Live Markets
Wednesday, July 29, 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

Emprise Bank

Quarter ended Q1 2025 · Filed April 1, 2025 · Accession 0002018815-25-000004

Total Value
$186.9M
Positions
99
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (99)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD INTERMEDIATE-TERM92206C706457,683$27.2M14.55%
2AVANTIS INTERNATIONAL SMALL CAP025072802224,402$15.6M8.37%
3VANGUARD SHORT TERM INF PROT SE922020805311,252$15.5M8.31%
4DIMENSIONAL EMERGING MARKETS CO25434V732463,737$12.3M6.57%
5iShares 0-3 Month Treasury Bond46436E718110,835$11.2M5.97%
6VANGUARD TOTAL STOCK MARKET ETF92290876932,050$8.8M4.71%
7VANGUARD FTSE DEVELOPED MARKETS921943858116,723$5.9M3.17%
8MICROSOFT CORPMSFT15,090$5.7M3.03%
9APPLE INCAAPL21,047$4.7M2.50%
10NVIDIA CORPORATIONNVDA40,310$4.4M2.34%
11BROADCOM INCAVGO24,863$4.2M2.23%
12Avantis US Small Cap Value02507287744,636$3.9M2.08%
13AMAZON.COM INCAMZN15,888$3.0M1.62%
14BERKSHIRE HATHAWAY INC CLASS BBRK-A4,569$2.4M1.30%
15COSTCO WHOLESALE CORPORATION22160K1052,521$2.4M1.28%
16JPMORGAN CHASE & COVYLD9,319$2.3M1.22%
17RTX CORPORATIONRTX14,985$2.0M1.06%
18VISA INC CL AV5,322$1.9M1.00%
19META PLATFORMS INC CL AMETA3,127$1.8M0.96%
20iShares S&P National Muni Bond46428841417,037$1.8M0.96%
21UNITEDHEALTH GROUP INCUNH3,428$1.8M0.96%
22ISHARES RUSSELL 1000 GROWTH4642876144,594$1.7M0.89%
23ALPHABET INC CL AGOOG10,509$1.6M0.87%
24ALPHABET INC CL CGOOG10,369$1.6M0.87%
25CATERPILLAR INCCAT4,520$1.5M0.80%
26PEPSICO INCPEP9,804$1.5M0.79%
27EATON CORP PLCETN4,716$1.3M0.69%
28SALESFORCE INCCRM4,604$1.2M0.66%
29ISHARES MSCI EAFE INDEX46428746514,452$1.2M0.63%
30THERMO FISHER SCIENTIFIC INCTMO2,268$1.1M0.60%
31SPDR S&P MIDCAP 400MDY2,096$1.1M0.60%
32CHUBB LIMITEDCB3,699$1.1M0.60%
33WALMART INCWMT12,251$1.1M0.58%
34HOME DEPOT INCHD2,909$1.1M0.57%
35DIMENSIONAL US LARGE CAP25434V66634,492$1.1M0.56%
36UNION PACIFIC CORPUNP4,306$1.0M0.54%
37DIMENSIONAL INTERNATIONAL SMALL25434V78134,779$1.0M0.54%
38ISHARES CORE MSCI EMERGING46434G10316,839$908,8010.49%
39ORACLE CORPORCL-PD6,477$905,5490.48%
40BANK OF AMERICA CORPORATION06050510421,535$898,6560.48%
41TE CONNECTIVITY PLCTEL5,970$843,6800.45%
42NORTHROP GRUMMAN CORPNOC1,599$818,7040.44%
43CONOCOPHILLIPSCOP7,650$803,4030.43%
44JPMorgan U.S. Quality Factor ET46641Q76113,839$781,4880.42%
45ECOLAB INCECL3,064$776,7850.42%
46EXXON MOBIL CORPXOM6,283$747,2370.40%
47ISHARES RUSSELL 1000 VALUE INDE4642875983,801$715,1960.38%
