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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 Q4 2024 · Filed February 5, 2025 · Accession 0000937589-25-000001

Total Value
$3.1M
Positions
255
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (255)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INCAAPL736,090$184,3325.95%
2BROADCOM INCAVGO598,990$138,8704.48%
3MICROSOFT CORPMSFT303,135$127,7714.12%
4PALO ALTO NETWORKS INCPANW582,650$106,0193.42%
5ALPHABET INCGOOG420,173$79,5392.57%
6ALPHABET INCGOOG398,574$75,9052.45%
7AMAZON COM INCAMZN328,009$71,9622.32%
8MASTERCARD INCORPORATEDMA135,545$71,3742.30%
9NVIDIA CORPORATIONNVDA513,672$68,9812.23%
10MARRIOTT INTL INC NEW571903202233,119$65,0262.10%
11SALESFORCE INCCRM176,008$58,8451.90%
12JPMORGAN CHASE & CO.VYLD213,069$51,0751.65%
13HOME DEPOT INCHD129,596$50,4121.63%
14AMERICAN EXPRESS COAXP165,391$49,0861.58%
15WALMART INCWMT531,026$47,9781.55%
16CATERPILLAR INCCAT129,700$47,0501.52%
17DISNEY WALT CO254687106397,711$44,2851.43%
18CISCO SYS INCCSCO678,913$40,1921.30%
19BLACKROCK INCBLK37,562$38,5051.24%
20GOLDMAN SACHS GROUP INCGSCE62,731$35,9211.16%
21VANGUARD INDEX FDS922908751149,013$35,8051.16%
22UNITEDHEALTH GROUP INCUNH68,313$34,5571.12%
23MARTIN MARIETTA MATLS INC57328410663,843$32,9751.06%
24BANK AMERICA CORP060505104738,451$32,4551.05%
25MORGAN STANLEYMS-PQ257,717$32,4001.05%
26RTX CORPORATIONRTX269,603$31,1981.01%
27MCDONALDS CORPMCD107,460$31,1521.01%
28MERCK & CO INCMRK305,611$30,4020.98%
29SYNCHRONY FINANCIALSYF-PB467,265$30,3720.98%
30ZOETIS INCZTS185,104$30,1590.97%
31SPDR S&P MIDCAP 400 ETF TRMDY51,967$29,5990.96%
32CONSTELLATION BRANDS INCSTZ128,316$28,3580.92%
33NIKE INCNKE356,087$26,9450.87%
34EQUINIX INCEQIX28,210$26,5990.86%
35FEDEX CORPFDX92,322$25,9730.84%
36JOHNSON & JOHNSONJNJ177,029$25,6020.83%
37THERMO FISHER SCIENTIFIC INCTMO48,904$25,4410.82%
38CHIPOTLE MEXICAN GRILL INCCMG415,163$25,0340.81%
39CAPITAL ONE FINL CORP14040H105139,826$24,9340.80%
40SERVICENOW INCNOW23,266$24,6650.80%
41ADOBE INCADBE53,538$23,8070.77%
42CHEVRON CORP NEWCVX161,661$23,4150.76%
43CITIGROUP INCC-PR328,936$23,1540.75%
44AUTOMATIC DATA PROCESSING INADP74,875$21,9180.71%
45COSTCO WHSL CORP NEW22160K10523,034$21,1050.68%
46BOEING COBA-PA118,167$20,9160.68%
47YUM CHINA HLDGS INCYUMC429,971$20,7120.67%
48PRICE T ROWE GROUP INCTROW181,823$20,5620.66%
49CONOCOPHILLIPSCOP206,515$20,4800.66%
50PEPSICO INCPEP131,760$20,0350.65%
51AMERICAN TOWER CORP NEW03027X100106,870$19,6010.63%
52ACCENTURE PLC IRELANDACN53,131$18,6910.60%
53AIR PRODS & CHEMS INCAIIR64,088$18,5880.60%
54VANGUARD INDEX FDS92290862967,660$17,8710.58%
55PACCAR INCPCAR170,626$17,7490.57%
56META PLATFORMS INCMETA29,795$17,4450.56%
57BOSTON SCIENTIFIC CORPBSX195,157$17,4310.56%
