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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

Barnes Dennig Private Wealth Management LLC

Quarter ended Q2 2025 · Filed August 4, 2025 · Accession 0002058270-25-000003

Total Value
$83.5M
Positions
293
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (293)

#IssuerTicker / CUSIPSharesValue% of Filing
1BANK NEW YORK MELLON CORP06405810055,209$5.0M6.03%
2SCHWAB CHARLES CORPSCHW-PJ47,453$4.3M5.19%
3APPLIED MATLS INC03822210521,857$4.0M4.79%
4MEDTRONIC PLCMDT44,198$3.9M4.62%
5AMGEN INCAMGN13,493$3.8M4.51%
6APPLE INCAAPL17,195$3.5M4.23%
7BORGWARNER INCBWA102,335$3.4M4.10%
8ALPHABET INCGOOG17,110$3.0M3.61%
9ISHARES SILVER TRSLV88,709$2.9M3.49%
10ROBERT HALF INCRHI51,740$2.1M2.54%
11DEERE CODE4,171$2.1M2.54%
12ISHARES TR4642872003,314$2.1M2.46%
13CVS HEALTH CORPCVS28,585$2.0M2.36%
14MARVELL TECHNOLOGY INCMRVL24,581$1.9M2.28%
15MICROSOFT CORPMSFT3,590$1.8M2.14%
16ON SEMICONDUCTOR CORPON32,698$1.7M2.05%
17VISA INCV4,770$1.7M2.03%
18PENTAIR PLCPNR15,552$1.6M1.91%
19ZIMMER BIOMET HOLDINGS INCZBH16,820$1.5M1.84%
20UNITED PARCEL SERVICE INCUPS13,660$1.4M1.65%
21PEPSICO INCPEP10,217$1.3M1.62%
22CATERPILLAR INCCAT3,189$1.2M1.48%
23ISHARES TR4642876716,494$976,6981.17%
24AMAZON COM INCAMZN4,066$892,0401.07%
25AT T INCT-PC29,716$859,9831.03%
26ISHARES TR4642874084,353$850,6631.02%
27INTEL CORPINTC34,982$783,5970.94%
28NUCOR CORPNUE5,636$730,0870.87%
29ISHARES TR46432F8428,552$713,9210.86%
30WARNER BROS DISCOVERY INCWBD59,777$685,0440.82%
31VANGUARD TAX MANAGED FDS92194385811,757$670,2670.80%
32PROCTER AND GAMBLE CO7427181094,106$654,1680.78%
33ISHARES TR4642882409,769$595,3230.71%
34ISHARES INC46434G1039,769$586,4330.70%
35KELLANOVABEKE6,952$552,8930.66%
36WALMART INCWMT5,535$541,2120.65%
37BERKSHIRE HATHAWAY INC DELBRK-A1,090$529,4890.63%
38INNOVATOR ETFS TRUSTINHD14,185$505,2630.61%
39PGIM ROCK ETF TR69420N85817,714$504,6330.60%
40AIM ETF PRODUCTS TRUST00888H73715,809$503,7190.60%
41ELI LILLY COLLY615$479,4110.57%
42SCHLUMBERGER LTDSLB14,013$473,6390.57%
43JPMORGAN CHASE COVYLD1,398$405,2940.49%
44NVIDIA CORPORATIONNVDA2,465$389,4450.47%
45JOHNSON JOHNSONJNJ2,397$366,1910.44%
46NORFOLK SOUTHN CORP6558441081,213$310,4920.37%
47ISHARES TR46434V6136,377$294,8090.35%
48RTX CORPORATIONRTX1,890$275,9080.33%
49TJX COS INC NEW8725401092,185$269,8260.32%
50SELECT SECTOR SPDR TR81369Y803942$238,5430.29%
51NORTHERN LTS FD TR IVNTRSO4,041$234,6610.28%
52ISHARES TR4642875073,740$231,9550.28%
