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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

BROADWATER CAPITAL MANAGEMENT LLC

Quarter ended Q3 2025 · Filed October 31, 2025 · Accession 0002084339-25-000001

Total Value
$127.7M
Positions
227
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (227)

#IssuerTicker / CUSIPSharesValue% of Filing
1MICROSOFT CORPMSFT40,779$15.3M12.01%
2APPLE INCAAPL60,710$11.7M9.16%
3MCDONALDS CORPMCD21,150$6.3M4.91%
4JOHNSON &JOHNSONJNJ27,978$4.4M3.44%
5ALPHABET INCGOOG30,660$4.3M3.36%
6PROCTER AND GAMBLE CO74271810926,718$3.9M3.07%
7COCA COLA COKO59,685$3.5M2.76%
8MERCK &CO INCMRK31,032$3.4M2.65%
9ALPHABET INCGOOG22,100$3.1M2.44%
10EXXON MOBIL CORPXOM29,330$2.9M2.30%
11WALMART INCWMT17,646$2.8M2.18%
12ANALOG DEVICES INCADI11,830$2.3M1.84%
13SOUTHERN COSOMN30,979$2.2M1.70%
14ABBVIE INCABBV13,967$2.2M1.70%
15WEC ENERGY GROUP INCWEC25,370$2.1M1.67%
16INTEL CORPINTC42,106$2.1M1.66%
17GENERAL MLS INC37033410430,888$2.0M1.58%
18STRYKER CORPORATIONSYK6,635$2.0M1.56%
19INTUITIVE SURGICAL INCISRG5,772$1.9M1.53%
20ECOLAB INCECL9,345$1.9M1.45%
21CVS HEALTH CORPCVS22,676$1.8M1.40%
22ABBOTT LABSABLZF16,003$1.8M1.38%
23NIKE INCNKE15,731$1.7M1.34%
24CHEVRON CORP NEWCVX10,401$1.6M1.22%
25S&P GLOBAL INCSPGI3,520$1.6M1.21%
26DISNEY WALT CO25468710616,917$1.5M1.20%
27HONEYWELL INTL INC4385161066,772$1.4M1.11%
28AUTOMATIC DATA PROCESSING INADP5,845$1.4M1.07%
29REALTY INCOME CORPO21,460$1.2M0.97%
30PORTLAND GEN ELEC CO73650884727,864$1.2M0.95%
31VERIZON COMMUNICATIONS INCVZ31,707$1.2M0.94%
32ROPER TECHNOLOGIES INCROP2,150$1.2M0.92%
33FLOWERS FOODS INCFLO49,612$1.1M0.87%
34SPDR SER TR78464A87012,300$1.1M0.86%
35NORTHROP GRUMMAN CORPNOC2,340$1.1M0.86%
36PEPSICO INCPEP6,430$1.1M0.86%
37INTERNATIONAL BUSINESS MACHSINTR6,455$1.1M0.83%
38GENERAL DYNAMICS CORPGD3,730$968,5690.76%
39UNITEDHEALTH GROUP INCUNH1,754$923,4280.72%
40BECTON DICKINSON &COBDX3,373$822,4390.64%
41COLGATE PALMOLIVE COCL10,100$805,0710.63%
42STARBUCKS CORPSBUX8,210$788,2420.62%
43BRISTOL-MYERS SQUIBB COCELG-RI15,220$780,9450.61%
443M COMMM6,400$699,6480.55%
45AVERY DENNISON CORPAVY3,360$679,2580.53%
46PAYCHEX INCPAYX5,520$657,4870.52%
47QUALCOMM INCQCOM4,223$610,7720.48%
48PFIZER INCPFE21,032$605,5110.47%
49SHELL PLCRYDAF8,207$540,0210.42%
50EXPEDITORS INTL WASH INC3021301094,200$534,2400.42%
51FASTENAL COFAST8,000$518,1600.41%
