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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

Ebert Capital Management Inc.

Quarter ended Q4 2025 · Filed February 4, 2026 · Accession 0002085853-26-000194

Total Value
$103.4M
Positions
25
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (25)

#IssuerTicker / CUSIPSharesValue% of Filing
1SPDR SERIES TRUST78468R663231,869$21.3M20.55%
2NVIDIA CORPORATIONNVDA106,413$20.3M19.67%
3INVESCO QQQ TRIVZ24,799$15.4M14.91%
4ALPHABET INCGOOG21,396$7.2M6.99%
5MICROSOFT CORPMSFT13,788$5.9M5.74%
6AMAZON COM INCAMZN19,483$4.7M4.51%
7FAIR ISAAC CORPFICO2,955$4.3M4.18%
8COSTCO WHSL CORP NEW22160K1054,209$4.0M3.83%
9ISHARES TR46428751533,509$3.0M2.93%
10SPDR S&P 500 ETF TRSPY3,787$2.6M2.53%
11VISA INCV6,988$2.2M2.17%
12ELI LILLY & COLLY2,015$2.1M2.02%
13APPLE INCAAPL7,148$1.9M1.79%
14MASTERCARD INCORPORATEDMA2,674$1.4M1.39%
15META PLATFORMS INCMETA1,697$1.2M1.18%
16ALPHABET INCGOOG2,482$840,1100.81%
17BROADCOM INCAVGO2,275$753,7080.73%
18S&P GLOBAL INCSPGI1,319$696,1550.67%
19MSCI INCMSCI1,029$626,8870.61%
20FIRST TR EXCHANGE-TRADED FD33733E3022,155$561,6580.54%
21SPDR SERIES TRUST78464A4095,075$544,2940.53%
22SERVICENOW INCNOW4,330$506,6530.49%
23SHOPIFY INCSHOP3,750$492,1130.48%
24JOHN HANCOCK EXCHANGE TRADED47804J1076,000$490,3800.47%
25BERKSHIRE HATHAWAY INC DELBRK-A566$271,9800.26%