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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 Q3 2025 · Filed October 23, 2025 · Accession 0002048547-25-000007

Total Value
$138.2M
Positions
296
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (296)

#IssuerTicker / CUSIPSharesValue% of Filing
1Amazon.Com Inc.AMZN64,051$14.1M10.18%
2Transdigm Group IncTDG9,056$11.9M8.64%
3Eli Lilly & CoLLY13,799$10.5M7.62%
4Alphabet (Google Inc) CL AALL-PJ33,083$8.0M5.82%
5Apple Computer IncAAPL31,384$8.0M5.78%
6Costco Wholesale Corp - New22160K1057,396$6.8M4.95%
7NVIDIA CorpNVDA24,448$4.6M3.30%
8Mc Donalds CorpMCD12,995$3.9M2.86%
9Welltower IncWELL20,111$3.6M2.59%
10Altria Group Inc.MO49,612$3.3M2.37%
11Netflix IncNFLX2,157$2.6M1.87%
12Microsoft CorpMSFT4,778$2.5M1.79%
13Verizon CommunicationsVZ53,809$2.4M1.71%
14Realty Income CorpO37,330$2.3M1.64%
15Edwards Lifesciences CpEW27,348$2.1M1.54%
16Berkshire Hathaway Cl BBRK-A3,831$1.9M1.39%
17Sempra EnergySREA19,896$1.8M1.30%
18Mastercard Inc AMA2,723$1.5M1.12%
19Chevrontexaco CorpCVX9,788$1.5M1.10%
20Procter & Gamble Co7427181099,171$1.4M1.02%
21Alphabet (Google Inc.) Class CGOOG5,409$1.3M0.95%
22Chubb LimitedCB4,625$1.3M0.94%
23Starbucks CorpSBUX15,248$1.3M0.93%
24Southern Co.SOMN12,861$1.2M0.88%
25Royal Caribbean CruisesV7780T1033,300$1.1M0.77%
26Tesla Motors IncTSLA2,273$1.0M0.73%
27Johnson & JohnsonJNJ4,946$917,0210.66%
28Consolidated Edison IncED8,659$870,3530.63%
29Bristol Myers Squibb Co.CELG-RI19,267$868,9550.63%
30Lockheed Martin CorpLMT1,695$846,2500.61%
31Kimberly Clark CorpKMB6,730$836,8550.61%
32Honeywell International Inc4385161063,938$829,0140.60%
33Raytheon Technologies CoRTX4,952$828,6640.60%
34Citigroup Inc.C-PR8,070$819,1050.59%
35J P Morgan Chase & Co.VYLD2,532$798,5600.58%
36Exxon Mobil CorporationXOM7,063$796,3290.58%
37Home Depot Inc.HD1,944$787,8350.57%
38Edison International28102010713,863$766,3470.55%
39Waste Management94106L1093,213$709,5560.51%
40Cisco Systems IncCSCO10,095$690,6930.50%
41Unitedhealth Group IncUNH1,859$641,9310.46%
42Robinhood Markets Inc Class A7707001024,270$611,3790.44%
43Caterpillar IncCAT1,233$588,3350.43%
44Lowes Companies IncLOW2,254$566,4530.41%
45Meta Platforms Inc Com Cl AMETA733$538,6110.39%
46NextEra Energy IncNEE-PW6,611$499,0730.36%
47Simon Property Group Inc.8288061092,535$475,7430.34%
48Abbvie IncABBV2,017$467,1050.34%
49Marriott International Inc Cl5719032021,770$460,9790.33%
50Coca Cola CompanyKO6,701$444,4090.32%
51Intl Business MachinesINTR1,560$440,2010.32%
52Duke Energy Corp Formerly DukeDUKB3,443$426,0520.31%
53QualCom Inc.QCOM2,496$415,2090.30%
54Grayscale Bitcoin Mini3899302078,150$412,6350.30%
55Disney Walt Hldg Co2546871063,414$390,9350.28%
56Wal-Mart Stores Inc.WMT3,724$383,8330.28%
57Abbott LaboratoriesABLZF2,855$382,4560.28%
58Viking Hldgs LtdVIK6,135$381,3520.28%
59Union Pacific CorpUNP1,591$376,1700.27%
60Sabra Healthcare REITSBRA20,176$376,0810.27%
61General Dynamics CorpGD1,094$373,1460.27%
62Gallagher Arthur J & CO3635761091,203$372,7400.27%
63U Haul Holding CoUHAL-B6,480$369,8140.27%
64Snap-on IncSNA1,010$349,9950.25%
65Public Storage IncPSA-PS1,192$344,2680.25%
66Diageo PLC-Sponsored ARD New RDGEAF3,450$329,2340.24%
67Iron Mountain Inc46284V1013,000$305,8200.22%
68Visa Inc Class AV864$295,0370.21%