52MARATHON PETE CORPMARA3,350$497,0060.39%
53CHURCH &DWIGHT CO INCCHD5,200$491,7120.39%
54DONALDSON INCDCI7,100$463,9850.36%
55IDEXX LABS INC45168D104800$444,0400.35%
56THE TRADE DESK INC88339J1056,000$431,7600.34%
57THE CIGNA GROUP1255231001,406$421,0270.33%
58AT&T INCT-PC24,101$404,4150.32%
59C H ROBINSON WORLDWIDE INCCHRW4,599$397,3080.31%
60CONOCOPHILLIPSCOP3,400$394,6380.31%
61DUKE ENERGY CORP NEWDUKB3,666$355,7490.28%
62RTX CORPORATIONRTX4,197$353,1360.28%
63AUTODESK INCADSK1,400$340,8720.27%
64META PLATFORMS INCMETA900$318,5640.25%
65AIR PRODS &CHEMS INCAIIR1,150$314,8700.25%
66CHUBB LIMITEDCB1,250$282,5000.22%
67LOCKHEED MARTIN CORPLMT607$275,1170.22%
68SOUTHERN COPPER CORPSCCO3,132$269,5710.21%
69AMERICAN TOWER CORP NEW03027X1001,206$260,3510.20%
70CSX CORPCSX7,245$251,1840.20%
71CISCO SYS INCCSCO4,948$249,9730.20%
72LINDE PLCLIN600$246,4260.19%
73UNITED PARCEL SERVICE INCUPS1,565$246,0650.19%
74CARRIER GLOBAL CORPORATIONCARR3,894$223,7100.18%
75XCEL ENERGY INCXELLL3,600$222,8760.17%
76DIGITAL RLTY TR INC2538681031,600$215,3280.17%
77TARGET CORPTGT1,506$214,4850.17%
78UNILEVER PLCUNLYF4,150$201,1920.16%
79ENTERPRISE PRODS PARTNERS L2937921077,472$196,8870.15%
80NEXTERA ENERGY INCNEE-PW3,206$194,7320.15%
81AVANGRID INC05351W1036,000$194,4600.15%
82CALIFORNIA WTR SVC GROUP1307881023,640$188,8070.15%
83RAYONIER INCRYN5,625$187,9310.15%
84BROOKFIELD INFRAST PARTNERSG162521015,850$184,2170.14%
85OTIS WORLDWIDE CORPOTIS1,822$163,0140.13%
86WALGREENS BOOTS ALLIANCE INC9314271086,100$159,2710.12%
87BAXTER INTL INC0718131094,066$157,1920.12%
88SCHLUMBERGER LTDSLB3,000$156,1200.12%
89EDWARDS LIFESCIENCES CORPEW1,920$146,4000.11%
90PAYPAL HLDGS INCPYPL2,200$135,1020.11%
91PHILLIPS 66PSX900$119,8260.09%
92OMEGA HEALTHCARE INVS INC6819361003,700$113,4420.09%
93LAZARD LTDLAZ3,100$107,8800.08%
94BROADRIDGE FINL SOLUTIONS IN11133T103500$102,8750.08%
95JPMORGAN CHASE &COVYLD581$98,8280.08%
96ADOBE INCADBE162$96,6490.08%
97VANGUARD INDEX FDS922908629415$96,5460.08%
98VANGUARD INDEX FDS922908751445$94,9320.07%
99AMAZON COM INCAMZN620$94,2030.07%
100TEXAS INSTRS INC882508104552$94,0940.07%
101KIMBERLY-CLARK CORPKMB700$85,0570.07%
102BLACKLINE INCBL1,300$81,1720.06%
103SYSCO CORPSYY1,075$78,6150.06%
104EMERSON ELEC COEMR800$77,8640.06%
105DENTSPLY SIRONA INCXRAY2,181$77,6220.06%
106HEALTHCARE RLTY TR42226K1054,300$74,0890.06%
107WEYERHAEUSER CO MTN BEWY2,080$72,3220.06%
