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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 0001790837

Bull Street Advisors, LLC

SAVANNAH, GA · File #028-19609

Latest AUM
$215,117
Positions
92
Top-10 Concentration
42.4%
Filings
12

Sector Allocation

Technology
13.2%$28,446
Healthcare
9.7%$20,931
Consumer Staples
6.8%$14,728
Industrials
4.7%$10,125
Energy
4.3%$9,268
Financials
2.8%$5,938
Materials
1.3%$2,768
Utilities
0.7%$1,547
Real Estate
0.2%$512

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1TJX Companies Inc.87254010970,917$10,8945.71%
2Apple Inc.AAPL37,066$10,0775.28%
3Johnson & JohnsonJNJ47,825$9,8985.19%
4Vanguard Sh Term Bond ETF921937827106,847$8,4214.41%
5Microsoft CorporationMSFT17,143$8,2914.35%
6Vanguard Sh Term Govt ETF92206C102137,537$8,0784.23%
7Coca-Cola CompanyKO103,451$7,2333.79%
8Costco Wholesale Corp22160K1057,787$6,7153.52%
9Home Depot Inc.HD17,030$5,8603.07%
10JPMorgan Chase & CoVYLD16,671$5,3722.82%
11Berkshire Hathaway Class BBRK-A9,763$4,9072.57%
12Danaher Corporation23585110220,732$4,7462.49%
13Exxon Mobil CorporationXOM37,540$4,5182.37%
14IShares ST Corp Bond ETF46428864683,515$4,4162.31%
15Amgen Inc.AMGN13,020$4,2622.23%
16Vanguard Sh Term Corp ETF92206C40952,817$4,2112.21%
17Alphabet Inc. Class AGOOG13,195$4,1302.16%
18American Express Co.AXP10,828$4,0062.10%
19Vanguard Interm Corp ETF92206C87045,821$3,8382.01%
20Sysco CorporationSYY45,519$3,3541.76%