Live Markets
Wednesday, July 29, 2026·George Town, KY·29°·Partly Cloudy
Markets Open · NYSE·Newsletter·Masthead·
VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

HERITAGE INVESTORS MANAGEMENT CORP

Quarter ended Q1 2023 · Filed February 6, 2023 · Accession 0000937589-23-000001

Total Value
$2.2M
Positions
261
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (261)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INCAAPL834,237$108,3924.94%
2MICROSOFT CORPMSFT336,184$80,6243.68%
3MASTERCARD INCORPORATEDMA154,213$53,6242.44%
4PALO ALTO NETWORKS INCPANW332,199$46,3552.11%
5HOME DEPOT INCHD129,826$41,0071.87%
6BROADCOM INCAVGO72,231$40,3871.84%
7MARRIOTT INTL INC NEW571903202263,213$39,1901.79%
8ALPHABET INCGOOG443,524$39,1321.78%
9CATERPILLAR INCCAT161,360$38,6551.76%
10ALPHABET INCGOOG433,291$38,4461.75%
11NIKE INCNKE287,642$33,6571.53%
12UNITEDHEALTH GROUP INCUNH60,469$32,0601.46%
13CISCO SYS INCCSCO669,585$31,8991.45%
14MERCK & CO INCMRK286,867$31,8281.45%
15JPMORGAN CHASE & COVYLD237,044$31,7881.45%
16MCDONALDS CORPMCD115,939$30,5531.39%
17WALMART INCWMT211,081$29,9291.36%
18VANGUARD INDEX FDS922908751157,861$28,9741.32%
19JOHNSON & JOHNSONJNJ162,048$28,6261.31%
20AMERICAN EXPRESS COAXP189,788$28,0411.28%
21DISNEY WALT CO254687106320,805$27,8721.27%
22CHEVRON CORP NEWCVX153,101$27,4801.25%
23CONSTELLATION BRANDS INCSTZ112,713$26,1211.19%
24AMAZON COM INCAMZN309,649$26,0111.19%
25MARTIN MARIETTA MATLS INC57328410675,944$25,6671.17%
26BLACKROCK INCBLK35,946$25,4721.16%
27SPDR S&P MIDCAP 400 ETF TRMDY57,478$25,4511.16%
28RAYTHEON TECHNOLOGIES CORPRTX250,692$25,3001.15%
29ZOETIS INCZTS171,770$25,1731.15%
30GOLDMAN SACHS GROUP INCGSCE68,024$23,3581.06%
31CONOCOPHILLIPSCOP194,719$22,9771.05%
32YUM CHINA HLDGS INCYUMC417,709$22,8281.04%
33SALESFORCE INCCRM166,916$22,1311.01%
34THERMO FISHER SCIENTIFIC INCTMO39,625$21,8210.99%
35MORGAN STANLEYMS-PQ251,530$21,3850.97%
36BANK AMERICA CORP060505104637,033$21,0990.96%
37AUTOMATIC DATA PROCESSING INADP80,540$19,2380.88%
38PRICE T ROWE GROUP INCTROW176,159$19,2120.88%
39PFIZER INCPFE372,482$19,0860.87%
40ZIMMER BIOMET HOLDINGS INCZBH148,089$18,8810.86%
41PEPSICO INCPEP104,357$18,8530.86%
42YUM BRANDS INCYUM145,429$18,6270.85%
43AIR PRODS & CHEMS INCAIIR58,802$18,1260.83%
44EQUINIX INCEQIX27,655$18,1150.83%
45AMGEN INCAMGN68,302$17,9390.82%
46BOEING COBA-PA91,651$17,4590.80%
47COCA COLA COKO272,822$17,3540.79%
48CSX CORPCSX558,565$17,3040.79%
49AMERICAN TOWER CORP NEW03027X10080,220$16,9950.77%
50FEDEX CORPFDX94,304$16,3330.74%
51SYNCHRONY FINANCIALSYF-PB480,397$15,7860.72%
52CITIGROUP INCC-PR347,450$15,7150.72%
53VERIZON COMMUNICATIONS INCVZ383,426$15,1070.69%
54UNITED PARCEL SERVICE INCUPS82,403$14,3250.65%
55VANGUARD INDEX FDS92290862969,538$14,1730.65%
56PROCTER AND GAMBLE CO74271810993,304$14,1410.64%
57CAPITAL ONE FINL CORP14040H105150,534$13,9940.64%
