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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

Accordant Advisory Group Inc

Quarter ended Q3 2025 · Filed October 22, 2025 · Accession 0002013499-25-000009

Total Value
$147.0M
Positions
161
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (161)

#IssuerTicker / CUSIPSharesValue% of Filing
1FARMLAND PARTNERS INCFPI1,166,018$12.7M8.63%
2SPROTT PHYSICAL GOLD TRUSTSII374,518$11.1M7.55%
3VANECK MERK GOLD TRUSTOUNZ293,854$10.9M7.44%
4URANIUM ROYALTY CORP91702V1012,450,607$10.5M7.17%
5PACER US CASH COWS 100 ETF69374H881163,640$9.4M6.40%
6SPROTT PHYSICAL SILVER TRUSTSII543,471$8.5M5.81%
7JANUS HENDERSON AAA CLO ETF47103U845111,282$5.7M3.84%
8FRANKLIN FTSE BRAZIL ETFFGDL283,410$5.4M3.67%
9AGNICO EAGLE MINES LTDAEM30,890$5.2M3.54%
10FRANKLIN FTSE JAPAN ETFFGDL149,839$5.2M3.52%
11THE ST. JOE COJOE81,017$4.0M2.73%
12ALAMOS GOLD INCAGI113,780$4.0M2.70%
13ABRDN PHYSICAL PLATINUM SHARES ETFPPLT24,497$3.5M2.38%
14ISHARES SELF-DRIVING EV AND TECH ETF46435U36685,354$3.1M2.13%
15WEYERHAEUSER COWY122,571$3.0M2.07%
16SCHWAB US DIVIDEND EQUITY ETF808524797108,375$3.0M2.01%
17AVANTIS INTERNATIONAL EQUITY ETF02507270333,768$2.7M1.81%
18ALICO INCALCO67,723$2.3M1.60%
19GLADSTONE LAND CORP376549101254,033$2.3M1.58%
20EXPAND ENERGY CORPEXE20,082$2.1M1.45%
21CENTERRA GOLD INCCGAU190,027$2.0M1.39%
22OKLO INCOKLO17,656$2.0M1.34%
23UBER TECHNOLOGIES INCUBER19,888$1.9M1.33%
24HEALTHPEAK PROPERTIES INCDOC79,998$1.5M1.04%
25RANGE RESOURCES CORPRRC40,663$1.5M1.04%
26ISHARES MSCI POLAND ETF46429B60646,624$1.5M1.02%
27RIO TINTO PLCRTNTF22,534$1.5M1.01%
28KIMBELL ROYALTY PARTNERS LP49435R102106,385$1.4M0.98%
29ANTERO RESOURCES CORPAR41,826$1.4M0.95%
30NEXGEN ENERGY LTDNXE144,817$1.3M0.88%
31ATLANTIC UNION BANKSHARES CORP04911A10736,245$1.3M0.87%
32UNITED PARCEL SERVICE INCUPS15,282$1.3M0.87%
33DENISON MINES CORPDNN354,413$974,6360.66%
34ENCORE ENERGY CORPEU288,447$925,9150.63%
35SPROTT PHYSICAL GOLD AND SILVER TRUSTSII20,460$750,6780.51%
36TEJON RANCH COTRC33,694$538,4310.37%
37INNOVAGE HOLDING CORPINNV100,000$516,0000.35%
38VANECK GOLD MINERS ETF92189F1066,717$513,1790.35%
39SPROTT URANIUM MINERS ETFSII7,784$470,3880.32%
40DEMOCRATIC LARGE CAP CORE ETF00774Q34610,400$434,6980.30%
41APPLE INCAAPL1,604$408,4270.28%
42JOHNSON & JOHNSONJNJ1,931$358,0470.24%
43VANECK JUNIOR GOLD MINERS ETF92189F7913,481$344,7240.23%
44MICROSOFT CORPMSFT663$343,4010.23%
45VANGUARD S&P 500 ETF922908363555$339,8710.23%
46NORFOLK SOUTHERN CORP6558441081,000$300,4100.20%
