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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 0001978608

Portside Wealth Group, LLC

Provo, UT · File #028-23317

Latest AUM
$743.7M
Positions
903
Top-10 Concentration
44.4%
Filings
13

Sector Allocation

Technology
17.3%$128.6M
Healthcare
8.1%$60.1M
Financials
5.5%$40.8M
Industrials
4.7%$34.7M
Energy
1.6%$12.3M
Materials
1.0%$7.2M
Utilities
0.5%$3.5M
Real Estate
0.3%$2.1M

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1SPDR SERIES TRUST78468R663317,233$29.0M8.45%
2SPDR SERIES TRUST78464A409174,191$18.6M5.42%
3MICROSOFT CORPMSFT38,239$18.5M5.39%
4NVIDIA CORPORATIONNVDA98,459$18.4M5.35%
5AMAZON COM INCAMZN62,001$14.3M4.17%
6SPDR INDEX SHS FDS78463X889304,176$13.5M3.94%
7ALPHABET INCGOOG35,678$11.2M3.26%
8SPDR SERIES TRUST78464A508186,598$10.6M3.09%
9SPDR INDEX SHS FDS78463X509205,640$9.6M2.81%
10ORACLE CORPORCL-PD44,954$8.8M2.55%
11VISA INCV24,793$8.7M2.54%
12APPLE INCAAPL31,602$8.6M2.50%
13ALPHABET INCGOOG25,998$8.2M2.38%
14ELI LILLY & COLLY7,358$7.9M2.31%
15BROADCOM INCAVGO20,603$7.1M2.08%
16TESLA INCTSLA15,024$6.8M1.97%
17SHOPIFY INCSHOP39,715$6.4M1.86%
18JOHNSON & JOHNSONJNJ30,504$6.3M1.84%
19MASTERCARD INCORPORATEDMA10,428$6.0M1.74%
20NVIDIA CORPORATIONNVDA29,921$5.6M1.63%