Live Markets
Wednesday, July 29, 2026·George Town, KY·29°·Partly Cloudy
Markets Open · NYSE·Newsletter·Masthead·
VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Donald L. Hagan, LLC

Quarter ended Q3 2025 · Filed October 16, 2025 · Accession 0002085853-25-000097

Total Value
$203.7M
Positions
86
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (86)

#IssuerTicker / CUSIPSharesValue% of Filing
1STRATEGY SHSSTRD679,682$32.8M16.12%
2STRATEGY SHSSTRD730,924$18.9M9.27%
3STRATEGY SHSSTRD553,749$18.8M9.25%
4STRATEGY SHSSTRD579,899$12.5M6.14%
5SPDR SERIES TRUST78468R663113,944$10.5M5.13%
6UNITED PARCEL SERVICE INCUPS123,014$10.3M5.04%
7SELECT SECTOR SPDR TR81369Y80323,434$6.6M3.24%
8SPDR SERIES TRUST78464A85484,113$6.6M3.23%
9ALPHABET INCGOOG11,866$2.9M1.42%
10META PLATFORMS INCMETA3,417$2.5M1.23%
11SELECT SECTOR SPDR TR81369Y60545,800$2.5M1.21%
12SELECT SECTOR SPDR TR81369Y4079,691$2.3M1.14%
13BANK NEW YORK MELLON CORP06405810017,975$2.0M0.96%
14INNOVATOR ETFS TRUSTINHD50,316$1.9M0.95%
15JPMORGAN CHASE & CO.VYLD6,017$1.9M0.93%
16QUALCOMM INCQCOM11,224$1.9M0.92%
17ISHARES TR46438G61266,182$1.9M0.91%
18SELECT SECTOR SPDR TR81369Y20913,170$1.8M0.90%
19FIRST TR EXCHNG TRADED FD VI33740U42261,224$1.8M0.90%
20SELECT SECTOR SPDR TR81369Y85215,145$1.8M0.88%
21BERKSHIRE HATHAWAY INC DELBRK-A3,550$1.8M0.88%
22CISCO SYS INCCSCO25,723$1.8M0.86%
23BLACKSTONE INCBX10,000$1.7M0.84%
24REALTY INCOME CORPO27,568$1.7M0.82%
25GOLDMAN SACHS GROUP INCGSCE2,005$1.6M0.78%
26OWENS CORNING NEWOC11,256$1.6M0.78%
27APPLE INCAAPL6,158$1.6M0.77%
28KINDER MORGAN INC DELEP-PC53,641$1.5M0.75%
29ZOOM COMMUNICATIONS INCZM17,874$1.5M0.72%
30SOUTHSTATE CORPORATIONSSB14,734$1.5M0.72%
31MERCK & CO INCMRK17,352$1.5M0.71%
32BLACKROCK INCBLK1,234$1.4M0.71%
33COGNIZANT TECHNOLOGY SOLUTIOCTSH20,585$1.4M0.68%
34AMDOCS LTDDOX16,570$1.4M0.67%
35HERSHEY COHSY7,251$1.4M0.67%
36NATIONAL FUEL GAS CONFG14,571$1.3M0.66%
37COMCAST CORP NEWCCZ42,529$1.3M0.66%
38SELECT SECTOR SPDR TR81369Y30816,784$1.3M0.65%
39CLOROX CO DELCLX9,952$1.2M0.60%
40ULTA BEAUTY INCULTA2,228$1.2M0.60%
41SMUCKER J M CO83269640511,050$1.2M0.59%
42CABOT CORPCBT15,603$1.2M0.58%
43SEI INVTS CO78411710313,853$1.2M0.58%
44DEERE & CODE2,543$1.2M0.57%
45DROPBOX INCDBX38,339$1.2M0.57%
46CF INDS HLDGS INC12526910012,199$1.1M0.54%
47EXXON MOBIL CORPXOM9,175$1.0M0.51%
48VICI PPTYS INC92565210930,817$1.0M0.49%
49SPDR SERIES TRUST78464A38343,114$967,4780.47%
50STARBUCKS CORPSBUX11,383$963,0020.47%
51CHEVRON CORP NEWCVX6,138$953,1700.47%
52PEPSICO INCPEP6,715$943,0810.46%
53BRISTOL-MYERS SQUIBB COCELG-RI20,550$926,8050.45%
54FIRST TR EXCHNG TRADED FD VI33740U55428,652$900,5320.44%
55PUBLIC STORAGE OPER COPSA-PS3,100$895,4350.44%
56FIRST TR EXCHNG TRADED FD VI33740F46635,344$895,0870.44%
57SPDR SERIES TRUST78464A67230,184$872,3180.43%
58AMAZON COM INCAMZN3,699$812,1890.40%
59COTERRA ENERGY INCCTRA33,864$800,8840.39%
60ELI LILLY & COLLY1,020$778,2600.38%
61MICROSOFT CORPMSFT1,441$746,2070.37%
62SALESFORCE INCCRM2,865$679,0050.33%
63OGE ENERGY CORPOGE14,671$678,8270.33%
64INVESCO EXCHANGE TRADED FD TIVZ3,515$666,7960.33%
65SPDR DOW JONES INDL AVERAGE78467X1091,407$652,4820.32%
66SPDR SERIES TRUST78468R10122,193$650,6990.32%
67SPDR SERIES TRUST78464A14421,519$637,6110.31%
68SELECT SECTOR SPDR TR81369Y7044,097$631,9070.31%
69INTERPUBLIC GROUP COS INCINTR21,107$589,0960.29%
70VISA INCV1,640$559,8630.27%
71JOHNSON & JOHNSONJNJ2,858$529,9300.26%
72NRG ENERGY INCNRG3,242$525,0420.26%
73SOUTHERN COSOMN5,484$519,7190.26%
74LULULEMON ATHLETICA INCLULU2,889$514,0400.25%
75ISHARES INC46434G8225,275$423,1080.21%
76SELECT SECTOR SPDR TR81369Y8864,479$390,6140.19%
77SPDR SERIES TRUST78464A66414,201$382,7170.19%
78ISHARES TR4642871682,670$379,4070.19%
79NETFLIX INCNFLX306$366,8700.18%
80VERIZON COMMUNICATIONS INCVZ7,600$334,0200.16%
81HUB GROUP INCHUBG8,000$275,5200.14%
82ISHARES INC4642865094,874$246,3810.12%
83AUTOMATIC DATA PROCESSING INADP800$234,8000.12%
84SCILEX HOLDING COSCLXW11,873$233,6610.11%
85ALTRIA GROUP INCMO3,321$219,3850.11%
86AT&T INCT-PC7,691$217,1810.11%