47INVESCO S&P 500 EQUAL WEIGHT FINCL ETFIVZ3,477$270,4350.18%
48ALPHABET INCGOOG1,100$267,4100.18%
49UNITED BANKSHARES INCUNTCW6,500$241,8650.16%
50ISHARES MSCI GLOBAL SILVER&MTLS MNRS ETF4642863278,495$232,5090.16%
51GENERAL DYNAMICS CORPGD649$221,3090.15%
52VANGUARD DIVIDEND APPRECIATION ETF9219088441,013$218,5960.15%
53TRUIST FINANCIAL CORP89832Q1094,299$196,5510.13%
54BERKSHIRE HATHAWAY INCBRK-A370$186,0140.13%
55BCP INVESTMENT CORPBCIC16,060$185,1720.13%
56THE HOME DEPOT INCHD450$182,3360.12%
57T. ROWE PRICE CAPITAL APPREC EQ ETF87283Q8674,450$167,7650.11%
58JPMORGAN CHASE & COVYLD500$157,7150.11%
59DEERE & CODE336$153,6400.10%
60MARRIOTT INTERNATIONAL INC571903202500$130,2200.09%
61RTX CORPRTX762$127,5060.09%
62RANGE NUCLEAR RENAISSANCE ETF3015054751,949$126,7630.09%
63FORTINET INCFTNT1,467$123,3460.08%
64ISHARES US HEALTHCARE ETF4642877621,940$113,9170.08%
65HONEYWELL INTERNATIONAL INC438516106478$100,6190.07%
66SPDR S&P 500 ETF TRSPY150$99,9270.07%
67SPDR S&P EMERGING MARKETS DIVIDEND ETF78463X5332,547$98,9510.07%
68SPDR S&P GLOBAL DIVIDEND ETF78463X4591,349$98,0660.07%
69PHILIP MORRIS INTERNATIONAL INC718172109600$97,3200.07%
70F5 INCFFIV300$96,9570.07%
71ISHARES SELECT DIVIDEND ETF464287168633$89,9500.06%
72AMAZON.COM INCAMZN376$82,5590.06%
73CORNING INCGLW1,000$82,0300.06%
74META PLATFORMS INCMETA105$77,1100.05%
75PEPSICO INCPEP541$75,9790.05%
76MORGAN STANLEYMS-PQ470$74,7120.05%
77ISHARES GOLD TRUSTIAU1,000$72,7700.05%
78PROCTER & GAMBLE CO742718109461$70,8330.05%
79KINDER MORGAN INCEP-PC2,480$70,2090.05%
80CAPITAL ONE FINANCIAL CORP14040H105300$63,7740.04%
81SPDR GOLD TRGLD170$60,4300.04%
82INSPERITY INCNSP1,200$59,0400.04%
83CHEVRON CORPCVX368$57,1470.04%
84FIRST TRUST SMALL CAP VAL ALPHADEX ETF33737M4091,000$55,8940.04%
85MOTOROLA SOLUTIONS INCMSI122$55,7900.04%
86MASTERCARD INCMA95$54,0370.04%
87MICRON TECHNOLOGY INCMU300$50,1960.03%
88MERCK & CO INCMRK563$47,2530.03%
89FIRST TRUST VALUE LINE DIVIDEND ETF33734H1061,016$46,9800.03%
90FIRST TRUST SMID CP RISING DIV33741X1021,200$45,6240.03%
91CISCO SYSTEMS INCCSCO600$41,0520.03%
92COCA-COLA COKO613$40,6550.03%
93VANECK VDO GAMING AND ESPRTS ETF92189F114335$40,6130.03%
94ALTRIA GROUP INCMO600$39,6360.03%
95AMERICAN TOWER CORP03027X100200$38,4640.03%
96FIRST TRUST NASDAQ CYBERSECURITY ETF33734X846502$38,1580.03%
97NVIDIA CORPNVDA200$37,3160.03%
98MANULIFE FINANCIAL CORP56501R1061,182$36,8200.03%
99AT&T INCT-PC1,300$36,7120.02%
100VISA INCV101$34,4800.02%
101VIRTUS DIVID, INTEREST & PREMNFJ2,600$33,8260.02%
102EMERSON ELECTRIC COEMR256$33,5830.02%
