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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

111 Capital

Quarter ended Q4 2025 · Filed February 11, 2026 · Accession 0002080880-26-000004

Total Value
$458.4M
Positions
322
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (322)

#IssuerTicker / CUSIPSharesValue% of Filing
1SPDR DJIA TRUST78467X10969,754$33.5M7.31%
2SPDR S&P 500 ETF TRUSTSPY42,442$28.9M6.31%
3NVIDIA CORPNVDA141,906$26.5M5.77%
4APPLE INCAAPL83,579$22.7M4.96%
5MICROSOFT CORPMSFT43,743$21.2M4.61%
6AMAZON.COM INCAMZN52,466$12.1M2.64%
7SS CONSUMER DISC SELECT SECT81369Y40786,984$10.4M2.27%
8BROADCOM INCAVGO29,100$10.1M2.20%
9ALPHABET INC-CL AGOOG32,118$10.1M2.19%
10TESLA INCTSLA21,417$9.6M2.10%
11META PLATFORMS INC-CLASS AMETA13,653$9.0M1.97%
12ALPHABET INC-CL CGOOG26,803$8.4M1.83%
13SS CONSUMER STAPLES SEL SECT81369Y30899,723$7.7M1.69%
14ST SR UTL SL SE SPDR ETF-USD81369Y886164,653$7.0M1.53%
15NETFLIX INCNFLX68,663$6.4M1.40%
16MICRON TECHNOLOGY INCMU21,316$6.1M1.33%
17CISCO SYSTEMS INCCSCO72,321$5.6M1.22%
18PALANTIR TECHNOLOGIES INC-APLTR23,116$4.1M0.90%
19DEUTSCHE BANK AG-REGISTEREDD18190898104,030$4.0M0.88%
20COSTCO WHOLESALE CORP22160K1054,654$4.0M0.88%
21PEPSICO INCPEP26,583$3.8M0.83%
22ADOBE INCADBE10,398$3.6M0.79%
23ADVANCED MICRO DEVICESAMD16,742$3.6M0.78%
24INTUITIVE SURGICAL INCISRG5,658$3.2M0.70%
25BOOKING HOLDINGS INCBKNG595$3.2M0.70%
26SS MATERIALS SELECT SECTOR81369Y10063,964$2.9M0.63%
27T-MOBILE US INCTMUSZ13,588$2.8M0.60%
28MAGNUM ICE CREAM CO NV/THEMICC156,705$2.5M0.55%
29WALMART INCWMT20,487$2.3M0.50%
30CROWDSTRIKE HOLDINGS INC - ACRWD4,821$2.3M0.49%
31TJX COMPANIES INC87254010914,474$2.2M0.49%
32ELI LILLY & COLLY2,030$2.2M0.48%
33SS REAL ESTATE SELECT SECTOR81369Y86053,581$2.2M0.47%
34LINDE PLCLIN4,931$2.1M0.46%
35GILEAD SCIENCES INCGILD17,124$2.1M0.46%
36COCA-COLA EUROPACIFIC PARTNECCEP22,154$2.0M0.44%
37O'REILLY AUTOMOTIVE INC67103H10721,933$2.0M0.44%
38BOSTON SCIENTIFIC CORPBSX20,941$2.0M0.44%
39SHOPIFY INC - CLASS ASHOP12,235$2.0M0.43%
40QUALCOMM INCQCOM11,475$2.0M0.43%
41APPLOVIN CORP-CLASS AAPP2,883$1.9M0.42%
42APPLIED MATERIALS INC0382221057,503$1.9M0.42%
43MASTERCARD INC - AMA3,352$1.9M0.42%
44VISA INC-CLASS A SHARESV5,372$1.9M0.41%
45LOGITECH INTERNATIONAL-REGH5043023217,740$1.8M0.40%
46MORGAN STANLEYMS-PQ9,823$1.7M0.38%
47JOHNSON & JOHNSONJNJ8,416$1.7M0.38%
48AIRBNB INC-CLASS AABNB12,768$1.7M0.38%
