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

Institutional Manager · CIK 0000935570

ELLERSON GROUP INC /ADV

ANNAPOLIS, MD · File #028-22871

Latest AUM
$147.8M
Positions
54
Top-10 Concentration
56.4%
Filings
13

Sector Allocation

Technology
32.0%$47.3M
Healthcare
14.6%$21.6M
Industrials
7.9%$11.6M
Energy
7.2%$10.6M
Financials
5.6%$8.3M
Real Estate
2.8%$4.1M
Materials
0.3%$479,939
Consumer Staples
0.1%$221,021

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1NVIDIA CORPORATIONNVDA94,895$17.7M12.03%
2PALANTIR TECHNOLOGIES INCPLTR79,958$14.2M9.66%
3APPLE INCAAPL40,172$10.9M7.42%
4ALPHABET INCGOOG26,509$8.3M5.65%
5REGENERON PHARMACEUTICALSREGN8,035$6.2M4.22%
6RTX CORPORATIONRTX33,386$6.1M4.16%
7ORACLE CORPORCL-PD30,838$6.0M4.09%
8ASML HOLDING N VASMLF4,621$4.9M3.36%
9INVESCO QQQ TRIVZ7,073$4.3M2.95%
10KINDER MORGAN INC DELEP-PC154,191$4.2M2.88%
11PALO ALTO NETWORKS INCPANW22,270$4.1M2.79%
12AMAZON COM INCAMZN17,403$4.0M2.73%
13JPMORGAN CHASE & CO.VYLD12,195$3.9M2.67%
14AMGEN INCAMGN11,943$3.9M2.66%
15THERMO FISHER SCIENTIFIC INCTMO6,516$3.8M2.57%
16EXXON MOBIL CORPXOM30,905$3.7M2.53%
17PHILLIPS 66PSX28,701$3.7M2.52%
18LAMAR ADVERTISING CO NEWLAMR29,015$3.7M2.50%
19DEXCOM INCDXCM53,403$3.5M2.41%
20DANAHER CORPORATION23585110214,212$3.3M2.21%