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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 Q4 2025 · Filed February 12, 2026 · Accession 0002049804-26-000001

Total Value
$136.0M
Positions
40
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (40)

#IssuerTicker / CUSIPSharesValue% of Filing
1SEI EXCHANGE TRADED FUNDS81589A4031,594,323$51.5M37.87%
2FIRST TR EXCHANGE-TRADED FD33733E104361,802$33.5M24.61%
3DIMENSIONAL ETF TRUST25434V708359,703$14.2M10.47%
4TJX COS INC NEW87254010914,185$2.2M1.60%
5OREILLY AUTOMOTIVE INC67103H10723,730$2.2M1.59%
6MASTERCARD INCORPORATEDMA3,584$2.0M1.50%
7ALPHABET INCGOOG5,430$1.7M1.25%
8LOCKHEED MARTIN CORPLMT3,393$1.6M1.21%
9APPLE INCAAPL5,863$1.6M1.17%
10CME GROUP INCCME5,453$1.5M1.09%
11ABBOTT LABSABLZF11,175$1.4M1.03%
12JOHNSON & JOHNSONJNJ6,667$1.4M1.01%
13MICROSOFT CORPMSFT2,780$1.3M0.99%
14TRACTOR SUPPLY COTSCO26,113$1.3M0.96%
15VISA INCV3,687$1.3M0.95%
16COSTCO WHSL CORP NEW22160K1051,390$1.2M0.88%
17BECTON DICKINSON & COBDX5,842$1.1M0.83%
18ECOLAB INCECL4,150$1.1M0.80%
19BOEING COBA-PA4,976$1.1M0.79%
20ROSS STORES INCROST5,750$1.0M0.76%
21WEC ENERGY GROUP INCWEC9,799$1.0M0.76%
22STRYKER CORPORATIONSYK2,910$1.0M0.75%
23WALMART INCWMT9,101$1.0M0.75%
24HERSHEY COHSY5,450$991,7910.73%
25ALPHABET INCGOOG2,900$907,7000.67%
26PEPSICO INCPEP5,934$851,6480.63%
27WW GRAINGER INC384802104830$837,5120.62%
28SPDR S&P MIDCAP 400 ETF TRMDY985$594,2310.44%
29PROCTER AND GAMBLE CO7427181094,037$578,5420.43%
30EXPEDITORS INTL WASH INC3021301093,659$545,2280.40%
31MCCORMICK & CO INCMKC-V7,418$505,2400.37%
32MONSTER BEVERAGE CORP NEWMNST6,300$483,0210.36%
33WESCO INTL INC95082P1051,797$439,6180.32%
34ISHARES TR4642875075,425$358,0500.26%
35WORKDAY INCWDAY1,600$343,6480.25%
36AMAZON COM INCAMZN1,471$339,5360.25%
37ISHARES TR4642878042,540$305,2570.22%
38CISCO SYS INCCSCO3,493$269,0660.20%
39BERKSHIRE HATHAWAY INC DELBRK-A535$268,9180.20%
40SMARTRENT INCSMRT10,886$21,9900.02%