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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

Asset Planning,Inc

Quarter ended Q2 2025 · Filed July 25, 2025 · Accession 0002048547-25-000003

Total Value
$132.7M
Positions
291
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (291)

#IssuerTicker / CUSIPSharesValue% of Filing
1Amazon.Com Inc.AMZN64,311$14.1M10.63%
2Transdigm Group IncTDG8,809$13.4M10.10%
3Eli Lilly & CoLLY13,982$10.9M8.21%
4Costco Wholesale Corp - New22160K1057,404$7.3M5.52%
5Apple Computer IncAAPL31,361$6.4M4.85%
6Alphabet (Google Inc) CL AALL-PJ33,175$5.8M4.41%
7Mc Donalds CorpMCD13,155$3.8M2.90%
8NVIDIA CorpNVDA24,307$3.8M2.89%
9Welltower IncWELL20,204$3.1M2.34%
10Altria Group Inc.MO50,020$2.9M2.21%
11Netflix IncNFLX2,157$2.9M2.18%
12Microsoft CorpMSFT4,775$2.4M1.79%
13Verizon CommunicationsVZ53,926$2.3M1.76%
14Edwards Lifesciences CpEW27,948$2.2M1.65%
15Realty Income CorpO37,576$2.2M1.63%
16Berkshire Hathaway Cl BBRK-A3,831$1.9M1.40%
17Mastercard Inc AMA2,723$1.5M1.15%
18Sempra EnergySREA19,970$1.5M1.14%
19Procter & Gamble Co7427181099,375$1.5M1.13%
20Starbucks CorpSBUX15,828$1.5M1.09%
21Chevrontexaco CorpCVX9,642$1.4M1.04%
22Chubb LimitedCB4,456$1.3M0.97%
23Southern Co.SOMN12,857$1.2M0.89%
24Royal Caribbean CruisesV7780T1033,300$1.0M0.78%
25Alphabet (Google Inc.) Class CGOOG5,406$958,9080.72%
26Bristol Myers Squibb Co.CELG-RI20,076$929,3130.70%
27Kimberly Clark CorpKMB7,012$904,0410.68%
28Honeywell International Inc4385161063,830$891,9360.67%
29Consolidated Edison IncED8,746$877,6170.66%
30Johnson & JohnsonJNJ5,178$790,9000.60%
31Lockheed Martin CorpLMT1,695$784,7960.59%
32Exxon Mobil CorporationXOM7,056$760,6820.57%
33Waste Management94106L1093,203$732,8760.55%
34J P Morgan Chase & Co.VYLD2,527$732,5340.55%
35Tesla Motors IncTSLA2,293$728,3940.55%
36Raytheon Technologies CoRTX4,938$721,0330.54%
37Edison International28102010713,863$715,3310.54%
38Home Depot Inc.HD1,935$709,3710.53%
39Cisco Systems IncCSCO10,023$695,3840.52%
40Citigroup Inc.C-PR8,070$686,9180.52%
41Unitedhealth Group IncUNH1,900$592,6590.45%
42Meta Platforms Inc Com Cl AMETA733$541,2720.41%
43Lowes Companies IncLOW2,254$500,0950.38%
44Marriott International Inc Cl5719032021,770$483,5820.36%
45Caterpillar IncCAT1,230$477,6420.36%
46Coca Cola CompanyKO6,657$470,9880.35%
47Intl Business MachinesINTR1,559$459,4600.35%
48NextEra Energy IncNEE-PW6,575$456,4450.34%
49Disney Walt Hldg Co2546871063,506$434,8040.33%
50U Haul Holding CoUHAL-B7,100$429,9760.32%
51Simon Property Group Inc.8288061092,535$407,5270.31%
52Duke Energy Corp Formerly DukeDUKB3,437$405,5910.31%
53Robinhood Markets Inc Class A7707001024,270$399,8000.30%
54QualCom Inc.QCOM2,486$395,9720.30%
55Abbott LaboratoriesABLZF2,847$387,2250.29%
56Gallagher Arthur J & CO3635761091,201$384,3930.29%
57Abbvie IncABBV2,004$372,0740.28%
58Sabra Healthcare REITSBRA20,176$372,0450.28%
59Grayscale Bitcoin Mini3899302077,650$365,2880.28%
60Union Pacific CorpUNP1,582$364,0950.27%
61Wal-Mart Stores Inc.WMT3,717$363,4460.27%
62Diageo PLC-Sponsored ARD New RDGEAF3,450$347,8980.26%
63Viking Hldgs LtdVIK6,135$326,9340.25%
64General Dynamics CorpGD1,094$318,9860.24%
65Public Storage IncPSA-PS1,080$316,7670.24%
66Snap-on IncSNA1,010$314,2920.24%
