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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

Heartland Bank & Trust Co

Quarter ended Q1 2023 · Filed February 9, 2023 · Accession 0001866040-23-000002

Total Value
$135.5M
Positions
137
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (137)

#IssuerTicker / CUSIPSharesValue% of Filing
1iShares Core US Aggregate Bond464287226223,892$21.7M16.03%
2Apple Inc.AAPL56,849$7.4M5.45%
3iShares Global Infrastructure ETF464288372145,540$6.7M4.92%
4iPath Bloomberg Commodity Index Total ReturnVXZ181,658$6.1M4.52%
5Microsoft CorporationMSFT25,349$6.1M4.49%
6Alphabet Inc. Class AGOOG49,197$4.3M3.20%
7UnitedHealth Group IncorporatedUNH6,050$3.2M2.37%
8Eli Lilly and CoLLY6,698$2.5M1.81%
9JPMorgan Chase Co.VYLD18,149$2.4M1.80%
10Johnson & JohnsonJNJ10,785$1.9M1.41%
11Procter & Gamble Company74271810911,753$1.8M1.31%
12NVIDIA CorporationNVDA11,975$1.8M1.29%
13CVS Health CorpCVS18,681$1.7M1.28%
14HBT Financial, Inc.40411110686,700$1.7M1.25%
15Merck & Co., Inc.MRK15,126$1.7M1.24%
16JPMorgan Income Fund Class I46637K224192,192$1.6M1.17%
17AbbVie IncABBV9,497$1.5M1.13%
18Wal-Mart StoresWMT10,245$1.5M1.07%
19Home Depot, Inc.HD4,421$1.4M1.03%
20BorgWarner IncBWA34,317$1.4M1.02%
21McKesson CorpMCK3,384$1.3M0.94%
22Pepsico IncPEP6,779$1.2M0.90%
23ConocoPhillipsCOP9,487$1.1M0.83%
24T-Mobile US IncTMUSZ7,912$1.1M0.82%
25Charles Schwab CorporationSCHW-PJ13,240$1.1M0.81%
26Marathon Petroleum CorpMARA8,790$1.0M0.76%
27Automatic Data Processing, Inc.ADP4,162$994,1350.73%
28Intuit Inc.INTU2,508$976,1640.72%
29EOG Resources, Inc.EOG7,231$936,5590.69%
30Analog Devices IncADI5,442$892,6510.66%
31Starbucks CorporationSBUX8,495$842,7040.62%
32Electronic Arts IncEA6,872$839,6210.62%
33Synopsys IncSNPS2,594$828,2380.61%
34Advanced Micro DevicesAMD12,638$818,5630.60%
35Cadence Design System IncCDNS4,945$794,3650.59%
36Paychex, Inc.PAYX6,853$791,9330.58%
37PIMCO Emerging Markets Bond Fund Inst69339155999,200$789,6310.58%
38TJX Companies Inc8725401099,783$778,7270.57%
39Marathon Oil CorpMARA28,040$759,0430.56%
40Ameriprise Financial03076C1062,420$753,5150.56%
41Deere & CoDE1,755$752,4740.56%
42Devon Energy Corp25179M10311,808$726,3100.54%
43Regeneron Pharmaceuticals IncREGN968$698,4020.52%
44Nasdaq Stock Market, Inc.NDAQ11,268$691,2920.51%
45Wells Fargo94974610116,437$678,6840.50%
46Paycom Software IncPAYC2,175$674,9240.50%
47CBOE Global Mkts Inc12503M1085,313$666,6220.49%
48Archer-Daniels-MidlandADM7,142$663,1350.49%
49Progressive Corporation7433151035,090$660,2240.49%
50Raymond James Finl Inc7547301096,114$653,2810.48%
51FactSet Research Sys Inc3030751051,606$644,3430.48%
52Exxon Mobil CorporationXOM5,548$611,9440.45%
53ON Semiconductor CorpON9,692$604,4900.45%
54O'Reilly Automotive Inc67103H107707$596,7290.44%
55Arista Networks, Inc.ANET4,893$593,7660.44%
56Old Dominion Freight Line, IncODFL2,092$593,6680.44%
57Ross Stores, Inc.ROST5,061$587,4300.43%
58Eaton Corporation PLCETN3,730$585,4240.43%
59Keysight Technologies IncKEYS3,396$580,9540.43%
60General Dynamics CorporationGD2,324$576,6080.43%
61Monster Beverage CorporationMNST5,600$568,5680.42%
62Gallagher, Arthur J. & CO.3635761092,957$557,5130.41%
63Marriott Intl Inc5719032023,710$552,3820.41%
64Constellation Brands 'A'STZ2,362$547,3940.40%
65Monolithic Power Systems Inc6098391051,531$541,3770.40%
