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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
13F HOLDINGS REPORT

HERITAGE INVESTORS MANAGEMENT CORP

Quarter ended Q2 2023 · Filed May 1, 2023 · Accession 0000937589-23-000002

Total Value
$2.3M
Positions
249
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (249)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INCAAPL829,996$136,8665.86%
2MICROSOFT CORPMSFT334,046$96,3064.13%
3PALO ALTO NETWORKS INCPANW323,738$64,6632.77%
4MASTERCARD INCORPORATEDMA152,892$55,5622.38%
5ALPHABET INCGOOG443,653$46,0201.97%
6ALPHABET INCGOOG434,550$45,1931.94%
7BROADCOM INCAVGO69,666$44,6931.91%
8MARRIOTT INTL INC NEW571903202261,942$43,4931.86%
9HOME DEPOT INCHD133,362$39,3581.69%
10CATERPILLAR INCCAT156,710$35,8621.54%
11CISCO SYS INCCSCO673,610$35,2131.51%
12NIKE INCNKE284,733$34,9201.50%
13AMAZON COM INCAMZN330,987$34,1881.46%
14DISNEY WALT CO254687106337,374$33,7811.45%
15SALESFORCE INCCRM166,906$33,3441.43%
16MCDONALDS CORPMCD111,885$31,2841.34%
17WALMART INCWMT212,010$31,2611.34%
18JPMORGAN CHASE & COVYLD239,461$31,2041.34%
19AMERICAN EXPRESS COAXP187,010$30,8471.32%
20UNITEDHEALTH GROUP INCUNH63,912$30,2041.29%
21MERCK & CO INCMRK280,417$29,8341.28%
22VANGUARD INDEX FDS922908751157,190$29,7971.28%
23ZOETIS INCZTS172,025$28,6321.23%
24CONSTELLATION BRANDS INCSTZ120,874$27,3041.17%
25MARTIN MARIETTA MATLS INC57328410676,199$27,0551.16%
26SPDR S&P MIDCAP 400 ETF TRMDY57,225$26,2331.12%
27JOHNSON & JOHNSONJNJ167,913$26,0271.12%
28YUM CHINA HLDGS INCYUMC397,906$25,2231.08%
29CHEVRON CORP NEWCVX151,718$24,7541.06%
30RAYTHEON TECHNOLOGIES CORPRTX247,792$24,2661.04%
31BLACKROCK INCBLK36,260$24,2621.04%
32THERMO FISHER SCIENTIFIC INCTMO39,419$22,7200.97%
33GOLDMAN SACHS GROUP INCGSCE68,085$22,2710.95%
34MORGAN STANLEYMS-PQ252,060$22,1310.95%
35FEDEX CORPFDX93,904$21,4560.92%
36PRICE T ROWE GROUP INCTROW184,154$20,7910.89%
37EQUINIX INCEQIX27,533$19,8520.85%
38CONOCOPHILLIPSCOP199,900$19,8320.85%
39AUTOMATIC DATA PROCESSING INADP86,587$19,2770.83%
40BOEING COBA-PA90,672$19,2610.83%
41BANK AMERICA CORP060505104661,206$18,9100.81%
42YUM BRANDS INCYUM141,315$18,6650.80%
43PEPSICO INCPEP100,898$18,3940.79%
44ZIMMER BIOMET HOLDINGS INCZBH140,281$18,1240.78%
45AMERICAN TOWER CORP NEW03027X10087,291$17,8370.76%
46INTEL CORPINTC527,491$17,2330.74%
47COCA COLA COKO271,817$16,8610.72%
48AIR PRODS & CHEMS INCAIIR58,372$16,7650.72%
49CSX CORPCSX556,161$16,6510.71%
50AMGEN INCAMGN67,852$16,4030.70%
51CITIGROUP INCC-PR348,757$16,3530.70%
52VERIZON COMMUNICATIONS INCVZ415,945$16,1760.69%
53PFIZER INCPFE389,019$15,8720.68%
54UNITED PARCEL SERVICE INCUPS81,622$15,8340.68%
55PACCAR INCPCAR204,077$14,9380.64%
56VANGUARD INDEX FDS92290862969,097$14,5740.62%
