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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

CGC Financial Services, LLC

Quarter ended Q2 2025 · Filed July 28, 2025 · Accession 0001992785-25-000004

Total Value
$296.1M
Positions
331
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (331)

#IssuerTicker / CUSIPSharesValue% of Filing
1J P MORGAN EXCHANGE TRADED F46654Q7241,071,012$67.0M22.63%
2SCHWAB STRATEGIC TR8085247972,255,238$59.8M20.18%
3FIDELITY COVINGTON TRUST31609A4041,147,411$38.2M12.89%
4J P MORGAN EXCHANGE TRADED F46654Q716443,166$23.7M8.02%
5J P MORGAN EXCHANGE TRADED F46641Q118368,650$21.8M7.37%
6AMERICAN CENTY ETF TR025072877170,497$15.5M5.25%
7ISHARES TR46434V449216,744$9.9M3.34%
8ISHARES TR46428943831,781$7.8M2.65%
9ISHARES TR464287507107,300$6.7M2.25%
10NUSHARES ETF TRNU217,507$6.2M2.08%
11APPLE INCAAPL14,346$2.9M0.99%
12ISHARES TR46432F33915,815$2.9M0.98%
13NUSHARES ETF TRNU53,073$2.2M0.73%
14VANGUARD INDEX FDS9229087362,540$1.1M0.38%
15NIKE INCNKE15,519$1.1M0.37%
16VANGUARD BD INDEX FDS92193781914,046$1.1M0.37%
17ISHARES TR46434V62116,565$1.1M0.36%
18VANGUARD BD INDEX FDS92203C30320,044$999,5150.34%
19MICROSOFT CORPMSFT1,776$883,4000.30%
20PIMCO ETF TR72201R58533,089$878,1820.30%
21PIMCO ETF TR72201R8337,761$780,2750.26%
22VANGUARD INDEX FDS9229086372,731$779,1540.26%
23INVESCO EXCH TRADED FD TR IIIVZ14,026$718,6920.24%
24VANGUARD INDEX FDS9229087443,909$690,8770.23%
25NUSHARES ETF TRNU19,803$657,6580.22%
26ISHARES TR4642874656,974$623,4060.21%
27ORACLE CORPORCL-PD2,811$614,5690.21%
28INVESCO ACTIVELY MANAGED EXCIVZ11,969$600,1220.20%
29JPMORGAN CHASE & CO.VYLD2,010$582,6490.20%
30ISHARES TR46434V87811,211$568,5330.19%
31COSTCO WHSL CORP NEW22160K105487$482,2870.16%
32JOHNSON & JOHNSONJNJ2,973$454,1260.15%
33J P MORGAN EXCHANGE TRADED F46641Q7617,253$435,5430.15%
34ISHARES TR464287200623$386,8210.13%
35VANGUARD INDEX FDS9229086111,841$359,0130.12%
36ISHARES TR46435G4252,644$357,7330.12%
37VANGUARD INTL EQUITY INDEX F9220428587,147$353,5140.12%
38BOSTON SCIENTIFIC CORPBSX3,051$327,7080.11%
39SPDR INDEX SHS FDS78463X5415,894$319,6910.11%
40CISCO SYS INCCSCO4,603$319,3560.11%
41SPDR GOLD TRGLD1,047$319,1570.11%
42ISHARES TR4642872346,582$317,5160.11%
43GLOBAL X FDS37954Y7159,654$315,2030.11%
44PIMCO ETF TR72201R7182,885$276,4700.09%
45CHEVRON CORP NEWCVX1,930$276,3850.09%
46EXXON MOBIL CORPXOM2,533$273,0570.09%
47CSX CORPCSX8,332$271,8670.09%
48PHILIP MORRIS INTL INC7181721091,443$262,8140.09%
49ISHARES INC46434G1034,240$254,5270.09%
50PEPSICO INCPEP1,898$250,6130.08%
51WOODWARD INCWWD984$241,1690.08%
52HOME DEPOT INCHD648$237,5830.08%
53FIDELITY MERRIMACK STR TR3161883095,183$237,1220.08%
54NETFLIX INCNFLX177$237,0260.08%
55ADOBE INCADBE567$219,3610.07%
