Live Markets
Tuesday, July 28, 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 0001653926

First PREMIER Bank

SIOUX FALLS, SD · File #028-17067

Latest AUM
$436,200
Positions
584
Top-10 Concentration
48.3%
Filings
12

Sector Allocation

Technology
11.5%$50,005
Financials
9.2%$39,957
Industrials
4.9%$21,353
Utilities
4.4%$19,241
Healthcare
3.9%$16,870
Materials
0.7%$3,269
Energy
0.6%$2,717
Real Estate
0.3%$1,124

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1VANGUARD TOTAL STOCK MARKET ETF922908769103,488$34,69612.41%
2VANGUARD VALUE ETF922908744133,044$25,4109.09%
3APPLE COMPUTER INCAAPL44,165$12,0074.29%
4APPLE COMPUTER INCAAPL42,409$11,5294.12%
5VANGUARD GROWTH INDEX ETF92290873620,986$10,2383.66%
6INVESCO S&P 500 DOWNSIDE HEDGED ETFIVZ273,081$10,2243.66%
7VANGUARD INFORMATION TECHNOLOGY ETF92204A70211,322$8,5343.05%
8MASTERCARD INC CL AMA13,806$7,8822.82%
9VANGUARD MID-CAP ETF92290862926,407$7,6642.74%
10MICROSOFT CORPMSFT14,392$6,9602.49%
11J.P.MORGAN CHASE & COVYLD20,420$6,5802.35%
12VANGUARD SMALL-CAP ETF92290875125,409$6,5542.34%
13VANGUARD INTERNATIONAL HIGH DIVIDEND ETF92194679468,797$6,1922.21%
14VANGUARD HIGH DIVIDEND YIELD ETF92194640642,334$6,0762.17%
15NORTHWESTERN ENERGY GROUPNWE89,924$5,8042.08%
16BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A10,779$5,4181.94%
17INVESCO S&P 500 LOW VOLATILITY ETFIVZ68,939$4,9241.76%
18SOUTHERN COSOMN55,182$4,8121.72%
19DUKE ENERGY CORPDUKB39,690$4,6521.66%
20JOHNSON & JOHNSONJNJ22,088$4,5711.63%