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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

Capital Wealth Planning, LLC

Quarter ended Q4 2025 · Filed February 11, 2026 · Accession 0002085853-26-000251

Total Value
$15.45B
Positions
196
Other Managers
1
Confidential Omitted
No
View on SEC.gov

Holdings (196)

#IssuerTicker / CUSIPSharesValue% of Filing
1GOLDMAN SACHS GROUP INCGSCE612,126$538.1M3.48%
2AMERICAN EXPRESS COAXP1,367,302$505.8M3.27%
3JPMORGAN CHASE & CO.VYLD1,559,434$502.5M3.25%
4VISA INCV1,287,979$451.7M2.92%
5RTX CORPORATIONRTX2,452,294$449.8M2.91%
6MICROSOFT CORPMSFT929,110$449.3M2.91%
7CME GROUP INCCME1,645,183$449.3M2.91%
8APPLE INCAAPL1,647,011$447.8M2.90%
9CATERPILLAR INCCAT781,291$447.6M2.90%
10SPDR SERIES TRUST78468R6634,808,345$439.4M2.84%
11INTERNATIONAL BUSINESS MACHSINTR1,476,176$437.3M2.83%
12HOME DEPOT INCHD1,079,970$371.6M2.41%
13TJX COS INC NEW8725401092,368,668$363.9M2.36%
14APPLE INCAAPL1,290,040$349.8M2.26%
15RTX CORPORATIONRTX1,838,104$344.0M2.23%
16MICROSOFT CORPMSFT720,046$341.6M2.21%
17MCDONALDS CORPMCD1,110,090$339.3M2.20%
18CATERPILLAR INCCAT527,919$315.9M2.05%
19MERCK & CO INCMRK2,910,690$306.4M1.98%
20VISA INCV883,064$306.2M1.98%
21GOLDMAN SACHS GROUP INCGSCE323,820$296.1M1.92%
22AMERICAN EXPRESS COAXP785,322$292.7M1.89%
23JPMORGAN CHASE & CO.VYLD896,461$291.8M1.89%
24CME GROUP INCCME1,063,963$286.9M1.86%
25AMPLIFY ETF TR0321086722,841,417$284.7M1.84%
26INTERNATIONAL BUSINESS MACHSINTR967,875$282.1M1.83%
27META PLATFORMS INCMETA422,901$279.2M1.81%
28AMGEN INCAMGN835,826$273.6M1.77%
29HOME DEPOT INCHD774,022$267.6M1.73%
30META PLATFORMS INCMETA410,182$267.1M1.73%
31TJX COS INC NEW8725401091,716,019$264.7M1.71%
32WALMART INCWMT2,368,644$263.9M1.71%
33CHEVRON CORP NEWCVX1,559,689$237.7M1.54%
34MCDONALDS CORPMCD765,704$232.2M1.50%
35MERCK & CO INCMRK2,093,507$222.9M1.44%
36AMGEN INCAMGN611,347$200.3M1.30%
37CHEVRON CORP NEWCVX1,184,451$184.7M1.20%
38WALMART INCWMT1,624,191$183.1M1.19%
39DUKE ENERGY CORP NEWDUKB1,460,557$171.2M1.11%
40AGNICO EAGLE MINES LTDAEM992,392$168.2M1.09%
41COCA COLA COKO2,365,068$165.3M1.07%
42AGNICO EAGLE MINES LTDAEM888,188$151.4M0.98%
43MARATHON PETE CORPMARA893,747$145.4M0.94%
44DUKE ENERGY CORP NEWDUKB1,218,139$143.1M0.93%
45COCA COLA COKO1,844,007$127.6M0.83%
46MARATHON PETE CORPMARA604,377$99.8M0.65%
47FASTENAL COFAST2,355,800$94.5M0.61%
48VERIZON COMMUNICATIONS INCVZ2,276,775$92.7M0.60%
49PROCTER AND GAMBLE CO742718109621,398$89.1M0.58%
50VERIZON COMMUNICATIONS INCVZ1,739,977$70.5M0.46%
51PROCTER AND GAMBLE CO742718109430,506$61.1M0.40%
52NVIDIA CORPORATIONNVDA324,087$60.4M0.39%
53ALPHABET INCGOOG125,749$39.4M0.25%
54SPDR S&P 500 ETF TRSPY57,003$38.9M0.25%
55SPDR DOW JONES INDL AVERAGE78467X10971,859$34.5M0.22%
56AMAZON COM INCAMZN142,918$33.0M0.21%
57ALIBABA GROUP HLDG LTDBBAAY184,986$28.8M0.19%
58BROADCOM INCAVGO82,583$28.6M0.19%
59TAIWAN SEMICONDUCTOR MFG LTD87403910084,919$27.1M0.18%