67Iron Mountain Inc46284V1013,000$307,7100.23%
68Visa Inc Class AV863$306,5650.23%
69AT & TT-PC10,300$298,0880.22%
70Chipotle Mexican Grill IncCMG4,610$258,8520.20%
71CSX CORP COMCSX7,557$246,5690.19%
72Boeing Co.BA-PA1,176$246,4070.19%
73Wells Fargo & Co.9497461012,985$239,1890.18%
74Bank of Amer Corp0605051045,043$238,6160.18%
75Taiwan Semiconductor Co.8740391001,030$233,2850.18%
76Jacobs Engineering Group Inc4698141071,703$223,8570.17%
77Pfizer Inc.PFE8,926$216,3620.16%
78Palantir Technologies IncPLTR1,580$215,3860.16%
79TJX Companies Inc. New8725401091,690$208,7050.16%
80Target CorpTGT2,100$207,1650.16%
81Siemens AG826197501805$206,5650.16%
82Pinnacle Financial Partners In72346Q1041,858$205,1890.15%
83Amgen Inc.AMGN735$205,1880.15%
84Ca Water Service Group1307881024,500$204,6600.15%
85D & P Select Income Fund23325P10420,259$198,3340.15%
86Merck & Co IncMRK2,389$189,1150.14%
87Fortinet IncFTNT1,727$182,5780.14%
88Corteva IncCTVA2,287$170,4350.13%
89Br Amer Tobacco Plc Adrf1104481073,562$168,5890.13%
90Ventas IncVTR2,618$165,3400.12%
91Oracle CorporationORCL-PD756$165,2410.12%
92Sysco CorpSYY2,125$160,9480.12%
93Thermo Fisher Scientific IncTMO378$153,3260.12%
94Advanced Micro DevicesAMD920$130,5480.10%
95Texas Instruments Inc882508104627$130,1580.10%
96Phillips 66PSX1,075$128,2760.10%
97Charles Schwab CorpSCHW-PJ1,345$122,6720.09%
98United Parcel Service BUPS1,203$121,4260.09%
99Pepsico Inc.PEP891$117,7040.09%
100Du Pont E I De Nemours & CoDD1,713$117,4950.09%
101Automatic Data Processing Inc.ADP375$115,6500.09%
102Toronto-Dominion BankTORO1,557$114,3960.09%
103Broadcom IncAVGO413$113,7160.09%
104DexCom IncDXCM1,300$113,4770.09%
105American States Water Co0298991011,450$111,1570.08%
106Constellation Energy CorpCEG330$106,6460.08%
107Dominion Resources IncD1,839$103,9400.08%
108American Electric Power Co.025537101928$96,3030.07%
109W.P. Carey Inc.92936U1091,540$96,0650.07%
110BlackRock IncBLK89$93,3830.07%
111Ensign GroupENSG603$93,0380.07%
112Gilead Sciences IncGILD824$91,3570.07%
113iShares S&P 100464287101300$91,3050.07%
114The Blackstone Group Inc.BX606$90,7010.07%
115Viatris IncVTRS10,150$90,6400.07%
116Norfolk Southern Corp655844108350$89,5820.07%
117PNC Financial Svcs Group Inc693475105480$89,4820.07%
118KKR & Co IncKKRT668$88,8940.07%
119Emerson Electric CoEMR661$88,1310.07%
120BCE IncBCPPF3,875$85,9070.06%
121Black Hills CorpBKH1,410$79,1270.06%
122Siemens ADR826197501606$78,0950.06%
123Ishares 10-20 Year464288653766$77,8490.06%
124Enbridge IncENNPF1,707$77,3650.06%
125Texas Roadhouse IncTXRH410$76,8380.06%
126Pinnacle West Capital CorpPNW850$76,0500.06%
127Medtronic Inc.MDT872$76,0420.06%
128Mr Cooper Group Inc62482R107500$74,6050.06%
129Astrazeneca ADR SponsoredAZN1,000$69,8800.05%
130Idacorp IncIDA538$62,0650.05%
131Service Now IncNOW60$61,6850.05%
132Deere & CoDE120$61,0190.05%
133General Mills Inc.3703341041,175$60,8770.05%
134American Tower Corp03027X100268$59,3170.04%
135Wisconsin Egy Cp Hldg Co976657106558$58,1440.04%
136Ulta Salon Cosmetics & FragranULTA123$57,5420.04%
137Rockwell International Corp NeROK173$57,4650.04%
138Danaher Corp235851102290$57,2870.04%
139Comcast Corp New Cl ACCZ1,601$57,1530.04%
140Ge Vernova IncGEV105$55,6320.04%
