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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 COMBINATION REPORT

ROSS\JOHNSON & Associates LLC

Quarter ended Q4 2025 · Filed February 12, 2026 · Accession 0002056532-26-000001

Total Value
$5.4M
Positions
354
Other Managers
1
Confidential Omitted
No
View on SEC.gov

Holdings (354)

#IssuerTicker / CUSIPSharesValue% of Filing
1Graco IncGGG31,737$2.6M48.40%
2SSgA Funds Management IncSPY432$294,5895.48%
3Tesla IncTSLA569$255,8914.76%
4ISHARES/USA4642884141,542$165,1643.07%
5ISHARES464287200233$159,5912.97%
6SEI Exchange Traded Funds81589A6014,653$144,8262.69%
7Benchmark Electronics Inc08160H1012,510$107,3282.00%
8SEI Exchange Traded Funds81589A5023,708$103,6071.93%
9WELLS FARGO & CO9497461011,104$102,8931.91%
10BITWISE BITCOIN ETFBITB2,126$101,1131.88%
11ARK 21 Shares/USAARKB3,474$100,8851.88%
12NVIDIA CorpNVDA539$100,5241.87%
13Amgen IncAMGN301$98,5201.83%
14CISCO SYSTEMSCSCO1,009$77,7231.45%
15UnitedHealth Group IncUNH204$67,3421.25%
16Invesco Exchange-Traded Fund TIVZ266$67,2771.25%
17BHP BILLITON LTDBHPLF1,070$64,5961.20%
18Invesco Capital Management LLCIVZ96$58,9741.10%
19ISHARES464287655230$56,6171.05%
20LOWE'S COS INC548661107203$48,9550.91%
21AMER EXPRESS COAXP100$36,9950.69%
22Bitwise Funds TrustETHW1,500$31,9050.59%
23MICROSOFT CORPMSFT59$28,5340.53%
24Broadcom IncAVGO71$24,5730.46%
25Medtronic PLCMDT239$22,9580.43%
26Amazon.com IncAMZN98$22,6210.42%
27BOEING COBA-PA101$21,9290.41%
28INTL BUSINESS MCHNINTR70$20,7340.39%
29Eli Lilly & CoLLY17$18,2700.34%
30VANGUARD GROWTH ETF92290873637$18,1950.34%
31VANGUARD VALUE ETF92290874485$16,2520.30%
32Alphabet IncGOOG45$14,1210.26%
33Apple IncAAPL48$13,0490.24%
34Target CorpTGT131$12,8060.24%
35AppLovin CorpAPP15$10,1070.19%
36VANGUARD TOTAL WORLD STOCK ETF92204274271$10,0820.19%
37Tidal Trust II88636J600150$8,8440.16%
38VANGUARD S&P 500 ETF92290836313$8,1080.15%
39iShares Trust46428715049$7,2860.14%
40Donaldson Co IncDCI78$6,9150.13%
41CH Robinson Worldwide IncCHRW42$6,7520.13%
42Honeywell International Inc43851610634$6,6330.12%
43ISHARES CORE MSCI EAFE ETF46432F84273$6,5240.12%
44Abbott LaboratoriesABLZF51$6,3890.12%
45SEI Exchange Traded Funds81589A700184$5,9860.11%
46BK OF AMERICA CORP060505104108$5,9400.11%
47VANGUARD SMALL CAP VALUEETF92290861128$5,9230.11%
48VANGUARD SMALL CAP GROWTH ETF92290859519$5,7970.11%
49CORNING INCGLW59$5,1660.10%
50ZIMMER BIOMET HLDGS INCZBH56$5,0360.09%
51Charles Schwab Corp/TheSCHW-PJ48$4,7960.09%
52QUALCOMM IncQCOM25$4,2760.08%
53VISA INCV12$4,2080.08%
54Johnson & JohnsonJNJ20$4,1390.08%
55AbbVie IncABBV17$3,8840.07%
56Bio-Techne CorpTECH63$3,7050.07%
57Chevron CorpCVX22$3,3530.06%
583M CoMMM20$3,2020.06%
