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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 0001906799

Peterson Wealth Services

South Ogden, UT · File #028-21546

Latest AUM
$391.1M
Positions
218
Top-10 Concentration
52.8%
Filings
12

Sector Allocation

Technology
27.0%$105.7M
Healthcare
6.5%$25.5M
Financials
5.7%$22.1M
Industrials
4.9%$19.3M
Energy
3.5%$13.6M
Real Estate
0.6%$2.4M
Materials
0.2%$942,348

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1NVIDIA CORPORATIONNVDA137,048$25.6M7.53%
2APPLE INCORPORATEDAAPL92,911$25.3M7.45%
3VANGUARD GROWTH ETF92290873648,904$23.9M7.03%
4TESLA INCORPORATEDTSLA43,192$19.4M5.73%
5JPMORGAN CHASE & COMPANY.VYLD49,846$16.1M4.73%
6COMFORT SYSTEMS USA INCORPORATED19990810416,447$15.3M4.52%
7BROADCOM INCORPORATEDAVGO41,176$14.3M4.20%
8AMAZON COM INCORPORATEDAMZN59,161$13.7M4.03%
9PALANTIR TECHNOLOGIES INCORPORATED CLASS APLTR76,356$13.6M4.00%
10COSTCO WHOLESALE CORPORATION NEW22160K10513,946$12.0M3.54%
11RAYMOND JAMES FINL INCORPORATED75473010960,930$9.8M2.88%
12BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEWBRK-A17,312$8.7M2.56%
13MICROSOFT CORPORATIONMSFT16,506$8.0M2.35%
14ASML HOLDING N V N Y REGISTRY SHS (NETHERLANDS)ASMLF7,336$7.8M2.31%
15VISA INCORPORATED COM CLASS AV21,765$7.6M2.25%
16CANADIAN NAT RES LIMITED (CANADA)136385101189,901$6.4M1.89%
17HOME DEPOT INCORPORATEDHD15,981$5.5M1.62%
18PHILIP MORRIS INTERNATIONAL INCORPORATED71817210933,357$5.4M1.58%
19ORACLE CORPORATIONORCL-PD26,251$5.1M1.51%
20ELI LILLY & COMPANYLLY4,604$4.9M1.46%