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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 0002084339-25-000007

Total Value
$128.6M
Positions
220
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (220)

#IssuerTicker / CUSIPSharesValue% of Filing
1MERCK &CO INCMRK29,832$17.0M13.21%
2ANNALY CAPITAL MANAGEMENT INNLY-PJ610$9.7M7.54%
3MATTEL INCMAT150$6.0M4.65%
4ALPHABET INCGOOG21,550$5.1M3.94%
5WEC ENERGY GROUP INCWEC23,200$4.9M3.81%
6PORTLAND GEN ELEC CO73650884723,314$4.2M3.26%
7CLOROX CO DELCLX220$3.9M3.06%
8ALLSTATE CORPALL-PJ100$3.8M2.97%
9JPMORGAN CHASE &CO.VYLD1,881$3.4M2.63%
10INVESCO QQQ TRIVZ32$3.1M2.44%
11EXPEDITORS INTL WASH INC3021301094,200$3.0M2.33%
12AMGEN INCAMGN58$2.7M2.09%
13SOLVENTUM CORPSOLV1,249$2.7M2.08%
14STARBUCKS CORPSBUX3,610$2.6M1.99%
15ABBOTT LABSABLZF15,313$2.5M1.91%
16VISA INCV40$2.4M1.88%
17EBAY INC.EBAY500$2.4M1.86%
18MCDONALDS CORPMCD20,485$2.4M1.84%
19AT&T INCT-PC20,551$2.1M1.62%
20INTEL CORPINTC38,256$1.9M1.48%
21SHELL PLCRYDAF8,221$1.9M1.44%
22DIGITAL RLTY TR INC253868103640$1.8M1.42%
23AUTODESK INCADSK1,400$1.5M1.15%
24HOLOGIC INCHOLX234$1.5M1.15%
25CATERPILLAR INCCAT200$1.3M1.04%
26GE AEROSPACE369604301418$1.2M0.96%
27REALTY INCOME CORPO19,630$1.2M0.95%
28VANGUARD INDEX FDS92290876972$1.2M0.91%
29RTX CORPORATIONRTX4,072$1.1M0.88%
30GE VERNOVA INCGEV102$1.1M0.85%
31NEXTERA ENERGY INCNEE-PW3,206$1.1M0.82%
32NIKE INCNKE14,931$1.0M0.81%
33SPDR SERIES TRUST78464A76328$1.0M0.79%
34THERMO FISHER SCIENTIFIC INCTMO2$974,3360.76%
35PHILLIPS 66PSX900$947,2520.74%
36COCA-COLA FEMSA SAB DE CVCOCSF20$859,0050.67%
37ILLINOIS TOOL WKS INC4523081096$856,9340.67%
38OTTER TAIL CORPOTTR95$802,9390.62%
39CSX CORPCSX5,805$773,2660.60%
40PAYPAL HLDGS INCPYPL2,200$763,1910.59%
41FISERV INCFISV200$685,5420.53%
42PROCTER AND GAMBLE CO74271810926,318$672,5550.52%
43META PLATFORMS INCMETA830$672,0000.52%
44EXXON MOBIL CORPXOM27,770$612,6150.48%
45AGNC INVT CORP00123Q1041,320$594,7460.46%
46RAYONIER INCRYN4,701$594,5930.46%
47AVANOS MED INCAVNS25$589,5790.46%
48ROPER TECHNOLOGIES INCROP2,150$578,8410.45%
49BAXTER INTL INC071813109666$563,7740.44%
50UNITED PARCEL SERVICE INCUPS1,565$547,1950.43%
51ISHARES SILVER TRSLV481$545,3210.42%
52LOCKHEED MARTIN CORPLMT497$514,9410.40%
53CHEVRON CORP NEWCVX9,345$499,7720.39%
54DISNEY WALT CO25468710614,762$492,3850.38%
55EXACT SCIENCES CORP30063P1053$479,8500.37%
56ATLASSIAN CORPORATIONTEAM3$433,3980.34%
57DOVER CORPDOV400$432,5880.34%
58TEXAS INSTRS INC882508104552$431,9400.34%
59C H ROBINSON WORLDWIDE INCCHRW4,199$415,2080.32%
60BOEING COBA-PA75$411,9870.32%
61BROOKFIELD REAL ASSETS INCOMRA1,720$402,8940.31%
62TRANE TECHNOLOGIES PLCTT11$353,4580.27%
63CHURCH &DWIGHT CO INCCHD5,200$343,2920.27%
64SPROTT ETF TRUSTSII21$330,7840.26%
65SOUTHERN COSOMN29,184$328,6000.26%
66AGILENT TECHNOLOGIES INCA100$310,2660.24%
67COMCAST CORP NEWCCZ448$305,1160.24%
68PEPSICO INCPEP5,780$286,1530.22%
69CALIFORNIA WTR SVC GROUP1307881021,400$275,8530.21%
70US BANCORP DELUSB-PS209$253,8560.20%
71EMERSON ELEC COEMR800$231,7070.18%
72LAZARD INCLAZ3,100$230,1810.18%
