Live Markets
Saturday, September 12, 2026·George Town, KY·29°·Partly Cloudy
Markets Open · NYSE·Newsletter·Masthead·
VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Accordant Advisory Group Inc

Quarter ended Q1 2025 · Filed April 16, 2025 · Accession 0002013499-25-000002

Total Value
$102.3M
Positions
148
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (148)

#IssuerTicker / CUSIPSharesValue% of Filing
1FARMLAND PARTNERS INCFPI906,563$10.1M9.88%
2PACER US CASH COWS 100 ETF69374H881158,980$8.7M8.51%
3VANECK MERK GOLD TRUSTOUNZ275,798$8.3M8.13%
4SPROTT PHYSICAL GOLD TRUSTSII336,088$8.1M7.91%
5INVESCO S&P SMALLCAP QUALITY ETFIVZ186,176$7.4M7.19%
6JANUS HENDERSON AAA CLO ETF47103U845119,013$6.0M5.90%
7SPROTT PHYSICAL SILVER TRUSTSII511,989$5.9M5.81%
8URANIUM ROYALTY CORP91702V1012,334,486$4.1M4.02%
9PGIM AAA CLO ETF69344A83479,079$4.1M3.97%
10AGNICO EAGLE MINES LTDAEM36,559$4.0M3.88%
11THE ST. JOE COJOE75,331$3.5M3.46%
12WEYERHAEUSER COWY115,705$3.4M3.31%
13KIMBELL ROYALTY PARTNERS LP49435R102211,503$3.0M2.90%
14FIRST TRUST NASDAQ CYBERSECURITY ETF33734X84646,165$2.9M2.84%
15GLADSTONE LAND CORP376549101248,683$2.6M2.56%
16CHENIERE ENERGY INCLNG10,917$2.5M2.47%
17CHEVRON CORPCVX14,794$2.5M2.42%
18ALAMOS GOLD INCAGI73,783$2.0M1.93%
19UNITED PARCEL SERVICE INCUPS14,128$1.6M1.52%
20ALICO INCALCO43,881$1.3M1.28%
21SPROTT PHYSICAL GOLD AND SILVER TRUSTSII25,646$728,6030.71%
22NEXGEN ENERGY LTDNXE139,209$625,0490.61%
23TEJON RANCH COTRC32,008$507,3270.50%
24DENISON MINES CORPDNN345,937$449,7190.44%
25ENCORE ENERGY CORPEU274,813$376,4940.37%
26APPLE INCAAPL1,604$356,2970.35%
27DEMOCRATIC LARGE CAP CORE ETF00774Q34610,400$355,5760.35%
28JOHNSON & JOHNSONJNJ1,931$320,2380.31%
29INNOVAGE HOLDING CORPINNV100,000$298,0000.29%
30VANGUARD S&P 500 ETF922908363555$285,2210.28%
31SPROTT URANIUM MINERS ETFSII8,265$268,1170.26%
32MICROSOFT CORPMSFT661$248,1330.24%
33SCHWAB US DIVIDEND EQUITY ETF8085247978,545$238,9190.23%
34NORFOLK SOUTHERN CORP6558441081,000$236,8500.23%
35UNITED BANKSHARES INCUNTCW6,500$225,3550.22%
36PORTMAN RIDGE FINANCE CORPBCIC15,500$222,4250.22%
37FORTINET INCFTNT2,167$208,5960.20%
38GENERAL DYNAMICS CORPGD749$204,1630.20%
39VANGUARD DIVIDEND APPRECIATION ETF9219088441,013$196,5120.19%
40ALPHABET INCGOOG1,250$193,3000.19%
41BERKSHIRE HATHAWAY INCBRK-A350$186,4030.18%
42TRUIST FINANCIAL CORP89832Q1094,299$176,9040.17%
43THE HOME DEPOT INCHD450$164,9210.16%
44DEERE & CODE336$157,7020.15%
45MARRIOTT INTERNATIONAL INC571903202600$142,9200.14%
46JPMORGAN CHASE & COVYLD501$122,8960.12%
47ISHARES US HEALTHCARE ETF4642877621,940$118,1270.12%
48INSPERITY INCNSP1,200$107,0760.10%
49HONEYWELL INTERNATIONAL INC438516106478$101,2170.10%
50PHILIP MORRIS INTERNATIONAL INC718172109603$95,7150.09%
51ROCKET LAB USA INCRKLB4,800$85,8240.08%
52ISHARES SELECT DIVIDEND ETF464287168633$85,0060.08%
53AMAZON.COM INCAMZN446$84,8560.08%
54F5 INCFFIV300$79,8810.08%
55PROCTER & GAMBLE CO742718109461$78,5640.08%
56RTX CORPRTX562$74,4430.07%
57KINDER MORGAN INCEP-PC2,480$70,7550.07%
58ISHARES GOLD TRUSTIAU1,000$58,9600.06%
59META PLATFORMS INCMETA100$57,6360.06%
60MORGAN STANLEYMS-PQ470$54,8350.05%
61CAPITAL ONE FINANCIAL CORP14040H105300$53,7900.05%
62MOTOROLA SOLUTIONS INCMSI122$53,4130.05%
63SPDR GOLD SHARESGLD184$53,0180.05%
64PEPSICO INCPEP347$52,0300.05%
65MERCK & CO INCMRK563$50,5350.05%
66FIRST TRUST SMALL CAP VAL ALPHADEX ETF33737M4091,000$49,7300.05%
67AMERICAN TOWER CORP03027X100211$45,9140.04%