48HESS CORPHESM4,393$701,6940.38%
49ISHARES CORE S&P SMALL-CAP ETF4642878046,580$688,0710.37%
50DANAHER CORP2358511023,318$680,1900.36%
51ISHARES CORE S&P MIDCAP ETF46428750711,637$679,0190.36%
52TEXAS INSTRUMENTS INC8825081043,695$663,9920.36%
53VANGUARD S&P 500 ETF9229083631,286$660,8880.35%
54PHILIP MORRIS INTERNATIONAL INC7181721093,832$608,2530.33%
55PNC FINANCIAL SERVICES GROUP IN6934751053,432$603,2430.32%
56DFA DIMENSIONAL U S CORE EQUITY25434V70818,097$597,0200.32%
57STARBUCKS CORPSBUX5,797$568,6280.30%
58MERCK & CO INCMRK6,318$567,1040.30%
59KKR & CO INCKKRT4,681$541,1700.29%
60YUM BRANDS INCYUM3,066$482,4660.26%
61NETFLIX INCNFLX513$478,3880.26%
62SPDR S&P DIVIDEND78464A7633,474$471,3520.25%
63PROCTER & GAMBLE CO7427181092,750$468,6550.25%
64ISHARES CORE S&P 500 ETF464287200814$457,3870.24%
65ELI LILLY & COLLY548$452,5990.24%
66ADOBE INCADBE1,157$443,7440.24%
67CONSOLIDATED EDISON INC COMMONED4,000$442,3600.24%
68DFA DIMENSIONAL INTERNATIONAL C25434V20313,354$417,0450.22%
69FORTIVE CORPFTV5,508$403,0750.22%
70VANGUARD VALUE ETF9229087442,282$394,1930.21%
71ALTRIA GROUP INCMO5,844$350,7570.19%
72BOEING COBA-PA1,943$331,3790.18%
73CAPITOL FEDERAL FINANCIAL INC14057J10157,866$324,0500.17%
74NATIONAL FUEL GAS CONFG4,000$316,7600.17%
75MCDONALDS CORPMCD996$311,1210.17%
76ABBVIE INCABBV1,443$302,3370.16%
77GENERAL ELECTRIC CO3696043011,444$289,0170.15%
78AVANTIS INT LARGE CAP VAL0250723645,082$288,0480.15%
79AMERIPRISE FINANCIAL INC03076C106594$287,5610.15%
80ALCOA UPSTREAM CORPAA9,410$287,0050.15%
81BOOKING HOLDINGS INCBKNG56$257,9870.14%
82EXPEDIA GROUP INCEXPE1,508$253,4950.14%
83ISHARES CORE MSCI EAFE ETF46432F8423,299$249,5690.13%
84HYATT HOTELS CORP CL AH1,998$244,7550.13%
85QUALCOMM INCQCOM1,555$238,8640.13%
86DIGITAL REALTY TRUST INC2538681031,653$236,8580.13%
87ONEOK INCOKE2,330$231,1830.12%
88WISDOMTREE TR INTL QULTY DIVWT6,325$225,6760.12%
89CHEVRON CORPORATIONCVX1,337$223,6670.12%
90DISNEY WALT CO2546871062,260$223,0620.12%
91KEYCORP49326710813,839$221,2860.12%
92SCHWAB US LARGE CAP GROWTH ETF8085243008,829$221,0780.12%
93DFA DIMENSIONAL EMERGING CORE25434V3028,450$218,7710.12%
94VERIZON COMMUNICATIONS INCVZ4,746$215,2790.12%
95DFA DIMENSIONAL US CORE EQUITY25434V1045,553$213,4570.11%
96AMERICAN TOWER CORP REIT03027X100974$211,9420.11%
97SOUTHERN COMPANYSOMN2,248$206,7040.11%
98BP PLC SPONSORED ADRBPPFF6,052$204,4970.11%
99MEDTRONIC PLCMDT2,239$201,1970.11%