53KLA CORPKLAC253$226,6220.27%
54COSTCO WHSL CORP NEW22160K105226$223,7260.27%
55MCDONALDS CORPMCD710$207,4410.25%
56SPDR INDEX SHS FDS78463X2023,397$202,9030.24%
57UBER TECHNOLOGIES INCUBER2,130$198,7290.24%
58META PLATFORMS INCMETA258$190,4270.23%
59MCKESSON CORPMCK256$187,5920.22%
60NEXTERA ENERGY INCNEE-PW2,579$179,0340.21%
61QUANTA SVCS INC74762E102468$176,9410.21%
62ISHARES TR4642872261,753$173,8980.21%
63MASTERCARD INCORPORATEDMA309$173,6390.21%
64VANGUARD WORLD FD92204A702261$173,1160.21%
65SERVICENOW INCNOW167$171,6890.21%
66CROWDSTRIKE HLDGS INCCRWD336$171,1280.20%
67MERCADOLIBRE INCMELI63$164,6590.20%
68SCHWAB STRATEGIC TR8085242016,546$159,9840.19%
69VANGUARD INTL EQUITY INDEX F9220428583,206$158,5690.19%
70EXXON MOBIL CORPXOM1,459$157,2800.19%
71ISHARES TR464288760831$156,7600.19%
72ISHARES GOLD TRIAU2,499$155,8380.19%
73AXON ENTERPRISE INCAXON187$154,8250.19%
74NORTHROP GRUMMAN CORPNOC300$149,9940.18%
75INTUITIVE SURGICAL INCISRG274$148,8940.18%
76FIDELITY MERRIMACK STR TR3161883093,220$147,3150.18%
77SHOPIFY INCSHOP1,235$142,4570.17%
78INVESCO ACTIVELY MANAGED EXCIVZ3,034$142,2640.17%
79HARTFORD FDS EXCHANGE TRADED41653L3054,172$141,3060.17%
80OREILLY AUTOMOTIVE INC67103H1071,551$139,7920.17%
81ISHARES TR46434V8033,677$139,5790.17%
82INTUITINTU173$136,2600.16%
83TRANSDIGM GROUP INCTDG89$135,3370.16%
84S P GLOBAL INCSPGI246$129,7130.16%
85ARISTA NETWORKS INCANET1,224$125,2270.15%
86FAIR ISAAC CORPFICO68$124,3010.15%
87J P MORGAN EXCHANGE TRADED F46641Q6702,613$122,9680.15%
88CADENCE DESIGN SYSTEM INCCDNS398$122,6440.15%
89KINSALE CAP GROUP INC49714P108244$118,0720.14%
90VERTEX PHARMACEUTICALS INCVRTX251$111,7450.13%
91LINDE PLCLIN238$111,6650.13%
92HOME DEPOT INCHD299$109,6250.13%
93TWO RDS SHARED TR90214Q6912,741$108,4990.13%
94FISERV INCFISV622$107,2390.13%
95QUALCOMM INCQCOM640$101,9260.12%
96EQT CORPEQT1,694$98,7940.12%
97SPOTIFY TECHNOLOGY S ASPOT127$97,4520.12%
98SELECT SECTOR SPDR TR81369Y704656$96,7730.12%
99SPDR DOW JONES INDL AVERAGE78467X109212$93,4180.11%
100VANGUARD INDEX FDS922908744526$92,9650.11%
101INTERNATIONAL BUSINESS MACHSINTR294$86,6650.10%
102CENCORA INCCOR288$86,3570.10%
103AVERY DENNISON CORPAVY482$84,5770.10%
104ALPHABET INCGOOG463$82,1320.10%
105SELECT SECTOR SPDR TR81369Y6051,560$81,6970.10%
106SPDR SER TR78464A8541,112$80,8310.10%
107AIM ETF PRODUCTS TRUST00888H7452,166$73,7520.09%
108INNOVATOR ETFS TRUSTINHD1,684$73,6920.09%
109PGIM ROCK ETF TR69420N8662,562$73,6100.09%