49HONEYWELL INTERNATIONAL INC4385161068,743$1.7M0.37%
50ABBVIE INCABBV7,442$1.7M0.37%
51CADENCE DESIGN SYS INCCDNS5,362$1.7M0.37%
52AMGEN INCAMGN5,090$1.7M0.36%
53SYNOPSYS INCSNPS3,386$1.6M0.35%
54UNITEDHEALTH GROUP INCUNH4,620$1.5M0.33%
55LAM RESEARCH CORPLRCX8,885$1.5M0.33%
56BERKSHIRE HATHAWAY INC-CL BBRK-A3,021$1.5M0.33%
57PAYCHEX INCPAYX13,362$1.5M0.33%
58ROSS STORES INCROST8,211$1.5M0.32%
59EXXON MOBIL CORPXOM12,111$1.5M0.32%
60KLA CORPKLAC1,156$1.4M0.31%
61INTEL CORPINTC37,707$1.4M0.30%
62EATON CORP PLCETN4,341$1.4M0.30%
63OTIS WORLDWIDE CORPOTIS15,462$1.4M0.29%
64BANK OF AMERICA CORP06050510424,540$1.3M0.29%
65TOTALENERGIES SETTE20,203$1.3M0.29%
66VERTEX PHARMACEUTICALS INCVRTX2,892$1.3M0.29%
67GENERAL MOTORS CO37045V10015,516$1.3M0.28%
68COMCAST CORP-CLASS ACCZ41,694$1.2M0.27%
69ANALOG DEVICES INCADI4,429$1.2M0.26%
70AUTODESK INCADSK4,048$1.2M0.26%
71NEXTERA ENERGY INCNEE-PW14,568$1.2M0.26%
72DATADOG INC - CLASS ADDOG8,489$1.2M0.25%
73THOMSON REUTERS CORPTMSOF8,322$1.1M0.24%
74SHERWIN-WILLIAMS CO/THESHW3,364$1.1M0.24%
75STRYKER CORPSYK3,100$1.1M0.24%
76PAYPAL HOLDINGS INCPYPL18,162$1.1M0.23%
77LOCKHEED MARTIN CORPLMT2,170$1.0M0.23%
78PALO ALTO NETWORKS INCPANW5,606$1.0M0.23%
79AGILENT TECHNOLOGIES INCA7,560$1.0M0.22%
80AUTOMATIC DATA PROCESSINGADP3,956$1.0M0.22%
81CONSTELLATION ENERGYCEG2,876$1.0M0.22%
82FORD MOTOR CO34537086075,489$990,4160.22%
83MCKESSON CORPMCK1,186$972,8640.21%
84AMPHENOL CORP-CL A0320951017,110$960,8450.21%
85TEXAS INSTRUMENTS INC8825081045,522$958,0120.21%
86EOG RESOURCES INCEOG9,028$948,0300.21%
87ATMOS ENERGY CORPATO5,579$935,2080.20%
88CARDINAL HEALTH INCCAH4,508$926,3940.20%
89COCA-COLA CO/THEKO13,146$919,0370.20%
90PARKER HANNIFIN CORPPH1,037$911,4820.20%
91STRATEGY INCSTRK5,858$890,1230.19%
92BLACKROCK INCBLK801$857,3420.19%
93ASML HOLDING NV-NY REG SHSASMLF790$845,1890.18%
94MONGODB INCMDB1,946$816,7170.18%
95WARNER BROS DISCOVERY INCWBD28,321$816,2110.18%
96KIMBERLY-CLARK CORPKMB8,079$815,0900.18%
97CSX CORPCSX22,427$812,9790.18%
98FEDEX CORPFDX2,808$811,1190.18%
99TELUS CORPTU60,967$803,5070.18%
100MARSH & MCLENNAN COS5717481024,244$787,3470.17%
101XCEL ENERGY INCXELLL10,521$777,0810.17%
102DOORDASH INC - ADASH3,429$776,6000.17%
103QIAGEN N.V.QGEN16,967$776,1680.17%
104INTUIT INCINTU1,170$775,0310.17%
105MCDONALD'S CORPMCD2,533$774,1610.17%
106NXP SEMICONDUCTORS NVNXPI3,554$771,4310.17%
107SPOTIFY TECHNOLOGY SASPOT1,291$749,6970.16%
