1261281079,900$239,5800.17%
113HONEYWELL INTL INC4385161061,125$236,8120.17%
114PACER FDS TR69374H8814,050$232,7540.16%
115GORMAN RUPP COGRC5,000$232,0500.16%
116INTUITINTU337$230,1410.16%
117AON PLCAON642$228,9240.16%
118SPDR SERIES TRUST78464A7631,607$225,0600.16%
119COMCAST CORP NEWCCZ7,123$223,7910.16%
120SIMON PPTY GROUP INC NEW8288061091,185$222,3890.16%
121VANGUARD BD INDEX FDS9219378352,906$216,1190.15%
122WELLS FARGO CO NEW9497461012,562$214,7470.15%
123PLAINS ALL AMERN PIPELINE L72650310512,457$212,5160.15%
124AIR PRODS & CHEMS INCAIIR759$206,9940.15%
125VANGUARD INDEX FDS922908736428$205,4640.14%
126PUBLIC SVC ENTERPRISE GRP IN7445731062,441$203,7230.14%
127FORD MTR CO34537086013,425$160,5630.11%
128LXP INDUSTRIAL TRUSTLXP-PC14,240$127,5900.09%
129GABELLI EQUITY TR INCGAB-PK19,310$117,5960.08%
130TTEC HLDGS INCTTEC28,690$96,3980.07%
131EVOLUTION PETE CORP30049A10711,650$56,1530.04%
132BITFARMS LTDBITF17,231$48,5910.03%