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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 0001954805

Fiduciary Alliance LLC

GREENVILLE, SC · File #028-22738

Latest AUM
$1.53B
Positions
510
Top-10 Concentration
46.0%
Filings
12

Sector Allocation

Technology
15.3%$234.6M
Financials
6.0%$91.5M
Healthcare
4.9%$75.5M
Industrials
2.8%$43.4M
Energy
2.0%$30.3M
Utilities
0.6%$9.1M
Materials
0.4%$6.0M
Real Estate
0.4%$5.8M

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1AppleAAPL242,232$65.9M7.62%
2SPDR S&P 500 ETF TRUSTSPY82,514$56.3M6.51%
3MicrosoftMSFT116,194$56.2M6.50%
4JPMorgan ChaseVYLD135,737$43.7M5.06%
5NVIDIA CORPORATION COMNVDA203,864$38.0M4.40%
6AmazonAMZN160,005$36.9M4.27%
7Berkshire Hathaway CL BBRK-A56,702$28.5M3.30%
8Alphabet CL AGOOG81,402$25.5M2.95%
9SPDR S&P World ex-US78463X889550,098$24.4M2.83%
10Schwab U.S. Large-Cap Growth808524300672,540$21.9M2.54%
11ALIBABA GROUP HLDG LTD SPONSORED ADSBBAAY149,648$21.9M2.54%
12iShares S&P Small Cap ETF464287804162,647$19.5M2.26%
13Morgan StanleyMS-PQ98,609$17.5M2.03%
14COOPER STD HLDGS INC COM21676P103501,373$16.5M1.90%
15ConocophillipsCOP170,860$16.0M1.85%
16iShares Bitcoin ETFIBIT321,312$16.0M1.85%
17Johnson & JohnsonJNJ73,822$15.3M1.77%
18PALANTIR TECHNOLOGIES INC CL APLTR85,175$15.1M1.75%
19TeslaTSLA33,206$14.9M1.73%
20STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF78468R663159,997$14.6M1.69%