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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 0001419186

Cambridge Investment Research Advisors, Inc.

FAIRFIELD, IA · File #028-12861

Latest AUM
$37.8M
Positions
3,812
Top-10 Concentration
51.3%
Filings
12

Sector Allocation

Technology
11.2%$4.3M
Financials
9.1%$3.4M
Healthcare
2.4%$916,895
Industrials
2.2%$831,126
Consumer Staples
1.2%$440,724
Energy
1.0%$367,441
Materials
0.9%$359,114
Utilities
0.5%$201,902
Real Estate
0.3%$112,431

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1VANGUARD INDEX FDS9229083631,903,945$1.2M7.93%
2APPLEAAPL4,377,705$1.2M7.91%
3NVIDIA CORPORATIONNVDA5,506,589$1.0M6.82%
4INVESCOIVZ1,320,608$811,2625.39%
5VANGUARD INDEX FDS9229087692,079,849$697,3114.63%
6ISHARES464287200997,615$683,3064.54%
7MICROSOFTMSFT1,234,002$596,7883.96%
8AMAZONAMZN2,425,598$559,8763.72%
9VANGUARD STAR FDS VG TL9219097686,359,382$479,7523.19%
10SPDRSPY695,843$474,5093.15%
11BERKSHIRE HATHAWAY INC DELBRK-A787,458$395,8162.63%
12CAPITAL GROUP14020W1067,054,003$307,8372.05%
13ALPHABETGOOG974,440$305,0002.03%
14ALPHABETGOOG960,470$301,3962.00%
15VANGUARD INDEX FDS922908736512,844$250,1961.66%
16SPDRGLD592,598$234,8531.56%
17BROADCOMAVGO673,811$233,2061.55%
18META PLATFORMSMETA345,067$227,7751.51%
19TESLATSLA497,723$223,8361.49%
20PALANTIR TECHNOLOGIESPLTR1,174,291$208,7301.39%