58PACCAR INCPCAR140,390$13,8940.63%
59INTEL CORPINTC522,676$13,8140.63%
60ARCHER DANIELS MIDLAND COADM146,773$13,6280.62%
61HONEYWELL INTL INC43851610663,498$13,6080.62%
62COMCAST CORP NEWCCZ371,224$12,9820.59%
63SPLUNK INC848637104150,368$12,9450.59%
64LOCKHEED MARTIN CORPLMT26,363$12,8250.58%
65ABBVIE INCABBV77,985$12,6030.57%
66DUPONT DE NEMOURS INCDD173,788$11,9270.54%
67EXXON MOBIL CORPXOM106,992$11,8010.54%
68LEIDOS HOLDINGS INCLDOS107,322$11,2890.51%
69BOSTON SCIENTIFIC CORPBSX242,655$11,2280.51%
70BRISTOL-MYERS SQUIBB COCELG-RI155,714$11,2040.51%
71NORFOLK SOUTHN CORP65584410845,162$11,1290.51%
72AT&T INCT-PC594,786$10,9500.50%
73PHILIP MORRIS INTL INC718172109108,018$10,9330.50%
74LINDE PLCLIN32,926$10,7400.49%
75CHIPOTLE MEXICAN GRILL INCCMG7,571$10,5050.48%
76ISHARES TR46432F842168,013$10,3560.47%
77IQVIA HLDGS INCIQV47,890$9,8120.45%
78PHILLIPS 66PSX90,761$9,4460.43%
79SCHLUMBERGER LTDSLB175,434$9,3790.43%
80VISA INCV44,875$9,3230.43%
81MCKESSON CORPMCK24,718$9,2720.42%
82COSTCO WHSL CORP NEW22160K10520,281$9,2580.42%
83VANGUARD INTL EQUITY INDEX F922042775182,874$9,1690.42%
84ACCENTURE PLC IRELANDACN33,334$8,8950.41%
85BURLINGTON STORES INCBURL43,802$8,8810.40%
86ISHARES TR464287465134,648$8,8380.40%
87NEXTERA ENERGY INCNEE-PW104,293$8,7190.40%
88INTERNATIONAL BUSINESS MACHSINTR59,414$8,3710.38%
89MONDELEZ INTL INC609207105117,772$7,8500.36%
90SERVICENOW INCNOW19,318$7,5010.34%
91NVIDIA CORPORATIONNVDA50,012$7,3090.33%
92AERCAP HOLDINGS NVAER120,457$7,0250.32%
93PAYPAL HLDGS INCPYPL94,739$6,7470.31%
94TOYOTA MOTOR CORPTOYOF48,001$6,5560.30%
95VANGUARD INDEX FDS92290836318,657$6,5540.30%
96HERSHEY COHSY28,151$6,5190.30%
97L3HARRIS TECHNOLOGIES INCLHX30,100$6,2670.29%
98SHELL PLCRYDAF106,639$6,0730.28%
99UNION PAC CORPUNP28,505$5,9030.27%
100BERKSHIRE HATHAWAY INC DELBRK-A18,891$5,8350.27%
101EOG RES INCEOG44,220$5,7270.26%
102MEDTRONIC PLCMDT72,310$5,6200.26%
103VANGUARD INDEX FDS92290876928,974$5,5400.25%
104SLM CORPSLMBP329,586$5,4710.25%
105EXACT SCIENCES CORP30063P105107,166$5,3060.24%
106VANGUARD INTL EQUITY INDEX F922042858129,809$5,0600.23%
107ABBOTT LABSABLZF45,281$4,9710.23%
108TARGET CORPTGT33,232$4,9530.23%
109CORTEVA INCCTVA81,129$4,7690.22%
110CIGNA CORP NEW12552310013,949$4,6220.21%
111ISHARES INC46434G10394,733$4,4240.20%
112META PLATFORMS INCMETA36,128$4,3480.20%
113IAC INCIAC88,698$3,9380.18%
1143M COMMM31,738$3,8060.17%
115ISHARES TR46428765519,542$3,4070.16%
116ALTRIA GROUP INCMO74,416$3,4020.16%
117HALLIBURTON COHAL85,975$3,3830.15%
118ALIGN TECHNOLOGY INCALGN15,411$3,2500.15%
119CHEMOURS COCC105,798$3,2400.15%
120RAPID7 INCRPD91,699$3,1160.14%
121RESIDEO TECHNOLOGIES INCREZI187,858$3,0900.14%
122RINGCENTRAL INCRNG87,027$3,0810.14%
123ISHARES TR46428750712,538$3,0330.14%
124ISHARES TR46428780431,244$2,9570.13%
125DOW INCDOW56,694$2,8570.13%
