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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 0002109061

MLP3, LLC

LINWOOD, NJ · File #028-26377

Latest AUM
$91.6M
Positions
87
Top-10 Concentration
55.6%
Filings
1

Sector Allocation

Financials
9.9%$9.1M
Technology
4.7%$4.3M
Healthcare
1.6%$1.5M
Consumer Staples
0.8%$726,251
Industrials
0.5%$477,005
Energy
0.4%$343,774

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1BERKSHIRE HATHAWAY INC DELBRK-A28,722$14.4M17.72%
2INVESCO EXCHANGE TRADED FD TIVZ27,632$5.3M6.50%
3SPDR SERIES TRUST78464A85462,422$5.0M6.14%
4CAPITAL ONE FINL CORP14040H10517,266$4.2M5.13%
5SPDR S&P 500 ETF TRSPY4,922$3.4M4.12%
6ISHARES TR46428767117,388$2.9M3.58%
7SPDR DOW JONES INDL AVERAGE78467X1095,633$2.7M3.32%
8APPLE INCAAPL9,514$2.6M3.17%
9ISHARES TR46428750737,532$2.5M3.04%
10PROSHARES TR74348A46722,394$2.3M2.86%
11ISHARES TR4642876558,792$2.2M2.66%
12ALPHABET INCGOOG6,558$2.1M2.53%
13J P MORGAN EXCHANGE TRADED F46641Q33235,812$2.0M2.52%
14AMAZON COM INCAMZN7,938$1.8M2.25%
15JPMORGAN CHASE & CO.VYLD4,956$1.6M1.96%
16SPDR SERIES TRUST78464A76311,146$1.6M1.90%
17ISHARES TR46428716810,484$1.5M1.82%
18PROSHARES TR74347B68016,559$1.4M1.71%
19ISHARES TR46434V62120,069$1.4M1.71%
20ISHARES TR46428780410,673$1.3M1.57%