110ISHARES TR464288281785$72,7070.09%
111KROGER COKR994$71,3000.09%
112ISHARES TR464287804638$69,7270.08%
113NETFLIX INCNFLX52$69,6350.08%
114FIDELITY COVINGTON TRUST316092808317$62,5190.07%
115COCA COLA COKO875$61,9060.07%
116CISCO SYS INCCSCO882$61,1930.07%
117MARATHON PETE CORPMARA356$59,1350.07%
118KKR CO INCKKRT436$58,0010.07%
119SELECT SECTOR SPDR TR81369Y852515$55,8930.07%
120VANGUARD WORLD FD92204A108151$54,7100.07%
121SELECT SECTOR SPDR TR81369Y209400$53,9160.06%
122CLOROX CO DELCLX440$52,7920.06%
123SELECT SECTOR SPDR TR81369Y308643$52,0640.06%
124ISHARES TR464287440543$52,0030.06%
125ISHARES TR46435G6721,012$51,7030.06%
126SCHWAB STRATEGIC TR8085246072,000$50,6000.06%
127SELECT SECTOR SPDR TR81369Y506585$49,6140.06%
128SPDR INDEX SHS FDS78463X8891,221$49,4380.06%
129VANGUARD WHITEHALL FDS921946406364$48,5250.06%
130ISHARES TR464287176429$47,2070.06%
131MORGAN STANLEY ETF TRUSTMS-PQ927$47,1520.06%
132FIRST TR EXCHANGE TRADED FD33739Q200925$45,5660.05%
133UNITEDHEALTH GROUP INCUNH143$44,6120.05%
134VANGUARD INDEX FDS92290873698$42,9630.05%
135SPROTT PHYSICAL SILVER TRSII3,510$42,9620.05%
136LOWES COS INC548661107193$42,8210.05%
137BROADCOM INCAVGO150$41,3480.05%
138PALANTIR TECHNOLOGIES INCPLTR290$39,5330.05%
139ADOBE INCADBE100$38,6880.05%
140LAM RESEARCH CORPLRCX391$38,0600.05%
141J P MORGAN EXCHANGE TRADED F46641Q837732$37,1080.04%
142BOOKING HOLDINGS INCBKNG6$34,7350.04%
143CSX CORPCSX1,020$33,2830.04%
144VANGUARD INDEX FDS922908553365$32,5070.04%
145CINTAS CORPCTAS144$32,0930.04%
146SHERWIN WILLIAMS COSHW92$31,5890.04%
147ISHARES TR46428762290$30,5610.04%
148SPDR S P MIDCAP 400 ETF TRMDY51$28,8900.03%
149ISHARES TR464287150210$28,3580.03%
150AMPHENOL CORP NEW032095101272$26,8600.03%
151WEYERHAEUSER CO MTN BEWY1,044$26,8200.03%
152VERISIGN INCVRSN89$25,7030.03%
153ISHARES TR46434V621385$24,6170.03%
154HCA HEALTHCARE INCHCA63$24,1350.03%
155SELECT SECTOR SPDR TR81369Y886295$24,0900.03%
156VISTRA CORPVST124$24,0320.03%
157FIDELITY COVINGTON TRUST316092204253$23,8000.03%
158COGNIZANT TECHNOLOGY SOLUTIOCTSH304$23,7210.03%
159PROGRESSIVE CORP74331510384$22,4160.03%
160VANGUARD INDEX FDS92290876971$21,5790.03%
161ILLINOIS TOOL WKS INC45230810987$21,5110.03%
162TRANE TECHNOLOGIES PLCTT48$20,9960.03%
163RESMED INCRSMDF81$20,8980.03%
164PALO ALTO NETWORKS INCPANW101$20,6690.02%
165VANGUARD SPECIALIZED FUNDS92190884492$18,8300.02%
166GOLDMAN SACHS ETF TRNVGLF184$18,4280.02%
167HOWMET AEROSPACE INCHWM97$18,0550.02%
168ECOLAB INCECL66$17,7830.02%