108CHEVRON CORPCVX4,918$749,5520.16%
109FORTINET INCFTNT9,399$746,3750.16%
1103M COMMM4,549$728,2950.16%
111UBER TECHNOLOGIES INCUBER8,800$719,0480.16%
112MANULIFE FINANCIAL CORP56501R10619,692$715,0290.16%
113WESTERN DIGITAL CORPWDC4,141$713,3700.16%
114ALLSTATE CORPALL-PJ3,403$708,3340.15%
115CINTAS CORPCTAS3,756$706,3910.15%
116CHENIERE ENERGY INCLNG3,603$700,3870.15%
117ACCENTURE PLC-CL AACN2,591$695,1650.15%
118ROYAL CARIBBEAN CRUISES LTDV7780T1032,467$688,0960.15%
119HCA HEALTHCARE INCHCA1,468$685,3500.15%
120ENBRIDGE INCENNPF14,301$684,3140.15%
121PDD HOLDINGS INCPDD6,018$682,3810.15%
122ASSOCIATED BANC-CORPASBA26,419$680,5530.15%
123THERMO FISHER SCIENTIFIC INCTMO1,149$665,7880.15%
124SS ENERGY SELECT SECTOR81369Y50614,835$663,2730.14%
125CENOVUS ENERGY INCCVE39,180$662,8000.14%
126IDEXX LABORATORIES INC45168D104966$653,5280.14%
127CATERPILLAR INCCAT1,135$650,2070.14%
128FERROVIAL SEFER10,029$649,6660.14%
129MOTOROLA SOLUTIONS INCMSI1,674$641,6780.14%
130MERCADOLIBRE INCMELI313$630,4630.14%
131BAKER HUGHES COBKR13,685$623,2150.14%
132CAN IMPERIAL BK OF COMMERCECNDIF6,864$622,2410.14%
133MARVELL TECHNOLOGY INCMRVL7,230$614,4050.13%
134EQT CORPEQT11,239$602,4100.13%
135STELLANTIS NVSTLA53,069$589,8320.13%
136FRANCO-NEVADA CORPFNV2,790$578,3060.13%
137ORACLE CORPORCL-PD2,967$578,2980.13%
138ALNYLAM PHARMACEUTICALS INCALNY1,451$576,9900.13%
139CUBESMARTCUBE15,624$563,2450.12%
140ROGERS COMMUNICATIONS INC-BRCIAF14,905$562,6020.12%
141ELECTRONIC ARTS INCEA2,750$561,9080.12%
142LAS VEGAS SANDS CORPLVS8,550$556,5200.12%
143MOODY'S CORPMCO1,085$554,2720.12%
144TRANE TECHNOLOGIES PLCTT1,421$553,0530.12%
145NORTHROP GRUMMAN CORPNOC967$551,3930.12%
146INVESCO S&P 500 LOW VOLATILIIVZ7,653$546,5770.12%
147ILLINOIS TOOL WORKS4523081092,212$544,8160.12%
148PUBLIC SERVICE ENTERPRISE GP7445731066,779$544,3540.12%
149ALTRIA GROUP INCMO9,359$539,6400.12%
150VULCAN MATERIALS CO9291601091,886$537,9250.12%
151WELLS FARGO & CO9497461015,751$535,9930.12%
152MICROCHIP TECHNOLOGY INCMCHPP8,358$532,5720.12%
153IMPERIAL OIL LTDIMO6,129$529,4890.12%
154PFIZER INCPFE21,114$525,7390.11%
155CVS HEALTH CORPCVS6,565$520,9980.11%
156RPM INTERNATIONAL INC7496851034,996$519,5840.11%
157TE CONNECTIVITY PLCTEL2,209$502,5700.11%
158ROPER TECHNOLOGIES INCROP1,111$494,5390.11%
159DOXIMITY INC-CLASS ADOCS11,077$490,4900.11%
160SEAGATE TECHNOLOGY HOLDINGSSE1,776$489,0930.11%