57CAPITAL ONE FINL CORP14040H105150,852$14,5060.62%
58SPLUNK INC848637104150,698$14,4490.62%
59COMCAST CORP NEWCCZ371,539$14,0850.60%
60SYNCHRONY FINANCIALSYF-PB482,037$14,0180.60%
61NVIDIA CORPORATIONNVDA49,924$13,8670.59%
62PROCTER AND GAMBLE CO74271810992,652$13,7760.59%
63CHIPOTLE MEXICAN GRILL INCCMG7,611$13,0020.56%
64HONEYWELL INTL INC43851610663,691$12,1730.52%
65ABBVIE INCABBV76,302$12,1600.52%
66DUPONT DE NEMOURS INCDD166,806$11,9720.51%
67COSTCO WHSL CORP NEW22160K10523,813$11,8320.51%
68LOCKHEED MARTIN CORPLMT24,891$11,7670.50%
69ARCHER DANIELS MIDLAND COADM146,275$11,6520.50%
70BOSTON SCIENTIFIC CORPBSX232,695$11,6420.50%
71IQVIA HLDGS INCIQV58,498$11,6350.50%
72EXXON MOBIL CORPXOM104,372$11,4450.49%
73AT&T INCT-PC593,886$11,4320.49%
74LINDE PLCLIN31,676$11,2590.48%
75ISHARES TR46432F842166,724$11,1460.48%
76ACCENTURE PLC IRELANDACN38,869$11,1090.48%
77BRISTOL-MYERS SQUIBB COCELG-RI155,200$10,7570.46%
78PHILIP MORRIS INTL INC718172109107,361$10,4410.45%
79LEIDOS HOLDINGS INCLDOS108,581$9,9960.43%
80VISA INCV43,830$9,8820.42%
81VANGUARD INTL EQUITY INDEX F922042775181,995$9,7310.42%
82NEXTERA ENERGY INCNEE-PW125,814$9,6980.42%
83ISHARES TR464287465133,235$9,5290.41%
84NORFOLK SOUTHN CORP65584410844,571$9,4490.40%
85SERVICENOW INCNOW20,278$9,4240.40%
86PHILLIPS 66PSX89,655$9,0890.39%
87BURLINGTON STORES INCBURL43,210$8,7330.37%
88MCKESSON CORPMCK24,426$8,6970.37%
89SCHLUMBERGER LTDSLB173,846$8,5360.37%
90PAYPAL HLDGS INCPYPL109,938$8,3490.36%
91MONDELEZ INTL INC609207105114,273$7,9670.34%
92INTERNATIONAL BUSINESS MACHSINTR58,728$7,6990.33%
93META PLATFORMS INCMETA34,169$7,2420.31%
94TOYOTA MOTOR CORPTOYOF50,876$7,2090.31%
95EXACT SCIENCES CORP30063P105105,899$7,1810.31%
96HERSHEY COHSY27,851$7,0860.30%
97VANGUARD INDEX FDS92290836318,404$6,9220.30%
98AERCAP HOLDINGS NVAER118,382$6,6570.29%
99SHELL PLCRYDAF104,362$6,0050.26%
100L3HARRIS TECHNOLOGIES INCLHX30,292$5,9450.25%
101VANGUARD INDEX FDS92290876928,924$5,9030.25%
102UNION PAC CORPUNP29,278$5,8920.25%
103MEDTRONIC PLCMDT72,300$5,8290.25%
104BERKSHIRE HATHAWAY INC DELBRK-A18,718$5,7800.25%
105TARGET CORPTGT33,504$5,5490.24%
106VANGUARD INTL EQUITY INDEX F922042858129,334$5,2250.22%
107EOG RES INCEOG44,522$5,1040.22%
108ALIGN TECHNOLOGY INCALGN15,195$5,0770.22%
109CORTEVA INCCTVA80,892$4,8790.21%
110IAC INCIAC91,445$4,7190.20%
111ISHARES INC46434G10395,164$4,6430.20%
112ABBOTT LABSABLZF45,255$4,5830.20%
113RAPID7 INCRPD99,687$4,5770.20%
114SLM CORPSLMBP328,626$4,0720.17%
115CIGNA CORP12552310013,784$3,5220.15%
116ISHARES TR46428765519,527$3,4840.15%
117RESIDEO TECHNOLOGIES INCREZI185,720$3,3950.15%
118QUALCOMM INCQCOM26,539$3,3860.15%
119RINGCENTRAL INCRNG109,444$3,3570.14%
