Live Markets
Wednesday, July 29, 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 0001567889

Telos Capital Management, Inc.

SAN DIEGO, CA · File #028-15179

Latest AUM
$1.07B
Positions
196
Top-10 Concentration
39.4%
Filings
12

Sector Allocation

Technology
16.4%$175.9M
Financials
7.8%$84.1M
Industrials
7.0%$75.7M
Healthcare
5.8%$62.4M
Energy
3.8%$41.2M
Real Estate
1.4%$15.6M
Utilities
0.7%$7.4M
Materials
0.0%$259,559

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1APPLE INCAAPL225,706$61.4M7.96%
2VANGUARD INDEX FDS922908769124,363$41.7M5.41%
3ALPHABET INCGOOG105,355$33.0M4.28%
4QUALCOMM INCQCOM189,103$32.3M4.20%
5VANGUARD INTL EQUITY INDEX F922042775352,707$25.9M3.37%
6MORGAN STANLEYMS-PQ133,139$23.6M3.07%
7AMAZON COM INCAMZN94,822$21.9M2.84%
8VISA INCV60,872$21.3M2.77%
9HOME DEPOT INCHD61,714$21.2M2.75%
10PEPSICO INCPEP146,242$21.0M2.72%
11JPMORGAN CHASE & CO.VYLD64,715$20.9M2.70%
12VANGUARD TAX-MANAGED FDS921943858315,989$19.7M2.56%
13ALPHABET INCGOOG57,531$18.1M2.34%
14NORTHROP GRUMMAN CORPNOC29,570$16.9M2.19%
15CHEVRON CORP NEWCVX108,026$16.5M2.14%
16PROCTER AND GAMBLE CO742718109113,294$16.2M2.11%
17TRAVELERS COMPANIES INCTRV51,643$15.0M1.94%
18PALO ALTO NETWORKS INCPANW79,640$14.7M1.90%
19MICROSOFT CORPMSFT29,947$14.5M1.88%
20EOG RES INCEOG136,802$14.4M1.86%