126QUALCOMM INCQCOM25,921$2,8500.13%
127EAGLE BANCORP INC MDEGBN61,045$2,6900.12%
128TAKEDA PHARMACEUTICAL CO LTDTKPHF171,943$2,6820.12%
129DISCOVER FINL SVCS25470910827,152$2,6560.12%
130BROWN FORMAN CORPBF-B40,429$2,6550.12%
131WALGREENS BOOTS ALLIANCE INC93142710863,948$2,3890.11%
132SPDR DOW JONES INDL AVERAGE78467X1097,000$2,3160.11%
133CARRIER GLOBAL CORPORATIONCARR55,648$2,2950.10%
134ELANCO ANIMAL HEALTH INCELAN181,700$2,2200.10%
135CVS HEALTH CORPCVS23,556$2,1950.10%
136DXC TECHNOLOGY CODXC82,717$2,1920.10%
137OTIS WORLDWIDE CORPOTIS27,734$2,1720.10%
138GENERAL ELECTRIC CO36960430125,569$2,1420.10%
139MATCH GROUP INC NEWMTCH43,308$1,7970.08%
140DUKE ENERGY CORP NEWDUKB16,910$1,7420.08%
141BAXTER INTL INC07181310933,529$1,7090.08%
142GENERAL MTRS CO37045V10050,463$1,6980.08%
143AXON ENTERPRISE INCAXON10,030$1,6640.08%
144HOWMET AEROSPACE INCHWM41,469$1,6340.07%
145ISHARES TR46428723442,616$1,6150.07%
146EMCOR GROUP INCEME10,619$1,5730.07%
147ORGANON & COOGN54,538$1,5230.07%
148UNITED STS LIME & MINERALS IUNTCW10,710$1,5080.07%
149DANAHER CORPORATION2358511025,432$1,4420.07%
150AMERICA MOVIL SAB DE CVAMXOF78,865$1,4350.07%
151INVESCO QQQ TRIVZ5,385$1,4340.07%
152ISHARES TR46428749919,965$1,3470.06%
153AEHR TEST SYSAEHR56,947$1,1450.05%
154SPDR S&P 500 ETF TRSPY2,839$1,0860.05%
155STATE STR CORPSTT-PG12,320$9560.04%
156SMITH MIDLAND CORPSMID42,401$8690.04%
157NEUROCRINE BIOSCIENCES INCNBIX7,041$8410.04%
158NAPCO SEC TECHNOLOGIES INC63040210529,814$8190.04%
159AVID TECHNOLOGY INC05367P10029,407$7820.04%
160WARNER BROS DISCOVERY INCWBD82,078$7790.04%
161SENECA FOODS CORP NEWSENEM12,220$7450.03%
162EVI INDS INC26929N10230,329$7240.03%
163DOMINION ENERGY INCD11,107$6810.03%
164BROOKFIELD CORP11271J10721,368$6720.03%
165VANGUARD MUN BD FDS92290774613,368$6610.03%
166EARTHSTONE ENERGY INC27032D30446,351$6600.03%
167DIGITAL RLTY TR INC2538681036,557$6570.03%
168HONDA MOTOR LTDHNDAF28,711$6560.03%
169MARATHON PETE CORPMARA5,181$6030.03%
170AVIAT NETWORKS INCAVNW19,177$5980.03%
171PRIMEENERGY RESOURCES CORPPNRG6,715$5830.03%
172FORD MTR CO DEL34537086048,141$5600.03%
173SERVICE CORP INTL8175651048,000$5530.03%
174CLEVELAND-CLIFFS INC NEWCLF34,031$5480.02%
175STARBUCKS CORPSBUX5,470$5430.02%
176QUIDELORTHO CORPQDEL6,299$5400.02%
177MATERION CORPMTRN6,129$5360.02%
178TEVA PHARMACEUTICAL INDS LTD88162420955,005$5020.02%
179GRAHAM CORPGHM51,306$4940.02%
180VALERO ENERGY CORPVLO3,800$4820.02%
181CORNING INCGLW14,848$4740.02%
182MICROSTRATEGY INCSTRK3,306$4680.02%
183ISHARES TR4642872001,135$4360.02%
184NETFLIX INCNFLX1,427$4210.02%
185CHART INDS INC16115Q3083,657$4210.02%
186PNC FINL SVCS GROUP INC6934751052,582$4080.02%
187BLACKSTONE INCBX5,343$3960.02%
188ISHARES TR4642876141,763$3780.02%
189FREEPORT-MCMORAN INCFCX9,804$3730.02%
190ARCOSA INCACA6,764$3680.02%
