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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 0002084339-25-000008

Total Value
$136.6M
Positions
217
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (217)

#IssuerTicker / CUSIPSharesValue% of Filing
1MICROSOFT CORPMSFT33,874$17.5M12.84%
2APPLE INCAAPL47,194$12.0M8.79%
3ALPHABET INCGOOG28,485$6.9M5.07%
4MCDONALDS CORPMCD20,418$6.2M4.54%
5ALPHABET INCGOOG21,450$5.2M3.82%
6WALMART INCWMT50,000$5.2M3.77%
7JOHNSON &JOHNSONJNJ22,043$4.1M2.99%
8PROCTER AND GAMBLE CO74271810926,278$4.0M2.95%
9COCA COLA COKO55,610$3.7M2.70%
10EXXON MOBIL CORPXOM27,770$3.1M2.29%
11ABBVIE INCABBV13,182$3.1M2.23%
12ANALOG DEVICES INCADI11,280$2.8M2.03%
13SOUTHERN COSOMN29,154$2.8M2.02%
14WEC ENERGY GROUP INCWEC23,200$2.7M1.95%
15INTUITIVE SURGICAL INCISRG5,772$2.6M1.89%
16MERCK &CO INCMRK29,832$2.5M1.83%
17ECOLAB INCECL8,830$2.4M1.77%
18STRYKER CORPORATIONSYK6,465$2.4M1.75%
19ABBOTT LABSABLZF15,283$2.0M1.50%
20INTERNATIONAL BUSINESS MACHSINTR6,455$1.8M1.33%
21S&P GLOBAL INCSPGI3,520$1.7M1.25%
22DISNEY WALT CO25468710614,762$1.7M1.24%
23CHEVRON CORP NEWCVX9,345$1.5M1.06%
24AUTOMATIC DATA PROCESSING INADP4,805$1.4M1.03%
25HONEYWELL INTL INC4385161066,335$1.3M0.98%
26INTEL CORPINTC38,256$1.3M0.94%
27GENERAL DYNAMICS CORPGD3,730$1.3M0.93%
28NORTHROP GRUMMAN CORPNOC2,080$1.3M0.93%
29SPDR SERIES TRUST78464A87012,300$1.2M0.90%
30REALTY INCOME CORPO19,630$1.2M0.87%
31VERIZON COMMUNICATIONS INCVZ27,057$1.2M0.87%
32GENERAL MLS INC37033410423,122$1.2M0.85%
33ROPER TECHNOLOGIES INCROP2,150$1.1M0.78%
34NIKE INCNKE14,931$1.0M0.76%
35PORTLAND GEN ELEC CO73650884723,314$1.0M0.75%
363M COMMM6,400$993,1520.73%
37CVS HEALTH CORPCVS11,210$845,1220.62%
38PEPSICO INCPEP5,780$811,7430.59%
39FASTENAL COFAST16,000$784,6400.57%
40COLGATE PALMOLIVE COCL9,450$755,4330.55%
41QUALCOMM INCQCOM4,223$702,5380.51%
42PAYCHEX INCPAYX5,488$695,6590.51%
43RTX CORPORATIONRTX4,072$681,3680.50%
44BECTON DICKINSON &COBDX3,273$612,6070.45%
45META PLATFORMS INCMETA830$609,5350.45%
46UNITEDHEALTH GROUP INCUNH1,754$605,6560.44%
47MARATHON PETE CORPMARA3,100$597,4940.44%
48JPMORGAN CHASE &CO.VYLD1,881$593,3240.43%
49DONALDSON INCDCI7,100$581,1350.43%
50AT&T INCT-PC20,551$580,3600.42%
51FLOWERS FOODS INCFLO42,900$559,8450.41%
52C H ROBINSON WORLDWIDE INCCHRW4,199$555,9480.41%
53AVERY DENNISON CORPAVY3,360$544,8910.40%
54EXPEDITORS INTL WASH INC3021301094,200$514,8780.38%
55CHURCH &DWIGHT CO INCCHD5,200$455,6760.33%
56DUKE ENERGY CORP NEWDUKB3,666$453,6680.33%
57AUTODESK INCADSK1,400$444,7380.33%
58BRISTOL-MYERS SQUIBB COCELG-RI8,900$401,3960.29%
59SOUTHERN COPPER CORPSCCO3,280$398,0610.29%
60SHELL PLCRYDAF5,365$383,7580.28%
61THE CIGNA GROUP1255231001,256$362,0420.26%
62CHUBB LIMITEDCB1,220$344,3450.25%
63CISCO SYS INCCSCO4,948$338,5420.25%
64CONOCOPHILLIPSCOP3,400$321,6060.24%
65STARBUCKS CORPSBUX3,610$305,4060.22%
66PFIZER INCPFE11,805$300,7910.22%
67AIR PRODS &CHEMS INCAIIR1,100$299,9920.22%
68THE TRADE DESK INC88339J1056,000$294,0600.22%
69LOCKHEED MARTIN CORPLMT497$248,1070.18%