59nVent Electric PLCNVT31$3,1610.06%
60ISHARES CORE MSCI EMERGING ETF46434G10347$3,1400.06%
61PENTAIR PLCPNR29$3,0200.06%
62Principal Financial Group IncPFG34$2,9990.06%
63Merck & Co IncMRK27$2,8420.05%
64Exxon Mobil CorpXOM23$2,7680.05%
65FISERV INCFISV41$2,7540.05%
66Walt Disney Co/The25468710624$2,7310.05%
67FIRSTENERGY CORPFE60$2,6860.05%
68Littelfuse IncLFUS10$2,5290.05%
69ALPHABET INCGOOG8$2,5040.05%
70Pfizer IncPFE88$2,1910.04%
71Elanco Animal Health IncELAN89$2,0140.04%
72Berkshire Hathaway IncBRK-A4$2,0110.04%
73Meta Platforms IncMETA3$1,9800.04%
74GLOBAL X FDS37954Y71550$1,8120.03%
75Costco Wholesale Corp22160K1052$1,7250.03%
76Home Depot Inc/TheHD5$1,7210.03%
77US BancorpUSB-PS32$1,7080.03%
78Associated Banc-CorpASBA57$1,4680.03%
79Cullen/Frost Bankers IncCFR-PB11$1,3930.03%
80AT&T INCT-PC56$1,3910.03%
81Amphenol Corp03209510110$1,3510.03%
82Walmart IncWMT12$1,3370.02%
83UTD PARCEL SERVUPS13$1,2890.02%
84HERSHEY CO (THE)HSY7$1,2740.02%
85Coca-Cola Co/TheKO18$1,2580.02%
86General Electric Co3696043014$1,2320.02%
87GSK PLC ADR FSPONSORED ADR 1 ADR REPS 2 ORD SHSGLAXF24$1,1770.02%
88ORACLE CORPORCL-PD6$1,1690.02%
89Caterpillar IncCAT2$1,1460.02%
90Alliant Energy CorpLNT17$1,1050.02%
91RTX CorpRTX6$1,1000.02%
92ACCENTURE PLCACN4$1,0730.02%
93GENERAL MILLS INC37033410423$1,0700.02%
94APPLIED MATERIALS0382221054$1,0280.02%
95PRUDENTIAL FINLPUKPF9$1,0160.02%
96PEPSICO INCPEP7$1,0050.02%
97Procter & Gamble Co/The7427181097$1,0030.02%
98CMS Energy CorpCMS-PC14$9790.02%
99JPMorgan Chase & CoVYLD3$9670.02%
100Edwards Lifesciences CorpEW11$9380.02%
101NETFLIX INCNFLX10$9380.02%
102Arista Networks IncANET7$9170.02%
103PROGRESSIVE CP(OH)7433151034$9110.02%
104Vertex Pharmaceuticals IncVRTX2$9070.02%
105DoorDash IncDASH4$9060.02%
106Micron Technology IncMU3$8560.02%
107Linde PLCLIN2$8530.02%
108STARBUCKS CORPSBUX10$8420.02%
109ROYAL CARIBBEANV7780T1033$8370.02%
110First Interstate BancSystem In32055Y20124$8300.02%
111SLB LtdSLB21$8060.01%
112Trane Technologies PLCTT2$7780.01%
113SBA Communications CorpSBAC4$7740.01%
114Blackstone IncBX5$7710.01%
115Palo Alto Networks IncPANW4$7370.01%
116Jack Henry & Associates Inc4262811014$7300.01%
117FormFactor IncFORM13$7250.01%
118MORGAN STANLEYMS-PQ4$7100.01%
119American Tower Corp03027X1004$7020.01%
120TEXAS INSTRUMENTS8825081044$6940.01%
121Corteva IncCTVA10$6700.01%
122COGNIZANT TECHNOLOCTSH8$6640.01%
123Intuit IncINTU1$6620.01%
124GE Vernova IncGEV1$6540.01%
125Old National Bancorp/IN68003310729$6470.01%
126PHILIP MORRIS INTL7181721094$6420.01%
127NextEra Energy IncNEE-PW8$6420.01%
128Eaton Corp PLCETN2$6370.01%
129Cadence Design Systems IncCDNS2$6250.01%
130Gulfport Energy CorpGPOR3$6240.01%