161RTX CORPRTX2,646$485,2760.11%
162ASTRAZENECA PLC-SPONS ADRAZN5,259$483,4600.11%
163CMS ENERGY CORPCMS-PC6,881$481,1880.10%
164HIGHWOODS PROPERTIES INC43128410818,633$481,1040.10%
165DR HORTON INC23331A1093,269$470,8340.10%
166NETAPP INCNTAP4,395$470,6610.10%
167CENCORA INCCOR1,368$462,0420.10%
168MONOLITHIC POWER SYSTEMS INC609839105506$458,6180.10%
169EXLSERVICE HOLDINGS INCEXLS10,734$455,5510.10%
170DOLLAR GENERAL CORP2566771053,427$455,0030.10%
171BUILDERS FIRSTSOURCE INCBLDR4,391$451,7900.10%
172COPART INCCPRT11,440$447,8760.10%
173CHARTER COMMUNICATIONS INC-A16119P1082,141$446,9340.10%
174UNUM GROUPUNMA5,699$441,6730.10%
175LIVE NATION ENTERTAINMENT INLYV3,093$440,7530.10%
176VICI PROPERTIES INC92565210915,625$439,3750.10%
177GENERAL MILLS INC3703341049,417$437,8910.10%
178WEST PHARMACEUTICAL SERVICES9553061051,582$435,2710.09%
179HOWMET AEROSPACE INCHWM2,101$430,7470.09%
180MARRIOTT INTERNATIONAL -CL A5719032021,345$417,2730.09%
181BLACKSTONE INCBX2,684$413,7120.09%
182QUEST DIAGNOSTICS INCDGX2,343$406,5810.09%
183HP INCHPQ17,946$399,8370.09%
184FIDELITY NATIONAL FINANCIALFNF7,215$393,8670.09%
185VAIL RESORTS INCMTN2,926$388,5730.08%
186ROBLOX CORP -CLASS ARBLX4,742$384,2440.08%
187MASIMO CORPMASI2,871$373,4020.08%
188SYSCO CORPSYY5,057$372,6500.08%
189UNITED RENTALS INCURI460$372,2870.08%
190WATERS CORP941848103973$369,5750.08%
191ROCKWELL AUTOMATION INCROK947$368,4490.08%
192VERISIGN INCVRSN1,515$368,0690.08%
193FRONTLINE PLCFRO16,555$365,2540.08%
194REGENERON PHARMACEUTICALSREGN473$365,0950.08%
195HEICO CORP-CLASS AHEI-A1,444$364,5090.08%
196WEBSTER FINANCIAL CORP9478901095,753$362,0940.08%
197XYLEM INCXYL2,658$361,9660.08%
198FIDELITY NATIONAL INFO SERV31620M1065,404$359,1500.08%
199CANADIAN PACIFIC KANSAS CITYCP4,833$355,8030.08%
200SLB LTDSLB9,255$355,2070.08%
201TRAVELERS COS INC/THETRV1,223$354,7430.08%
202AMERICAN ELECTRIC POWER0255371013,071$354,1170.08%
203DYNATRACE INCDT8,089$350,5770.08%
204AXIS CAPITAL HOLDINGS LTDG0692U1093,200$342,6880.07%
205MONSTER BEVERAGE CORPMNST4,465$342,3320.07%
206MILLROSE PROPERTIES60113710211,358$339,2630.07%
207PINNACLE WEST CAPITALPNW3,823$339,1000.07%
208INVITATION HOMES INCINVH12,124$336,9260.07%
209HANOVER INSURANCE GROUP INC/4108671051,824$333,3720.07%
210CUMMINS INCCMI652$332,8130.07%
211ZOOM COMMUNICATIONS INCZM3,848$332,0440.07%
212MATCH GROUP INCMTCH10,172$328,4540.07%
213CRANE COCR1,767$325,8880.07%
