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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 0001845302

Greystone Financial Group, LLC

Bloomfield Hills, MI · File #028-20746

Latest AUM
$640.7M
Positions
97
Top-10 Concentration
39.6%
Filings
12

Sector Allocation

Technology
13.5%$86.7M
Healthcare
5.5%$35.6M
Financials
5.0%$31.8M
Industrials
3.8%$24.5M
Materials
2.1%$13.7M
Energy
1.9%$12.0M
Utilities
0.1%$749,992

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1VANGUARD BD INDEX FDS921937827466,086$36.7M6.12%
2VANGUARD BD INDEX FDS921937819379,021$29.5M4.92%
3VANGUARD BD INDEX FDS921937793422,437$29.4M4.89%
4VANGUARD MALVERN FDS922020805581,891$28.8M4.80%
5APPLE INCAAPL81,873$22.3M3.71%
6VANGUARD WHITEHALL FDS921946885328,816$22.2M3.70%
7WALMART INCWMT159,985$17.8M2.97%
8JPMORGAN CHASE & CO.VYLD54,626$17.6M2.93%
9MICROSOFT CORPMSFT34,701$16.8M2.80%
10BROADCOM INCAVGO47,332$16.4M2.73%
11BANK NEW YORK MELLON CORP064058100136,651$15.9M2.64%
12AMERICAN EXPRESS COAXP40,984$15.2M2.53%
13AMGEN INCAMGN44,892$14.7M2.45%
14LOWES COS INC54866110759,787$14.4M2.40%
15MORGAN STANLEYMS-PQ80,585$14.3M2.38%
16BERKSHIRE HATHAWAY INC DELBRK-A27,023$13.6M2.26%
17LINDE PLCLIN30,496$13.0M2.17%
18LOCKHEED MARTIN CORPLMT26,685$12.9M2.15%
19SIMON PPTY GROUP INC NEW82880610969,270$12.8M2.14%
20WASTE MGMT INC DEL94106L10958,070$12.8M2.13%