70UNILEVER PLCUNLYF4,150$246,0120.18%
71NEXTERA ENERGY INCNEE-PW3,206$242,0210.18%
72ENTERPRISE PRODS PARTNERS L2937921077,472$233,6490.17%
73XCEL ENERGY INCXELLL2,880$232,2720.17%
74CARRIER GLOBAL CORPORATIONCARR3,769$225,0090.16%
75CSX CORPCSX5,805$206,1360.15%
76LINDE PLCLIN400$190,0000.14%
77AMERICAN TOWER CORP NEW03027X100966$185,7810.14%
78OTIS WORLDWIDE CORPOTIS1,822$166,5850.12%
79LAZARD INCLAZ3,100$163,6180.12%
80OMEGA HEALTHCARE INVS INC6819361003,700$156,2140.11%
81PAYPAL HLDGS INCPYPL2,200$147,5320.11%
82TARGET CORPTGT1,406$126,1180.09%
83GE AEROSPACE369604301418$125,7430.09%
84RAYONIER INCRYN4,701$124,7650.09%
85PHILLIPS 66PSX900$122,4180.09%
86BROADRIDGE FINL SOLUTIONS IN11133T103500$119,0850.09%
87AMAZON COM INCAMZN520$114,1760.08%
88DIGITAL RLTY TR INC253868103640$110,6430.08%
89EMERSON ELEC COEMR800$104,9440.08%
90UNITED PARCEL SERVICE INCUPS1,255$104,8300.08%
91SCHLUMBERGER LTDSLB3,000$103,1100.08%
92TEXAS INSTRS INC882508104552$101,4190.07%
93CATERPILLAR INCCAT200$95,4300.07%
94EDWARDS LIFESCIENCES CORPEW1,200$93,3240.07%
95SOLVENTUM CORPSOLV1,249$91,1770.07%
96ORACLE CORPORCL-PD314$88,3090.06%
97KIMBERLY-CLARK CORPKMB700$87,0380.06%
98VANGUARD INDEX FDS922908629290$85,1850.06%
99SYSCO CORPSYY975$80,2820.06%
100VANGUARD INDEX FDS922908751308$78,1910.06%
101HEALTHCARE RLTY TR42226K1054,300$77,5290.06%
102BLACKLINE INCBL1,300$69,0300.05%
103BANK AMERICA CORP0605051041,332$68,7180.05%
104DOVER CORPDOV400$66,7320.05%
105CALIFORNIA WTR SVC GROUP1307881021,400$64,2460.05%
106GE VERNOVA INCGEV102$62,7200.05%
107GALLAGHER ARTHUR J &CO363576109200$61,9480.05%
108ADOBE INCADBE162$57,1460.04%
109NOVARTIS AGNVSEF370$47,4490.03%
110EBAY INC.EBAY500$45,4750.03%
111ZEBRA TECHNOLOGIES CORPORATIZBRA150$44,5740.03%
112GARMIN LTDGRMN180$44,3200.03%
113EVERSOURCE ENERGYES620$44,1070.03%
114BERKSHIRE HATHAWAY INC DELBRK-A77$38,7110.03%
115BROOKFIELD INFRAST PARTNERSG162521011,170$38,4810.03%
116SEMPRASREA400$35,9920.03%
117WEYERHAEUSER CO MTN BEWY1,440$35,6980.03%
118WELLTOWER INCWELL200$35,6280.03%
119KYNDRYL HLDGS INCKD1,037$31,1410.02%
120MORGAN STANLEYMS-PQ183$29,0900.02%
121ARISTA NETWORKS INCANET192$27,9760.02%
122ZIMMER BIOMET HOLDINGS INCZBH277$27,2600.02%
123L3HARRIS TECHNOLOGIES INCLHX89$27,1810.02%
124CLOROX CO DELCLX220$27,1260.02%
125FISERV INCFISV200$25,7860.02%
126NETAPP INCNTAP200$23,6920.02%
127VANGUARD INDEX FDS92290876972$23,6280.02%
128VANGUARD INDEX FDS92290863775$23,0900.02%
129BROOKFIELD REAL ASSETS INCOMRA1,720$22,9790.02%
130NVIDIA CORPORATIONNVDA120$22,3900.02%
131ALLSTATE CORPALL-PJ100$21,4650.02%
132BROOKFIELD INFRASTRUCTURE COBIPC519$21,3410.02%
133SPDR GOLD TRGLD59$20,9730.02%
134VANGUARD INDEX FDS922908611100$20,8710.02%
135ISHARES SILVER TRSLV481$20,3800.01%
136WATSCO INCWSO-B50$20,2150.01%
137INVESCO QQQ TRIVZ32$19,2120.01%
138VANGUARD INDEX FDS922908744100$18,6490.01%
139AMGEN INCAMGN58$16,3680.01%
140BOEING COBA-PA75$16,1870.01%
141ESPEY MFG &ELECTRS CORP296650104400$15,8440.01%
142HOLOGIC INCHOLX234$15,7930.01%
143VANECK ETF TRUST92189F106206$15,7380.01%