73NET LEASE OFFICE PROPERTIESNLOP6$222,5610.17%
74AMAZON COM INCAMZN520$213,5050.17%
75WISDOMTREE TRWT141$196,1280.15%
76THE CIGNA GROUP1255231001,256$189,4170.15%
77EATON CORP PLCETN8$187,6720.15%
78ORGANON &COOGN278$180,4140.14%
79PAYCHEX INCPAYX5,520$163,5040.13%
80UNILEVER PLCUNLYF4,150$157,9710.12%
81ECOLAB INCECL8,870$150,1630.12%
82L3HARRIS TECHNOLOGIES INCLHX89$148,7380.12%
83TAIWAN SEMICONDUCTOR MFG LTD87403910050$138,7020.11%
84OLD DOMINION FREIGHT LINE INODFL80$135,6050.11%
85BRISTOL-MYERS SQUIBB COCELG-RI8,900$121,5150.09%
86TEMPLETON EMERGING MKTS INCO880192109270$114,6060.09%
87ALPHABET INCGOOG28,730$114,0830.09%
88DENTSPLY SIRONA INCXRAY181$111,5710.09%
89GENERAL DYNAMICS CORPGD3,730$107,5890.08%
90PHILIP MORRIS INTL INC71817210914$107,3700.08%
91EMBECTA CORPEMBC20$106,6640.08%
92QUALCOMM INCQCOM4,223$104,2680.08%
93SPDR SERIES TRUST78464A87012,300$101,4000.08%
94SKYWORKS SOLUTIONS INCSWKS79$94,7240.07%
95KEYSIGHT TECHNOLOGIES INCKEYS50$90,2440.07%
96VANGUARD INDEX FDS922908611100$81,1510.06%
97CARRIER GLOBAL CORPORATIONCARR3,769$77,6420.06%
98STRYKER CORPORATIONSYK6,465$73,8470.06%
99BIO-TECHNE CORPTECH200$73,6060.06%
100DONALDSON INCDCI7,100$73,2920.06%
101VANGUARD INDEX FDS922908744100$72,8710.06%
102OMEGA HEALTHCARE INVS INC6819361003,700$68,6500.05%
103HALEON PLCHLNCF375$68,1980.05%
104GE HEALTHCARE TECHNOLOGIES IGEHC82$64,0240.05%
105CAL MAINE FOODS INCCALM100$63,6720.05%
106AVERY DENNISON CORPAVY3,360$63,0300.05%
107ABBVIE INCABBV13,217$62,6750.05%
108WALMART INCWMT50,167$61,9920.05%
109GALLAGHER ARTHUR J &CO363576109200$53,9730.04%
110ZIMVIE INC98888T1078$46,2540.04%
111NORTHROP GRUMMAN CORPNOC2,080$44,7740.03%
112KIMBERLY-CLARK CORPKMB700$43,5130.03%
113ESPEY MFG &ELECTRS CORP296650104400$39,4440.03%
114ZIMMER BIOMET HOLDINGS INCZBH277$39,1950.03%
115CHUBB LIMITEDCB1,220$37,5700.03%
116GARMIN LTDGRMN180$37,5700.03%
117BECTON DICKINSON &COBDX3,273$37,4040.03%
118DUKE ENERGY CORP NEWDUKB3,666$37,2300.03%
119WELLTOWER INCWELL200$36,9940.03%
120FIRST TR EXCHANGE TRADED FD33734X10147$34,4820.03%
121WELLS FARGO CO NEW949746101133$30,7460.02%
122SELECT SECTOR SPDR TR81369Y30822$30,3080.02%
123CISCO SYS INCCSCO4,948$26,4150.02%
124MONDELEZ INTL INC60920710559$25,7770.02%
125ZEBRA TECHNOLOGIES CORPORATIZBRA150$25,2420.02%
126BROOKFIELD INFRASTRUCTURE COBIPC519$22,9960.02%
127KYNDRYL HLDGS INCKD1,037$22,3250.02%
128WALGREENS BOOTS ALLIANCE INC9314271085,400$22,0810.02%
129VANGUARD INDEX FDS922908751308$21,8830.02%
130BROADRIDGE FINL SOLUTIONS IN11133T103500$21,5900.02%
131VANGUARD INDEX FDS922908629290$21,3980.02%
132MORGAN STANLEYMS-PQ183$21,3100.02%
133BANK AMERICA CORP0605051041,332$20,1660.02%
134AIR PRODS &CHEMS INCAIIR1,100$20,1310.02%
135APPLE INCAAPL47,294$19,6440.02%
136VANGUARD INDEX FDS92290855315$19,5010.02%
137NOVARTIS AGNVSEF370$18,9590.01%
138ENTERPRISE PRODS PARTNERS L2937921077,472$18,2840.01%
139S&P GLOBAL INCSPGI3,520$17,9850.01%
140VANGUARD INDEX FDS92290863775$17,6740.01%
141INTERNATIONAL BUSINESS MACHSINTR6,455$17,6520.01%
142AMERICAN TOWER CORP NEW03027X100966$16,1940.01%
143COLGATE PALMOLIVE COCL9,450$15,9890.01%
