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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 Q4 2025 · Filed January 22, 2026 · Accession 0002013499-26-000001

Total Value
$144.9M
Positions
175
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (175)

#IssuerTicker / CUSIPSharesValue% of Filing
1FARMLAND PARTNERS INCFPI1,337,831$13.0M8.95%
2VANECK MERK GOLD TRUSTOUNZ298,712$12.4M8.55%
3SPROTT PHYSICAL SILVER TRUSTSII520,930$12.3M8.50%
4SPROTT PHYSICAL GOLD TRUSTSII359,717$11.9M8.20%
5PACER US CASH COWS 100 ETF69374H881178,789$10.8M7.42%
6URANIUM ROYALTY CORP91702V1012,470,489$8.7M6.04%
7THE ST. JOE COJOE97,051$5.8M3.98%
8AGNICO EAGLE MINES LTDAEM31,903$5.4M3.73%
9FRANKLIN FTSE BRAZIL ETFFGDL281,773$5.4M3.70%
10FRANKLIN FTSE JAPAN ETFFGDL149,732$5.2M3.56%
11ABRDN PHYSICAL PLATINUM SHARES ETFPPLT25,647$4.8M3.30%
12ALAMOS GOLD INCAGI114,001$4.4M3.04%
13ALICO INCALCO94,411$3.4M2.37%
14ISHARES SELF-DRIVING EV AND TECH ETF46435U36685,163$3.2M2.23%
15AVANTIS INTERNATIONAL EQUITY ETF02507270333,349$2.7M1.89%
16CENTERRA GOLD INCCGAU189,821$2.7M1.88%
17EXPAND ENERGY CORPEXE19,773$2.2M1.51%
18ISHARES MSCI POLAND ETF46429B60654,905$1.9M1.33%
19LINCOLN NATIONAL CORP53418710941,744$1.9M1.28%
20JACKSON FINANCIAL INCJXN-PA15,731$1.7M1.16%
21ANTERO RESOURCES CORPAR48,189$1.7M1.15%
22PERPETUA RESOURCES CORPPPTA67,733$1.6M1.13%
23RANGE RESOURCES CORPRRC42,294$1.5M1.03%
24UNITED PARCEL SERVICE INCUPS14,505$1.4M0.99%
25NEXGEN ENERGY LTDNXE143,412$1.3M0.91%
26ATLANTIC UNION BANKSHARES CORP04911A10735,178$1.2M0.86%
27GLADSTONE LAND CORP376549101128,650$1.2M0.81%
28DENISON MINES CORPDNN394,420$1.0M0.72%
29SPROTT PHYSICAL GOLD AND SILVER TRUSTSII20,766$951,0830.66%
30RIO TINTO PLCRTNTF10,421$833,9930.58%
31TEJON RANCH COTRC49,528$781,0570.54%
32ENCORE ENERGY CORPEU295,798$733,5800.51%
33OKLO INCOKLO8,300$595,6080.41%
34VANECK GOLD MINERS ETF92189F1065,938$509,3030.35%
35APPLE INCAAPL1,704$463,2500.32%
36DEMOCRATIC LARGE CAP CORE ETF00774Q34610,400$443,6520.31%
37SPROTT URANIUM MINERS ETFSII7,882$432,6430.30%
38VANECK JUNIOR GOLD MINERS ETF92189F7913,674$418,0280.29%
39JOHNSON & JOHNSONJNJ1,931$399,6210.28%
40VANGUARD S&P 500 ETF922908363555$348,0580.24%
41ALPHABET INCGOOG1,100$344,3000.24%
42T. ROWE PRICE CAPITAL APPREC EQ ETF87283Q8678,550$326,7810.23%
43MICROSOFT CORPMSFT643$310,9680.21%
44NORFOLK SOUTHERN CORP6558441081,050$303,1560.21%
45ISHARES MSCI GLOBAL SILVER&MTLS MNRS ETF4642863278,716$298,6980.21%
46FRANKLIN FTSE INDIA ETFFGDL6,594$254,4630.18%
47UNITED BANKSHARES INCUNTCW6,500$249,6000.17%
48VANGUARD DIVIDEND APPRECIATION ETF9219088441,013$222,6380.15%
49GENERAL DYNAMICS CORPGD651$219,1660.15%
50SPDR S&P EMERGING MARKETS DIVIDEND ETF78463X5335,396$211,2540.15%