56VANGUARD INDEX FDS9229085532,405$214,1890.07%
57DEERE & CODE414$210,5150.07%
58ISHARES TR4642878792,071$206,0440.07%
59VANGUARD INDEX FDS922908751857$203,0920.07%
60BROADCOM INCAVGO728$200,6730.07%
61NVIDIA CORPORATIONNVDA1,250$197,4880.07%
62ABBVIE INCABBV1,058$196,3140.07%
63AMERICAN EXPRESS COAXP582$185,6460.06%
64ENTERPRISE PRODS PARTNERS L2937921075,554$172,2340.06%
65STARBUCKS CORPSBUX1,780$163,1010.06%
66NUSHARES ETF TRNU3,708$155,4210.05%
67INTEL CORPINTC6,648$148,9150.05%
68BOEING COBA-PA705$147,7190.05%
69ISHARES TR4642878041,348$147,3230.05%
70HERITAGE FINL CORP WASH42722X1066,159$146,8310.05%
71HUBBELL INCHUBB356$145,3940.05%
72WALMART INCWMT1,470$143,7370.05%
73TRAVELERS COMPANIES INCTRV536$143,4010.05%
74DARDEN RESTAURANTS INCDRI622$135,5770.05%
75VANGUARD INDEX FDS922908363234$132,9190.04%
76ROPER TECHNOLOGIES INCROP231$130,9400.04%
77COCA COLA COKO1,849$130,8170.04%
78ISHARES TR46432F8421,498$125,0530.04%
79TESLA INCTSLA385$122,2990.04%
80RTX CORPORATIONRTX805$117,5460.04%
81CHEMED CORP NEWCHE229$111,5070.04%
82INTERNATIONAL BUSINESS MACHSINTR378$111,4270.04%
83VANGUARD INDEX FDS922908769366$111,1320.04%
84MERCK & CO INCMRK1,394$110,3620.04%
85ALPHABET INCGOOG623$109,7910.04%
86META PLATFORMS INCMETA148$109,2370.04%
87BERKSHIRE HATHAWAY INC DELBRK-A218$105,8980.04%
88NOVARTIS AGNVSEF872$105,5210.04%
89MCDONALDS CORPMCD350$102,2600.03%
90PROCTER AND GAMBLE CO742718109631$100,5310.03%
91THERMO FISHER SCIENTIFIC INCTMO240$97,3100.03%
92QUALCOMM INCQCOM594$94,6000.03%
93KROGER COKR1,294$92,8190.03%
94ISHARES SILVER TRSLV2,800$91,8680.03%
95AUTOMATIC DATA PROCESSING INADP284$87,5860.03%
96SCHRODINGER INCSDGR4,221$84,9270.03%
97NORTHWEST NAT HLDG CO66765N1052,092$83,0880.03%
98BLACKROCK INCBLK75$78,6940.03%
99AMAZON COM INCAMZN353$77,4450.03%
100LOCKHEED MARTIN CORPLMT163$75,3480.03%
101PFIZER INCPFE3,034$73,5500.02%
102SCHWAB STRATEGIC TR8085242013,000$73,3200.02%
103EATON VANCE ENHANCED EQUITYETN3,002$72,6780.02%
104VANGUARD BD INDEX FDS921937835984$72,4470.02%
105VANGUARD STAR FDS9219097681,027$70,9600.02%
106EMERSON ELEC COEMR525$69,9980.02%
107ABBOTT LABSABLZF507$68,9570.02%
108VANGUARD WHITEHALL FDS921946406509$67,8550.02%
109SELECT SECTOR SPDR TR81369Y6051,280$67,0340.02%
110CATERPILLAR INCCAT166$64,4430.02%
111THOMSON REUTERS CORPTMSOF315$63,3560.02%
112COMCAST CORP NEWCCZ1,764$62,9660.02%
113CAMECO CORPCCJ847$62,8730.02%
114ALTRIA GROUP INCMO1,064$62,3820.02%
115AMERIPRISE FINL INC03076C106116$61,9130.02%
116SALESFORCE INCCRM223$60,8100.02%
117ISHARES TR464287655270$58,2630.02%
118MOTOROLA SOLUTIONS INCMSI133$55,9210.02%
119CONSOLIDATED EDISON INCED546$54,7910.02%
120RPM INTL INC749685103473$51,9540.02%
121DIMENSIONAL ETF TRUST25434V609942$50,8300.02%
122FIRST SOLAR INCFSLR300$49,6620.02%
