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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 0001068851

Prosperity Bancshares Inc

Houston, TX · File #028-26579

Latest AUM
$110.8M
Positions
396
Top-10 Concentration
47.2%
Filings
1

Sector Allocation

Technology
16.0%$17.7M
Financials
7.5%$8.3M
Healthcare
3.5%$3.9M
Industrials
3.0%$3.3M
Energy
2.7%$3.0M
Real Estate
0.7%$751,830
Utilities
0.4%$399,399
Materials
0.3%$341,195

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1DIMENSIONAL ETF TRUST25434V880232,878$7.6M8.77%
2BERKSHIRE HATHAWAY INC DELBRK-A7$5.3M6.08%
3APPLE INCAAPL16,992$4.6M5.32%
4LAZARD ACTIVE ETF TRLAZ144,960$4.4M5.06%
5NVIDIA CORPORATIONNVDA21,289$4.0M4.57%
6MICROSOFT CORPMSFT7,990$3.9M4.45%
7VANGUARD STAR FDS92190976846,514$3.5M4.04%
8J P MORGAN EXCHANGE TRADED F46641Q67066,022$3.1M3.60%
9EXXON MOBIL CORPXOM19,613$2.4M2.72%
10VANGUARD INDEX FDS92290855325,479$2.3M2.59%
11WALMART INCWMT20,008$2.2M2.56%
12ISHARES TR46428746523,200$2.2M2.56%
13VANGUARD SCOTTSDALE FDS92206C40927,612$2.2M2.53%
14VANGUARD MALVERN FDS92202074827,592$2.1M2.47%
15AMAZON COM INCAMZN8,920$2.1M2.37%
16VANGUARD INDEX FDS9229087695,782$1.9M2.23%
17BROADCOM INCAVGO5,240$1.8M2.09%
18ALPHABET INCGOOG5,667$1.8M2.05%
19ALPHABET INCGOOG5,459$1.7M1.97%
20ETF SER SOLUTIONS26922A22237,159$1.6M1.87%