51SCHWAB US DIVIDEND EQUITY ETF8085247977,005$192,1480.13%
52BCP INVESTMENT CORPBCIC16,060$189,9900.13%
53BERKSHIRE HATHAWAY INCBRK-A370$185,9810.13%
54SPDR S&P GLOBAL DIVIDEND ETF78463X4592,267$171,0370.12%
55TRUIST FINANCIAL CORP89832Q1093,463$170,4150.12%
56DEERE & CODE336$156,4320.11%
57RANGE NUCLEAR RENAISSANCE ETF3015054752,065$131,1280.09%
58ISHARES US HEALTHCARE ETF4642877621,940$126,2940.09%
59MARRIOTT INTERNATIONAL INC571903202385$119,4430.08%
60WISDOMTREE JAPAN HEDGED EQUITY ETFWT731$105,3810.07%
61SPDR S&P 500 ETFSPY145$98,8790.07%
62PHILIP MORRIS INTERNATIONAL INC718172109600$96,2400.07%
63HONEYWELL INTERNATIONAL INC438516106478$93,2540.06%
64ISHARES SELECT DIVIDEND ETF464287168633$89,3420.06%
65AMAZON.COM INCAMZN376$86,7890.06%
66MICRON TECHNOLOGY INCMU300$85,6230.06%
67MORGAN STANLEYMS-PQ470$83,4400.06%
68PEPSICO INCPEP541$77,6450.05%
69RTX CORPRTX412$75,5610.05%
70CAMBRIA SHAREHOLDER YIELD ETF1320612011,000$69,5200.05%
71META PLATFORMS INCMETA105$69,3100.05%
72CISCO SYSTEMS INCCSCO800$61,6240.04%
73FIRST TRUST NASDAQ CYBERSECURITY ETF33734X846852$60,8760.04%
74KINDER MORGAN INCEP-PC2,180$59,9290.04%
75MERCK & CO INCMRK563$59,2620.04%
76INTERNATIONAL BUSINESS MACHINES CORPINTR192$56,8730.04%
77FIRST TRUST SMALL CAP VAL ALPHADEX ETF33737M4091,000$56,6860.04%
78CHEVRON CORPCVX371$56,5450.04%
79THE HOME DEPOT INCHD150$51,6150.04%
80WILLIAMS COMPANIES INC969457100807$48,5090.03%
81FIRST TRUST VALUE LINE DIVIDEND ETF33734H1061,016$46,8180.03%
82MOTOROLA SOLUTIONS INCMSI122$46,7660.03%
83FIRST TRUST SMID CP RISING DIV ACHV ETF33741X1021,200$45,9840.03%
84MASTERCARD INCMA76$43,3870.03%
85GILEAD SCIENCES INCGILD350$42,9590.03%
86MANULIFE FINANCIAL CORP56501R1061,182$42,8830.03%
87NEWMONT CORPNEMCL407$40,6390.03%
88ISHARES GOLD TRUSTIAU500$40,5850.03%
89PROCTER & GAMBLE CO742718109261$37,4040.03%
90NVIDIA CORPNVDA200$37,3000.03%
91DAY HAGAN SMART SECTOR ETFSTRD755$36,8070.03%
92COCA-COLA COKO513$35,8640.02%
93VISA INCV101$35,4220.02%
94ALTRIA GROUP INCMO600$34,5960.02%
95VALERO ENERGY CORPVLO212$34,5120.02%
96QUALCOMM INCQCOM200$34,2100.02%
97EMERSON ELECTRIC COEMR256$33,9770.02%
98VERIZON COMMUNICATIONS INCVZ827$33,6840.02%
99VIRTUS DIVID, INTEREST & PREMNFJ2,600$33,5140.02%
100ISHARES GLOBAL INFRASTRUCTURE ETF464288372527$32,3370.02%
101AT&T INCT-PC1,300$32,2920.02%
1023M COMMM201$32,1810.02%
103BRISTOL-MYERS SQUIBB COCELG-RI583$31,4480.02%
104VANECK VDO GAMING AND ESPRTS ETF92189F114300$31,0820.02%
105CHENIERE ENERGY INCLNG150$29,1590.02%
106ENTERPRISE PRODUCTS PARTNERS LP293792107896$28,7260.02%
107HOWMET AEROSPACE INCHWM133$27,2680.02%
108PHILLIPS 66PSX200$25,8080.02%
109CVS HEALTH CORPCVS300$23,8080.02%
110GLOBAL X ROBOTICS & ARTFCL INTLLGNC ETF37954Y715649$23,5140.02%