60TESLA INCTSLA53,292$24.0M0.16%
61NOVARTIS AGNVSEF163,545$22.7M0.15%
62SUMITOMO MITSUI FINL GROUP I86562M2091,083,145$21.1M0.14%
63BARCLAYS PLCBCLYF758,712$19.8M0.13%
64GRUPO CIBEST SA40090e106306,071$19.3M0.13%
65ASTRAZENECA PLCAZN206,389$18.9M0.12%
66ASML HOLDING N VASMLF16,154$18.8M0.12%
67EMBRAER S.A.EMBJ275,273$18.0M0.12%
68BANCO BILBAO VIZCAYA ARGENTABBVXF741,337$17.8M0.12%
69MITSUBISHI UFJ FINL GROUP IN6068221041,098,901$17.5M0.11%
70SOUTHERN COPPER CORPSCCO115,569$17.2M0.11%
71ADVANCED MICRO DEVICES INCAMD78,727$16.9M0.11%
72ATOUR LIFESTYLE HLDGS LTDATAT393,627$15.7M0.10%
73NETEASE INCNETTF105,551$15.6M0.10%
74ENBRIDGE INCENNPF322,615$15.5M0.10%
75RAYMOND JAMES FINL INC75473010994,260$15.1M0.10%
76CAMECO CORPCCJ150,738$14.9M0.10%
77BRITISH AMERN TOB PLC110448107246,415$13.9M0.09%
78VODAFONE GROUP PLC NEW92857W3081,028,112$13.7M0.09%
79ELI LILLY & COLLY12,397$13.3M0.09%
80IMPERIAL OIL LTDIMO149,262$13.3M0.09%
81BANK MONTREAL QUE06367110196,785$12.8M0.08%
82RYANAIR HOLDINGS PLCRYAOF173,073$12.5M0.08%
83ENI S P A26874R108306,408$12.0M0.08%
84BANCO SANTANDER SABCDRF939,147$11.3M0.07%
85NETFLIX INCNFLX120,060$11.3M0.07%
86ARCELORMITTAL SA LUXEMBOURGARCXF235,750$11.1M0.07%
87WHEATON PRECIOUS METALS CORPWPM89,630$10.6M0.07%
88BANCO MACRO SA05961W105116,905$10.4M0.07%
89KOREA ELEC PWR CORP500631106595,498$9.9M0.06%
90RIO TINTO PLCRTNTF121,628$9.9M0.06%
91ELBIT SYS LTDESLT16,559$9.8M0.06%
92ASE TECHNOLOGY HLDG CO LTDASX577,950$9.7M0.06%
93CISCO SYS INCCSCO127,052$9.7M0.06%
94SONY GROUP CORPSNEJF371,198$9.6M0.06%
95ALLSTATE CORPALL-PJ41,434$8.6M0.06%
96CENCORA INCCOR25,097$8.5M0.05%
97MICRON TECHNOLOGY INCMU29,646$8.5M0.05%
98HASBRO INCHAS102,547$8.4M0.05%
99ROBINHOOD MKTS INC77070010273,825$8.3M0.05%
100ALTRIA GROUP INCMO143,289$8.3M0.05%
101BAIDU INCBAIDF54,067$8.1M0.05%
102ISHARES TR46428746583,208$8.0M0.05%
103ABBVIE INCABBV34,765$7.9M0.05%
104PALANTIR TECHNOLOGIES INCPLTR43,414$7.7M0.05%
105AMERICA MOVIL SAB DE CVAMXOF334,948$6.9M0.04%
106NVIDIA CORPORATIONNVDA35,561$6.6M0.04%
107COMPANHIA DE SANEAMENTO BASISBS268,584$6.5M0.04%
108QUEST DIAGNOSTICS INCDGX36,610$6.4M0.04%
109PACCAR INCPCAR57,650$6.3M0.04%
110SAP SESAPGF26,013$6.2M0.04%
111BOEING COBA-PA28,034$6.1M0.04%
112TENCENT MUSIC ENTMT GROUPXHLD334,026$6.0M0.04%
113ICICI BANK LIMITEDIBN198,300$5.9M0.04%
114CRH PLCCRH46,975$5.9M0.04%
115CEMEX SAB DE CVCXMSF487,739$5.6M0.04%
116T-MOBILE US INCTMUSZ27,771$5.6M0.04%
117STRYKER CORPORATIONSYK15,536$5.5M0.04%
118UNITY SOFTWARE INCU123,087$5.4M0.04%
119SPDR GOLD TRGLD13,407$5.3M0.03%
120INVESCO QQQ TRIVZ7,720$4.7M0.03%
121SELECT SECTOR SPDR TR81369Y60586,259$4.7M0.03%
122COSTCO WHSL CORP NEW22160K1055,106$4.4M0.03%
123SHOPIFY INCSHOP27,195$4.4M0.03%
124KRANESHARES TRUST500767306125,584$4.3M0.03%
125ROCKET LAB CORPRKLB59,731$4.2M0.03%
126EATON CORP PLCETN12,749$4.1M0.03%
127TOTALENERGIES SETTE53,381$3.6M0.02%