123AMGEN INCAMGN175$48,8620.02%
124UNION PAC CORPUNP210$48,3330.02%
125AIR PRODS & CHEMS INCAIIR162$45,6940.02%
126OMNICOM GROUP INCOMC624$44,8910.02%
127ANALOG DEVICES INCADI185$44,0340.01%
128KKR & CO INCKKRT325$43,2350.01%
129ELI LILLY & COLLY55$42,7930.01%
130MEDTRONIC PLCMDT474$41,3190.01%
131PORTLAND GEN ELEC CO7365088471,000$40,6300.01%
132GENERAL MLS INC370334104757$39,2200.01%
133CARRIER GLOBAL CORPORATIONCARR527$38,5710.01%
134DIMENSIONAL ETF TRUST25434V7081,070$38,3490.01%
135SPDR S&P 500 ETF TRSPY60$37,0710.01%
136SCHWAB CHARLES CORPSCHW-PJ400$36,4960.01%
137TAKE-TWO INTERACTIVE SOFTWARTTWO150$36,4280.01%
138DUKE ENERGY CORP NEWDUKB308$36,3440.01%
139AT&T INCT-PC1,238$35,8230.01%
140VISA INCV100$35,5050.01%
141APPLIED MATLS INC038222105192$35,1490.01%
142PRUDENTIAL FINL INCPUKPF326$35,0250.01%
143NEXTERA ENERGY INCNEE-PW496$34,4320.01%
144SYSCO CORPSYY446$33,7800.01%
145KELLANOVABEKE400$31,8120.01%
146WELLS FARGO CO NEW949746101396$31,7280.01%
147ISHARES TR464287168238$31,6310.01%
148MERCADOLIBRE INCMELI12$31,3640.01%
149SCHWAB STRATEGIC TR8085243001,073$31,3420.01%
150BERKLEY W R CORPWRB-PH421$30,9310.01%
151STEEL DYNAMICS INCSTLD234$29,9730.01%
152WEYERHAEUSER CO MTN BEWY1,130$29,0300.01%
153BANK AMERICA CORP060505104610$28,8650.01%
154TAIWAN SEMICONDUCTOR MFG LTD874039100127$28,7640.01%
155WASTE MGMT INC DEL94106L109125$28,6030.01%
156ENBRIDGE INCENNPF613$27,7810.01%
157MANULIFE FINL CORP56501R106850$27,1660.01%
1583M COMMM178$27,0790.01%
159SOUTHERN COSOMN293$26,9060.01%
160ISHARES TR46436E668678$26,1290.01%
161MICRON TECHNOLOGY INCMU205$25,2660.01%
162BNY MELLON ETF TRUST09661T404291$25,0750.01%
163ONEOK INC NEWOKE304$24,8160.01%
164BLACKSTONE INCBX162$24,2320.01%
165BECTON DICKINSON & COBDX140$24,1150.01%
166FORTINET INCFTNT225$23,7870.01%
167SHELL PLCRYDAF324$22,8130.01%
168ALPHABET INCGOOG128$22,7060.01%
169OSI SYSTEMS INCOSIS100$22,4860.01%
170PUBLIC SVC ENTERPRISE GRP IN744573106262$22,0550.01%
171VERIZON COMMUNICATIONS INCVZ496$21,4620.01%
172DUPONT DE NEMOURS INCDD304$20,8510.01%
173AMCOR PLCAMCCF2,162$19,8690.01%
174FORD MTR CO3453708601,829$19,8450.01%
175GLOBAL X FDS37954Y855514$19,7380.01%
176DOMINION ENERGY INCD339$19,1600.01%
177SABRA HEALTH CARE REIT INCSBRA1,000$18,4400.01%
178INVESCO EXCHANGE TRADED FD TIVZ350$18,2350.01%
179COLGATE PALMOLIVE COCL200$18,1800.01%
180ISHARES TR464288877280$17,7740.01%
181ARES CAPITAL CORPARCC807$17,7220.01%
182TE CONNECTIVITY PLCTEL98$16,5300.01%
183ARM HOLDINGS PLC042068205100$16,1740.01%
184DOW INCDOW604$15,9940.01%
185DISNEY WALT CO254687106128$15,9150.01%
186ALPS ETF TR00162Q452325$15,8800.01%
187SAREPTA THERAPEUTICS INCSRPT913$15,6120.01%
188CHURCH & DWIGHT CO INCCHD153$14,7050.00%
189ACCENTURE PLC IRELANDACN47$14,0480.00%