58COCA COLA COKO278,232$17,3230.56%
59IQVIA HLDGS INCIQV87,744$17,2430.56%
60CSX CORPCSX532,445$17,1820.55%
61YUM BRANDS INCYUM123,496$16,5680.53%
62VERIZON COMMUNICATIONS INCVZ412,099$16,4800.53%
63ZIMMER BIOMET HOLDINGS INCZBH151,614$16,0150.52%
64AMGEN INCAMGN59,130$15,4120.50%
65AT&T INCT-PC670,238$15,2610.49%
66COMCAST CORP NEWCCZ390,408$14,6520.47%
67LEIDOS HOLDINGS INCLDOS97,856$14,0970.46%
68HONEYWELL INTL INC43851610661,635$13,9230.45%
69VISA INCV42,996$13,5880.44%
70PROCTER AND GAMBLE CO74271810978,235$13,1160.42%
71BURLINGTON STORES INCBURL45,156$12,8720.42%
72PFIZER INCPFE478,218$12,6870.41%
73NEXTERA ENERGY INCNEE-PW174,186$12,4870.40%
74ABBVIE INCABBV69,626$12,3720.40%
75PAYPAL HLDGS INCPYPL144,152$12,3030.40%
76MCKESSON CORPMCK21,224$12,0960.39%
77DUPONT DE NEMOURS INCDD154,441$11,7760.38%
78LOCKHEED MARTIN CORPLMT23,524$11,4310.37%
79INTERNATIONAL BUSINESS MACHSINTR51,756$11,3780.37%
80EXXON MOBIL CORPXOM103,139$11,0950.36%
81LINDE PLCLIN25,856$10,8250.35%
82ISHARES TR46432F842152,629$10,7270.35%
83UNITED PARCEL SERVICE INCUPS82,448$10,3970.34%
84INTEL CORPINTC492,124$9,8670.32%
85VANGUARD INTL EQUITY INDEX F922042775167,301$9,6050.31%
86NORFOLK SOUTHN CORP65584410840,245$9,4460.30%
87PHILLIPS 66PSX82,381$9,3860.30%
88ISHARES TR464287465121,591$9,1930.30%
89AERCAP HOLDINGS NVAER94,734$9,0660.29%
90BRISTOL-MYERS SQUIBB COCELG-RI159,571$9,0250.29%
91TOYOTA MOTOR CORPTOYOF46,183$8,9880.29%
92SCHLUMBERGER LTDSLB228,612$8,7650.28%
93MONDELEZ INTL INC609207105142,757$8,5270.28%
94BERKSHIRE HATHAWAY INC DELBRK-A18,625$8,4420.27%
95ARCHER DANIELS MIDLAND COADM160,490$8,1080.26%
96VANGUARD INDEX FDS92290836313,645$7,3520.24%
97VANGUARD INDEX FDS92290876924,839$7,1990.23%
98PHILIP MORRIS INTL INC71817210959,081$7,1100.23%
99UNION PAC CORPUNP29,928$6,8250.22%
100MICROSTRATEGY INCSTRK22,220$6,4350.21%
101L3HARRIS TECHNOLOGIES INCLHX30,081$6,3250.20%
102SHELL PLCRYDAF96,050$6,0180.19%
103TARGET CORPTGT44,479$6,0130.19%
104MEDTRONIC PLCMDT74,992$5,9900.19%
105ISHARES INC46434G103113,124$5,9070.19%
106RINGCENTRAL INCRNG159,837$5,5960.18%
107VANGUARD INTL EQUITY INDEX F922042858125,808$5,5410.18%
108EOG RES INCEOG45,024$5,5190.18%
109ABBOTT LABSABLZF43,713$4,9440.16%
110AXON ENTERPRISE INCAXON7,943$4,7210.15%
111SLM CORPSLMBP165,480$4,5640.15%
112CORTEVA INCCTVA78,567$4,4750.14%
113HERSHEY COHSY26,130$4,4250.14%
114ISHARES TR46428750769,225$4,3130.14%
115EXACT SCIENCES CORP30063P10576,395$4,2930.14%
116ISHARES TR46428780437,214$4,2880.14%
117UNITED STS LIME & MINERALS IUNTCW31,245$4,1470.13%
118RAPID7 INCRPD97,545$3,9240.13%
119QUALCOMM INCQCOM25,313$3,8890.13%
120ISHARES TR46428765517,600$3,8890.13%
121DISCOVER FINL SVCS25470910822,017$3,8140.12%
122GE AEROSPACE36960430122,328$3,7240.12%