120ALTRIA GROUP INCMO74,921$3,3430.14%
1213M COMMM31,612$3,3230.14%
122CHEMOURS COCC105,398$3,1560.14%
123ISHARES TR46428750712,522$3,1330.13%
124DOW INCDOW55,971$3,0680.13%
125ISHARES TR46428780431,334$3,0300.13%
126HALLIBURTON COHAL85,830$2,7160.12%
127DISCOVER FINL SVCS25470910826,857$2,6550.11%
128TAKEDA PHARMACEUTICAL CO LTDTKPHF155,907$2,5690.11%
129CARRIER GLOBAL CORPORATIONCARR52,797$2,4150.10%
130GENERAL ELECTRIC CO36960430125,017$2,3920.10%
131CVS HEALTH CORPCVS30,731$2,2840.10%
132BROWN FORMAN CORPBF-B35,212$2,2630.10%
133OTIS WORLDWIDE CORPOTIS26,264$2,2170.09%
134WALGREENS BOOTS ALLIANCE INC93142710863,170$2,1840.09%
135SPDR DOW JONES INDL AVERAGE78467X1096,500$2,1630.09%
136AXON ENTERPRISE INCAXON9,354$2,1030.09%
137DXC TECHNOLOGY CODXC77,446$1,9800.08%
138INVESCO QQQ TRIVZ6,135$1,9690.08%
139GENERAL MTRS CO37045V10049,597$1,8190.08%
140MATCH GROUP INC NEWMTCH47,261$1,8140.08%
141ELANCO ANIMAL HEALTH INCELAN189,875$1,7850.08%
142HOWMET AEROSPACE INCHWM41,039$1,7390.07%
143EMCOR GROUP INCEME10,579$1,7200.07%
144ISHARES TR46428723442,206$1,6650.07%
145UNITED STS LIME & MINERALS IUNTCW10,708$1,6350.07%
146AEHR TEST SYSAEHR52,153$1,6180.07%
147DUKE ENERGY CORP NEWDUKB16,507$1,5920.07%
148AMERICA MOVIL SAB DE CVAMXOF72,635$1,5290.07%
149ORGANON & COOGN59,828$1,4070.06%
150ISHARES TR46428749919,965$1,3960.06%
151DANAHER CORPORATION2358511025,432$1,3690.06%
152BAXTER INTL INC07181310932,658$1,3250.06%
153SPDR S&P 500 ETF TRSPY3,227$1,3210.06%
154NAPCO SEC TECHNOLOGIES INC63040210529,812$1,1200.05%
155WARNER BROS DISCOVERY INCWBD71,563$1,0810.05%
156MICROSTRATEGY INCSTRK3,305$9660.04%
157AVID TECHNOLOGY INC05367P10028,813$9210.04%
158STATE STR CORPSTT-PG11,260$8520.04%
159SMITH MIDLAND CORPSMID42,400$7950.03%
160NEUROCRINE BIOSCIENCES INCNBIX7,040$7130.03%
161BROOKFIELD CORP11271J10721,298$6950.03%
162GE HEALTHCARE TECHNOLOGIES IGEHC8,428$6910.03%
163MARATHON PETE CORPMARA5,091$6860.03%
164HONDA MOTOR LTDHNDAF25,360$6720.03%
165GRAHAM CORPGHM51,306$6710.03%
166MATERION CORPMTRN5,728$6640.03%
167AVIAT NETWORKS INCAVNW19,175$6610.03%
168ISHARES TR4642876142,663$6510.03%
169DIGITAL RLTY TR INC2538681036,503$6390.03%
170SENECA FOODS CORP NEWSENEM12,220$6390.03%
171EARTHSTONE ENERGY INC27032D30446,349$6030.03%
172DOMINION ENERGY INCD10,753$6010.03%
173EVI INDS INC26929N10230,327$6000.03%
174FORD MTR CO DEL34537086046,857$5900.03%
175EAGLE BANCORP INC MDEGBN17,211$5760.02%
176PRIMEENERGY RESOURCES CORPPNRG6,679$5620.02%
177QUIDELORTHO CORPQDEL6,298$5610.02%
178CLEVELAND-CLIFFS INC NEWCLF30,531$5600.02%
179SERVICE CORP INTL8175651047,998$5500.02%
180MODERNA INCMRNA3,525$5410.02%
181VALERO ENERGY CORPVLO3,800$5300.02%
182CORNING INCGLW14,728$5200.02%
