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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 2025 · Filed April 22, 2025 · Accession 0001866040-25-000004

Total Value
$194.8M
Positions
196
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (196)

#IssuerTicker / CUSIPSharesValue% of Filing
1iShares Global Infrastructure ETF464288372328,667$18.0M9.22%
2Apple Inc.AAPL61,164$13.6M6.97%
3Microsoft CorporationMSFT27,573$10.4M5.31%
4NVIDIA CorporationNVDA74,826$8.1M4.16%
5iPath Bloomberg Commodity Index Total ReturnVXZ203,821$7.2M3.69%
6Alphabet Inc. Class AGOOG44,083$6.8M3.50%
7Amazon.com, Inc.AMZN27,120$5.2M2.65%
8Meta Platforms, Inc.META7,373$4.2M2.18%
9Eli Lilly and CoLLY4,986$4.1M2.11%
10JPMorgan Chase Co.VYLD13,366$3.3M1.68%
11iShares Short Treasury Bond ETF46428867922,818$2.5M1.29%
12Broadcom Inc.AVGO15,046$2.5M1.29%
13iShares iBonds Dec 2027 Term Corporate ETF46435UAA999,119$2.4M1.23%
14Wal-Mart StoresWMT26,432$2.3M1.19%
15Berkshire Hathaway Inc. Class BBRK-A4,121$2.2M1.13%
16iShares iBonds Dec 2026 Term Corporate ETF46435GAA086,505$2.1M1.08%
17iShares iBonds Dec 2028 Term Corporate ETF46435U51582,331$2.1M1.07%
18Exxon Mobil CorporationXOM17,314$2.1M1.06%
19Procter & Gamble Company74271810911,755$2.0M1.03%
20UnitedHealth Group IncorporatedUNH3,767$2.0M1.01%
21Netflix IncNFLX2,021$1.9M0.97%
22Visa Inc. Class AV5,377$1.9M0.97%
23Tesla Motors IncTSLA7,202$1.9M0.96%
24AbbVie IncABBV8,484$1.8M0.91%
25RTX CorporationRTX13,064$1.7M0.89%
26MasterCard Inc. Class AMA2,955$1.6M0.83%
27salesforce.com, inc.CRM5,981$1.6M0.82%
28Advanced Micro DevicesAMD15,514$1.6M0.82%
29iShares iBonds Dec 2025 Term Corporate ETF46434VBD153,909$1.4M0.70%
30Johnson & JohnsonJNJ8,058$1.3M0.69%
31SP Global, Inc.SPGI2,583$1.3M0.67%
32Home Depot, Inc.HD3,270$1.2M0.62%
33Costco Wholesale Corporation22160K1051,230$1.2M0.60%
34International Business MachinesINTR4,650$1.2M0.59%
35Abbott LaboratoriesABLZF8,457$1.1M0.58%
36Gallagher, Arthur J. & CO.3635761093,053$1.1M0.54%
37Intuitive Surgical, Inc.ISRG2,068$1.0M0.53%
38Fox Corporation Class BFOX19,427$1.0M0.53%
39Fifth Third BancorpFITBM25,782$1.0M0.52%
40PPL CorpPPLC27,477$992,1940.51%
41Boston Scientific CorpBSX9,707$979,2420.50%
42Palantir Technologies IncPLTR11,551$974,9040.50%
43Caterpillar IncCAT2,748$906,2900.47%
44Chevron CorporationCVX5,383$900,5220.46%
45Union Pacific CorporationUNP3,785$894,1680.46%
46Fair Isaac IncFICO481$887,0410.46%
47Stryker CorporationSYK2,376$884,4660.45%
48Tractor Supply CompanyTSCO15,999$881,5450.45%
49Goldman Sachs GroupGSCE1,601$874,6100.45%
50Starbucks CorporationSBUX8,726$855,9330.44%
51Palo Alto Networks IncPANW4,951$844,8390.43%
52KLA CorporationKLAC1,190$808,9620.42%
53Schlumberger LtdSLB19,198$802,4760.41%
54The Blackstone Group IncBX5,679$793,8110.41%
55Cummins Inc.CMI2,519$789,5550.41%
56Progressive Corporation7433151032,758$780,5420.40%
57Coca-Cola CoKO10,851$777,1490.40%
58Thermo Fisher Scientific Inc.TMO1,556$774,2660.40%
59Bank of New York Mellon0640581009,217$773,0300.40%
60Micron Tech IncMU8,886$772,1050.40%
61Gilead SciencesGILD6,874$770,2320.40%
