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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 0001730546

Luken Investment Analytics, LLC

BRENTWOOD, TN · File #028-21075

Latest AUM
$253.4M
Positions
401
Top-10 Concentration
72.3%
Filings
12

Sector Allocation

Financials
10.5%$26.6M
Industrials
3.0%$7.6M
Healthcare
1.2%$2.9M
Technology
0.8%$2.1M
Consumer Staples
0.2%$436,019
Energy
0.1%$248,837
Materials
0.0%$87,724
Real Estate
0.0%$3,889
Utilities
0.0%$6,865

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1FIRST TR EXCHANGE-TRADED FD33738D812844,667$23.4M9.51%
2FIRST TR EXCHANGE-TRADED FD33739Q408375,284$22.5M9.13%
3FIRST TR EXCHANGE-TRADED FD33733E856849,185$21.2M8.62%
4SPDR SERIES TRUST78464A854240,385$19.3M7.83%
5SPDR INDEX SHS FDS78463X509362,435$17.0M6.88%
6FIRST TR EXCHANGE-TRADED FD33738D879638,585$16.8M6.80%
7SSGA ACTIVE TR78470P846577,598$16.4M6.67%
8FIRST TR EXCHNG TRADED FD VI33740U869564,547$14.5M5.87%
9SPDR S&P 500 ETF TRSPY20,139$13.7M5.57%
10INVESCO QQQ TRIVZ21,608$13.3M5.39%
11INVESCO EXCHANGE TRADED FD TIVZ47,719$9.1M3.71%
12ISHARES TR46428720011,975$8.2M3.33%
13SPDR INDEX SHS FDS78463X889158,091$7.0M2.85%
14VANGUARD INDEX FDS92290836310,767$6.8M2.74%
15SPDR SERIES TRUST78464A40944,185$4.7M1.91%
16SPDR SERIES TRUST78468R66343,256$4.0M1.60%
17INVESCO EXCH TRADED FD TR IIIVZ12,448$3.1M1.28%
18LOUISIANA PAC CORPLPX19,800$1.6M0.65%
19SCHWAB STRATEGIC TR80852458114,579$1.5M0.59%
20CINTAS CORPCTAS7,714$1.5M0.59%