183STARBUCKS CORPSBUX4,713$4910.02%
184NETFLIX INCNFLX1,420$4910.02%
185TEVA PHARMACEUTICAL INDS LTD88162420955,005$4870.02%
186VANGUARD MUN BD FDS9229077469,300$4710.02%
187BLACKSTONE INCBX5,283$4640.02%
188CHART INDS INC16115Q3083,657$4590.02%
189ARCOSA INCACA6,762$4270.02%
190FREEPORT-MCMORAN INCFCX9,704$3970.02%
191ISHARES TR464287200955$3930.02%
192ORACLE CORPORCL-PD4,163$3870.02%
193INSPERITY INCNSP3,113$3780.02%
194SPDR GOLD TRGLD2,036$3730.02%
195KIMBERLY-CLARK CORPKMB2,556$3430.01%
196BROADSTONE NET LEASE INCBNL20,000$3400.01%
197PNC FINL SVCS GROUP INC6934751052,526$3210.01%
198TEXAS INSTRS INC8825081041,669$3100.01%
199WASTE MGMT INC DEL94106L1091,850$3020.01%
200THE TRADE DESK INC88339J1054,900$2980.01%
201ISHARES TR46428822415,039$2970.01%
202ASURE SOFTWARE INCASUR20,444$2960.01%
203OPTION CARE HEALTH INCOPCH8,685$2760.01%
204TRONOX HOLDINGS PLCTROX19,046$2740.01%
205VANGUARD TAX-MANAGED FDS9219438586,068$2740.01%
206SEAGATE TECHNOLOGY HLDNGS PLSE4,136$2730.01%
207LILLY ELI & COLLY760$2610.01%
208ADVANCED MICRO DEVICES INCAMD2,661$2610.01%
209COHERENT CORPCOHR6,673$2540.01%
210SELECT SECTOR SPDR TR81369Y5063,045$2520.01%
211CME GROUP INCCME1,300$2490.01%
212TEGNA INC87901J10514,680$2480.01%
213ISHARES TR4642877052,380$2450.01%
214QORVO INCQRVO2,376$2410.01%
215FEDERAL RLTY INVT TR NEW3137451012,384$2360.01%
216OCCIDENTAL PETE CORP6745991053,760$2350.01%
217PARK-OHIO HLDGS CORPPKOH18,969$2290.01%
218WELLS FARGO CO NEW9497461016,115$2290.01%
219JBG SMITH PPTYS46590V10015,117$2280.01%
220BALCHEM CORPBCPC1,800$2280.01%
221MUELLER WTR PRODS INC62475810816,300$2270.01%
222NORTHROP GRUMMAN CORPNOC491$2270.01%
223HF SINCLAIR CORPDINO4,641$2250.01%
224WORLD GOLD TRGLDW5,685$2220.01%
225ACTIVISION BLIZZARD INC00507V1092,579$2210.01%
226HARTFORD FINL SVCS GROUP INCHIG-PG3,152$2200.01%
227ISHARES TR4642878792,306$2160.01%
228SHOPIFY INCSHOP4,500$2160.01%
229ISHARES TR4642876062,900$2070.01%
230LOEWS CORPL3,540$2050.01%
231EMERSON ELEC COEMR2,347$2050.01%
232DEVON ENERGY CORP NEW25179M1033,999$2020.01%
233VANGUARD INDEX FDS9229086371,072$2000.01%
234HARMONIC INCHLIT11,786$1720.01%
235MERCER INTL INC58805610115,142$1480.01%
236GERDAU SAGGB29,141$1440.01%
237BIOMERICA INCBMRA70,350$1320.01%
238UNITED GUARDIAN INCUG13,169$1220.01%
239SOUTHWESTERN ENERGY CO84546710924,040$1200.01%
240HUDSON TECHNOLOGIES INCHDSN13,200$1150.00%
241VIATRIS INCVTRS11,516$1110.00%
242NUVEEN MUN VALUE FD INCNU10,000$880.00%
243GSE SYS INC36227K10696,355$670.00%
244BARK INCBARKW32,116$470.00%
245TUSIMPLE HLDGS INCTSPH15,767$230.00%
246WIRELESS TELECOM GROUP INC97652410811,100$210.00%
247ALLBIRDS INCBIRD16,459$200.00%
248ASPIRA WOMENS HEALTH INC04537Y10953,062$190.00%
249EMCORE CORP29084620310,734$120.00%