123HOWMET AEROSPACE INCHWM33,799$3,6970.12%
124IAC INCIAC82,929$3,5780.12%
125THE CIGNA GROUP12552310012,658$3,4950.11%
126EMCOR GROUP INCEME7,668$3,4810.11%
1273M COMMM26,279$3,3920.11%
128CARRIER GLOBAL CORPORATIONCARR46,421$3,1690.10%
129ALIGN TECHNOLOGY INCALGN12,759$2,6600.09%
130INVESCO QQQ TRIVZ5,110$2,6120.08%
131RESIDEO TECHNOLOGIES INCREZI107,873$2,4860.08%
132ALTRIA GROUP INCMO45,232$2,3650.08%
133HALLIBURTON COHAL84,725$2,3040.07%
134OTIS WORLDWIDE CORPOTIS23,888$2,2120.07%
135GENERAL MTRS CO37045V10039,432$2,1010.07%
136SPDR DOW JONES INDL AVERAGE78467X1094,900$2,0850.07%
137DOW INCDOW49,611$1,9910.06%
138ELANCO ANIMAL HEALTH INCELAN160,390$1,9420.06%
139GE VERNOVA INCGEV5,417$1,7820.06%
140CHEMOURS COCC105,322$1,7800.06%
141VANGUARD BD INDEX FDS92193781923,117$1,7280.06%
142SMITH MIDLAND CORPSMID38,268$1,7010.05%
143GRAHAM CORPGHM36,448$1,6210.05%
144BLACKSTONE INCBX9,209$1,5880.05%
145ISHARES TR46428749917,845$1,5770.05%
146ISHARES TR46428723437,659$1,5750.05%
147TAKEDA PHARMACEUTICAL CO LTDTKPHF106,629$1,4120.05%
148DATADOG INCDDOG9,771$1,3960.05%
149DXC TECHNOLOGY CODXC66,303$1,3250.04%
150NETFLIX INCNFLX1,381$1,2310.04%
151BROOKFIELD CORP11271J10721,063$1,2100.04%
152TEVA PHARMACEUTICAL INDS LTD88162420953,500$1,1790.04%
153ANALOG DEVICES INCADI5,401$1,1470.04%
154PRIMEENERGY RESOURCES CORPPNRG4,970$1,0910.04%
155BROWN FORMAN CORPBF-B28,176$1,0700.03%
156ISHARES TR4642876142,626$1,0550.03%
157DANAHER CORPORATION2358511024,594$1,0550.03%
158NAPCO SEC TECHNOLOGIES INC63040210529,097$1,0350.03%
159SPDR S&P 500 ETF TRSPY1,760$1,0320.03%
160ELI LILLY & COLLY1,298$1,0020.03%
161DUKE ENERGY CORP NEWDUKB9,177$9890.03%
162NEUROCRINE BIOSCIENCES INCNBIX7,040$9610.03%
163MATCH GROUP INC NEWMTCH28,841$9430.03%
164INTUITINTU1,483$9320.03%
165SENECA FOODS CORP NEWSENEM11,721$9290.03%
166ORGANON & COOGN59,693$8910.03%
167PERMIAN RESOURCES CORPPR59,585$8580.03%
168ASML HOLDING N VASMLF1,233$8550.03%
169AMERICA MOVIL SAB DE CVAMXOF58,256$8340.03%
170AEHR TEST SYSAEHR48,413$8050.03%
171DIGITAL RLTY TR INC2538681034,484$7950.03%
172EAGLE BANCORP INC MDEGBN29,978$7800.03%
173ISHARES TR4642876482,706$7790.03%
174SPDR GOLD TRGLD3,150$7630.02%
175WARNER BROS DISCOVERY INCWBD69,514$7350.02%
176CHART INDS INC16115Q3083,657$6980.02%
177BAXTER INTL INC07181310923,613$6890.02%
178ENTERPRISE PRODS PARTNERS L29379210721,850$6850.02%
179COHERENT CORPCOHR6,921$6560.02%
180CVS HEALTH CORPCVS14,162$6360.02%
181SERVICE CORP INTL8175651047,963$6360.02%
182DOMINION ENERGY INCD11,710$6310.02%
183ORACLE CORPORCL-PD3,665$6110.02%
184GE HEALTHCARE TECHNOLOGIES IGEHC7,675$6000.02%
185THE TRADE DESK INC88339J1055,092$5980.02%
186CORNING INCGLW12,498$5940.02%
187ARCOSA INCACA6,096$5900.02%