108BOEING COBA-PA275$71,6820.06%
109DOLLAR TREE INCDLTR496$70,4570.06%
110SIMULATIONS PLUS INCSLP1,510$67,5730.05%
111DOVER CORPDOV400$61,5240.05%
112SEMPRASREA800$59,7840.05%
113CATERPILLAR INCCAT200$59,1340.05%
114ORGANON &COOGN3,898$56,2090.04%
115BROOKFIELD REAL ASSETS INCOMRA4,300$55,0830.04%
116ORACLE CORPORCL-PD514$54,1910.04%
117GENERAL ELECTRIC CO369604301418$53,3490.04%
118FISERV INCFISV400$53,1360.04%
119GARMIN LTDGRMN360$46,2740.04%
120GALLAGHER ARTHUR J &CO363576109200$44,9760.04%
121BANK AMERICA CORP0605051041,332$44,8480.04%
122ZIMMER BIOMET HOLDINGS INCZBH352$42,8080.03%
123CLOROX CO DELCLX290$41,3510.03%
124ZEBRA TECHNOLOGIES CORPORATIZBRA150$41,0000.03%
125EVERSOURCE ENERGYES620$38,2660.03%
126NOVARTIS AGNVSEF370$37,3590.03%
127BIOGEN INCBIIB140$36,2280.03%
128NETAPP INCNTAP400$35,2640.03%
129WATSCO INCWSO-B80$34,2780.03%
130AGNC INVT CORP00123Q1043,300$32,3730.03%
131STERICYCLE INC858912108600$29,7360.02%
132ANNALY CAPITAL MANAGEMENT INNLY-PJ1,525$29,5390.02%
133ELI LILLY &COLLY50$29,1460.02%
134ALLSTATE CORPALL-PJ200$27,9960.02%
135NETFLIX INCNFLX50$24,3440.02%
136SPDR S&P 500 ETF TRSPY50$23,7660.02%
137BROOKFIELD INFRASTRUCTURE COBIPC649$22,8970.02%
138EBAY INC.EBAY500$21,8100.02%
139KYNDRYL HLDGS INCKD1,037$21,5490.02%
140UPSTART HLDGS INCUPST500$20,4300.02%
141SKYWORKS SOLUTIONS INCSWKS179$20,1230.02%
142COMCAST CORP NEWCCZ448$19,6450.02%
143VEEVA SYS INCVEEV100$19,2520.02%
144L3HARRIS TECHNOLOGIES INCLHX89$18,7450.01%
145ISHARES TR464287234450$18,0950.01%
146WELLTOWER INCWELL200$18,0340.01%
147VANGUARD INDEX FDS922908611100$17,9970.01%
148COINBASE GLOBAL INCCOIN100$17,3920.01%
149VANGUARD INDEX FDS92290876972$17,0800.01%
150MORGAN STANLEYMS-PQ183$17,0650.01%
151HOLOGIC INCHOLX234$16,7190.01%
152AMGEN INCAMGN58$16,7050.01%
153VANGUARD INDEX FDS92290863775$16,3610.01%
154OLD DOMINION FREIGHT LINE INODFL40$16,2130.01%
155BIO-TECHNE CORPTECH200$15,4320.01%
156VANGUARD INDEX FDS922908744100$14,9500.01%
157AGILENT TECHNOLOGIES INCA100$13,9030.01%
158NATIONAL RESH CORP637372202350$13,8460.01%
159INVESCO QQQ TRIVZ32$13,1050.01%
160WP CAREY INC92936U109200$12,9620.01%
161FEDEX CORPFDX50$12,6490.01%
162TOMPKINS FINL CORP890110109200$12,0460.01%
163AFLAC INCAFL138$11,3850.01%
164ARISTA NETWORKS INCANET48$11,3040.01%
165INVESCO EXCHANGE TRADED FD TIVZ71$11,2040.01%
166GSK PLCGLAXF300$11,1180.01%
167VISA INCV40$10,4140.01%
