Live Markets
Saturday, September 12, 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 0001279708

MENLO ADVISORS LLC

MENLO PARK, CA · File #028-10719

Latest AUM
$185,571
Positions
29
Top-10 Concentration
69.7%
Filings
10

Sector Allocation

Technology
16.8%$31,192
Healthcare
6.4%$11,831
Financials
3.5%$6,499
Industrials
2.8%$5,254
Real Estate
0.5%$1,000

Filing History

View all filings →

Top 20 Holdings — Jun 2025

#IssuerTickerSharesValue% of Portfolio
1BERKSHIRE HATHAWAY CLASS BBRK-A52,702$25,60113.80%
2SPDR GOLD SHARES ETFGLD48,503$14,7857.97%
3ALPHABET INC CLASS CGOOG77,393$13,7287.40%
4MICROSOFT CORPMSFT27,172$13,5167.28%
5VANECK GOLD MINERS ETF92189f106236,215$12,2976.63%
6ALPHABET INC CLASS AGOOG63,473$11,1856.03%
7ALPHA ARCHTCT US QUNTV VAL ETF02072l102248,740$10,9475.90%
8APPLE INCAAPL53,001$10,8745.86%
9ABBOTT LABSABLZF67,536$9,1854.95%
10KKR & CO INCKKRT54,175$7,2063.88%
11ABBVIE INCABBV38,252$7,1003.83%
12CISCO SYS INCCSCO93,944$6,5173.51%
13GLOBAL X MLP & ENERGY INFRASTR37954y293100,697$6,3093.40%
14TESLA INCTSLA19,140$6,0803.28%
15LOCKHEED MARTIN CORPLMT11,345$5,2542.83%
16ROYALTY PHARMA PLC F CLASS ARPRX131,325$4,7312.55%
17SPROTT URANIUM MINERS ETFSII86,804$4,1602.24%
18MATTHEWS EMG MRKTS CHINA ACT E577125792123,590$4,0452.18%
19SPROTT PHYSICAL SILVER E85207k107253,380$3,1011.67%
20ROYCE SMALL CAP TRUST CFRVT195,242$2,9381.58%