69AT & TT-PC10,348$292,2250.21%
70Palantir Technologies IncPLTR1,580$288,2240.21%
71Taiwan Semiconductor Co.8740391001,030$287,6690.21%
72CSX CORP COMCSX7,563$268,5520.19%
73Wells Fargo & Co.9497461013,201$268,3320.19%
74Bank of Amer Corp0605051045,064$261,2490.19%
75Jacobs Engineering Group Inc4698141071,707$255,7580.19%
76TJX Companies Inc. New8725401091,694$244,8920.18%
77Boeing Co.BA-PA1,126$243,0250.18%
78Oracle CorporationORCL-PD806$226,6900.16%
79Amgen Inc.AMGN737$207,9570.15%
80Pfizer Inc.PFE8,127$207,0890.15%
81Ca Water Service Group1307881024,500$206,5050.15%
82D & P Select Income Fund23325P10420,282$203,0200.15%
83Siemens AG826197501737$198,2170.14%
84Merck & Co IncMRK2,297$192,7460.14%
85Target CorpTGT2,100$188,3700.14%
86Ventas IncVTR2,634$184,3350.13%
87Thermo Fisher Scientific IncTMO379$183,5980.13%
88Sysco CorpSYY2,125$174,9730.13%
89Pinnacle Financial Partners In72346Q1041,863$174,7330.13%
90Br Amer Tobacco Plc Adrf1104481073,228$171,3420.12%
91Advanced Micro DevicesAMD1,020$165,0260.12%
92Corteva IncCTVA2,288$154,7260.11%
93Phillips 66PSX1,079$146,7230.11%
94Fortinet IncFTNT1,727$145,2060.11%
95Constellation Energy CorpCEG431$141,7790.10%
96Broadcom IncAVGO413$136,1990.10%
97Du Pont E I De Nemours & CoDD1,719$133,8930.10%
98Chipotle Mexican Grill IncCMG3,320$130,1110.09%
99Charles Schwab CorpSCHW-PJ1,345$128,4460.09%
100Toronto-Dominion BankTORO1,557$124,5200.09%
101Texas Instruments Inc882508104629$115,6050.08%
102Dominion Resources IncD1,839$112,4920.08%
103Automatic Data Processing Inc.ADP375$110,0630.08%
104American States Water Co0298991011,450$106,3140.08%
105Mr Cooper Group Inc62482R107500$105,3950.08%
106Ensign GroupENSG603$104,2450.08%
107The Blackstone Group Inc.BX610$104,2270.08%
108W.P. Carey Inc.92936U1091,540$104,0580.08%
109BlackRock IncBLK89$103,7620.08%
110United Parcel Service BUPS1,219$101,7890.07%
111Viatris IncVTRS10,150$100,4850.07%
112iShares S&P 100464287101300$99,8520.07%
113PNC Financial Svcs Group Inc693475105480$96,4460.07%
114Pepsico Inc.PEP686$96,2910.07%
115Gilead Sciences IncGILD824$91,4640.07%
116Black Hills CorpBKH1,426$87,8540.06%
117DexCom IncDXCM1,300$87,4770.06%
118KKR & Co IncKKRT669$86,9520.06%
119Emerson Electric CoEMR661$86,7100.06%
120Enbridge IncENNPF1,707$86,1390.06%
121Medtronic Inc.MDT872$83,0820.06%
122BCE IncBCPPF3,875$82,8380.06%
123Siemens ADR826197501606$81,8160.06%
124Ishares 10-20 Year464288653775$79,7820.06%
125Astrazeneca ADR SponsoredAZN1,000$76,7200.06%
126Pinnacle West Capital CorpPNW850$76,2110.06%
127Norfolk Southern Corp655844108250$75,0970.05%
128Fidelity Wise OriginFBTC750$74,8580.05%
129Idacorp IncIDA541$71,5350.05%
130Texas Roadhouse IncTXRH410$68,1220.05%
131Ulta Salon Cosmetics & FragranULTA123$67,2500.05%
132Ge Vernova IncGEV105$64,6730.05%
133Wisconsin Egy Cp Hldg Co976657106558$63,9410.05%
134Palo Alto Networks IncPANW300$61,0860.04%
135Rockwell International Corp NeROK173$60,4690.04%
136Intel CorpINTC1,800$60,3940.04%
137Danaher Corp235851102290$57,4950.04%
138US BancorpUSB-PS1,186$57,3230.04%
139Prologis TRUSTPLDGP500$57,2600.04%
140Service Now IncNOW60$55,2170.04%
141International Paper Co4601461031,183$54,8790.04%
142Deere & CoDE120$54,8710.04%
143Fortune Brands Innovations IncFBIN1,000$53,3900.04%
