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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 0001142941

DENALI ADVISORS LLC

San Diego, CA · File #028-10130

Latest AUM
$901.0M
Positions
321
Top-10 Concentration
42.4%
Filings
12

Sector Allocation

Technology
19.8%$178.3M
Financials
12.1%$108.6M
Energy
4.9%$44.5M
Industrials
4.5%$40.5M
Healthcare
4.2%$37.6M
Real Estate
2.8%$24.8M
Materials
2.4%$21.8M
Utilities
1.3%$11.9M

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1NVIDIA CORPORATIONNVDA217,296$40.5M8.05%
2MICROSOFT CORPMSFT69,476$33.6M6.67%
3APPLE INCAAPL118,352$32.2M6.39%
4ALPHABET INCGOOG92,281$29.0M5.75%
5AMAZON COM INCAMZN81,581$18.8M3.74%
6META PLATFORMS INCMETA23,740$15.7M3.11%
7BROADCOM INCAVGO40,740$14.1M2.80%
8PHOTRONICS INCPLAB313,404$10.0M1.99%
9TESLA INCTSLA21,979$9.9M1.96%
10NETFLIX INCNFLX103,032$9.7M1.92%
11PALANTIR TECHNOLOGIES INCPLTR53,622$9.5M1.89%
12WALMART INCWMT83,105$9.3M1.84%
13MERCHANTS BANCORP INDMBINN237,614$8.1M1.61%
14AT&T INCT-PC325,649$8.1M1.61%
15NMI HLDGS INCNMIH197,780$8.1M1.60%
16RUSH ENTERPRISES INCRUSHB148,811$8.0M1.59%
17ARES CAPITAL CORPARCC392,429$7.9M1.58%
18COSTAMARE INCCMRE-PC497,977$7.9M1.56%
19GREIF INCGEF-B116,007$7.9M1.56%
20FIRST FINL BANCORP OH320209109310,200$7.8M1.54%