191ORACLE CORPORCL-PD4,469$3650.02%
192SPDR GOLD TRGLD2,096$3560.02%
193INSPERITY INCNSP3,113$3540.02%
194WELLS FARGO CO NEW9497461018,534$3520.02%
195KIMBERLY-CLARK CORPKMB2,566$3480.02%
196JBG SMITH PPTYS46590V10018,192$3450.02%
197OVINTIV INCOVV6,690$3390.02%
198MODERNA INCMRNA1,835$3300.02%
199KEYCORP49326710818,826$3280.01%
200BROADSTONE NET LEASE INCBNL20,000$3240.01%
201HARTFORD FINL SVCS GROUP INCHIG-PG4,164$3160.01%
202TEGNA INC87901J10514,680$3110.01%
203SOUTHERN COSOMN4,323$3090.01%
204OCCIDENTAL PETE CORP6745991054,800$3020.01%
205ISHARES TR46428822414,949$2970.01%
206WASTE MGMT INC DEL94106L1091,850$2900.01%
207EMERSON ELEC COEMR2,947$2830.01%
208VANGUARD TAX-MANAGED FDS9219438586,568$2760.01%
209TEXAS INSTRS INC8825081041,669$2760.01%
210SELECT SECTOR SPDR TR81369Y5063,102$2710.01%
211NORTHROP GRUMMAN CORPNOC491$2680.01%
212TRONOX HOLDINGS PLCTROX19,048$2610.01%
213OPTION CARE HEALTH INCOPCH8,687$2610.01%
214DEVON ENERGY CORP NEW25179M1034,028$2480.01%
215SPDR SER TR78464A8702,938$2440.01%
216ISHARES TR4642877052,401$2420.01%
217HF SINCLAIR CORPDINO4,641$2410.01%
218FEDERAL RLTY INVT TR NEW3137451012,384$2410.01%
219ISHARES TR4642886877,863$2400.01%
220BIOMERICA INCBMRA70,350$2360.01%
221SANDY SPRING BANCORP INC8003631036,640$2340.01%
222COHERENT CORPCOHR6,675$2340.01%
223PARK-OHIO HLDGS CORPPKOH18,969$2320.01%
224QORVO INCQRVO2,550$2310.01%
225GENERAL DYNAMICS CORPGD902$2240.01%
226LOEWS CORPL3,801$2220.01%
227AES CORPAES7,700$2210.01%
228LILLY ELI & COLLY605$2210.01%
229BALCHEM CORPBCPC1,800$2200.01%
230TRINITY INDS INC8965221097,404$2190.01%
231CME GROUP INCCME1,300$2190.01%
232SEAGATE TECHNOLOGY HLDNGS PLSE4,163$2190.01%
233ITRON INCITRI4,312$2180.01%
234SELECT SECTOR SPDR TR81369Y8031,696$2110.01%
235ISHARES TR4642878792,306$2110.01%
236WORLD GOLD TRGLDW5,685$2060.01%
237THE TRADE DESK INC88339J1054,600$2060.01%
238ENBRIDGE INCENNPF5,178$2020.01%
239MARATHON OIL CORPMARA7,443$2010.01%
240VANGUARD INDEX FDS9229086371,150$2000.01%
241ASURE SOFTWARE INCASUR20,445$1910.01%
242SOUTHWESTERN ENERGY CO84546710930,050$1760.01%
243MERCER INTL INC58805610115,144$1760.01%
244MUELLER WTR PRODS INC62475810816,300$1750.01%
245HARMONIC INCHLIT11,788$1540.01%
246GERDAU SAGGB27,013$1500.01%
247UNITED GUARDIAN INCUG13,209$1370.01%
248HUDSON TECHNOLOGIES INCHDSN13,200$1340.01%
249GOODYEAR TIRE & RUBR CO38255010113,226$1340.01%
250VIATRIS INCVTRS11,552$1290.01%
251NUVEEN MUN VALUE FD INCNU10,000$860.00%
252GSE SYS INC36227K10696,356$690.00%
253GRUPO TELEVISA S A BGRPFF14,408$660.00%
254VIMEO INC92719V10017,970$620.00%
255BARK INCBARKW32,116$480.00%
256ALLBIRDS INCBIRD16,459$400.00%
257TUSIMPLE HLDGS INCTSPH15,767$260.00%
258WIRELESS TELECOM GROUP INC97652410811,100$200.00%
259ASPIRA WOMENS HEALTH INC04537Y10953,064$180.00%
260QUANTUM CORP74790650112,615$140.00%
261EMCORE CORP29084620312,727$120.00%