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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 0002084339-25-000004

Total Value
$135.7M
Positions
237
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (238)

#IssuerTicker / CUSIPSharesValue% of Filing
1MICROSOFT CORPMSFT36,229$15.6M11.49%
2APPLE INCAAPL54,591$12.7M9.37%
3MCDONALDS CORPMCD20,770$6.3M4.66%
4ALPHABET INCGOOG29,570$4.9M3.61%
5PROCTER AND GAMBLE CO74271810926,518$4.6M3.38%
6COCA COLA COKO59,585$4.3M3.16%
7WALMART INCWMT52,942$4.3M3.15%
8JOHNSON &JOHNSONJNJ23,468$3.8M2.80%
9ALPHABET INCGOOG21,850$3.7M2.69%
10MERCK &CO INCMRK29,982$3.4M2.51%
11EXXON MOBIL CORPXOM27,870$3.3M2.41%
12INTUITIVE SURGICAL INCISRG5,772$2.8M2.09%
13ABBVIE INCABBV13,669$2.7M1.99%
14ANALOG DEVICES INCADI11,580$2.7M1.96%
15SOUTHERN COSOMN29,457$2.7M1.96%
16STRYKER CORPORATIONSYK6,595$2.4M1.76%
17ECOLAB INCECL8,895$2.3M1.67%
18WEC ENERGY GROUP INCWEC23,250$2.2M1.65%
19GENERAL MLS INC37033410429,988$2.2M1.63%
20S&P GLOBAL INCSPGI3,520$1.8M1.34%
21ABBOTT LABSABLZF15,704$1.8M1.32%
22AUTOMATIC DATA PROCESSING INADP5,835$1.6M1.19%
23DISNEY WALT CO25468710616,417$1.6M1.16%
24INTERNATIONAL BUSINESS MACHSINTR6,455$1.4M1.05%
25CHEVRON CORP NEWCVX9,665$1.4M1.05%
26NIKE INCNKE15,231$1.3M0.99%
27HONEYWELL INTL INC4385161066,483$1.3M0.99%
28REALTY INCOME CORPO20,930$1.3M0.98%
29VERIZON COMMUNICATIONS INCVZ27,714$1.2M0.92%
30SPDR SER TR78464A87012,300$1.2M0.90%
31ROPER TECHNOLOGIES INCROP2,150$1.2M0.88%
32NORTHROP GRUMMAN CORPNOC2,190$1.2M0.85%
33GENERAL DYNAMICS CORPGD3,730$1.1M0.83%
34PORTLAND GEN ELEC CO73650884723,314$1.1M0.82%
35CVS HEALTH CORPCVS16,776$1.1M0.78%
36FLOWERS FOODS INCFLO45,625$1.1M0.78%
37UNITEDHEALTH GROUP INCUNH1,754$1.0M0.76%
38PEPSICO INCPEP5,930$1.0M0.74%
39COLGATE PALMOLIVE COCL9,450$981,0050.72%
40INTEL CORPINTC39,406$924,4650.68%
413M COMMM6,400$874,8800.64%
42BECTON DICKINSON &COBDX3,373$813,2300.60%
43AVERY DENNISON CORPAVY3,360$741,7540.55%
44PAYCHEX INCPAYX5,520$740,7290.55%
45QUALCOMM INCQCOM4,223$718,1210.53%
46THE TRADE DESK INC88339J1056,000$657,9000.48%
47FASTENAL COFAST8,000$571,3600.42%
48EXPEDITORS INTL WASH INC3021301094,200$551,8800.41%
49CHURCH &DWIGHT CO INCCHD5,200$544,5440.40%
50SHELL PLCRYDAF8,236$543,1640.40%
51DONALDSON INCDCI7,100$523,2700.39%
52MARATHON PETE CORPMARA3,100$505,0210.37%
53META PLATFORMS INCMETA880$503,8280.37%
54RTX CORPORATIONRTX4,072$493,3640.36%
55C H ROBINSON WORLDWIDE INCCHRW4,199$463,4440.34%
56BRISTOL-MYERS SQUIBB COCELG-RI8,900$460,4930.34%