169NRG ENERGY INCNRG107$17,1820.02%
170DISNEY WALT CO254687106134$16,6170.02%
171APPLOVIN CORPAPP45$15,7540.02%
172SPDR SER TR78468R853362$15,4210.02%
173SCHWAB STRATEGIC TR808524805686$15,1610.02%
174SIMON PPTY GROUP INC NEW82880610991$14,6290.02%
175MONOLITHIC PWR SYS INC60983910520$14,6280.02%
176AIR PRODS CHEMS INCAIIR51$14,3850.02%
177SPDR INDEX SHS FDS78463X509335$14,3180.02%
178SPDR SER TR78464A847257$13,9760.02%
179BERKLEY W R CORPWRB-PH190$13,9590.02%
180ISHARES TR464287515127$13,9070.02%
181SEMPRASREA182$13,7900.02%
182ORACLE CORPORCL-PD62$13,5550.02%
183CF INDS HLDGS INC125269100147$13,5240.02%
184PNC FINL SVCS GROUP INC69347510572$13,4220.02%
185ALLSTATE CORPALL-PJ65$13,0850.02%
186AMERICAN EXPRESS COAXP41$13,0780.02%
187PAYCOM SOFTWARE INCPAYC54$12,4960.01%
188RALPH LAUREN CORPRL45$12,3430.01%
189AUTOMATIC DATA PROCESSING INADP40$12,3360.01%
190RAYMOND JAMES FINL INC75473010980$12,2700.01%
191FORTINET INCFTNT116$12,2640.01%
192T MOBILE US INCTMUSZ51$12,1510.01%
193VICI PPTYS INC925652109361$11,7690.01%
194CINCINNATI FINL CORP17206210179$11,7650.01%
195FOX CORPFOX207$11,6000.01%
196WILLIAMS SONOMA INCWSM71$11,5990.01%
197HERSHEY COHSY68$11,2850.01%
198COLGATE PALMOLIVE COCL124$11,2720.01%
199AUTOZONE INCAZO3$11,1370.01%
200HARTFORD FINL SVCS GROUP INCHIG-PG87$11,0380.01%
201TRAVELERS COMPANIES INCTRV41$10,9690.01%
202EXPEDITORS INTL WASH INC30213010996$10,9680.01%
203GLOBE LIFE INCGL-PD88$10,9380.01%
204PHILIP MORRIS INTL INC71817210960$10,9280.01%
205VANGUARD INDEX FDS92290861156$10,9210.01%
206VERIZON COMMUNICATIONS INCVZ252$10,9040.01%
207OTIS WORLDWIDE CORPOTIS107$10,5950.01%
208CARDINAL HEALTH INCCAH63$10,5840.01%
209METTLER TOLEDO INTERNATIONALMTD9$10,5720.01%
210ESSEX PPTY TR INC29717810537$10,4860.01%
211ISHARES TR46429B697111$10,4200.01%
212PRINCIPAL FINANCIAL GROUP INPFG130$10,3260.01%
213HP INCHPQ418$10,2240.01%
214DECKERS OUTDOOR CORPDECK99$10,2040.01%
215SPDR SER TR78464A508181$9,4740.01%
216CHEVRON CORP NEWCVX66$9,4510.01%
217THERMO FISHER SCIENTIFIC INCTMO23$9,3260.01%
218GE AEROSPACE36960430136$9,2660.01%
219MOLSON COORS BEVERAGE COTAP-A179$8,6080.01%
220ADVANCED MICRO DEVICES INCAMD60$8,5140.01%
221ALTRIA GROUP INCMO140$8,2080.01%
222FIRST TR EXCHANGE TRADED FD33733E20350$8,0670.01%
223SPDR GOLD TRGLD26$7,9260.01%
224UNION PAC CORPUNP34$7,8230.01%
225GENERAL DYNAMICS CORPGD26$7,5830.01%
226SCHWAB STRATEGIC TR808524300256$7,4780.01%
227NIKE INCNKE105$7,4590.01%
228KINDER MORGAN INC DELEP-PC252$7,4090.01%
