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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

Livelsberger Financial Advisory

Quarter ended Q2 2025 · Filed July 8, 2025 · Accession 0002015721-25-000007

Total Value
$5.2M
Positions
85
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (85)

#IssuerTicker / CUSIPSharesValue% of Filing
1ABBVIE INCABBV4,564$847,06116.40%
2ABBOTT LABSABLZF3,269$444,6038.61%
3APPLE INCAAPL1,734$355,8476.89%
4EXXON MOBIL CORPXOM2,246$242,1894.69%
5MICROSOFT CORPMSFT480$238,8324.62%
6PARKER-HANNIFIN CORPPH332$231,7974.49%
7RPM INTL INC7496851031,531$168,1693.26%
8NORFOLK SOUTHN CORP655844108576$147,5512.86%
9ECOLAB INCECL540$145,4132.82%
10FEDEX CORPFDX613$139,3152.70%
11ALLSTATE CORPALL-PJ691$139,2012.70%
12AT&T INCT-PC4,495$130,1132.52%
13CONOCOPHILLIPSCOP1,337$119,9252.32%
14EMERSON ELEC COEMR893$119,1212.31%
15ELEVANCE HEALTH INCELV301$117,0872.27%
16PFIZER INCPFE4,473$108,4472.10%
17JOHNSON & JOHNSONJNJ698$106,5352.06%
18PHILIP MORRIS INTL INC718172109584$106,2732.06%
19MARATHON PETE CORPMARA525$87,1301.69%
20MORGAN STANLEYMS-PQ613$86,4121.67%
21DISNEY WALT CO254687106589$73,1481.42%
22INTEL CORPINTC2,987$66,8991.30%
23PHILLIPS 66PSX449$53,5641.04%
24QUALCOMM INCQCOM324$51,5721.00%
253M COMMM323$49,1740.95%
26AMGEN INCAMGN175$48,7500.94%
27CHEVRON CORP NEWCVX327$46,8230.91%
28LOWES COS INC548661107210$46,6090.90%
29SYSCO CORPSYY602$45,5950.88%
30WALMART INCWMT450$44,0010.85%
31UNION PAC CORPUNP185$42,5830.82%
32HOME DEPOT INCHD113$41,4300.80%
33DEERE & CODE77$38,9270.75%
34CVS HEALTH CORPCVS512$35,2950.68%
35AUTODESK INCADSK99$30,6470.59%
36BLACKSTONE INCBX200$29,9160.58%
37TIMKEN COTKR388$28,1540.55%
38VERISIGN INCVRSN94$27,1530.53%
39PARK NATL CORP700658107161$26,9290.52%
40AGILENT TECHNOLOGIES INCA186$22,0030.43%
41BECTON DICKINSON & COBDX109$18,7750.36%
42HERSHEY COHSY103$17,0760.33%
43GE AEROSPACE36960430162$16,0370.31%
44RYDER SYS INCR100$15,9000.31%
45MARVELL TECHNOLOGY INCMRVL200$15,4800.30%
46BIOGEN INCBIIB100$12,5590.24%
47CORTEVA INCCTVA135$10,0620.19%
48FERGUSON ENTERPRISES INCFERG46$9,9460.19%
49DUPONT DE NEMOURS INCDD135$9,2600.18%
50STARBUCKS CORPSBUX100$9,1630.18%
51PEPSICO INCPEP65$8,5830.17%
52GE VERNOVA INCGEV15$7,9380.15%
53DEVON ENERGY CORP NEW25179M103238$7,5950.15%
54LOCKHEED MARTIN CORPLMT16$7,3290.14%
55CISCO SYS INCCSCO91$6,3170.12%
56LINCOLN ELEC HLDGS INC53390010630$6,2200.12%
57SOLVENTUM CORPSOLV80$6,0670.12%
58ANIXA BIOSCIENCES INCANIX1,634$5,3920.10%
59INVESCO MUNICIPAL TRUSTVKQ553$5,0600.10%
60CITIGROUP INCC-PR59$5,0220.10%
61CSX CORPCSX151$4,9420.10%
62VIATRIS INCVTRS531$4,7390.09%
63DOW INCDOW136$3,6010.07%
64CUMMINS INCCMI9$2,9880.06%
65THE CIGNA GROUP1255231009$2,9750.06%
66METALLUS INCMTUS182$2,8050.05%
67KRAFT HEINZ COKHC82$2,1060.04%
68KYNDRYL HLDGS INCKD50$2,0980.04%
69INGEVITY CORPNGVT43$1,8530.04%
70BALL CORPBALL28$1,5680.03%
71ORGANON & COOGN159$1,5410.03%
72T-MOBILE US INCTMUSZ3$7150.01%
73CHEMOURS COCC61$6980.01%
74ACCO BRANDS CORPACCO133$4760.01%
75WABTEC9297401082$4190.01%
76OTIS WORLDWIDE CORPOTIS4$4120.01%
77NOV INCNOV29$3610.01%
78V F CORPVFC19$2210.00%
79EMBECTA CORPEMBC22$2130.00%
80KONTOOR BRANDS INCKTB2$1530.00%
81RESIDEO TECHNOLOGIES INCREZI5$1100.00%
82BRIGHTHOUSE FINL INC10922N1032$1080.00%
83LUMEN TECHNOLOGIES INCLUMN9$390.00%
84GARRETT MOTION INCGTX3$320.00%
85ACCURAY INC DELARAY6$80.00%