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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 0001665302

Cottage Street Advisors LLC

MARION, MA · File #028-17125

Latest AUM
$236.4M
Positions
143
Top-10 Concentration
50.2%
Filings
12

Sector Allocation

Technology
18.5%$43.7M
Financials
13.9%$32.9M
Industrials
8.0%$19.0M
Healthcare
4.3%$10.2M
Energy
1.8%$4.3M
Materials
0.7%$1.6M
Utilities
0.1%$202,740

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1PIMCO ETF TR72201R833136,172$13.7M6.84%
2NVIDIA CORPORATIONNVDA67,719$12.6M6.32%
3APPLE INCAAPL41,429$11.3M5.64%
4ALPHABET INCGOOG35,482$11.1M5.57%
5MICROSOFT CORPMSFT22,643$11.0M5.48%
6JPMORGAN CHASE & CO.VYLD30,184$9.7M4.87%
7BLACKSTONE INCBX61,269$9.4M4.73%
8INVESCO QQQ TRIVZ13,884$8.5M4.27%
9J P MORGAN EXCHANGE TRADED F46641Q837129,882$6.6M3.29%
10ISHARES TR46428750798,535$6.5M3.25%
11ISHARES TR46428788744,260$6.2M3.13%
12VISA INCV17,492$6.1M3.07%
13ALPHABET INCGOOG17,165$5.4M2.69%
14ACCENTURE PLC IRELANDACN15,317$4.1M2.06%
15AMAZON COM INCAMZN17,718$4.1M2.05%
16CSX CORPCSX109,623$4.0M1.99%
17HOME DEPOT INCHD11,239$3.9M1.93%
18CATERPILLAR INCCAT6,544$3.7M1.88%
19ARES CAPITAL CORPARCC177,852$3.6M1.80%
20SPDR S&P 500 ETF TRSPY4,956$3.4M1.69%