188D R HORTON INC23331A1094,050$5660.02%
189HONDA MOTOR LTDHNDAF19,840$5660.02%
190MATERION CORPMTRN5,727$5660.02%
191WALGREENS BOOTS ALLIANCE INC93142710859,950$5590.02%
192STARBUCKS CORPSBUX5,611$5120.02%
193TRUIST FINL CORP89832Q10911,775$5110.02%
194SHOPIFY INCSHOP4,776$5080.02%
195VANGUARD TAX-MANAGED FDS92194385810,245$4900.02%
196ISHARES BITCOIN TRUST ETFIBIT8,390$4450.01%
197MARATHON PETE CORPMARA3,190$4450.01%
198VALERO ENERGY CORPVLO3,430$4200.01%
199FREEPORT-MCMORAN INCFCX10,944$4170.01%
200PARK-OHIO HLDGS CORPPKOH15,580$4090.01%
201EVI INDS INC26929N10224,862$4060.01%
202SOLVENTUM CORPSOLV6,088$4020.01%
203SEAGATE TECHNOLOGY HLDNGS PLSE4,475$3860.01%
204ISHARES TR4642875982,010$3720.01%
205PNC FINL SVCS GROUP INC6934751051,895$3650.01%
206TESLA INCTSLA886$3580.01%
207FORD MTR CO34537086035,758$3540.01%
208AVIAT NETWORKS INCAVNW18,649$3380.01%
209HARTFORD FINL SVCS GROUP INCHIG-PG3,002$3280.01%
210ISHARES TR4642881583,000$3170.01%
211SCHWAB STRATEGIC TR80852480516,950$3140.01%
212KIMBERLY-CLARK CORPKMB2,366$3100.01%
213ISHARES TR4642877052,380$2970.01%
214WORLD GOLD TRGLDW5,685$2960.01%
215VANGUARD INDEX FDS9229086371,072$2890.01%
216SPDR SER TR78468R7396,000$2840.01%
217SANDY SPRING BANCORP INC8003631038,338$2810.01%
218ADVANCED MICRO DEVICES INCAMD2,301$2780.01%
219MUELLER WTR PRODS INC62475810812,100$2720.01%
220BALCHEM CORPBCPC1,650$2690.01%
221BROOKFIELD ASSET MANAGMT LTD1130041054,948$2680.01%
222QUIDELORTHO CORPQDEL5,998$2670.01%
223ISHARES TR4642876062,900$2640.01%
224EXELIXIS INCEXEL7,728$2570.01%
225GLOBAL X FDS37954Y6326,528$2520.01%
226PPG INDS INC6935061072,100$2510.01%
227TRINITY INDS INC8965221097,070$2480.01%
228CENTRUS ENERGY CORPLEU3,695$2460.01%
229ISHARES TR464287200415$2440.01%
230VANGUARD INDEX FDS922908736595$2440.01%
231ISHARES TR4642878792,250$2440.01%
232ITRON INCITRI2,208$2400.01%
233ISHARES TR46434V8784,699$2370.01%
234BWX TECHNOLOGIES INCBWXT2,104$2340.01%
235SELECT SECTOR SPDR TR81369Y5062,700$2310.01%
236ALLEGION PLCALLE1,750$2290.01%
237ISHARES TR46428822419,968$2270.01%
238LOWES COS INC548661107918$2270.01%
239TENET HEALTHCARE CORPTHC1,800$2270.01%
240ISHARES INC4642865333,900$2260.01%
241CROWDSTRIKE HLDGS INCCRWD659$2250.01%
242ISHARES TR4642878871,600$2170.01%
243SPROTT PHYSICAL GOLD & SILVESII9,085$2160.01%
244CLEVELAND-CLIFFS INC NEWCLF22,562$2120.01%
245T-MOBILE US INCTMUSZ939$2070.01%
246TEGNA INC87901J10510,419$1910.01%
247ASURE SOFTWARE INCASUR19,882$1870.01%
248JBG SMITH PPTYS46590V10012,042$1850.01%
249TRONOX HOLDINGS PLCTROX16,250$1640.01%
250HARMONIC INCHLIT11,786$1560.01%
251VIATRIS INCVTRS10,481$1300.00%
252CRYOPORT INCCYRX15,625$1220.00%
253DATA STORAGE CORPDTSTW25,000$1060.00%
254HUDSON TECHNOLOGIES INCHDSN10,966$610.00%
255GERDAU SAGGB10,571$300.00%