68CORNING INCGLW1,000$45,7800.04%
69FIRST TRUST VALUE LINE DIVIDEND ETF33734H1061,016$45,3040.04%
70MASTERCARD INCMA81$44,3980.04%
71FIRST TRUST SMID CP RISING DIV ACHV ETF33741X1021,200$40,2000.04%
72VISA INCV113$39,6020.04%
73NEWMONT CORPNEMCL800$38,6240.04%
74ALTRIA GROUP INCMO625$37,5130.04%
75CISCO SYSTEMS INCCSCO600$37,0260.04%
76MANULIFE FINANCIAL CORP56501R1061,182$36,8200.04%
77AT&T INCT-PC1,300$36,7640.04%
78COCA-COLA COKO513$36,7420.04%
79BRISTOL-MYERS SQUIBB COCELG-RI580$35,3750.03%
80VERIZON COMMUNICATIONS INCVZ777$35,2450.03%
81QUALCOMM INCQCOM214$32,8730.03%
82VIRTUS DIVID, INTEREST & PREMNFJ2,600$31,5380.03%
83ENTERPRISE PRODUCTS PARTNERS LP293792107896$30,5900.03%
84INTERCONTINENTAL EXCHANGE INC45866F104175$30,1880.03%
85KIMBERLY-CLARK CORPKMB207$29,4400.03%
86AMERIPRISE FINANCIAL INC03076C10660$29,0470.03%
87EMERSON ELECTRIC COEMR256$28,0680.03%
88SANDY SPRING BANCORP INC800363103979$27,3640.03%
89CROWN CASTLE INCCCI250$26,0580.03%
90COLGATE-PALMOLIVE COCL260$24,3620.02%
91CARRIER GLOBAL CORPCARR362$22,9510.02%
92INTERNATIONAL BUSINESS MACHINES CORPINTR92$22,8770.02%
93WISDOMTREE JAPAN HEDGED EQUITY ETFWT200$22,0360.02%
94NVIDIA CORPNVDA200$21,6760.02%
95EBAY INCEBAY300$20,3190.02%
96ALLSTATE CORPALL-PJ97$20,0860.02%
97PAYPAL HOLDINGS INCPYPL300$19,5750.02%
98OTIS WORLDWIDE CORPOTIS181$18,6800.02%
99MONDELEZ INTERNATIONAL INC609207105269$18,2520.02%
100DELL TECHNOLOGIES INCDELL200$18,2300.02%
101ORACLE CORPORCL-PD130$18,1760.02%
102POTLATCHDELTIC CORP737630103400$18,0480.02%
103FIRST TRUST CAPITAL STRENGTH ETF33733E104200$17,9280.02%
104HOWMET AEROSPACE INCHWM133$17,2550.02%
105ABBOTT LABORATORIESABLZF115$15,2550.01%
1063M COMMM100$14,6860.01%
107DUKE ENERGY CORPDUKB112$13,6610.01%
108INVESCO QQQ TRUSTIVZ28$13,1300.01%
109FORTUNE BRANDS INNOVATIONS INCFBIN200$12,1760.01%
110TEXAS PACIFIC LAND CORPTPL9$11,9250.01%
111IRON MOUNTAIN INC46284V101137$11,7880.01%
112SYSCO CORPSYY150$11,2560.01%
113FRANKLIN FTSE BRAZIL ETFFGDL600$9,9150.01%
114TRIPLEPOINT VENTURE GROWTH BDC CORPTPVG1,400$9,7720.01%
115T. ROWE PRICE GROUP INCTROW100$9,1870.01%
116ARES CAPITAL CORPARCC400$8,8640.01%
117MICRON TECHNOLOGY INCMU100$8,6890.01%
118AKAMAI TECHNOLOGIES INCAKAM100$8,0500.01%
119ISHARES CORE MSCI TOTAL INTL STK ETF46432F834111$7,7490.01%
120THE TRAVELERS COMPANIES INCTRV28$7,4050.01%
121CHARTER COMMUNICATIONS INC16119P10820$7,3710.01%
122VANGUARD HEALTH CARE ETF92204A50425$6,6190.01%
123ENBRIDGE INCENNPF147$6,5140.01%
124FT NASDAQ ARTFCL INTLLGNC AND RBTC ETF33738R720152$6,1820.01%
125MARKEL GROUP INCMKL3$5,6090.01%
126WILLIAMS COMPANIES INC96945710090$5,3790.01%
127VALE SAVALE500$4,9900.00%
128DOMINION ENERGY INCD71$3,9810.00%
129VERTEX PHARMACEUTICALS INCVRTX7$3,3940.00%
130STELLANTIS NVSTLA300$3,3630.00%
131DRAFTKINGS INCDKNG100$3,3210.00%
132CRH PLCCRH35$3,0790.00%
133LANTHEUS HOLDINGS INCLNTH30$2,9280.00%
134ATLANTA BRAVES HOLDINGS INCBATRB65$2,8520.00%
135CME GROUP INCCME10$2,6530.00%
136MASTERBRAND INCMBC200$2,6120.00%
137LAM RESEARCH CORPLRCX35$2,5450.00%
138LINDE PLCLIN5$2,3290.00%
139BANK OF AMERICA CORP06050510454$2,2540.00%
140SALESFORCE INCCRM8$2,1470.00%
141UBER TECHNOLOGIES INCUBER26$1,8950.00%
142ALLISON TRANSMISSION HOLDINGS INCALSN19$1,8180.00%
143DISCOVER FINANCIAL SERVICES2547091087$1,1950.00%
144WASTE MANAGEMENT INC94106L1095$1,1580.00%
145PJT PARTNERS INCPJT7$9660.00%
146HP INCHPQ31$8590.00%
147INTUITIVE MACHINES INCLUNR100$7450.00%
148HEWLETT PACKARD ENTERPRISE COHPE-PC31$4790.00%