103QUALCOMM INCQCOM200$33,2720.02%
104ISHARES GLOBAL INFRASTRUCTURE ETF464288372521$31,8440.02%
105AMERIPRISE FINANCIAL INC03076C10660$29,4750.02%
106DELL TECHNOLOGIES INCDELL200$28,3540.02%
107ENTERPRISE PRODUCTS PARTNERS LP293792107896$28,0180.02%
108EBAY INCEBAY300$27,2850.02%
109BRISTOL-MYERS SQUIBB COCELG-RI580$26,1580.02%
110HOWMET AEROSPACE INCHWM133$26,0990.02%
111INTERNATIONAL BUSINESS MACHINES CORPINTR92$25,9590.02%
112KIMBERLY-CLARK CORPKMB207$25,7390.02%
113CROWN CASTLE INCCCI250$24,1230.02%
114CARRIER GLOBAL CORPCARR362$21,6120.01%
115ALLSTATE CORPALL-PJ97$20,8220.01%
116PAYPAL HOLDINGS INCPYPL300$20,1180.01%
117FIRST TRUST CAPITAL STRENGTH ETF33733E104200$18,7280.01%
118NEWMONT CORPNEMCL200$16,8620.01%
119INTERCONTINENTAL EXCHANGE INC45866F104100$16,8480.01%
120INVESCO QQQ TRUSTIVZ28$16,8110.01%
121MONDELEZ INTERNATIONAL INC609207105269$16,8050.01%
122WISDOMTREE JAPAN HEDGED EQUITY ETFWT131$16,7720.01%
123OTIS WORLDWIDE CORPOTIS181$16,5490.01%
124POTLATCHDELTIC CORP737630103400$16,3000.01%
1253M COMMM100$15,5180.01%
126ABBOTT LABORATORIESABLZF115$15,4040.01%
127VERIZON COMMUNICATIONS INCVZ327$14,3720.01%
128IRON MOUNTAIN INC46284V101137$13,9660.01%
129DUKE ENERGY CORPDUKB100$12,3750.01%
130SYSCO CORPSYY150$12,3510.01%
131VALERO ENERGY CORPVLO72$12,2590.01%
132WILLIAMS COMPANIES INC969457100190$12,0370.01%
133ENBRIDGE INCENNPF232$11,7070.01%
134FORTUNE BRANDS INNOVATIONS INCFBIN200$10,6780.01%
135TEXAS PACIFIC LAND CORPTPL9$8,4030.01%
136TRIPLEPOINT VENTURE GROWTH BDC CORPTPVG1,400$8,0780.01%
137FT NASDAQ ARTFCL INTLLGNC AND RBTC ETF33738R720152$8,0400.01%
138THE TRAVELERS COMPANIES INCTRV28$7,8190.01%
139INTEL CORPINTC200$6,7100.00%
140VANGUARD HEALTH CARE ETF92204A50425$6,4900.00%
141AELUMA INCALMU400$6,4400.00%
142GLOBAL X ROBOTICS & ARTFCL INTLLGNC ETF37954Y715180$6,3780.00%
143VALE SAVALE500$5,4300.00%
144SPDR BLMBG 1-3 MTH T-BILL ETF78468R66356$5,1380.00%
145AST SPACEMOBILE INCASTS100$4,9080.00%
146LUCID DIAGNOSTICS INCLUCD4,500$4,5450.00%
147DOMINION ENERGY INCD71$4,3440.00%
148MARATHON PETROLEUM CORPMARA20$3,8550.00%
149NUSCALE POWER CORPNU80$2,8800.00%
150PHILLIPS 66PSX20$2,7210.00%
151SHOPIFY INCSHOP10$1,4870.00%
152GENERAL MILLS INC37033410427$1,3620.00%
153PJT PARTNERS INCPJT7$1,2450.00%
154HP INCHPQ31$8450.00%
155HEWLETT PACKARD ENTERPRISE COHPE-PC31$7620.00%
156NEW GOLD INC644535106100$7180.00%
157UNITEDHEALTH GROUP INCUNH2$6910.00%
158CAVA GROUP INCCAVA11$6650.00%
159WARNER BROS. DISCOVERY INCWBD16$3130.00%
160BARRICK MINING CORP06849F1087$2300.00%
161POLARIS INCPII1$590.00%