128AST SPACEMOBILE INCASTS47,397$3.4M0.02%
129FOMENTO ECONOMICO MEXICANO S34441910633,904$3.4M0.02%
130EXXON MOBIL CORPXOM28,313$3.4M0.02%
131JINKOSOLAR HLDG CO LTDJKS118,079$3.3M0.02%
132VISTRA CORPVST20,131$3.2M0.02%
133XP INCXP197,874$3.2M0.02%
134LATAM AIRLINES GROUP SALTM56,924$3.1M0.02%
135PETROLEO BRASILEIRO SA PETRO71654V408257,372$3.1M0.02%
136INTEL CORPINTC82,436$3.0M0.02%
137SEA LTDSE22,303$2.9M0.02%
138PROSHARES TR74349Y75379,001$2.8M0.02%
139NU HLDGS LTDNU165,435$2.8M0.02%
140INTUITIVE SURGICAL INCISRG4,860$2.8M0.02%
141APPLOVIN CORPAPP4,025$2.7M0.02%
142MARTIN MARIETTA MATLS INC5732841064,325$2.7M0.02%
143APPLIED MATLS INC03822210510,405$2.7M0.02%
144PEPSICO INCPEP18,571$2.7M0.02%
145KROGER COKR42,353$2.6M0.02%
146GLOBAL X FDS37954Y83034,507$2.5M0.02%
147AMAZON COM INCAMZN10,418$2.4M0.02%
148TRAVELERS COMPANIES INCTRV8,000$2.3M0.02%
149BERKSHIRE HATHAWAY INC DELBRK-A3,860$1.9M0.01%
150SELECT SECTOR SPDR TR81369Y70411,789$1.8M0.01%
151UNITEDHEALTH GROUP INCUNH4,531$1.5M0.01%
152AMPLIFY ETF TR03210840931,592$1.4M0.01%
153ALPHABET INCGOOG4,276$1.3M0.01%
154JOHNSON & JOHNSONJNJ4,933$1.0M0.01%
155REGIONS FINANCIAL CORP NEWRF-PF32,589$883,1620.01%
156BROADCOM INCAVGO2,535$877,3640.01%
157STEEL DYNAMICS INCSTLD5,000$847,2500.01%
158ISHARES SILVER TRSLV13,125$845,5130.01%
159HONEYWELL INTL INC4385161064,122$804,1890.01%
160PARKER-HANNIFIN CORPPH912$801,6120.01%
161CORE NATURAL RESOURCES INCCNR7,400$654,9740.00%
162TESLA INCTSLA1,447$650,7450.00%
163ALIBABA GROUP HLDG LTDBBAAY4,150$608,3070.00%
164NETFLIX INCNFLX6,321$592,6570.00%
165CISCO SYS INCCSCO7,692$592,5080.00%
166GE AEROSPACE3696043011,765$543,7090.00%
167ALPHABET INCGOOG1,522$477,6040.00%
168CONSTELLATION ENERGY CORPCEG1,330$469,7850.00%
169ELI LILLY & COLLY384$412,6770.00%
170AMPLIFY ETF TR03210852413,946$404,7230.00%
171DEERE & CODE868$404,3090.00%
172TIDEWATER INC NEWTDGMW7,900$399,0290.00%
173ABRDN ETFS00326110419,100$373,0230.00%
174NEWMARK GROUP INCNMRK21,351$370,2260.00%
175ORACLE CORPORCL-PD1,712$333,7000.00%
176CHENIERE ENERGY INCLNG1,679$326,3810.00%
177CAPITAL ONE FINL CORP14040H1051,300$315,0680.00%
178NEXTERA ENERGY INCNEE-PW3,818$306,5190.00%
179STATE STR CORPSTT-PG2,375$306,3990.00%
180PEPSICO INCPEP2,132$305,9850.00%
181ADVANCED MICRO DEVICES INCAMD1,381$295,7550.00%
182GE VERNOVA INCGEV443$289,5330.00%
183TELEDYNE TECHNOLOGIES INCTDY554$282,9440.00%
184COSTCO WHSL CORP NEW22160K105319$275,0860.00%
185MARSH & MCLENNAN COS INC5717481021,400$259,7280.00%
186SCHWAB STRATEGIC TR8085242019,616$258,7670.00%
187ABBVIE INCABBV1,053$240,6000.00%
188VANECK ETF TRUST92189F5856,000$225,0370.00%
189MICRON TECHNOLOGY INCMU762$217,4900.00%
190CINTAS CORPCTAS1,132$212,8950.00%
191EMERSON ELEC COEMR1,600$212,3520.00%
192IVANHOE ELECTRIC INCIE12,700$202,9460.00%
193INTEL CORPINTC5,489$202,5440.00%
194T-MOBILE US INCTMUSZ996$202,2280.00%
195NU HLDGS LTDNU10,000$167,4000.00%
196AES CORPAES10,000$143,4000.00%