144AFLAC INCAFL138$15,4150.01%
145BAXTER INTL INC071813109666$15,1650.01%
146VANGUARD INDEX FDS92290836324$14,6970.01%
147COMCAST CORP NEWCCZ448$14,0760.01%
148BIOGEN INCBIIB100$14,0080.01%
149TAIWAN SEMICONDUCTOR MFG LTD87403910050$13,9650.01%
150VISA INCV40$13,6550.01%
151INVESCO EXCHANGE TRADED FD TIVZ71$13,4690.01%
152TOMPKINS FINL CORP890110109200$13,2420.01%
153GSK PLCGLAXF300$12,9480.01%
154AGNC INVT CORP00123Q1041,320$12,9230.01%
155AGILENT TECHNOLOGIES INCA100$12,8350.01%
156ANNALY CAPITAL MANAGEMENT INNLY-PJ610$12,3280.01%
157FEDEX CORPFDX50$11,7910.01%
158ISHARES TR46428761425$11,7100.01%
159OLD DOMINION FREIGHT LINE INODFL80$11,2620.01%
160INVESCO EXCHANGE TRADED FD TIVZ95$11,2150.01%
161WELLS FARGO CO NEW949746101133$11,1480.01%
162VANGUARD SCOTTSDALE FDS92206C664110$10,7600.01%
163SIMULATIONS PLUS INCSLP700$10,5490.01%
164UPSTART HLDGS INCUPST200$10,1600.01%
165US BANCORP DELUSB-PS209$10,1010.01%
166GLOBAL SELF STORAGE INCSELF2,000$10,0600.01%
167GRAINGER W W INC38480210410$9,5300.01%
168CAL MAINE FOODS INCCALM100$9,4100.01%
169KEYSIGHT TECHNOLOGIES INCKEYS50$8,7460.01%
170VIATRIS INCVTRS855$8,4650.01%
171WISDOMTREE TRWT141$8,0510.01%
172ISHARES TR464288828160$7,9020.01%
173OTTER TAIL CORPOTTR95$7,7870.01%
174FORD MTR CO345370860600$7,1760.01%
175GE HEALTHCARE TECHNOLOGIES IGEHC82$6,1580.00%
176SKYWORKS SOLUTIONS INCSWKS79$6,0810.00%
177VANGUARD INTL EQUITY INDEX F922042858112$6,0680.00%
178ISHARES TR46428716842$5,9680.00%
179TJX COS INC NEW87254010940$5,7820.00%
180ISHARES TR46428759826$5,2930.00%
181VANGUARD INTL EQUITY INDEX F92204287464$5,1070.00%
182TRANE TECHNOLOGIES PLCTT11$4,6420.00%
183ISHARES TR46428748132$4,5570.00%
184SPDR SERIES TRUST78464A76328$3,9210.00%
185MONDELEZ INTL INC60920710559$3,6860.00%
186ISHARES TR46428764811$3,5200.00%
187HALEON PLCHLNCF375$3,3640.00%
188FIRST TR EXCHANGE TRADED FD33734X10147$3,2060.00%
189VANGUARD SCOTTSDALE FDS92206C87038$3,1960.00%
190EATON CORP PLCETN8$2,9940.00%
191ORGANON &COOGN278$2,9690.00%
192ISHARES TR46428747320$2,7930.00%
193COSTCO WHSL CORP NEW22160K1053$2,7770.00%
194ISHARES TR46428763015$2,6520.00%
195MATTEL INCMAT150$2,5250.00%
196DEERE &CODE5$2,2860.00%
197PHILIP MORRIS INTL INC71817210914$2,2710.00%
198GRUPO AEROPORTUARIO DEL CENT40050110220$2,0770.00%
199SELECT SECTOR SPDR TR81369Y30822$1,7240.00%
200TEMPLETON EMERGING MKTS INCO880192109270$1,6740.00%
201COCA-COLA FEMSA SAB DE CVCOCSF20$1,6620.00%
202SPDR SERIES TRUST78464A40915$1,5680.00%
203ILLINOIS TOOL WKS INC4523081096$1,5650.00%
204VANGUARD INDEX FDS92290855315$1,3710.00%
205SPROTT ETF TRUSTSII21$1,3020.00%
206ISHARES TR46428756420$1,2320.00%
207VANGUARD INTL EQUITY INDEX F92204286612$1,0540.00%
208VALERO ENERGY CORPVLO6$1,0220.00%
209THERMO FISHER SCIENTIFIC INCTMO2$9700.00%
210YUM BRANDS INCYUM6$9120.00%
211GRAHAM CORPGHM16$8780.00%
212ATLASSIAN CORPORATIONTEAM3$4790.00%
213AVANOS MED INCAVNS25$2890.00%
214EMBECTA CORPEMBC20$2820.00%
215NET LEASE OFFICE PROPERTIESNLOP6$1780.00%
216EXACT SCIENCES CORP30063P1053$1640.00%
217ZIMVIE INC98888T1078$1420.00%