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

Osprey Private Wealth LLC

Quarter ended Q1 2025 · Filed April 16, 2025 · Accession 0002041805-25-000003

Total Value
$168.7M
Positions
48
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (48)

#IssuerTicker / CUSIPSharesValue% of Filing
1VISA INCORPORATED COM CLASS AV27,020$9.5M5.61%
2META PLATFORMS INCORPORATED CLASS AMETA15,993$9.2M5.47%
3NVIDIA CORPORATIONNVDA82,430$8.9M5.30%
4ALPHABET INCORPORATED CAP STK CLASS CGOOG57,120$8.9M5.29%
5JPMORGAN CHASE & COMPANY.VYLD34,975$8.6M5.09%
6ABBVIE INCORPORATEDABBV38,220$8.0M4.75%
7BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEWBRK-A12,375$6.6M3.91%
8HOME DEPOT INCORPORATEDHD17,325$6.3M3.76%
9TETRA TECH INCORPORATED NEWTTEK216,250$6.3M3.75%
10THERMO FISHER SCIENTIFIC INCORPORATEDTMO11,635$5.8M3.43%
11BLACKROCK INCORPORATEDBLK5,955$5.6M3.34%
12MICROSOFT CORPORATIONMSFT14,875$5.6M3.31%
13PROGRESSIVE CORPORATION74331510318,675$5.3M3.13%
14ARES MANAGEMENT CORPORATION CLASS A COM STKARES-PB34,215$5.0M2.97%
15ACCENTURE PLC IRELAND SHS CLASS AACN14,965$4.7M2.77%
16COSTCO WHOLESALE CORPORATION NEW22160K1054,463$4.2M2.50%
17JOHNSON & JOHNSONJNJ25,047$4.2M2.46%
18ECOLAB INCORPORATEDECL15,650$4.0M2.35%
19AUTOZONE INCORPORATEDAZO1,024$3.9M2.31%
20UNITEDHEALTH GROUP INCORPORATEDUNH6,915$3.6M2.15%
21TJX COMPANIES INCORPORATED NEW87254010929,130$3.5M2.10%
22DISNEY WALT COMPANY25468710635,725$3.5M2.09%
23ADOBE INCORPORATEDADBE8,522$3.3M1.94%
24MCDONALDS CORPORATIONMCD9,610$3.0M1.78%
25CISCO SYSTEMS INCORPORATEDCSCO48,485$3.0M1.77%
26PEPSICO INCORPORATEDPEP19,930$3.0M1.77%
27ROPER TECHNOLOGIES INCORPORATEDROP5,005$3.0M1.75%
28ZOETIS INCORPORATED CLASS AZTS17,120$2.8M1.67%
29DANAHER CORPORATION23585110213,380$2.7M1.63%
30RTX CORPORATIONRTX18,215$2.4M1.43%
31REGENERONREGN3,530$2.2M1.33%
32BLACKSTONE INCORPORATEDBX14,925$2.1M1.24%
33APPLE INCORPORATEDAAPL8,575$1.9M1.13%
34ALPHABET INCORPORATED CAP STK CLASS AGOOG8,110$1.3M0.74%
35AUTOMATIC DATA PROCESSING INCORPORATEDADP3,000$916,5900.54%
36SPDR S&P 500 ETFSPY1,500$839,0850.50%
37VERIZON COMMUNICATIONS INCORPORATEDVZ16,700$757,5120.45%
38NOVARTIS AG SPONSORED ADRNVSEF6,575$732,9810.43%
39EXXON MOBIL CORPORATIONXOM4,300$511,3990.30%
40MERCK & COMPANY INCORPORATEDMRK5,625$504,9000.30%
41EOG RES INCORPORATEDEOG3,125$400,7500.24%
42PHILIP MORRIS INTERNATIONAL INCORPORATED7181721092,450$388,8880.23%
43ELI LILLY & COMPANYLLY460$379,9180.23%
44NETFLIX INCORPORATEDNFLX375$349,6980.21%
45TAIWAN SEMICONDUCTOR MFG LIMITED SPONSORED ADS8740391001,500$249,0000.15%
46AMERICAN INTERNATIONAL GROUP INCORPORATED COM NEW0268747842,650$230,3910.14%
47DONALDSON INCORPORATEDDCI3,200$214,5920.13%
48INTUITINTU325$199,5460.12%