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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

Pollock Investment Advisors, LLC

Quarter ended Q3 2025 · Filed November 10, 2025 · Accession 0002049804-25-000004

Total Value
$127.7M
Positions
41
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (41)

#IssuerTicker / CUSIPSharesValue% of Filing
1SEI EXCHANGE TRADED FUNDS81589A4031,565,801$50.0M39.16%
2FIRST TR EXCHANGE-TRADED FD33733E104372,001$34.8M27.28%
3DIMENSIONAL ETF TRUST25434V708160,968$6.2M4.86%
4OREILLY AUTOMOTIVE INC67103H10723,730$2.6M2.00%
5TJX COS INC NEW87254010914,185$2.1M1.61%
6MASTERCARD INCORPORATEDMA3,584$2.0M1.60%
7LOCKHEED MARTIN CORPLMT3,393$1.7M1.33%
8ABBOTT LABSABLZF11,175$1.5M1.17%
9APPLE INCAAPL5,861$1.5M1.17%
10TRACTOR SUPPLY COTSCO26,113$1.5M1.16%
11CME GROUP INCCME5,453$1.5M1.15%
12MICROSOFT CORPMSFT2,805$1.5M1.14%
13ALPHABET INCGOOG5,430$1.3M1.04%
14COSTCO WHSL CORP NEW22160K1051,390$1.3M1.01%
15VISA INCV3,687$1.3M0.99%
16JOHNSON & JOHNSONJNJ6,702$1.2M0.97%
17ECOLAB INCECL4,150$1.1M0.89%
18WEC ENERGY GROUP INCWEC9,799$1.1M0.88%
19BECTON DICKINSON & COBDX5,842$1.1M0.86%
20BOEING COBA-PA5,053$1.1M0.85%
21STRYKER CORPORATIONSYK2,910$1.1M0.84%
22HERSHEY COHSY5,450$1.0M0.80%
23WALMART INCWMT9,001$927,6430.73%
24ROSS STORES INCROST5,750$876,2430.69%
25PEPSICO INCPEP5,941$834,3540.65%
26GRAINGER W W INC384802104830$790,9570.62%
27ALPHABET INCGOOG2,900$704,9900.55%
28PROCTER AND GAMBLE CO7427181094,037$620,2850.49%
29SPDR S&P MIDCAP 400 ETF TRMDY985$587,0900.46%
30EXPEDITORS INTL WASH INC3021301093,663$449,0470.35%
31MCCORMICK & CO INCMKC-V6,618$442,8100.35%
32MONSTER BEVERAGE CORP NEWMNST6,300$424,0530.33%
33ISHARES TR4642875076,175$402,9810.32%
34WORKDAY INCWDAY1,600$385,1680.30%
35WESCO INTL INC95082P1051,797$380,0660.30%
36AMAZON COM INCAMZN1,471$322,9870.25%
37ISHARES TR4642878042,540$301,8280.24%
38KIMBERLY-CLARK CORPKMB2,222$276,2830.22%
39BERKSHIRE HATHAWAY INC DELBRK-A535$268,9660.21%
40CISCO SYS INCCSCO3,493$238,9910.19%
41SMARTRENT INCSMRT10,886$15,3490.01%