190TC ENERGY CORPTRPRF286$13,9540.00%
191COGNIZANT TECHNOLOGY SOLUTIOCTSH176$13,7330.00%
192DTE ENERGY CODTK101$13,3780.00%
193BCE INCBCPPF599$13,2800.00%
194VANGUARD CHARLOTTE FDS92203J407263$13,0210.00%
195SYNCHRONY FINANCIALSYF-PB193$12,8810.00%
196UNITEDHEALTH GROUP INCUNH41$12,7910.00%
197WEC ENERGY GROUP INCWEC120$12,5040.00%
198ISHARES TR46434V456289$12,4910.00%
199VANGUARD MALVERN FDS922020805246$12,3660.00%
200INVESCO QQQ TRIVZ22$12,1360.00%
201TREX CO INCTREX212$11,5290.00%
202EVERGY INCEVRG164$11,3050.00%
203UNILEVER PLCUNLYF179$10,9490.00%
204OTIS WORLDWIDE CORPOTIS110$10,8920.00%
205SCHWAB STRATEGIC TR808524771432$10,6010.00%
206VANGUARD TAX-MANAGED FDS921943858185$10,5470.00%
207SEMPRASREA138$10,4560.00%
208NLIGHT INCLASR523$10,2930.00%
209LEIDOS HOLDINGS INCLDOS65$10,2540.00%
210PAYCHEX INCPAYX70$10,1820.00%
211INVESCO DB COMMDY INDX TRCKIVZ463$10,0980.00%
212AMETEK INCAME55$9,9530.00%
213LAM RESEARCH CORPLRCX102$9,9290.00%
214DELL TECHNOLOGIES INCDELL79$9,6850.00%
215GE AEROSPACE36960430137$9,5230.00%
216ANTERO MIDSTREAM CORPAM500$9,4750.00%
217ISHARES TR464289859112$9,3410.00%
218METLIFE INCMET-PF114$9,1680.00%
219CARNIVAL CORPCUKPF326$9,1570.00%
220GSK PLCGLAXF234$8,9860.00%
221BP PLCBPPFF296$8,8590.00%
222CITIGROUP INCC-PR102$8,6820.00%
223GAMING & LEISURE PPTYS INC36467J108186$8,6820.00%
224CHECK POINT SOFTWARE TECH LTM2246510439$8,6290.00%
225HEALTHCARE RLTY TR42226K105530$8,4060.00%
226PARKER-HANNIFIN CORPPH12$8,3820.00%
227INVESCO EXCH TRADED FD TR IIIVZ645$8,1280.00%
228DANAHER CORPORATION23585110241$8,0990.00%
229WARNER BROS DISCOVERY INCWBD662$7,5870.00%
230GE VERNOVA INCGEV14$7,4080.00%
231FOUR CORNERS PPTY TR INC35086T109273$7,3460.00%
232TARGET CORPTGT73$7,2010.00%
233VEEVA SYS INCVEEV25$7,2000.00%
234OLIN CORPOLN355$7,1300.00%
235AMERICAN TOWER CORP NEW03027X10032$7,0730.00%
236VANGUARD INDEX FDS92290862925$6,9960.00%
237PTC INCPTC40$6,8940.00%
238CORNING INCGLW130$6,8370.00%
239DUTCH BROS INCBROS98$6,7000.00%
240ISHARES TR46429B69768$6,3830.00%
241AMERICAN ELEC PWR CO INC02553710161$6,3290.00%
242VANGUARD SCOTTSDALE FDS92206C68055$6,0060.00%
243ILLINOIS TOOL WKS INC45230810924$5,9340.00%
244DOLLAR GEN CORP NEW25667710550$5,7190.00%
245EXELIXIS INCEXEL128$5,6420.00%
246ORASURE TECHNOLOGIES INCOSUR1,839$5,5170.00%
247DT MIDSTREAM INCDTM50$5,4960.00%
248CONOCOPHILLIPSCOP61$5,4740.00%
249ONE GAS INCOGS76$5,4610.00%
250UNITED PARCEL SERVICE INCUPS50$5,0470.00%
251VANGUARD INTL EQUITY INDEX F92204271835$4,7040.00%
252EDGEWELL PERS CARE CO28035Q102200$4,6820.00%
253MONDELEZ INTL INC60920710569$4,6530.00%
2543-D SYS CORP DEL88554D2052,983$4,5940.00%
255ZOETIS INCZTS29$4,5230.00%
256NOVO-NORDISK A SNONOF65$4,4860.00%
257M & T BK CORP55261F10423$4,4620.00%