168GE HEALTHCARE TECHNOLOGIES IGEHC127$9,8200.01%
169MYERS INDS INC628464109500$9,7750.01%
170VIATRIS INCVTRS855$9,2600.01%
171US BANCORP DELUSB-PS209$9,0460.01%
172MGM RESORTS INTERNATIONALMGM200$8,9360.01%
173ISHARES TR46428882832$8,4020.01%
174INVESCO EXCHANGE TRADED FD TIVZ95$8,1220.01%
175OTTER TAIL CORPOTTR95$8,0720.01%
176KEYSIGHT TECHNOLOGIES INCKEYS50$7,9550.01%
177ISHARES TR46428761425$7,5790.01%
178FORD MTR CO DEL345370860600$7,3140.01%
179ILLUMINA INCILMN50$6,9620.01%
180METLIFE INCMET-PF100$6,6130.01%
181WELLS FARGO CO NEW949746101133$6,5460.01%
182EMBECTA CORPEMBC340$6,4360.01%
183NVIDIA CORPORATIONNVDA12$5,9430.00%
184CAL MAINE FOODS INCCALM100$5,7390.00%
185ISHARES TR46428716842$4,9230.00%
186UNION PAC CORPUNP20$4,9120.00%
187VANGUARD INTL EQUITY INDEX F922042858112$4,6030.00%
188ISHARES TR46428759826$4,2970.00%
189MONDELEZ INTL INC60920710559$4,2730.00%
190TJX COS INC NEW87254010940$3,7520.00%
191SPDR SER TR78464A76328$3,4990.00%
192VANGUARD INTL EQUITY INDEX F92204287454$3,4820.00%
193ISHARES TR46428748132$3,3430.00%
194VANGUARD SCOTTSDALE FDS92206C87038$3,0890.00%
195HALEON PLCHLNCF375$3,0860.00%
196MODERNA INCMRNA30$2,9840.00%
197MATTEL INCMAT150$2,8320.00%
198ISHARES TR46428764811$2,7740.00%
199FIRST TR EXCHANGE TRADED FD33734X10147$2,7720.00%
200TRANE TECHNOLOGIES PLCTT11$2,6830.00%
201ISHARES TR46428763015$2,3300.00%
202ISHARES TR46428747320$2,3260.00%
203DEERE &CODE5$1,9990.00%
204COSTCO WHSL CORP NEW22160K1053$1,9800.00%
205EATON CORP PLCETN8$1,9270.00%
206COCA-COLA FEMSA SAB DE CVCOCSF20$1,8930.00%
207GRUPO AEROPORTUARIO DEL CENT40050110220$1,6930.00%
208SELECT SECTOR SPDR TR81369Y30822$1,5850.00%
209ILLINOIS TOOL WKS INC4523081096$1,5720.00%
210VANGUARD INDEX FDS92290855315$1,3250.00%
211PHILIP MORRIS INTL INC71817210914$1,3170.00%
212ISHARES TR46428756420$1,1750.00%
213THERMO FISHER SCIENTIFIC INCTMO2$1,0620.00%
214SPDR SER TR78464A40915$9760.00%
215VANGUARD INTL EQUITY INDEX F92204286612$8640.00%
216YUM BRANDS INCYUM6$7840.00%
217VALERO ENERGY CORPVLO6$7800.00%
218ATLASSIAN CORPORATIONTEAM3$7140.00%
219PIONEER NAT RES CO7237871073$6750.00%
220AVANOS MED INCAVNS25$5610.00%
221ZIMVIE INC98888T10715$2660.00%
222NET LEASE OFFICE PROPERTIESNLOP12$2220.00%
223EXACT SCIENCES CORP30063P1053$2220.00%
224BALLYS CORPORATIONBALL0$00.00%
225DOMINION ENERGY INCD0$00.00%
226ISHARES TR4642874570$00.00%
227BCE INCBCPPF0$00.00%