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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

Institutional Manager · CIK 0000861787

Washington Trust Bank

Spokane, WA · File #028-04807

Latest AUM
$1.43B
Positions
339
Top-10 Concentration
51.9%
Filings
12

Sector Allocation

Technology
21.3%$304.8M
Industrials
9.2%$131.2M
Healthcare
5.9%$84.1M
Financials
2.3%$33.1M
Energy
1.8%$25.2M
Utilities
0.6%$8.5M
Materials
0.6%$8.0M

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1PACCAR INCPCAR750,393$82.2M7.12%
2DIMENSIONAL ETF TRUST25434V3022,489,624$81.1M7.02%
3DIMENSIONAL ETF TRUST25434V5001,133,112$78.9M6.84%
4MICROSOFT CORPMSFT131,080$63.4M5.49%
5APPLE INCAAPL215,899$58.7M5.08%
6NVIDIA CORPORATIONNVDA311,490$58.1M5.03%
7DIMENSIONAL ETF TRUST25434V8071,071,701$53.5M4.63%
8BROADCOM INCAVGO135,015$46.7M4.05%
9ISHARES TR46428720059,846$41.0M3.55%
10AMAZON COM INCAMZN152,187$35.1M3.04%
11PROCTER AND GAMBLE CO742718109177,433$25.4M2.20%
12ALPHABET INCGOOG80,026$25.0M2.17%
13JPMORGAN CHASE & CO.VYLD76,580$24.7M2.14%
14GOLDMAN SACHS GROUP INCGSCE27,881$24.5M2.12%
15ISHARES TR464288281243,331$23.4M2.03%
16ISHARES TR464287481162,671$22.3M1.93%
17PNC FINL SVCS GROUP INC69347510596,667$20.2M1.75%
18PALANTIR TECHNOLOGIES INCPLTR112,129$19.9M1.73%
19MASTERCARD INCORPORATEDMA33,260$19.0M1.64%
20TJX COS INC NEW872540109111,360$17.1M1.48%