131TJX Cos Inc/The8725401094$6140.01%
132ELECTRONIC ARTSEA3$6130.01%
133MCDONALD'S CORPMCD2$6110.01%
134Autodesk IncADSK2$5920.01%
135Church & Dwight Co IncCHD7$5870.01%
136Terreno Realty Corp88146M10110$5870.01%
137TRAVELERS CO INCTRV2$5800.01%
138Thermo Fisher Scientific IncTMO1$5790.01%
139First Financial Bancorp32020910923$5750.01%
140Vulcan Materials Co9291601092$5700.01%
141General Motors Co37045V1007$5690.01%
142ROBLOX CorpRBLX7$5670.01%
143Neurocrine Biosciences IncNBIX4$5670.01%
144Delta Air Lines IncDAL8$5550.01%
145ANALOG DEVICES INCADI2$5420.01%
146IDEX CORP45167R1043$5340.01%
147NVE CorpNVT9$5340.01%
148Palantir Technologies IncPLTR3$5330.01%
149Salesforce IncCRM2$5300.01%
150S&P Global IncSPGI1$5230.01%
151Arthur J Gallagher & Co3635761092$5180.01%
152Prologis IncPLDGP4$5110.01%
153MOODYS CORPMCO1$5110.01%
154CUMMINS INCCMI1$5100.01%
155NIKE INCNKE8$5100.01%
156Prestige Consumer Healthcare I74112D1018$4940.01%
157Uber Technologies IncUBER6$4900.01%
158WESCO International Inc95082P1052$4890.01%
159Vertiv Holdings CoVRT3$4860.01%
160Mondelez International Inc6092071059$4840.01%
161Lockheed Martin CorpLMT1$4840.01%
162Intel CorpINTC13$4800.01%
163Boston Scientific CorpBSX5$4770.01%
164HB Fuller CoFUL8$4760.01%
165HP IncHPQ21$4680.01%
166DEERE & CODE1$4660.01%
167Danaher Corp2358511022$4580.01%
168Snowflake IncSNOW2$4390.01%
169Quanta Services Inc74762E1021$4220.01%
170CenterPoint Energy IncCNP11$4220.01%
171Wintrust Financial Corp97650W1083$4190.01%
172RPM INTERNATIONAL7496851034$4160.01%
173Citizens Financial Group IncCIA7$4090.01%
174ALNYLAM PHARMACEUTICALSALNY1$3980.01%
175CVS Health CorpCVS5$3970.01%
176HALLIBURTONHAL14$3960.01%
177Dover CorpDOV2$3900.01%
178CHENIERE ENERGY INLNG2$3890.01%
179BAXTER INTL INC07181310920$3820.01%
180CONOCOPHILLIPSCOP4$3740.01%
181Affirm Holdings IncAFRM5$3720.01%
182Lumentum Holdings IncLITE1$3690.01%
183Huntington Bancshares Inc/OHHBANP21$3640.01%
184Unity Software IncU8$3530.01%
185Aon PLCAON1$3530.01%
186DOMINION RES(VIR)D6$3520.01%
187STRYKER CORPSYK1$3510.01%
188SS&C Technologies Holdings IncSSNC4$3500.01%
189Adobe IncADBE1$3500.01%
190BADGER METER INCBMI2$3490.01%
191Kyndryl Holdings IncKD13$3450.01%
192OGE Energy CorpOGE8$3420.01%
193Lam Research CorpLRCX2$3420.01%
194SOLSTICE ADVANCED MATLS INC83443Q1037$3400.01%
195Cencora IncCOR1$3380.01%
196Paychex IncPAYX3$3370.01%
197Equitable Holdings IncEQH-PC7$3340.01%
198Sherwin-Williams Co/TheSHW1$3240.01%
199Hyatt Hotels CorpH2$3210.01%
200Microchip Technology IncMCHPP5$3190.01%
201CARRIER GLOBAL CORPCARR6$3170.01%
202Solventum CorpSOLV4$3170.01%
203Masco CorpMAS5$3170.01%
204Loews CorpL3$3160.01%
205CHUBB LIMITED COMCB1$3120.01%
