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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

Mattson Financial Services, LLC

Quarter ended Q4 2025 · Filed February 12, 2026 · Accession 0002034595-26-000001

Total Value
$428.2M
Positions
181
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (181)

#IssuerTicker / CUSIPSharesValue% of Filing
1SPDR SERIES TRUST78464A854199,537$16.0M3.74%
2DOUBLELINE ETF TRUST25861R402298,276$14.8M3.46%
3NVIDIA CORPORATIONNVDA72,366$13.5M3.15%
4AMAZON COM INCAMZN55,277$12.8M2.98%
5MICROSOFT CORPMSFT26,365$12.8M2.98%
6ALPHABET INCGOOG38,937$12.2M2.85%
7APPLE INCAAPL41,181$11.2M2.61%
8META PLATFORMS INCMETA13,428$8.9M2.07%
9BONDBLOXX ETF TRUST09789C838143,475$7.1M1.66%
10NEOS ETF TRUST78433H303113,435$6.0M1.39%
11BROADCOM INCAVGO17,027$5.9M1.38%
12GOLDMAN SACHS GROUP INCGSCE6,366$5.6M1.31%
13BONDBLOXX ETF TRUST09789C754106,237$5.5M1.28%
14JPMORGAN CHASE & CO.VYLD16,918$5.5M1.27%
15AMERICAN CENTY ETF TR02507288546,968$5.3M1.23%
16MORGAN STANLEYMS-PQ29,231$5.2M1.21%
17BONDBLOXX ETF TRUST09789C820102,596$4.9M1.15%
18CHEVRON CORP NEWCVX30,736$4.7M1.09%
19INNOVATOR ETFS TRUSTINHD120,638$4.6M1.08%
20ISHARES U S ETF TR46431W64844,137$4.5M1.05%
21FIRST TR EXCHNG TRADED FD VI33740F540298,252$4.5M1.05%
22JANUS DETROIT STR TR47103U84587,656$4.4M1.04%
23MEDTRONIC PLCMDT46,001$4.4M1.03%
24BONDBLOXX ETF TRUST09789C84688,215$4.4M1.03%
25AMPLIFY ETF TR03210860776,755$4.4M1.02%
26ARK ETF TR00214Q40129,401$4.3M1.01%
27DOUBLELINE ETF TRUST25861R80884,976$4.3M1.01%
28UNITEDHEALTH GROUP INCUNH12,909$4.3M1.00%
29VISA INCV11,977$4.2M0.98%
30WALMART INCWMT37,370$4.2M0.97%
31BERKSHIRE HATHAWAY INC DELBRK-A7,752$3.9M0.91%
32BONDBLOXX ETF TRUST09789C81283,920$3.9M0.91%
33TARGET CORPTGT39,674$3.9M0.91%
34BONDBLOXX ETF TRUST09789C67176,360$3.8M0.89%
35ABBOTT LABSABLZF29,624$3.7M0.87%
36COCA COLA COKO49,343$3.4M0.81%
37INNOVATOR ETFS TRUSTINHD44,621$3.4M0.80%
38ETF SER SOLUTIONS26922A42030,444$3.3M0.78%
39TIDAL TRUST II88636J60056,365$3.3M0.78%
40LOWES COS INC54866110713,754$3.3M0.77%
41MCDONALDS CORPMCD10,852$3.3M0.77%
42EATON CORP PLCETN10,386$3.3M0.77%
43INNOVATOR ETFS TRUSTINHD108,718$3.2M0.75%
44PALO ALTO NETWORKS INCPANW16,976$3.1M0.73%
45AMERICAN CENTY ETF TR02507270337,971$3.1M0.73%
46BANK AMERICA CORP06050510456,646$3.1M0.73%
47SPDR INDEX SHS FDS78463X88969,162$3.1M0.72%
48JOHNSON & JOHNSONJNJ14,367$3.0M0.69%
49UNITED RENTALS INCURI3,654$3.0M0.69%
50NETFLIX INCNFLX31,342$2.9M0.69%
51LAM RESEARCH CORPLRCX16,981$2.9M0.68%
52AMPHENOL CORP NEW03209510121,318$2.9M0.67%
53PROCTER AND GAMBLE CO74271810919,485$2.8M0.65%
54MARTIN MARIETTA MATLS INC5732841064,125$2.6M0.60%
55STARBUCKS CORPSBUX30,487$2.6M0.60%
56AMERICAN CENTY ETF TR02507260432,270$2.5M0.58%
