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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 0002052279

Crews Bank & Trust

PORT CHARLOTTE, FL · File #028-24595

Latest AUM
$698.8M
Positions
623
Top-10 Concentration
61.3%
Filings
5

Sector Allocation

Technology
6.8%$47.7M
Financials
6.2%$43.1M
Healthcare
2.5%$17.5M
Industrials
1.8%$12.5M
Energy
0.6%$4.5M
Utilities
0.2%$1.6M
Materials
0.2%$1.4M
Real Estate
0.0%$119,793

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1State Street SPDR Port S&P 500 Large Cap ETF78464A8541,136,405$91.2M16.35%
2Vanguard Dividend Appreciation ETF921908844172,154$37.8M6.78%
3iShares 0-5 Year Investment Grade ETF46434V100736,390$37.3M6.69%
4Vanguard High Dividend Yield ETF921946406248,065$35.6M6.38%
5Vanguard Growth ETF92290873665,500$32.0M5.73%
6State Street SPDR Intermediate Corp Bond ETF78464A375733,009$24.8M4.44%
7State Street SPDR Port S&P 600 Small Cap ETF78468R853518,642$24.3M4.36%
8Apple IncAAPL72,800$19.8M3.55%
9State Street SPDR Port S&P 400 Mid Cap ETF78464A847341,144$19.8M3.54%
10Vanguard Intermediate-Term Corporate Bond ETF92206C870229,434$19.2M3.45%
11Invesco S&P 500 Equal Weight ETFIVZ82,008$15.7M2.82%
12iShares MSCI USA Equal Weighted ETF464286681151,634$15.7M2.81%
13Microsoft CorporationMSFT29,610$14.3M2.57%
14Vanguard Short-Term Bond ETF921937827135,073$10.6M1.91%
15Vanguard Total Stock Market ETF92290876928,974$9.7M1.74%
16State Street Technology Select Sector SPDR81369Y80361,354$8.8M1.58%
17iShares Core Dividend Growth ETF46434V621122,983$8.5M1.53%
18Alphabet Inc Class AGOOG25,056$7.8M1.41%
19Visa IncV20,677$7.3M1.30%
20SPDR S&P 500 Large-Cap ETFSPY10,130$6.9M1.24%