1443M CompanyMMM340$52,7730.04%
145The Travelers Companies Inc CoTRV183$51,1380.04%
146Devon Energy Corp Common25179M1031,455$51,0280.04%
147Comcast Corp New Cl ACCZ1,612$50,6480.04%
148Doordash IncDASH185$50,3180.04%
149Enterprise Products Partners L2937921071,604$50,1570.04%
150Extra Space Storage IncEXR350$49,3290.04%
151Corning IncGLW600$49,2180.04%
152Brown Forman Corp CL BBF-B1,750$47,3900.03%
153CF Industries Holdings Inc125269100517$46,3580.03%
154Square IncBSQKZ627$45,3130.03%
155Zoetis Inc ComZTS306$44,7010.03%
156General Electric Company369604301145$43,6810.03%
157Amentum Hldgs IncAMTM1,793$42,9420.03%
158General Mills Inc.370334104850$42,8570.03%
159Moody's CorpMCO89$42,2040.03%
160Xponential Fitness IncXPOF5,280$41,1310.03%
161Otter Tail CorpOTTR500$40,9850.03%
162Glaukos CorpGKOS500$40,7750.03%
163Sun Life Financial IncSUNFF678$40,7000.03%
164Nutrien LtdNTR691$40,5690.03%
165Prologis IncPLDGP731$40,4390.03%
166Cognizant Technology SolutionsCTSH600$40,2420.03%
167Ishares California AMT-Free ET464288356700$39,9280.03%
168Goldman Sachs Group IncGSCE50$39,8180.03%
169Illinois Tool Works Inc452308109150$39,0530.03%
170Marathon Pete CorpMARA200$38,5480.03%
171Exact Sciences Corp30063P105703$38,4610.03%
172American Tower Corp03027X100196$37,6870.03%
173Lamar Advertising Co Class ALAMR300$36,7260.03%
174Archer-Daniels-Midlnd CoADM610$36,4410.03%
175PayPal Holdings IncPYPL538$36,0780.03%
176Tyco Electronics Ltd ComTEL164$36,0030.03%
177Wisdomtree Small Cap DividendWT1,050$35,3640.03%
178Totalenergies SETTE569$33,9640.02%
179Tetra Tech Inc NewTTEK1,000$33,3800.02%
180Mondelez Intnl Inc609207105533$33,2740.02%
181Paychex IncPAYX255$32,3240.02%
182First Citizens BancShares Inc31946M10318$32,2050.02%
183Main Street Capital Corporatio56035L104500$31,7950.02%
184Weyerhaeuser CoWY1,280$31,7310.02%
185Nike Inc Class BNKE426$29,7050.02%
186Spdr Lehman Muni Bond ETF78464A458637$29,0280.02%
187American International Group I026874784361$28,3530.02%
188BIO Rad Labs Inc CL A090572207100$28,0390.02%
189Joby Aviation IncJOBY-WT1,700$27,4380.02%
190Fidelity Msci Health316092600406$27,1490.02%
191Nucor CorpNUE200$27,0860.02%
192Honda Motor CO -ADRHNDAF865$26,6420.02%
193The Hershey CoHSY142$26,5390.02%
194Taylor Morrison Home Corp ClasTMHC400$26,4040.02%
195Freeport McMoran Copper & GoldFCX665$26,0810.02%
196Micron Technology Inc.MU153$25,5450.02%
197Essential Utilities Inc.29670G102625$24,9380.02%
198Clorox CoCLX200$24,6600.02%
199CrowdStrike Holdings Inc ClassCRWD50$24,5190.02%
200Broadridge Financial Solutions11133T10399$23,5790.02%
201Allstate Corp.ALL-PJ104$22,3240.02%
202Salesforce IncCRM93$22,0410.02%
203Masterbrand IncMBC1,658$21,8330.02%
204Autozone IncAZO5$21,4510.02%
205First Trust DJ Internet ETF33733E30276$21,2680.02%
206ING Groep N.V. ADR SponsoredINGVF800$20,8640.02%
207BlackRock MuniAssets Fund CommBLK1,875$20,8130.02%
208Aon PLCAON58$20,7220.01%
209Kinder Morgan Inc.EP-PC721$20,4250.01%
210Vistra CorpVST100$19,6150.01%
211Kenvue IncKVUE1,146$18,5950.01%
212CareTrust REIT IncCTRE525$18,2220.01%
213Halliburton Co Hldg CoHAL740$18,2120.01%
214Service Corp International817565104208$17,3100.01%
215Johnson Controls IncG51502105156$17,1520.01%
216MARVELL TECHNOLOGY INC COMMRVL201$16,9390.01%
217Pub Svc Ent Group Inc744573106200$16,6920.01%