57AT&T INCT-PC20,701$455,4220.34%
58THE CIGNA GROUP1255231001,256$435,1290.32%
59DUKE ENERGY CORP NEWDUKB3,666$422,6900.31%
60AUTODESK INCADSK1,400$385,6720.28%
61SOUTHERN COPPER CORPSCCO3,179$367,7150.27%
62CONOCOPHILLIPSCOP3,400$357,9520.26%
63CHUBB LIMITEDCB1,230$354,7200.26%
64STARBUCKS CORPSBUX3,610$351,9390.26%
65PFIZER INCPFE11,805$341,6370.25%
66AIR PRODS &CHEMS INCAIIR1,100$327,5140.24%
67CARRIER GLOBAL CORPORATIONCARR3,769$303,3670.22%
68LOCKHEED MARTIN CORPLMT507$296,3720.22%
69LINDE PLCLIN600$286,1160.21%
70AMERICAN TOWER CORP NEW03027X1001,206$280,4670.21%
71NEXTERA ENERGY INCNEE-PW3,206$271,0030.20%
72UNILEVER PLCUNLYF4,150$269,5840.20%
73CISCO SYS INCCSCO4,948$263,3330.19%
74CSX CORPCSX7,245$250,1700.18%
75TARGET CORPTGT1,406$219,1390.16%
76ENTERPRISE PRODS PARTNERS L2937921077,472$217,5100.16%
77AVANGRID INC05351W1036,000$214,7400.16%
78UNITED PARCEL SERVICE INCUPS1,565$213,3720.16%
79OTIS WORLDWIDE CORPOTIS1,822$189,3790.14%
80XCEL ENERGY INCXELLL2,880$188,0640.14%
81PAYPAL HLDGS INCPYPL2,200$171,6660.13%
82BROOKFIELD INFRAST PARTNERSG162521014,680$163,9870.12%
83LAZARD INCLAZ3,100$156,1780.12%
84BAXTER INTL INC0718131094,066$154,3860.11%
85OMEGA HEALTHCARE INVS INC6819361003,700$150,5900.11%
86RAYONIER INCRYN4,500$144,8100.11%
87EDWARDS LIFESCIENCES CORPEW1,920$126,7010.09%
88SCHLUMBERGER LTDSLB3,000$125,8500.09%
89JPMORGAN CHASE &CO.VYLD581$122,5100.09%
90PHILLIPS 66PSX900$118,3050.09%
91AMAZON COM INCAMZN620$115,5250.09%
92TEXAS INSTRS INC882508104552$114,0270.08%
93SOLVENTUM CORPSOLV1,599$111,4820.08%
94VANGUARD INDEX FDS922908629415$109,4890.08%
95BROADRIDGE FINL SOLUTIONS IN11133T103500$107,5150.08%
96CALIFORNIA WTR SVC GROUP1307881021,960$106,2710.08%
97VANGUARD INDEX FDS922908751445$105,5580.08%
98DIGITAL RLTY TR INC253868103640$103,5710.08%
99KIMBERLY-CLARK CORPKMB700$99,5960.07%
100ORACLE CORPORCL-PD515$87,8010.06%
101EMERSON ELEC COEMR800$87,4960.06%
102SYSCO CORPSYY1,076$84,0210.06%
103ADOBE INCADBE162$83,8800.06%
104GE AEROSPACE369604301418$78,8260.06%
105CATERPILLAR INCCAT200$78,2240.06%
106HEALTHCARE RLTY TR42226K1054,300$78,0450.06%
107DOVER CORPDOV400$76,6960.06%
108FISERV INCFISV400$71,8600.05%
109BLACKLINE INCBL1,300$71,6820.05%
110SEMPRASREA800$66,9040.05%
111GARMIN LTDGRMN360$63,3710.05%
112ORGANON &COOGN3,178$60,7950.04%
113DENTSPLY SIRONA INCXRAY2,181$59,0180.04%
114GALLAGHER ARTHUR J &CO363576109200$56,2740.04%
115ZEBRA TECHNOLOGIES CORPORATIZBRA150$55,5480.04%