206HALEON PLC FSPONSORED ADR 1 ADR REPS 2 ORD SHSHLNCF30$3030.01%
207Newmont CorpNEMCL3$3000.01%
208American Homes 4 RentAMH-PG9$2890.01%
209LANDSTAR SYSTEMSLSTR2$2870.01%
210Hilton Worldwide Holdings IncHLT1$2870.01%
211Twilio IncTWLO2$2840.01%
212DuPont de Nemours IncDD7$2810.01%
213Hartford Insurance Group Inc/THIG-PG2$2760.01%
214HF Sinclair CorpDINO6$2760.01%
215Cigna Group/The1255231001$2750.01%
216Datadog IncDDOG2$2720.01%
217ON Semiconductor CorpON5$2710.01%
218Halozyme Therapeutics IncHALO4$2690.01%
219Fidelity National Information31620M1064$2660.00%
220Knight-Swift Transportation Ho4990491045$2610.00%
221AUTOMATIC DATA PROCESSINGADP1$2570.00%
222HUMANA INCHUM1$2560.00%
223IDACORP IncIDA2$2530.00%
224Starwood Property Trust IncSTHO14$2520.00%
225Zoetis IncZTS2$2520.00%
226Natural Grocers by Vitamin CotNGVC10$2510.00%
227ILLINOIS TOOL WKS4523081091$2460.00%
228Gilead Sciences IncGILD2$2450.00%
229Qnity Electronics IncQ3$2450.00%
230TransMedics Group IncTMDX2$2430.00%
231PG&E CORPPCG-PX15$2410.00%
232Williams Cos Inc/The9694571004$2400.00%
233EDISON INTERNATIONAL2810201074$2400.00%
234PULTE HOMES INC7458671012$2350.00%
235PayPal Holdings IncPYPL4$2340.00%
236Citigroup IncC-PR2$2330.00%
237COINBASE GLOBAL INC -CLASSCOIN1$2260.00%
238Hillenbrand Inc4315711087$2220.00%
239Vicor CorpVICR2$2190.00%
240Procore Technologies IncPCOR3$2180.00%
241ADVANCED MICRO DEVAMD1$2140.00%
242EQT CorpEQT4$2140.00%
243EOG Resources IncEOG2$2100.00%
244Howmet Aerospace IncHWM1$2050.00%
245AMETEK IncAME1$2050.00%
246Dexcom IncDXCM3$1990.00%
247Dick's Sporting Goods Inc2533931021$1980.00%
248Cloudflare IncNET1$1970.00%
249BECTON DICKINSONBDX1$1940.00%
250First Horizon CorpFHN-PH8$1910.00%
251WELLTOWER INC COMWELL1$1860.00%
252Coherent CorpCOHR1$1850.00%
253IMAX CorpIMAX5$1850.00%
254SIMON PROP GROUP8288061091$1850.00%
255Chord Energy CorpCHRD2$1850.00%
256SL Green Realty Corp78440X8874$1830.00%
257A10 Networks IncATEN10$1770.00%
258SEMPRA ENERGYSREA2$1770.00%
259Biogen IncBIIB1$1760.00%
260DXC Technology CoDXC12$1760.00%
261Southern Co/TheSOMN2$1740.00%
262Marvell Technology IncMRVL2$1700.00%
263MSC Industrial Direct Co Inc5535301062$1680.00%
264NU Holdings Ltd/Cayman IslandsNU10$1670.00%
265Goodyear Tire & Rubber Co/The38255010119$1660.00%
266Astera Labs IncALAB1$1660.00%
267GE HealthCare Technologies IncGEHC2$1640.00%
268Marathon Petroleum CorpMARA1$1630.00%
269Valero Energy CorpVLO1$1630.00%
270Atlassian CorpTEAM1$1620.00%
271Fastenal CoFAST4$1610.00%
272CBRE Group IncCBRE1$1610.00%
273MKS IncMKSI1$1600.00%
274Strategy IncSTRK1$1520.00%
275Trade Desk Inc/The88339J1054$1520.00%
276Diamondback Energy IncFANG1$1500.00%
277WEX IncWEX1$1490.00%
278Americas Mining Corp/United StSCCO1$1430.00%