214LENNAR CORP-ALEN-B3,161$324,9510.07%
215ABBOTT LABORATORIESABLZF2,592$324,7520.07%
216HEALTHEQUITY INCHQY3,528$323,2000.07%
217BCE INCBCPPF13,483$321,6040.07%
218GE VERNOVA INCGEV491$320,9030.07%
219METLIFE INCMET-PF4,016$317,0230.07%
220UNITED AIRLINES HOLDINGS INCUNTCW2,831$316,5620.07%
221VISTRA CORPVST1,958$315,8840.07%
222DOMINO'S PIZZA INCDPZ754$314,2820.07%
223GAP INC/THEGAP12,228$313,0370.07%
224BEST BUY CO INCBBY4,627$309,6850.07%
225KEYCORP49326710814,956$308,6920.07%
226FERGUSON ENTERPRISES INCFERG1,369$304,7800.07%
227ATLASSIAN CORP-CL ATEAM1,864$302,2290.07%
228TYSON FOODS INC-CL ATSN5,147$301,7170.07%
229CAMECO CORPCCJ3,293$301,5180.07%
230CAPITAL ONE FINANCIAL CORP14040H1051,242$301,0110.07%
231ECOLAB INCECL1,141$299,5350.07%
232GLOBAL PAYMENTS INC37940X1023,865$299,1510.07%
233AKAMAI TECHNOLOGIES INCAKAM3,419$298,3080.07%
234BANK OF NOVA SCOTIA0641491073,994$294,5600.06%
235GLOBALFOUNDRIES INCGFS8,283$289,2420.06%
236AMERICAN AIRLINES GROUP INC02376R10218,841$288,8330.06%
237MARATHON PETROLEUM CORPMARA1,773$288,3430.06%
238ITT INCITT1,656$287,3330.06%
239GENERAC HOLDINGS INCGNRC2,101$286,5130.06%
240CBRE GROUP INC - ACBRE1,768$284,2770.06%
241KOHLS CORPKSS13,881$283,3110.06%
242AUTOZONE INCAZO83$281,4950.06%
243ADT INCADT34,485$278,2940.06%
244ZIONS BANCORP NA9897011074,753$278,2410.06%
245RUBRIK INC-ARBRK3,634$277,9280.06%
246WILLIAMS-SONOMA INCWSM1,555$277,7070.06%
247AMER SPORTS INCAS7,367$275,1570.06%
248APPLIED INDUSTRIAL TECH INC03820C1051,061$272,4330.06%
249HERSHEY CO/THEHSY1,487$270,6040.06%
250COLGATE-PALMOLIVE COCL3,422$270,4060.06%
251GROUP 1 AUTOMOTIVE INCGPI683$268,6240.06%
252PUBLIC STORAGEPSA-PS1,028$266,7660.06%
253KKR & CO INCKKRT2,087$266,0510.06%
254CITIZENS FINANCIAL GROUPCIA4,542$265,2980.06%
255ACI WORLDWIDE INCACIW5,521$263,9590.06%
256ON HOLDING AG-CLASS AH5919C1045,660$263,0770.06%
257TAYLOR MORRISON HOME CORPTMHC4,452$262,0890.06%
258BRIGHT HORIZONS FAMILY SOLUT1091941002,570$260,5980.06%
259ARCH CAPITAL GROUP LTDG0450A1052,707$259,6550.06%
260MACY'S INC55616P10411,708$258,1610.06%
261FACTSET RESEARCH SYSTEMS INC303075105887$257,3990.06%
262JM SMUCKER CO/THE8326964052,629$257,1420.06%
263DYCOM INDUSTRIES INC267475101756$255,4520.06%
264STIFEL FINANCIAL CORP8606301022,037$255,0730.06%
265VICTORIA'S SECRET & CO9264001024,697$254,4360.06%
266AMERICAN EXPRESS COAXP678$250,8260.05%