62Iron Mountain Inc46284V1018,942$769,3700.39%
63ServiceNow, IncNOW961$765,0910.39%
64Chipotle Mexican Grill, Inc.CMG15,167$761,5350.39%
65Emerson ElectricEMR6,748$739,8510.38%
66Dover Corp.DOV4,205$738,7340.38%
67Johnson Controls International PLCG515021059,113$730,0420.37%
68Pepsico IncPEP4,861$728,8580.37%
69Valero Energy CorporationVLO5,510$727,7060.37%
70Automatic Data Processing, Inc.ADP2,349$717,6900.37%
71AT&T IncT-PC25,070$708,9800.36%
72Merck & Co., Inc.MRK7,770$697,4350.36%
73GE Aerospace3696043013,432$686,9150.35%
74McKesson CorpMCK1,010$679,7200.35%
75Mondelez International 'A'6092071059,499$644,5070.33%
763M CoMMM4,297$631,0570.32%
77T-Mobile US IncTMUSZ2,333$622,2340.32%
78Evergy IncEVRG8,814$607,7250.31%
79Monster Beverage CorporationMNST10,296$602,5220.31%
80Arista Networks IncANET7,420$574,9020.30%
81Allstate CorpALL-PJ2,713$561,7810.29%
82Pfizer IncPFE22,011$557,7590.29%
83TJX Companies Inc8725401094,559$555,2860.29%
84WEC Energy GroupWEC5,026$547,7330.28%
85McDonald's CorpMCD1,727$539,4630.28%
86Amphenol Corp Class A0320951018,173$536,0670.28%
87Republic Services, Inc7607591002,195$531,5410.27%
88Ulta Beauty IncULTA1,428$523,4190.27%
89Microsoft CorporationMSFT1,384$519,5400.27%
90General Mills3703341048,577$512,8190.26%
91Public StoragePSA-PS1,666$498,6170.26%
92Air Products and Chemicals, Inc.AIIR1,676$494,2860.25%
93Charles Schwab CorporationSCHW-PJ6,038$472,6550.24%
94Citigroup Inc.C-PR6,558$465,5520.24%
95Freeport-McMoRan, IncFCX12,257$464,0500.24%
96MetLife IncMET-PF5,696$457,3320.23%
97Ameren CorpAEE4,497$451,4990.23%
98VICI Properties Inc92565210913,669$445,8830.23%
99Uber Technologies IncUBER6,081$443,0620.23%
100Realty Income Corp comO7,480$433,9150.22%
101Martin Marietta Materials Inc573284106897$428,8830.22%
102Linde plcLIN912$424,6640.22%
103Danaher Corporation2358511022,070$424,3500.22%
104Fiserv IncFISV1,889$417,1480.21%
105Waters Corporation9418481031,122$413,5360.21%
106Verizon Communications Inc.VZ9,093$412,4580.21%
107Deere & CoDE878$412,0890.21%
108Citizens Financial Group, Inc.CIA9,719$398,1870.20%
109iShares iBonds Dec 2028 Term Treasury ETF46436E83317,835$396,8290.20%
110iShares iBonds Dec 2027 Term Treasury ETF46436E84117,655$395,8250.20%
111iShares iBonds Dec 2026 Term Treasury ETF46436E85817,233$395,3250.20%
112iShares iBonds Dec 2029 Term Treasury ETF46436E82517,794$387,3750.20%
113NRG Energy IncNRG4,032$384,8950.20%
114CME Group Inc. Class ACME1,421$376,9770.19%
115Apple Inc.AAPL1,680$373,1780.19%
116Wells Fargo9497461015,184$372,1590.19%
117Grainger (W.W.)384802104375$370,4360.19%
118Hershey CompanyHSY2,138$365,6620.19%
119ConocoPhillipsCOP3,480$365,4700.19%
120Cintas CorporationCTAS1,731$355,7720.18%
121DaVita IncDVA2,305$352,5960.18%
122Corpay IncCPAY1,011$352,5560.18%
123Nucor CorpNUE2,842$342,0060.18%
124Monolithic Power Systems Inc609839105585$339,2880.17%
125iShares iBonds 2027 Term High Yield & Income46436E47814,590$325,7220.17%
126WR Berkley CorpWRB-PH4,559$324,4180.17%
127Host Hotels and Resorts IncHST22,555$320,5070.16%
128Berkshire Hathaway Inc. Class BBRK-A600$319,5480.16%