57ECOLAB INCECL9,414$2.5M0.58%
58COLUMBIA ETF TR I19761L70660,439$2.5M0.58%
59CONOCOPHILLIPSCOP25,659$2.4M0.56%
60WASTE CONNECTIONS INCWCN13,633$2.4M0.56%
61SERVICENOW INCNOW15,365$2.4M0.55%
62ISHARES TR4642872003,377$2.3M0.54%
63SPDR SERIES TRUST78468R66325,064$2.3M0.53%
64DEXCOM INCDXCM33,975$2.3M0.53%
65QUANTA SVCS INC74762E1025,337$2.3M0.53%
66SSGA ACTIVE TR78470P62288,161$2.2M0.52%
67BOSTON SCIENTIFIC CORPBSX23,459$2.2M0.52%
68PAYPAL HLDGS INCPYPL37,285$2.2M0.51%
69VANECK BITCOIN ETFHODL87,277$2.2M0.50%
70EXTRA SPACE STORAGE INCEXR16,136$2.1M0.49%
71ISHARES TR46428841419,454$2.1M0.49%
72JANUS DETROIT STR TR47103U85245,133$2.1M0.48%
73COSTCO WHSL CORP NEW22160K1052,353$2.0M0.47%
74ELI LILLY & COLLY1,820$2.0M0.46%
75BAKER HUGHES COMPANYBKR42,798$1.9M0.46%
76SOUTHWEST AIRLS CO84474110846,939$1.9M0.45%
77INTUITIVE SURGICAL INCISRG3,392$1.9M0.45%
78TJX COS INC NEW87254010912,486$1.9M0.45%
79NEXTERA ENERGY INCNEE-PW23,857$1.9M0.45%
80CINTAS CORPCTAS10,121$1.9M0.44%
81VERTEX PHARMACEUTICALS INCVRTX4,085$1.9M0.43%
82INSULET CORPPODD6,487$1.8M0.43%
83EQUINIX INCEQIX2,390$1.8M0.43%
84SYNOPSYS INCSNPS3,878$1.8M0.43%
85INVESCO EXCH TRADED FD TR IIIVZ7,197$1.8M0.43%
86J P MORGAN EXCHANGE TRADED F46654Q72425,904$1.7M0.40%
87J P MORGAN EXCHANGE TRADED F46641Q39913,483$1.7M0.39%
88KEYCORP49326710875,771$1.6M0.37%
89CITIGROUP INCC-PR13,186$1.5M0.36%
90AIM ETF PRODUCTS TRUST00888H55452,441$1.5M0.35%
91JEFFERIES FINL GROUP INC47233W10924,150$1.5M0.35%
92ROCKWELL AUTOMATION INCROK3,765$1.5M0.34%
93ANGEL OAK FUNDS TRUST03463K75228,482$1.5M0.34%
94INVESCO ACTIVELY MANAGED EXCIVZ28,972$1.5M0.34%
95EXXON MOBIL CORPXOM11,782$1.4M0.33%
96ALPHABET INCGOOG4,321$1.4M0.32%
97SELECT SECTOR SPDR TR81369Y60524,470$1.3M0.31%
98ILLINOIS TOOL WKS INC4523081095,147$1.3M0.30%
99WORLD GOLD TRGLDW14,589$1.2M0.29%
100EDISON INTL28102010720,048$1.2M0.28%
101HUNTINGTON INGALLS INDS INC4464131063,531$1.2M0.28%
102M/I HOMES INCMHO9,182$1.2M0.27%
103ABBVIE INCABBV4,809$1.1M0.26%
104ASML HOLDING N VASMLF1,021$1.1M0.26%
105AMGEN INCAMGN3,316$1.1M0.25%
106US BANCORP DELUSB-PS20,208$1.1M0.25%
107INVESCO QQQ TRIVZ1,753$1.1M0.25%
108ASTRAZENECA PLCAZN11,603$1.1M0.25%
109RTX CORPORATIONRTX5,804$1.1M0.25%
110SPDR SERIES TRUST78468R72122,693$1.0M0.24%
111UNITED PARCEL SERVICE INCUPS10,453$1.0M0.24%
112ALLSTATE CORPALL-PJ4,969$1.0M0.24%
113SPDR SERIES TRUST78464A84717,550$1.0M0.24%
114WELLS FARGO CO NEW94974610110,785$1.0M0.23%
115PRUDENTIAL FINL INCPUKPF8,894$1.0M0.23%
116ALTRIA GROUP INCMO17,339$999,7670.23%
117KINDER MORGAN INC DELEP-PC36,302$997,9440.23%
118CISCO SYS INCCSCO12,921$995,3050.23%
119ALEXANDRIA REAL ESTATE EQ IN01527110920,006$979,0940.23%
120EOG RES INCEOG9,222$968,4020.23%
121TEXAS INSTRS INC8825081045,532$959,7470.22%