116BANK AMERICA CORP0605051041,332$52,8540.04%
117NETAPP INCNTAP400$49,4040.04%
118WEYERHAEUSER CO MTN BEWY1,440$48,7580.04%
119WALGREENS BOOTS ALLIANCE INC9314271085,400$48,3840.04%
120SIMULATIONS PLUS INCSLP1,510$48,3500.04%
121ELI LILLY &COLLY50$44,5030.03%
122NOVARTIS AGNVSEF370$42,5570.03%
123EVERSOURCE ENERGYES620$42,1910.03%
124CLOROX CO DELCLX250$40,7280.03%
125ZIMMER BIOMET HOLDINGS INCZBH352$37,9710.03%
126ALLSTATE CORPALL-PJ200$37,9300.03%
127NETFLIX INCNFLX50$35,4640.03%
128BERKSHIRE HATHAWAY INC DELBRK-A77$35,4400.03%
129DOLLAR TREE INCDLTR496$34,8790.03%
130EBAY INC.EBAY500$32,5550.02%
131WATSCO INCWSO-B60$29,5130.02%
132SPDR S&P 500 ETF TRSPY50$28,8720.02%
133BIOGEN INCBIIB140$27,1380.02%
134GE VERNOVA INCGEV102$26,0080.02%
135WELLTOWER INCWELL200$25,6060.02%
136KYNDRYL HLDGS INCKD1,037$23,8300.02%
137BROOKFIELD REAL ASSETS INCOMRA1,720$23,5640.02%
138BROOKFIELD INFRASTRUCTURE COBIPC519$22,5400.02%
139L3HARRIS TECHNOLOGIES INCLHX89$21,1700.02%
140VEEVA SYS INCVEEV100$20,9870.02%
141VANGUARD INDEX FDS92290876972$20,3880.02%
142VANGUARD INDEX FDS922908611100$20,0780.01%
143VANGUARD INDEX FDS92290863775$19,7470.01%
144MORGAN STANLEYMS-PQ183$19,0760.01%
145HOLOGIC INCHOLX234$19,0620.01%
146COMCAST CORP NEWCCZ448$18,7130.01%
147AMGEN INCAMGN58$18,6880.01%
148ARISTA NETWORKS INCANET48$18,4230.01%
149SKYWORKS SOLUTIONS INCSWKS181$17,8850.01%
150VANGUARD INDEX FDS922908744100$17,4570.01%
151BIO-TECHNE CORPTECH200$15,9860.01%
152OLD DOMINION FREIGHT LINE INODFL80$15,8910.01%
153INVESCO QQQ TRIVZ32$15,6180.01%
154AFLAC INCAFL138$15,4280.01%
155WISDOMTREE TRWT279$14,9820.01%
156AGILENT TECHNOLOGIES INCA100$14,8480.01%
157NVIDIA CORPORATIONNVDA120$14,5730.01%
158BOEING COBA-PA95$14,4440.01%
159SPDR GOLD TRGLD59$14,3410.01%
160AGNC INVT CORP00123Q1041,320$13,8070.01%
161FEDEX CORPFDX50$13,6840.01%
162ISHARES SILVER TRSLV481$13,6650.01%
163INVESCO EXCHANGE TRADED FD TIVZ71$12,7200.01%
164WP CAREY INC92936U109200$12,4600.01%
165GSK PLCGLAXF300$12,2640.01%
166ANNALY CAPITAL MANAGEMENT INNLY-PJ610$12,2430.01%
167STERICYCLE INC858912108200$12,2000.01%
168GE HEALTHCARE TECHNOLOGIES IGEHC127$11,9190.01%
169TOMPKINS FINL CORP890110109200$11,5580.01%
170VISA INCV40$10,9980.01%
171GRAINGER W W INC38480210410$10,3880.01%
172VIATRIS INCVTRS855$9,9270.01%
173INVESCO EXCHANGE TRADED FD TIVZ95$9,8100.01%
174US BANCORP DELUSB-PS209$9,5580.01%
175ISHARES TR46428761425$9,3850.01%
176ISHARES TR464288828160$9,1380.01%
177METLIFE INCMET-PF102$8,4330.01%