141International Paper Co4601461031,178$55,1650.04%
142US BancorpUSB-PS1,175$53,1510.04%
143Prologis TRUSTPLDGP500$52,5600.04%
144Glaukos CorpGKOS500$51,6450.04%
1453M CompanyMMM339$51,6210.04%
146Extra Space Storage IncEXR350$51,6040.04%
147Fortune Brands Innovations IncFBIN1,000$51,4800.04%
148Enterprise Products Partners L2937921071,577$48,9060.04%
149The Travelers Companies Inc CoTRV183$48,8330.04%
150Zoetis Inc ComZTS304$47,4860.04%
151CF Industries Holdings Inc125269100516$47,4590.04%
152Brown Forman Corp CL BBF-B1,750$47,0930.04%
153Cognizant Technology SolutionsCTSH600$46,8180.04%
154Devon Energy Corp Common25179M1031,446$45,9830.03%
155Sun Life Financial IncSUNFF678$45,0530.03%
156Moody's CorpMCO88$44,3450.03%
157Square IncBSQKZ627$42,5920.03%
158Amentum Hldgs IncAMTM1,793$42,3330.03%
159Kenvue IncKVUE1,984$41,5160.03%
160Palo Alto Networks IncPANW200$40,9280.03%
161Prologis IncPLDGP731$40,6070.03%
162Intel CorpINTC1,800$40,3230.03%
163Nutrien LtdNTR691$40,2440.03%
164PayPal Holdings IncPYPL538$39,9840.03%
165Xponential Fitness IncXPOF5,280$39,5470.03%
166Ishares California AMT-Free ET464288356700$39,0180.03%
167Otter Tail CorpOTTR500$38,5450.03%
168Exact Sciences Corp30063P105703$37,3570.03%
169General Electric Company369604301145$37,3310.03%
170Paychex IncPAYX255$37,0920.03%
171Illinois Tool Works Inc452308109150$36,9810.03%
172Lamar Advertising Co Class ALAMR300$36,4080.03%
173Tetra Tech Inc NewTTEK1,000$35,9600.03%
174Mondelez Intnl Inc609207105530$35,7200.03%
175Goldman Sachs Group IncGSCE50$35,3880.03%
176First Citizens BancShares Inc31946M10318$35,2160.03%
177Totalenergies SETTE569$34,9310.03%
178Wisdomtree Small Cap DividendWT1,050$33,3480.03%
179Marathon Pete CorpMARA200$33,2220.03%
180Weyerhaeuser CoWY1,280$32,8830.02%
181Archer-Daniels-Midlnd CoADM610$32,1960.02%
182Corning IncGLW600$31,5540.02%
183American International Group I026874784359$30,7210.02%
184Nike Inc Class BNKE426$30,2630.02%
185Bp Amoco Plc AdrBPPFF1,000$29,9300.02%
186Main Street Capital Corporatio56035L104500$29,5500.02%
187Freeport McMoran Copper & GoldFCX665$28,8280.02%
188Spdr Lehman Muni Bond ETF78464A458637$28,4550.02%
189Tyco Electronics Ltd ComTEL164$27,6620.02%
190Fidelity Msci Health316092600406$25,9640.02%
191Nucor CorpNUE200$25,9080.02%
192Salesforce IncCRM93$25,3600.02%
193Honda Motor CO -ADRHNDAF865$24,9380.02%
194Taylor Morrison Home Corp ClasTMHC400$24,5680.02%
195BIO Rad Labs Inc CL A090572207100$24,1320.02%
196Broadridge Financial Solutions11133T10399$24,0600.02%
197Clorox CoCLX200$24,0140.02%
198The Hershey CoHSY141$23,4150.02%
199Essential Utilities Inc.29670G102625$23,2130.02%
200Kinder Morgan Inc.EP-PC714$20,9820.02%
201Allstate Corp.ALL-PJ104$20,9360.02%
202Aon PLCAON58$20,7320.02%
203First Trust DJ Internet ETF33733E30276$20,4690.02%
204Lululemon Athletica IncLULU85$20,1940.02%
205BlackRock MuniAssets Fund CommBLK1,875$19,5000.01%
206Micron Technology Inc.MU153$18,7970.01%
207Autozone IncAZO5$18,5610.01%
208Masterbrand IncMBC1,658$18,1190.01%
209Eastman Chemical CoEMN241$17,9800.01%
210ING Groep N.V. ADR SponsoredINGVF800$17,4960.01%
211Service Corp International817565104208$16,9310.01%
212Pub Svc Ent Group Inc744573106200$16,8360.01%
213Johnson Controls IncG51502105156$16,4770.01%
