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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 0001965267

Eley Financial Management, Inc

SOUTH BURLINGTON, VT · File #028-23227

Latest AUM
$278.4M
Positions
67
Top-10 Concentration
49.5%
Filings
12

Sector Allocation

Technology
14.1%$39.3M
Industrials
5.6%$15.6M
Healthcare
3.7%$10.2M
Financials
1.1%$3.2M
Energy
0.8%$2.2M
Consumer Staples
0.3%$799,791

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1ISHARESTR46428720039,348$27.0M10.08%
2ISHARESTR464287226260,590$26.0M9.74%
3ISHARESTR464287507249,281$16.5M6.15%
4ISHARESTR464288661102,510$12.2M4.58%
5ISHARESTR464289511205,654$10.4M3.88%
6AppleComputerIncAAPL31,787$8.6M3.23%
7NvidiaCorpNVDA43,932$8.2M3.07%
8ISHARESTR46428745797,708$8.1M3.03%
9MicrosoftCorp.MSFT16,262$7.9M2.94%
10CumminsIncCMI14,897$7.6M2.84%
11AlphabetIncClassCGOOG22,927$7.2M2.69%
12BroadcomIncAVGO18,443$6.4M2.39%
13AmazonComIncAMZN26,618$6.1M2.30%
14VANGUARDWORLDFDS92204A7027,719$5.8M2.18%
15ISHARESINC46434G76476,946$5.6M2.09%
16ISHARESTR46428766350,685$5.2M1.94%
17Lowes54866110721,349$5.1M1.93%
18ISHARESTR46428787941,971$4.8M1.79%
19UnionPacificCorpUNP20,566$4.8M1.78%
20ISHARESTR46432F84253,132$4.8M1.78%