229ISHARES TR46428888565$7,2800.01%
230MERCK CO INCMRK88$6,9660.01%
231FASTENAL COFAST158$6,6360.01%
232LOCKHEED MARTIN CORPLMT14$6,4840.01%
233SELECT SECTOR SPDR TR81369Y860154$6,3790.01%
234ARM HOLDINGS PLC04206820539$6,3080.01%
235ISHARES TR46428830778$6,2580.01%
236PUBLIC STORAGE OPER COPSA-PS21$6,1620.01%
237ISHARES TR46428748144$6,1020.01%
238DUKE ENERGY CORP NEWDUKB51$6,0180.01%
239HONEYWELL INTL INC43851610624$5,5890.01%
240WEC ENERGY GROUP INCWEC53$5,5230.01%
241BLACKROCK ETF TRUST IIBLK103$5,4430.01%
242ISHARES TR46428784635$5,2810.01%
243ABBVIE INCABBV28$5,1970.01%
244ISHARES TR46428765524$5,1790.01%
245APA CORPORATIONAPA261$4,7740.01%
246GE VERNOVA INCGEV9$4,7620.01%
247GENUINE PARTS COGPC39$4,7310.01%
248COMCAST CORP NEWCCZ132$4,7110.01%
249NOVO NORDISK A SNONOF68$4,6930.01%
250CONSTELLATION ENERGY CORPCEG14$4,5190.01%
251CHUBB LIMITEDCB15$4,3460.01%
252DIMENSIONAL ETF TRUST25434V302149$4,3140.01%
253FIRSTENERGY CORPFE105$4,2270.01%
254HUNTINGTON BANCSHARES INCHBANP251$4,2070.01%
255CBRE GROUP INCCBRE30$4,2040.01%
256MONDELEZ INTL INC60920710562$4,1810.01%
257FIDELITY NATL INFORMATION SV31620M10649$3,9890.00%
258EVERSOURCE ENERGYES62$3,9440.00%
259SELECT SECTOR SPDR TR81369Y10044$3,8640.00%
260TESLA INCTSLA12$3,8120.00%
261TRUIST FINL CORP89832Q10985$3,6540.00%
262CHENIERE ENERGY INCLNG15$3,6530.00%
263BECTON DICKINSON COBDX20$3,4450.00%
264ISHARES TR46428887751$3,2370.00%
265EQUINIX INCEQIX4$3,1820.00%
266WATSCO INCWSO-B7$3,0910.00%
267WISDOMTREE TRWT60$2,7170.00%
268ON HLDG AGH5919C10449$2,5500.00%
269THE TRADE DESK INC88339J10532$2,3040.00%
270SNOWFLAKE INCSNOW10$2,2380.00%
271CLOUDFLARE INCNET11$2,1540.00%
272WASTE MGMT INC DEL94106L1099$2,0590.00%
273KENVUE INCKVUE95$1,9880.00%
274ISHARES TR46428755615$1,8980.00%
275PACCAR INCPCAR19$1,8060.00%
276WARBY PARKER INCWRBY82$1,7980.00%
277ACCENTURE PLC IRELANDACN6$1,7930.00%
278KRAFT HEINZ COKHC60$1,5490.00%
279MAPLEBEAR INCCART34$1,5380.00%
280VANGUARD INDEX FDS9229083632$1,3890.00%
281JACOBS SOLUTIONS INCJ10$1,3150.00%
282KIMBERLY CLARK CORPKMB10$1,2890.00%
283WESBANCO INCWSBCO40$1,2650.00%
284CONOCOPHILLIPSCOP13$1,1670.00%
285FIDELITY COVINGTON TRUST31609211333$1,1380.00%
286FORD MTR CO345370860104$1,1280.00%
287KYNDRYL HLDGS INCKD26$1,0910.00%
288GENERAL MLS INC37033410421$1,0880.00%
289PFIZER INCPFE40$9700.00%
290GE HEALTHCARE TECHNOLOGIES IGEHC12$8890.00%
291SALESFORCE INCCRM3$8180.00%
292E L F BEAUTY INCELF6$7470.00%
293DRAFTKINGS INC NEWDKNG15$6430.00%