267UNIVERSAL HEALTH SERVICES-B9139031001,142$248,9790.05%
268DOW INCDOW10,626$248,4360.05%
269SUN COMMUNITIES INC8666741041,982$245,5900.05%
270VERALTO CORPVLTO2,452$244,6610.05%
271WELLTOWER INCWELL1,317$244,4480.05%
272HOULIHAN LOKEY INCHLI1,402$244,2140.05%
273WABTEC CORP9297401081,140$243,3330.05%
274POOL CORPPOOL1,047$239,5010.05%
275CBOE GLOBAL MARKETS INC12503M108948$237,9480.05%
276INTL BUSINESS MACHINES CORPINTR802$237,5600.05%
277DELL TECHNOLOGIES -CDELL1,879$236,5290.05%
278ASSURED GUARANTY LTDAGO2,581$231,9540.05%
279CRH PLCCRH1,830$228,3840.05%
280TRACTOR SUPPLY COMPANYTSCO4,566$228,3460.05%
281HF SINCLAIR CORPDINO4,913$226,3910.05%
282VERIZON COMMUNICATIONS INCVZ5,534$225,4000.05%
283OMEGA HEALTHCARE INVESTORS6819361005,081$225,2920.05%
284QORVO INCQRVO2,661$224,8810.05%
285GENERAL DYNAMICS CORPGD667$224,5520.05%
286PAYLOCITY HOLDING CORPPCTY1,469$224,0230.05%
287HILTON WORLDWIDE HOLDINGS INHLT779$223,7680.05%
288ASSURANT INCAIZN929$223,7500.05%
289CARNIVAL CORPCUKPF7,273$222,1170.05%
290GENUINE PARTS COGPC1,791$220,2210.05%
291SKYWEST INCSKYW2,180$218,8940.05%
292CHUBB LTDCB700$218,4840.05%
293HUNTINGTON BANCSHARES INCHBANP12,519$217,2050.05%
294GFL ENVIRONMENTAL INC-SUB VTGFL5,052$217,0090.05%
295EQUINIX INCEQIX282$216,0570.05%
296EXELIXIS INCEXEL4,922$215,7310.05%
297NEWMONT CORPNEMCL2,108$210,4840.05%
298ROLLINS INCROL3,504$210,3100.05%
299PACCAR INCPCAR1,918$210,0400.05%
300TRIMBLE INCTRMB2,667$208,9590.05%
301DECKERS OUTDOOR CORPDECK2,005$207,8580.05%
302BROADRIDGE FINANCIAL SOLUTIO11133T103927$206,8790.05%
303INCYTE CORPINCY2,092$206,6270.05%
304BORGWARNER INCBWA4,574$206,1040.04%
305BRISTOL-MYERS SQUIBB COCELG-RI3,820$206,0510.04%
306GODADDY INC - CLASS AGDDY1,658$205,7250.04%
307AMERICAN HEALTHCARE REIT INCAHR4,362$205,2760.04%
308AXON ENTERPRISE INCAXON360$204,4550.04%
309CDW CORP/DECDW1,479$201,4400.04%
310HENRY SCHEIN INCHSIC2,661$201,1180.04%
311BALL CORPBALL3,796$201,0740.04%
312WEBULL CORPBULLW23,829$185,1510.04%
313SOUNDHOUND AI INC-ASOUNW13,899$138,5730.03%
314COMPASS INC - CLASS ACOMP12,774$135,0210.03%
315DIAMONDROCK HOSPITALITY CODRH14,949$133,9430.03%
316COURSERA INCCOUR15,005$110,4370.02%
317B2GOLD CORPBTG19,365$87,1890.02%
318PELOTON INTERACTIVE INC-APTON13,144$80,9670.02%
319FUBOTV INC -CLASS AFUBO25,229$63,5770.01%
320BEYOND MEAT INCBYND64,368$52,7820.01%
321NEWELL BRANDS INCNWL10,395$38,6690.01%
322SABRE CORPSABR11,760$15,9940.00%