279Constellation Brands IncSTZ1$1380.00%
280BAKER HUGHES INCBKR3$1370.00%
281BXP IncBXP2$1350.00%
282Eastman Chemical CoEMN2$1280.00%
283Cytokinetics IncCYTK2$1270.00%
284KKR & Co IncKKRT1$1270.00%
285Jefferies Financial Group Inc47233W1092$1240.00%
286Dollar Tree IncDLTR1$1230.00%
287Johnson Controls InternationalG515021051$1200.00%
288Five9 IncFIVN6$1200.00%
289Apartment Investment and ManagAPA20$1190.00%
290DUKE ENERGY CORPDUKB1$1170.00%
291Kennedy-Wilson Holdings IncKW12$1160.00%
292ALTRIA GROUP INCMO2$1150.00%
293NIQ Global Intelligence PlcNIQ7$1150.00%
294API Group CorpAPG3$1150.00%
295ATI IncATI1$1150.00%
296Warner Bros Discovery IncWBD4$1150.00%
297Helmerich & Payne IncHP4$1150.00%
298Rush Enterprises IncRUSHB2$1130.00%
299VIATRIS INCVTRS9$1120.00%
300United Airlines Holdings IncUNTCW1$1120.00%
301Starz Entertainment CorpLION12$1100.00%
302Nabors Industries LtdNBRWF2$1090.00%
303Roku IncROKU1$1080.00%
304BRISTOL-MYRS SQUIBCELG-RI2$1080.00%
305Calix IncCALX2$1060.00%
306RB Global IncRBA1$1030.00%
307Veralto CorpVLTO1$1000.00%
308WesBanco IncWSBCO3$1000.00%
309Alexandria Real Estate Equitie0152711092$980.00%
310Allison Transmission HoldingsALSN1$980.00%
311Liberty Broadband CorpLBRDP2$970.00%
312OPTION CARE HEALTH INCOPCH3$960.00%
313Outfront Media IncOUT4$960.00%
314Coupang IncCPNG4$940.00%
315Rambus IncRMBS1$920.00%
316Brookfield Infrastructure HoldBIPC2$910.00%
317DELUXE CORPDLX4$890.00%
318QuidelOrtho CorpQDEL3$860.00%
319TransUnionTRU1$860.00%
320Anglogold Ashanti PlcAU1$850.00%
321Booz Allen Hamilton Holding CoBAH1$840.00%
322Iron Mountain Inc46284V1011$830.00%
323Embecta CorpEMBC7$830.00%
324SOUTHWEST AIRLINES8447411082$830.00%
325Centene CorpCNC2$820.00%
326Robert Half IncRHI3$810.00%
327Sprouts Farmers Market Inc85208M1021$800.00%
328Public Service Enterprise Grou7445731061$800.00%
329FORD MOTOR CO3453708606$790.00%
330Fortinet IncFTNT1$790.00%
331Archrock IncAROC3$780.00%
332CarMax IncKMX2$770.00%
333Sysco CorpSYY1$740.00%
334Hertz Global Holdings IncHTZWW14$720.00%
335Toast IncTOST2$710.00%
336Leonardo US Holding IncDRS2$680.00%
337Waystar Holding CorpWAY2$660.00%
338Block IncBSQKZ1$650.00%
339Air Lease CorpAIIR1$640.00%
340Integra LifeSciences HoldingsIART5$620.00%
341SUPER MICRO COMPUTSMCI2$590.00%
342Moderna IncMRNA2$590.00%
343ManpowerGroup IncMAN2$590.00%
344Carlyle Group Inc/TheSARO2$570.00%
345SLM CorpSLMBP2$540.00%
346Fox Factory Holding CorpFOXF3$510.00%
347Alight IncALIT26$510.00%
348EPR PPTYS26884U1091$500.00%
349Alaska Air Group IncALK1$500.00%
350Kilroy Realty Corp49427F1081$370.00%
351Fortrea Holdings IncFTRE2$350.00%
352CONAGRA FOODS INCCAG1$170.00%
353Organon & CoOGN2$140.00%
354CARDIFF ONCOLOGY INCCRDF1$30.00%