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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 0001613331

Fragasso Group Inc.

PITTSBURGH, PA · File #028-16268

Latest AUM
$1.65B
Positions
297
Top-10 Concentration
73.7%
Filings
13

Sector Allocation

Technology
9.0%$148.5M
Materials
1.9%$32.0M
Healthcare
1.8%$29.9M
Financials
1.3%$21.7M
Industrials
1.2%$20.3M
Energy
0.6%$9.4M
Real Estate
0.1%$1.2M
Utilities
0.0%$755,479

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1ISHARES TR464287200437,911$299.9M21.01%
2FIDELITY COVINGTON TRUST3160921133,606,912$137.7M9.64%
3ISHARES TR46432F339534,840$106.2M7.44%
4FIDELITY COVINGTON TRUST31609A4042,467,211$90.3M6.32%
5SCHWAB STRATEGIC TR8085245082,980,496$89.6M6.28%
6ISHARES TR46432F842921,275$82.4M5.77%
7APPLE INCAAPL258,443$70.3M4.92%
8PIMCO ETF TR72201R5852,547,521$68.0M4.76%
9VANGUARD INDEX FDS92290836393,707$58.8M4.12%
10AMERICAN CENTY ETF TR025072604635,341$48.9M3.43%
11JANUS DETROIT STR TR47103U845946,255$47.9M3.35%
12HARTFORD FDS EXCHANGE TRADED41653L305852,260$29.1M2.04%
13SPDR SERIES TRUST78464A300317,717$28.9M2.02%
14MICROSOFT CORPMSFT48,711$23.6M1.65%
15ALPHABET INCGOOG62,832$19.7M1.38%
16NVIDIA CORPORATIONNVDA103,342$19.3M1.35%
17SPDR SERIES TRUST78464A854186,009$14.9M1.05%
18AMAZON COM INCAMZN58,041$13.4M0.94%
19BERKSHIRE HATHAWAY INC DELBRK-A24,262$12.2M0.85%
20SSGA ACTIVE ETF TR78467V608235,934$9.7M0.68%