122AMERICAN ELEC PWR CO INC0255371018,196$945,0810.22%
123FLEX LTDFLEX15,557$939,9540.22%
124KRAFT HEINZ COKHC38,447$932,3400.22%
125QUALCOMM INCQCOM5,335$912,5520.21%
126HOME DEPOT INCHD2,647$910,8330.21%
127INVESCO GALAXY BITCOIN ETFBTCO10,437$909,7930.21%
128KLA CORPKLAC747$907,6650.21%
129SMUCKER J M CO8326964059,228$902,5910.21%
130LYONDELLBASELL INDUSTRIES NLYB20,726$897,4360.21%
131INTERNATIONAL BUSINESS MACHSINTR2,980$882,7060.21%
132VANECK ETF TRUST92189H73022,703$821,8400.19%
133PIMCO ETF TR72201R61915,868$817,3610.19%
134SPDR SERIES TRUST78464A67227,898$804,5780.19%
135ISHARES TR46428863814,771$795,8610.19%
136J P MORGAN EXCHANGE TRADED F46641Q65414,875$757,7330.18%
137FIRST TR EXCHANGE-TRADED FD33739Q40811,768$705,2610.16%
138COHEN & STEERS ETF TRUST19249U30222,719$701,3990.16%
139SPDR SERIES TRUST78464A64925,724$662,3930.15%
140PROSHARES TR74347B50811,897$644,2230.15%
141BOEING COBA-PA2,776$602,7250.14%
142EA SERIES TRUST02072L5654,769$548,9120.13%
143FIVE BELOW INCFIVE2,604$490,4890.11%
144VANECK ETF TRUST92189H2019,874$465,6580.11%
145SMITH A O CORPAOS6,840$457,4590.11%
146NEOS ETF TRUST78433H5018,851$440,1600.10%
147SLB LIMITEDSLB10,901$418,3800.10%
148WEATHERFORD INTL PLCG488331185,306$415,2480.10%
149ULTA BEAUTY INCULTA686$415,0370.10%
150SPDR SERIES TRUST78464A66415,570$412,1380.10%
151PFIZER INCPFE14,947$372,1800.09%
152ISHARES TR4642894381,335$369,7150.09%
153AIM ETF PRODUCTS TRUST00888H8289,545$363,6650.08%
154SAIA INCSAIA1,110$362,4370.08%
155LPL FINL HLDGS INC50212V1001,009$360,3850.08%
156EXPAND ENERGY CORPORATIONEXE3,255$359,2220.08%
157LULULEMON ATHLETICA INCLULU1,707$354,7320.08%
158ISHARES TR4642886466,661$352,2340.08%
159PIMCO ETF TR72201R8666,574$344,5430.08%
160ENERGY TRANSFER L PET-PI20,637$340,3040.08%
161HEALTHEQUITY INCHQY3,681$337,2160.08%
162SNAP INCSNAP41,069$331,4270.08%
163MCKESSON CORPMCK400$328,1160.08%
164SPDR SERIES TRUST78468R10111,103$325,0960.08%
165INVITATION HOMES INCINVH11,620$322,9200.08%
166FORTINET INCFTNT4,040$320,8160.07%
167DOUBLELINE ETF TRUST25861R3036,181$320,7940.07%
168GLOBAL PMTS INC37940X1024,075$315,4070.07%
169CHIPOTLE MEXICAN GRILL INCCMG8,388$310,3560.07%
170ISHARES TR4642875074,682$309,0120.07%
171JAMES HARDIE INDS PLCG4253H10114,837$307,8680.07%
172DYNATRACE INCDT7,024$304,4200.07%
173THERMO FISHER SCIENTIFIC INCTMO523$303,0520.07%
174CMS ENERGY CORPCMS-PC3,999$279,6500.07%
175INNOVATOR ETFS TRUSTINHD12,843$268,7950.06%
176INNOVATOR ETFS TRUSTINHD8,530$252,2320.06%
177VANECK ETF TRUST92189H4094,544$232,2890.05%
178COLGATE PALMOLIVE COCL2,800$221,2560.05%
179OCCIDENTAL PETE CORP6745991054,948$203,4620.05%
180PIMCO ETF TR72201R8744,030$203,2330.05%
181ON SEMICONDUCTOR CORPON3,726$201,7630.05%