214CareTrust REIT IncCTRE520$15,9080.01%
215Biogen Idec IncBIIB126$15,8240.01%
216MARVELL TECHNOLOGY INC COMMRVL201$15,5840.01%
217Ares Capital CorpARCC700$15,3720.01%
218Ge Healthcare TechnologiGEHC207$15,3500.01%
219Halliburton Co Hldg CoHAL735$14,9840.01%
220Super Micro ComputerSMCI300$14,7030.01%
221iShares Core S&P 50046428720022$13,5120.01%
222Howard Hughes HoldingsHHH200$13,5000.01%
223Coterra Energy IncCTRA517$13,1140.01%
224Novartis AG- ADRNVSEF107$12,9120.01%
225Centerpoint Energy Inc.CNP350$12,8590.01%
226Tootsie Roll Industries Inc890516107376$12,5690.01%
227ROCHE HOLDINGS ADRS LTD COM771195104308$12,5540.01%
228Kyndryl Holdings Inc.KD299$12,5460.01%
229Skyworks Solutions IncSWKS158$11,7930.01%
230Expedia IncEXPE69$11,6950.01%
231Walgreens Boots Alliance Inc9314271081,000$11,4790.01%
232Joby Aviation IncJOBY-WT1,000$10,5500.01%
233Conocophillips CorpCOP114$10,2300.01%
234Bigbear Ai Hldgs IncBBAI-WT1,500$10,1850.01%
235Glaxosmithkline Plc AdrfGLAXF264$10,1530.01%
236Cigna Corp12552310030$9,9170.01%
237CorVel CorpCRVL96$9,8670.01%
238Revvity IncRVTY100$9,7030.01%
239Veralto CorpVLTO96$9,6910.01%
240Pennant Group IncPNTG300$8,9550.01%
241Camtek LtdCAMT100$8,4560.01%
242Xtrackers Msci Eafe233051200193$8,4440.01%
243Advansix IncASIX322$7,6550.01%
244AirBnB Inc Cl AABNB57$7,5430.01%
245MGM RESORTS INTERNATIONAL COMMGM200$6,8780.01%
246Teva Pharmaceutical LTD-ADR881624209400$6,7040.01%
247Tempus Ai IncTEM100$6,3540.00%
248Aerovironment Inc ComAVAV22$6,2690.00%
249Martin Marietta Material5732841069$4,9410.00%
250Intuitive SurgicalI IncISRG9$4,8910.00%
251Bank of Hawaii Corp06254010970$4,7270.00%
252Compass Diversified HoldingsCODI-PC750$4,7100.00%
253Sylvamo CorpSLVM87$4,3580.00%
254Occidental Pete Corp674599105101$4,2430.00%
255Warner Brothers DiscoverWBD363$4,1600.00%
256Pentair IncPNR39$4,0040.00%
257Solventum CorpSOLV52$3,9440.00%
258Intuit IncINTU5$3,9380.00%
259Docusign IncDOCU50$3,8950.00%
260Mp Matls CorpMP115$3,8260.00%
261Bank of New York06405810037$3,3710.00%
262Net Lease Office PptysNLOP102$3,3200.00%
263Carrier Global CorporationCARR41$3,0010.00%
264Chesapeake Energy CorpEXE25$2,8840.00%
265Nvent Electric Plc ComNVT39$2,8570.00%
266Carnival CorpCUKPF100$2,8120.00%
267Marsh & Mclennan Cos Inc57174810212$2,6240.00%
268Dover Corp.DOV13$2,3820.00%
269Ford Motor Company345370860203$2,2030.00%
270Norwegian Cruise LineNCLH100$2,0280.00%
271Otis Worldwide CorpOTIS20$1,9800.00%
272ZEVRA THERAPEUTICS INC COMZVRA215$1,8940.00%
273Hexcel Corp42829110834$1,8920.00%
274Ionq IncIONQ-WT40$1,7190.00%
275Dow Chemical Co.DOW64$1,6950.00%
276Curiositystream Inc NewCURI300$1,6890.00%
277Expand Energy Cl 26 WtsEXE15$1,6180.00%
278Rivian Automotive Inc Cl ARIVN115$1,5800.00%
279Globalstar Inc ComGSAT66$1,5540.00%
280Esperion TherapeuticESPR900$8860.00%
281Coinbase Global Inc Cl ACOIN2$7010.00%
282Resideo Technologies IncREZI25$5520.00%
283Vodafone Group Plc adr F92857W30847$5010.00%
284American Airlines Group Inc02376R10235$3930.00%
285IAC InterActiveCorpIAC9$3360.00%
286Adient Plc ComADNT15$2920.00%
287Tripadvisor Inc ComTRIP18$2350.00%
288News Corp Class ANWSLL7$2080.00%
289Organon & CoOGN20$1940.00%
290Aspen Aerogels IncASPN25$1480.00%
291Draftkings Inc NewDKNG1$430.00%