178SUPER MICRO COMPUTER INCSMCI20$8,3280.01%
179VANECK ETF TRUST92189F106206$8,2030.01%
180UPSTART HLDGS INCUPST200$8,0020.01%
181NATIONAL RESH CORP637372202350$8,0010.01%
182KEYSIGHT TECHNOLOGIES INCKEYS50$7,9470.01%
183MGM RESORTS INTERNATIONALMGM200$7,8180.01%
184WELLS FARGO CO NEW949746101133$7,5130.01%
185CAL MAINE FOODS INCCALM100$7,4840.01%
186OTTER TAIL CORPOTTR95$7,4250.01%
187MYERS INDS INC628464109500$6,9100.01%
188ILLUMINA INCILMN50$6,5210.00%
189FORD MTR CO345370860600$6,3360.00%
190ISHARES TR46428716842$5,6730.00%
191VANGUARD INTL EQUITY INDEX F922042858112$5,3590.00%
192ISHARES TR46428759826$4,9350.00%
193TJX COS INC NEW87254010940$4,7020.00%
194MONDELEZ INTL INC60920710559$4,3470.00%
195TRANE TECHNOLOGIES PLCTT11$4,2760.00%
196SPDR SER TR78464A76328$3,9770.00%
197HALEON PLCHLNCF375$3,9680.00%
198VANGUARD INTL EQUITY INDEX F92204287454$3,8390.00%
199ISHARES TR46428748132$3,7530.00%
200CNX RES CORPCNX111$3,6150.00%
201VANGUARD SCOTTSDALE FDS92206C87038$3,1830.00%
202ISHARES TR46428764811$3,1240.00%
203TEMPLETON EMERGING MKTS INCO880192109523$3,0490.00%
204FIRST TR EXCHANGE TRADED FD33734X10147$2,9750.00%
205MATTEL INCMAT150$2,8580.00%
206COSTCO WHSL CORP NEW22160K1053$2,6600.00%
207EATON CORP PLCETN8$2,6520.00%
208ISHARES TR46428747320$2,6450.00%
209ISHARES TR46428763015$2,5020.00%
210DEERE &CODE5$2,0870.00%
211MODERNA INCMRNA30$2,0050.00%
212SELECT SECTOR SPDR TR81369Y30822$1,8260.00%
213COCA-COLA FEMSA SAB DE CVCOCSF20$1,7740.00%
214PHILIP MORRIS INTL INC71817210914$1,7000.00%
215ILLINOIS TOOL WKS INC4523081096$1,5720.00%
216VANGUARD INDEX FDS92290855315$1,4610.00%
217JAPAN SMALLER CAPITALIZATIONJOF175$1,4470.00%
218GRUPO AEROPORTUARIO DEL CENT40050110220$1,3560.00%
219ISHARES TR46428756420$1,3180.00%
220SPDR SER TR78464A40915$1,2440.00%
221THERMO FISHER SCIENTIFIC INCTMO2$1,2370.00%
222SUNCOR ENERGY INC NEWSU30$1,1080.00%
223ISHARES TR46428739041$1,0620.00%
224VANGUARD INTL EQUITY INDEX F92204286612$9410.00%
225YUM BRANDS INCYUM6$8380.00%
226VALERO ENERGY CORPVLO6$8100.00%
227UNIVERSAL CORP VAUVV15$7970.00%
228SPROTT ETF TRUSTSII21$6510.00%
229AVANOS MED INCAVNS25$6010.00%
230EMBECTA CORPEMBC40$5640.00%
231ATLASSIAN CORPORATIONTEAM3$4760.00%
232GRAHAM CORPGHM16$4730.00%
233WARRIOR MET COAL INCHCC7$4470.00%
234ZIMVIE INC98888T10715$2380.00%
235EXACT SCIENCES CORP30063P1053$2040.00%
236NET LEASE OFFICE PROPERTIESNLOP6$1840.00%
237GRAIL INCGRAL8$1100.00%
238FRESENIUS MEDICAL CARE AGFMCQF5$1070.00%