111BOEING COBA-PA100$21,7120.01%
112LINDE PLCLIN50$21,3200.01%
113KIMBERLY-CLARK CORPKMB207$20,8850.01%
114T. ROWE PRICE GROUP INCTROW200$20,4760.01%
115ALLSTATE CORPALL-PJ97$20,1910.01%
116MARATHON PETROLEUM CORPMARA120$19,5160.01%
117DIGITAL REALTY TRUST INC253868103125$19,3390.01%
118FIRST TRUST CAPITAL STRENGTH ETF33733E104200$18,5030.01%
119EXXON MOBIL CORPXOM150$18,0510.01%
120ARCHER-DANIELS-MIDLAND COADM306$17,5920.01%
121INVESCO QQQ TRUSTIVZ28$17,2010.01%
122WEYERHAEUSER COWY707$16,7490.01%
123INTERCONTINENTAL EXCHANGE INC45866F104100$16,1960.01%
124LUCID DIAGNOSTICS INCLUCD14,300$15,5870.01%
125ISHARES MSCI EMERGING MKTS EX CHINA ETF46434G764200$14,5360.01%
126MONDELEZ INTERNATIONAL INC609207105269$14,4810.01%
127ABBOTT LABORATORIESABLZF115$14,4090.01%
128FIRST TRUST CLOUD COMPUTING ETF33734X192100$13,0080.01%
129IRON MOUNTAIN INC46284V101137$11,3650.01%
130SYSCO CORPSYY150$11,0540.01%
131STELLANTIS NVSTLA1,000$10,8900.01%
132BP PLCBPPFF300$10,4190.01%
133CAMECO CORPCCJ109$9,9730.01%
134TRIPLEPOINT VENTURE GROWTH BDC CORPTPVG1,400$9,1560.01%
135THE TRAVELERS COMPANIES INCTRV28$8,1220.01%
136FT NASDAQ ARTFCL INTLLGNC AND RBTC ETF33738R720152$7,8840.01%
137TEXAS PACIFIC LAND CORPTPL27$7,7550.01%
138AST SPACEMOBILE INCASTS100$7,2630.01%
139VANGUARD HEALTH CARE ETF92204A50425$7,1970.00%
140AELUMA INCALMU400$6,8680.00%
141ISHARES FUTURE EXPONENTIAL TECHS ETF46434V38198$6,8350.00%
142CARRIER GLOBAL CORPCARR112$5,9190.00%
143KIMBELL ROYALTY PARTNERS LP49435R102500$5,8800.00%
144SOLSTICE ADVANCED MATERIALS INC83443Q103119$5,7820.00%
145OTIS WORLDWIDE CORPOTIS56$4,8920.00%
146DOMINION ENERGY INCD71$4,1600.00%
147NUSCALE POWER CORPNU180$2,5510.00%
148SHOPIFY INCSHOP10$1,6100.00%
149PJT PARTNERS INCPJT7$1,1710.00%
150NEW GOLD INC644535106100$8710.00%
151BARRICK MINING CORP06849F10818$7840.00%
152HEWLETT PACKARD ENTERPRISE COHPE-PC31$7450.00%
153HP INCHPQ31$6910.00%
154UNITEDHEALTH GROUP INCUNH2$6610.00%
155CAVA GROUP INCCAVA11$6460.00%
156NUCOR CORPNUE3$4900.00%
157VALE SAVALE36$4700.00%
158WARNER BROS. DISCOVERY INCWBD16$4620.00%
159PACCAR INCPCAR4$4390.00%
160POTLATCHDELTIC CORP73763010311$4380.00%
161D.R. HORTON INC23331A1093$4330.00%
162WEST FRASER TIMBER CO.LTDWFG6$3670.00%
163HORIZON KINETICS INFLATION BNFCRS ETF53656F6238$3560.00%
164NUTRIEN LTDNTR5$3090.00%
165ENBRIDGE INCENNPF6$2870.00%
166CORTEVA INCCTVA4$2690.00%
167PRUDENTIAL FINANCIAL INCPUKPF2$2260.00%
168VODAFONE GROUP PLC92857W30816$2120.00%
169VIPER ENERGY INCVNOM5$1940.00%
170THE MOSAIC COMOS8$1930.00%
171BHP GROUP LTDBHPLF3$1820.00%
172DEVON ENERGY CORP25179M1034$1470.00%
173POLARIS INCPII1$640.00%
174ZIM INTEGRATED SHIPPING SERVICES LTDZIM3$640.00%
175WOODSIDE ENERGY GROUP LTDWOPEF1$160.00%