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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 0001166716

STRATEGY ASSET MANAGERS LLC

Pasadena, CA · File #028-10030

Latest AUM
$608.3M
Positions
253
Top-10 Concentration
44.1%
Filings
12

Sector Allocation

Technology
20.5%$124.5M
Healthcare
8.7%$52.9M
Industrials
8.4%$51.2M
Financials
5.4%$32.8M
Utilities
3.0%$18.1M
Energy
2.1%$12.8M
Real Estate
0.3%$1.7M
Materials
0.3%$1.7M

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1BROADCOM INCAVGO94,130$32.6M7.02%
2MICROSOFT CORPMSFT55,086$26.6M5.74%
3ALPHABET INCGOOG84,008$26.3M5.66%
4JPMORGAN CHASE & CO.VYLD70,620$22.8M4.90%
5ELI LILLY & COLLY20,012$21.5M4.63%
6CISCO SYS INCCSCO212,143$16.3M3.52%
7APPLE INCAAPL58,014$15.8M3.40%
8JOHNSON & JOHNSONJNJ71,221$14.7M3.18%
9CONSTELLATION ENERGY CORPCEG40,302$14.2M3.07%
10LOCKHEED MARTIN CORPLMT28,782$13.9M3.00%
11EMERSON ELEC COEMR103,970$13.8M2.97%
12BERKSHIRE HATHAWAY INC DELBRK-A23,688$11.9M2.57%
13WALMART INCWMT99,444$11.1M2.39%
14KINDER MORGAN INC DELEP-PC361,644$9.9M2.14%
15CHEVRON CORP NEWCVX63,520$9.7M2.09%
16GENERAL DYNAMICS CORPGD27,521$9.3M2.00%
17CORNING INCGLW95,302$8.3M1.80%
18INTERCONTINENTAL EXCHANGE IN45866F10450,870$8.2M1.77%
19ISHARES TR46428720011,731$8.0M1.73%
20AON PLCAON22,512$7.9M1.71%