218Howard Hughes HoldingsHHH200$16,4340.01%
219Tootsie Roll Industries Inc890516107377$15,7930.01%
220Ge Healthcare TechnologiGEHC207$15,5670.01%
221Eastman Chemical CoEMN243$15,3430.01%
222Lululemon Athletica IncLULU85$15,1240.01%
223Expedia IncEXPE69$14,8470.01%
224iShares Core S&P 50046428720022$14,6080.01%
225Super Micro ComputerSMCI300$14,3820.01%
226Ares Capital CorpARCC700$14,2870.01%
227Arm Holdings ADR042068205100$14,1490.01%
228Novartis AG- ADRNVSEF107$13,6830.01%
229Centerpoint Energy Inc.CNP350$13,5800.01%
230ROCHE HOLDINGS ADRS LTD COM771195104308$12,8770.01%
231Coterra Energy IncCTRA521$12,3320.01%
232Skyworks Solutions IncSWKS160$12,2990.01%
233Biogen Idec IncBIIB84$11,7670.01%
234Glaxosmithkline Plc AdrfGLAXF264$11,4110.01%
235Conocophillips CorpCOP114$10,8300.01%
236Camtek LtdCAMT100$10,5050.01%
237Veralto CorpVLTO96$10,2350.01%
238Bigbear Ai Hldgs IncBBAI-WT1,500$9,7800.01%
239Kyndryl Holdings Inc.KD299$8,9790.01%
240Xtrackers Msci Eafe233051200193$8,9590.01%
241Revvity IncRVTY100$8,8000.01%
242Cigna Corp12552310030$8,6480.01%
243Teva Pharmaceutical LTD-ADR881624209400$8,0800.01%
244Tempus Ai IncTEM100$8,0710.01%
245Mp Matls CorpMP115$7,7130.01%
246Champion Homes IncSKY100$7,6370.01%
247Pennant Group IncPNTG300$7,5660.01%
248CorVel CorpCRVL96$7,4320.01%
249MGM RESORTS INTERNATIONAL COMMGM200$6,9320.01%
250Aerovironment Inc ComAVAV22$6,9280.01%
251AirBnB Inc Cl AABNB57$6,9210.01%
252Bp Amoco Plc AdrBPPFF200$6,8920.00%
253Advansix IncASIX325$6,2950.00%
254Warner Brothers DiscoverWBD305$5,9570.00%
255Martin Marietta Material5732841069$5,6730.00%
256Compass Diversified HoldingsCODI-PC750$4,9650.00%
257Occidental Pete Corp674599105101$4,7720.00%
258Bank of Hawaii Corp06254010970$4,5950.00%
259Pentair IncPNR39$4,3200.00%
260Bank of New York06405810037$4,0320.00%
261Intuitive SurgicalI IncISRG9$4,0250.00%
262Sylvamo CorpSLVM88$3,8820.00%
263Nvent Electric Plc ComNVT39$3,8470.00%
264Docusign IncDOCU50$3,6050.00%
265Intuit IncINTU5$3,4150.00%
266Net Lease Office PptysNLOP102$3,0250.00%
267Carnival CorpCUKPF100$2,8910.00%
268Chesapeake Energy CorpEXE25$2,6210.00%
269Norwegian Cruise LineNCLH100$2,4630.00%
270Ionq IncIONQ-WT40$2,4600.00%
271Carrier Global CorporationCARR41$2,4480.00%
272Ford Motor Company345370860203$2,4280.00%
273Marsh & Mclennan Cos Inc57174810212$2,4180.00%
274Globalstar Inc ComGSAT66$2,4020.00%
275Esperion TherapeuticESPR900$2,3850.00%
276Dover Corp.DOV13$2,1690.00%
277Hexcel Corp42829110834$2,1000.00%
278ZEVRA THERAPEUTICS INC COMZVRA215$2,0450.00%
279Solventum CorpSOLV27$1,9710.00%
280Otis Worldwide CorpOTIS20$1,8290.00%
281Curiositystream Inc NewCURI300$1,5900.00%
282Dow Chemical Co.DOW64$1,4680.00%
283Expand Energy Cl 26 WtsEXE15$1,4510.00%
284Resideo Technologies IncREZI25$1,0800.00%
285Coinbase Global Inc Cl ACOIN2$6750.00%
286Vodafone Group Plc adr F92857W30847$5450.00%
287American Airlines Group Inc02376R10235$3930.00%
288Adient Plc ComADNT15$3610.00%
289IAC InterActiveCorpIAC9$3070.00%
290Tripadvisor Inc ComTRIP18$2930.00%
291Rivian Automotive Inc Cl ARIVN15$2200.00%
292News Corp Class ANWSLL7$2150.00%
293Organon & CoOGN20$2140.00%
294Aspen Aerogels IncASPN25$1740.00%
295American Electric Power Co.025537101104,938$1130.00%
296Draftkings Inc NewDKNG1$370.00%