144ISHARES TR464288828160$15,7820.01%
145BLACKLINE INCBL1,300$15,7150.01%
146HEALTHCARE RLTY TR42226K1054,300$15,2470.01%
147VIATRIS INCVTRS855$14,2020.01%
148VANGUARD SCOTTSDALE FDS92206C87038$13,6330.01%
149NVIDIA CORPORATIONNVDA120$12,9840.01%
150UNITEDHEALTH GROUP INCUNH1,754$12,9360.01%
151INTUITIVE SURGICAL INCISRG5,772$12,9040.01%
152BERKSHIRE HATHAWAY INC DELBRK-A77$12,5590.01%
1533M COMMM6,400$12,5460.01%
154SEMPRASREA400$12,2150.01%
155AFLAC INCAFL138$12,1310.01%
156ADOBE INCADBE162$11,8010.01%
157GENERAL MLS INC37033410423,888$11,5200.01%
158ANALOG DEVICES INCADI11,280$11,4800.01%
159FASTENAL COFAST16,000$11,3660.01%
160TJX COS INC NEW87254010940$11,3250.01%
161VALERO ENERGY CORPVLO6$10,7240.01%
162GSK PLCGLAXF300$10,6800.01%
163WATSCO INCWSO-B50$10,6560.01%
164ISHARES TR46428759826$10,6150.01%
165GRAHAM CORPGHM16$10,4020.01%
166INVESCO EXCHANGE TRADED FD TIVZ71$10,3160.01%
167BIOGEN INCBIIB100$10,2900.01%
168CVS HEALTH CORPCVS11,210$9,9630.01%
169VANGUARD INTL EQUITY INDEX F92204287464$9,5940.01%
170TOMPKINS FINL CORP890110109200$9,4570.01%
171JOHNSON &JOHNSONJNJ22,103$8,1930.01%
172WEYERHAEUSER CO MTN BEWY1,440$7,7890.01%
173ISHARES TR46428764811$7,7840.01%
174VERIZON COMMUNICATIONS INCVZ27,057$7,6350.01%
175OTIS WORLDWIDE CORPOTIS1,822$7,3240.01%
176FLOWERS FOODS INCFLO42,900$6,5100.01%
177FORD MTR CO345370860600$6,0740.00%
178SIMULATIONS PLUS INCSLP700$5,8870.00%
179INVESCO EXCHANGE TRADED FD TIVZ95$5,5780.00%
180VANECK ETF TRUST92189F106206$5,5400.00%
181ISHARES TR46428756420$5,0500.00%
182VANGUARD INTL EQUITY INDEX F92204286612$4,9600.00%
183SYSCO CORPSYY975$4,9400.00%
184LINDE PLCLIN400$4,8120.00%
185ISHARES TR46428747320$4,4380.00%
186MICROSOFT CORPMSFT34,149$3,9790.00%
187GRUPO AEROPORTUARIO DEL CENT40050110220$3,8890.00%
188SPDR SERIES TRUST78464A40915$3,8000.00%
189VANGUARD SCOTTSDALE FDS92206C664110$3,1510.00%
190ISHARES TR46428763015$3,1440.00%
191FEDEX CORPFDX50$2,9820.00%
192CONOCOPHILLIPSCOP3,400$2,9700.00%
193MARATHON PETE CORPMARA3,100$2,9580.00%
194DEERE &CODE5$2,8740.00%
195BROOKFIELD INFRAST PARTNERSG162521011,170$2,8560.00%
196ORACLE CORPORCL-PD314$2,6910.00%
197ISHARES TR46428716842$2,6430.00%
198PFIZER INCPFE11,805$2,5500.00%
199COSTCO WHSL CORP NEW22160K1053$2,5420.00%
200ISHARES TR46428761425$2,3660.00%
201GRAINGER W W INC38480210410$2,1100.00%
202COCA COLA COKO55,685$1,9350.00%
203SCHLUMBERGER LTDSLB3,000$1,7810.00%
204TARGET CORPTGT1,406$1,6200.00%
205HONEYWELL INTL INC4385161066,335$1,4840.00%
206SPDR GOLD TRGLD59$1,4300.00%
207VANGUARD INDEX FDS92290836324$1,3360.00%
208ISHARES TR46428748132$1,2230.00%
209VANGUARD INTL EQUITY INDEX F922042858112$9860.00%
210SOUTHERN COPPER CORPSCCO3,248$9500.00%
211XCEL ENERGY INCXELLL2,880$8890.00%
212THE TRADE DESK INC88339J1056,000$8110.00%
213UPSTART HLDGS INCUPST200$8070.00%
214GLOBAL SELF STORAGE INCSELF2,000$7920.00%
215ARISTA NETWORKS INCANET192$6090.00%
216AUTOMATIC DATA PROCESSING INADP4,805$3060.00%
217NETAPP INCNTAP200$1950.00%
218EDWARDS LIFESCIENCES CORPEW1,920$1940.00%
219EVERSOURCE ENERGYES620$1590.00%
220YUM BRANDS INCYUM6$700.00%