258SCHLUMBERGER LTDSLB120$4,0560.00%
259ENERGIZER HLDGS INC NEWENR200$4,0320.00%
260GLOBAL X FDS37954Y624173$4,0310.00%
261AVISTA CORPAVA100$3,7950.00%
262US BANCORP DELUSB-PS83$3,7560.00%
263SPDR DOW JONES INDL AVERAGE78467X1098$3,5250.00%
264PHILLIPS 66PSX28$3,3400.00%
265KIMBERLY-CLARK CORPKMB25$3,2230.00%
266XPO INCXPO25$3,1570.00%
267KYNDRYL HLDGS INCKD73$3,0630.00%
268HALEON PLCHLNCF293$3,0350.00%
269ALIBABA GROUP HLDG LTDBBAAY25$2,8350.00%
270TFI INTL INC87241L10930$2,6900.00%
271DOORDASH INCDASH10$2,4650.00%
272VIATRIS INCVTRS268$2,3930.00%
273PENTAIR PLCPNR23$2,3610.00%
274PPL CORPPPLC69$2,3380.00%
275SIRIUSXM HOLDINGS INC829933100100$2,2970.00%
276STANLEY BLACK & DECKER INCSWK33$2,2360.00%
277PULSE BIOSCIENCES INCPLSE133$2,0070.00%
278ISHARES TR46428865319$1,9300.00%
279BLOCK INCBSQKZ25$1,6980.00%
280WILLIAMS COS INC96945710027$1,6960.00%
281NVENT ELECTRIC PLCNVT23$1,6850.00%
282ISHARES TR46428715012$1,6400.00%
283WILLIAMS SONOMA INCWSM10$1,6340.00%
284WK KELLOGG CO92942W10799$1,5780.00%
285BARK INCBARKW1,749$1,5380.00%
286PAYPAL HLDGS INCPYPL20$1,4860.00%
287SOUTH BOW CORPSOBO57$1,4770.00%
288DROPBOX INCDBX50$1,4300.00%
289GE HEALTHCARE TECHNOLOGIES IGEHC19$1,4070.00%
290BANK NEW YORK MELLON CORP06405810015$1,3670.00%
291PALANTIR TECHNOLOGIES INCPLTR10$1,3630.00%
292AZEK CO INC05478C10525$1,3590.00%
293FRANKLIN TEMPLETON ETF TRFGDL18$1,3480.00%
294VERALTO CORPVLTO13$1,3120.00%
295VODAFONE GROUP PLC NEW92857W308118$1,2580.00%
296PG&E CORPPCG-PX88$1,2270.00%
297GXO LOGISTICS INCORPORATEDGXO25$1,2180.00%
298HONEYWELL INTL INC4385161065$1,1640.00%
299UNITED AIRLS HLDGS INCUNTCW14$1,1150.00%
300SOUTHWEST AIRLS CO84474110834$1,1030.00%
301FORTIVE CORPFTV20$1,0430.00%
302SHERWIN WILLIAMS COSHW3$1,0300.00%
303LUCID GROUP INCLCID454$9580.00%
304RIVIAN AUTOMOTIVE INCRIVN69$9480.00%
305UBER TECHNOLOGIES INCUBER10$9330.00%
306EBAY INC.EBAY10$7450.00%
307SELECT SECTOR SPDR TR81369Y7045$7380.00%
308MORGAN STANLEYMS-PQ5$7040.00%
309CENTERPOINT ENERGY INCCNP18$6610.00%
310ITAU UNIBANCO HLDG S A46556210691$6180.00%
311KRAFT HEINZ COKHC23$5940.00%
312PINTEREST INCPINS15$5380.00%
313BRIGHTHOUSE FINL INC10922N1039$4840.00%
314VERTEX PHARMACEUTICALS INCVRTX1$4450.00%
315CHEWY INCCHWY10$4260.00%
316WABTEC9297401082$4190.00%
317ENPHASE ENERGY INCENPH10$3970.00%
318RALLIANT CORPRAL6$3180.00%
319VONTIER CORPORATIONVNT8$2950.00%
320EMBECTA CORPEMBC28$2710.00%
321VANDA PHARMACEUTICALS INCVNDA50$2360.00%
322AMERESCO INCAMRC15$2280.00%
323ADIENT PLCADNT9$1750.00%
324IROBOT CORP46272610053$1660.00%
325DEVON ENERGY CORP NEW25179M1034$1270.00%
326SOLID POWER INCSLDPW45$990.00%
327ALBEMARLE CORPALB-PA1$630.00%
328ISHARES TR4642882243$390.00%
329FUELCELL ENERGY INCFCELB6$340.00%
330NIO INCNIOIF10$340.00%
331XP INCXP1$200.00%