66Tractor Supply CompanyTSCO2,391$537,9030.40%
67Dollar Tree IncDLTR3,734$528,1370.39%
68United Rentals IncURI1,464$520,3350.38%
69Cummins Inc.CMI2,146$519,9540.38%
70Ulta Beauty IncULTA1,097$514,5700.38%
71Hershey CompanyHSY2,222$514,5490.38%
72Hunt (J.B.) Transport4456581072,846$496,2290.37%
73Paccar IncPCAR5,004$495,2460.37%
74Genuine PartsGPC2,842$493,1150.36%
75Air Products and Chemicals, Inc.AIIR1,587$489,2090.36%
76Huntington BancsharesHBANP34,518$486,7040.36%
77Chipotle Mexican Grill, Inc.CMG340$471,7470.35%
78Realty Income Corp comO7,413$470,2070.35%
79Globe Life IncGL-PD3,886$468,4570.35%
80Ingersoll Rand IncIR8,920$466,0700.34%
81C H Robinson Worldwide IncCHRW5,079$465,0330.34%
82Lennar Corp.LEN-B5,138$464,9890.34%
83Keurig Dr Pepper IncKDP13,027$464,5430.34%
84American Electric Power Inc0255371014,872$462,5960.34%
85Principal Financial Group, Inc.PFG5,508$462,2310.34%
86Freeport-McMoRan, IncFCX11,979$455,2020.34%
87Sempra EnergySREA2,929$452,6480.33%
88Exelon CorpEXC10,439$451,2780.33%
89Public StoragePSA-PS1,593$446,3430.33%
90Grainger (W.W.)384802104791$439,9940.32%
91IDEX Corp45167R1041,921$438,6220.32%
92Snap On Tools Corp ComSNA1,909$436,1870.32%
93VICI Properties Inc92565210913,452$435,8450.32%
94Quanta Services74762E1023,055$435,3380.32%
95Amazon.com, Inc.AMZN5,100$428,4000.32%
96Netflix IncNFLX1,390$409,8830.30%
97Iron Mountain Inc46284V1018,159$406,7260.30%
98AES CorpAES13,323$383,1690.28%
99Agilent TechnologiesA2,521$377,2680.28%
100CenterPoint Energy IncCNP12,399$371,8460.27%
101Berkshire Hathaway Inc. Class BBRK-A1,191$367,9000.27%
102Constellation Energy CorporationCEG4,260$367,2550.27%
103Nucor CorpNUE2,760$363,7960.27%
104NextEra Energy, Inc.NEE-PW4,265$356,5540.26%
105Commerce Bancshares IncCBSH5,211$354,7230.26%
106Host Hotels and Resorts IncHST22,017$353,3730.26%
107MasterCard Inc 'A'MA943$327,9090.24%
108Martin Marietta Materials Inc573284106872$294,7100.22%
109Union Pacific CorporationUNP1,416$293,2110.22%
110Baird Ultra Short Bond Inst05707172227,355$273,2810.20%
111Linde plcLIN837$273,0130.20%
112Waste Management, Inc.94106L1091,716$269,2060.20%
113Alliant Energy CorporationLNT4,560$251,7580.19%
114Accenture Plc Class AACN938$250,2960.18%
115MorningstarMORN1,130$244,7470.18%
116CF Industries Holdings, Inc1252691002,863$243,9280.18%
117Regions Financial CorpRF-PF10,881$234,5940.17%
118Fox Corporation Class BFOX8,242$234,4850.17%
119Mosaic CompanyMOS5,280$231,6340.17%
120Cintas CorporationCTAS465$210,0030.15%
121Johnson & JohnsonJNJ997$176,1200.13%
122Chevron CorporationCVX860$154,3610.11%
123Exxon Mobil CorporationXOM778$85,8130.06%
124Chevron CorporationCVX459$82,3860.06%
125Ameriprise Financial03076C106250$77,8430.06%
126iShares Core US Aggregate Bond464287226764$74,1000.05%
127Archer-Daniels-MidlandADM700$64,9950.05%
128Commerce Bancshares IncCBSH705$47,9590.04%
129CVS Health CorpCVS500$46,5950.03%
130JPMorgan Chase Co.VYLD300$40,2300.03%
131Cummins Inc.CMI150$36,3440.03%
132Iron Mountain Inc46284V101660$32,9010.02%
133Snap On Tools Corp ComSNA140$31,9890.02%
134iShares Global Infrastructure ETF464288372256$11,7350.01%
135iPath Bloomberg Commodity Index Total ReturnVXZ315$10,6190.01%
136JPMorgan Income Fund Class I46637K224341$2,8090.00%
137PIMCO Emerging Markets Bond Fund Inst693391559145$1,1530.00%