129iShares iBonds 2026 Term High Yield & Income46436E52813,542$314,4450.16%
130Marathon Petroleum CorpMARA2,149$313,0880.16%
131United Parcel 'B'UPS2,841$312,4820.16%
132Southern CoSOMN3,397$312,3540.16%
133Axon Enterprise IncAXON583$306,6290.16%
134Ross Stores, Inc.ROST2,375$303,5010.16%
135Lennar Corp.LEN-B2,644$303,4780.16%
136iShares iBonds 2028 Term High Yield & Income46436E38712,989$303,4230.16%
137GE Vernova IncGEV974$297,3430.15%
138CBRE Group, Inc. Class ACBRE2,250$294,2550.15%
139Automatic Data Processing, Inc.ADP950$290,2540.15%
140Aflac IncAFL2,609$290,0950.15%
141Equinix, Inc.EQIX350$285,3730.15%
142Verisk Analytics IncVRSK947$281,8460.14%
143Diamondback Energy, Inc.FANG1,762$281,7090.14%
144Accenture Plc Class AACN897$279,9000.14%
145iShares iBonds 2025 Term High Yield & Income46435U16811,943$277,5550.14%
146Zebra Technologies Corp Class AZBRA946$267,3020.14%
147Applied Materials0382221051,840$267,0210.14%
148HBT Financial, Inc.40411110611,820$264,8860.14%
149Parker Hannifin CorpPH427$259,5520.13%
150The Cigna Group125523100774$254,6460.13%
151HCA HealthcareHCA713$246,3770.13%
152iShares iBonds Dec 2029 Term Corporate ETF46436E20510,575$244,6000.13%
153Alliant Energy CorporationLNT3,725$239,7040.12%
154Constellation Energy CorporationCEG1,182$238,3270.12%
155NIKE, Inc. Class BNKE3,705$235,1930.12%
156Commerce Bancshares IncCBSH3,740$232,7400.12%
157CF Industries Holdings, Inc1252691002,968$231,9490.12%
158American ExpressAXP845$227,3470.12%
159Home Depot, Inc.HD600$219,8940.11%
160Super Micro Computer IncSMCI6,319$216,3630.11%
161Howmet Aerospace IncHWM1,654$214,5730.11%
162Johnson & JohnsonJNJ1,288$213,6020.11%
163Blackrock IncBLK225$212,9580.11%
164Cisco Systems, Inc.CSCO3,359$207,2840.11%
165Las Vegas Sands CorpLVS5,274$203,7350.10%
166Exxon Mobil CorporationXOM1,690$200,9920.10%
167Chevron CorporationCVX1,154$193,0530.10%
168Alphabet Inc., 'C'GOOG1,091$170,4470.09%
169AbbVie IncABBV800$167,6160.09%
170Alphabet Inc., 'C'GOOG1,000$156,2300.08%
171Alphabet Inc. Class AGOOG1,000$154,6400.08%
172Procter & Gamble Company742718109900$153,3780.08%
173Amazon.com, Inc.AMZN780$148,4030.08%
174JPMorgan Chase Co.VYLD590$144,7270.07%
175Pepsico IncPEP875$131,1980.07%
176Wells Fargo9497461011,700$122,0430.06%
177Oracle CorpORCL-PD800$111,8480.06%
178McDonald's CorpMCD350$109,3300.06%
179Goldman Sachs GroupGSCE200$109,2580.06%
180Abbott LaboratoriesABLZF800$106,1200.05%
181Oracle CorpORCL-PD730$102,0610.05%
182American ExpressAXP375$100,8940.05%
183Cisco Systems, Inc.CSCO1,300$80,2230.04%
184Aflac IncAFL640$71,1620.04%
1853M CoMMM400$58,7440.03%
186MetLife IncMET-PF730$58,6120.03%
187Iron Mountain Inc46284V101550$47,3220.02%
188Emerson ElectricEMR400$43,8560.02%
189Commerce Bancshares IncCBSH663$41,2580.02%
190Tesla Motors IncTSLA150$38,8740.02%
191Cummins Inc.CMI120$37,6130.02%
192United Parcel 'B'UPS190$20,8980.01%
193Pfizer IncPFE700$17,7380.01%
194iShares Global Infrastructure ETF464288372186$10,1690.01%
195Verizon Communications Inc.VZ170$7,7110.00%
196iPath Bloomberg Commodity Index Total ReturnVXZ114$4,0250.00%