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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 Q2 2025 · Filed July 25, 2025 · Accession 0001866040-25-000008

Total Value
$213.4M
Positions
202
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (202)

#IssuerTicker / CUSIPSharesValue% of Filing
1iShares Global Infrastructure ETF464288372305,990$18.1M8.49%
2Microsoft CorporationMSFT27,223$13.5M6.35%
3Apple Inc.AAPL57,219$11.7M5.50%
4NVIDIA CorporationNVDA73,921$11.7M5.47%
5Alphabet Inc. Class AGOOG44,267$7.8M3.66%
6iPath Bloomberg Commodity Index Total ReturnVXZ202,720$6.9M3.23%
7Amazon.com, Inc.AMZN26,594$5.8M2.73%
8Meta Platforms, Inc.META7,175$5.3M2.48%
9Broadcom Inc.AVGO14,781$4.1M1.91%
10Eli Lilly and CoLLY5,004$3.9M1.83%
11JPMorgan Chase Co.VYLD12,960$3.8M1.76%
12iShares iBonds Dec 2027 Term Corporate ETF46435UAA9150,594$3.7M1.71%
13iShares iBonds Dec 2028 Term Corporate ETF46435U515136,620$3.5M1.63%
14iShares iBonds Dec 2026 Term Corporate ETF46435GAA0122,702$3.0M1.39%
15Netflix IncNFLX1,961$2.6M1.23%
16Wal-Mart StoresWMT26,689$2.6M1.22%
17iShares iBonds Dec 2025 Term Corporate ETF46434VBD192,089$2.3M1.09%
18Berkshire Hathaway Inc. Class BBRK-A4,634$2.3M1.05%
19Tesla Motors IncTSLA7,035$2.2M1.05%
20Advanced Micro DevicesAMD15,004$2.1M1.00%
21iShares Short Treasury Bond ETF46428867917,899$2.0M0.93%
22Visa Inc. Class AV5,306$1.9M0.88%
23Exxon Mobil CorporationXOM16,921$1.8M0.85%
24Procter & Gamble Company74271810911,429$1.8M0.85%
25MasterCard Inc. Class AMA2,928$1.6M0.77%
26salesforce.com, inc.CRM5,816$1.6M0.74%
27Palantir Technologies IncPLTR11,475$1.6M0.73%
28AbbVie IncABBV8,321$1.5M0.72%
29International Business MachinesINTR4,588$1.4M0.63%
30SP Global, Inc.SPGI2,530$1.3M0.63%
31Johnson & JohnsonJNJ8,323$1.3M0.60%
32GE Aerospace3696043014,767$1.2M0.57%
33Home Depot, Inc.HD3,236$1.2M0.56%
34Costco Wholesale Corporation22160K1051,198$1.2M0.56%
35UnitedHealth Group IncorporatedUNH3,667$1.1M0.54%
36Abbott LaboratoriesABLZF8,274$1.1M0.53%
37Intuitive Surgical, Inc.ISRG2,027$1.1M0.52%
38Goldman Sachs GroupGSCE1,548$1.1M0.51%
39Caterpillar IncCAT2,748$1.1M0.50%
40KLA CorporationKLAC1,190$1.1M0.50%
41Micron Tech IncMU8,565$1.1M0.49%
42Fifth Third BancorpFITBM24,849$1.0M0.48%
43Boston Scientific CorpBSX9,474$1.0M0.48%
44Palo Alto Networks IncPANW4,838$990,0480.46%
45PPL CorpPPLC28,964$981,5900.46%
46ServiceNow, IncNOW954$980,7880.46%
47Fox Corporation Class BFOX18,801$970,6960.45%
48Johnson Controls International PLCG515021059,008$951,4250.45%
49Gallagher, Arthur J. & CO.3635761092,949$944,0340.44%
50Stryker CorporationSYK2,307$912,7180.43%
51Emerson ElectricEMR6,607$880,9110.41%
52Linde plcLIN1,826$856,7230.40%
53Chevron CorporationCVX5,964$853,9850.40%
54Fair Isaac IncFICO458$837,2060.39%
55Union Pacific CorporationUNP3,619$832,6600.39%
56The Blackstone Group IncBX5,544$829,2720.39%
57Bank of New York Mellon0640581009,025$822,2680.39%
58Chipotle Mexican Grill, Inc.CMG14,559$817,4880.38%
59Tractor Supply CompanyTSCO15,476$816,6690.38%
60Cummins Inc.CMI2,479$811,8730.38%
61Lockheed Martin CorporationLMT1,721$797,0640.37%
62Amphenol Corp Class A0320951017,966$786,6430.37%
63Arista Networks IncANET7,568$774,2820.36%
64Starbucks CorporationSBUX8,447$773,9990.36%
65Coca-Cola CoKO10,714$758,0160.36%
66RTX CorporationRTX5,190$757,8440.36%
67Dover Corp.DOV4,127$756,1900.35%
68Gilead SciencesGILD6,689$741,6090.35%
69McKesson CorpMCK999$732,0470.34%
70Progressive Corporation7433151032,665$711,1820.33%
71Automatic Data Processing, Inc.ADP2,291$706,5440.33%
72Microsoft CorporationMSFT1,384$688,4150.32%
73Williams Companies96945710010,905$684,9430.32%
74AT&T IncT-PC22,614$654,4490.31%
75Ulta Beauty IncULTA1,384$647,4630.30%
763M CoMMM4,173$635,2980.30%
77Monster Beverage CorporationMNST10,060$630,1580.30%
78Mondelez International 'A'6092071059,323$628,7430.29%
79Pepsico IncPEP4,743$626,2660.29%
80American Tower Corporation03027X1002,801$619,0770.29%
81ConocoPhillipsCOP6,861$615,7060.29%
82Thermo Fisher Scientific Inc.TMO1,501$608,5950.29%
83Merck & Co., Inc.MRK7,581$600,1120.28%
84Evergy IncEVRG8,562$590,1790.28%
85Marathon Petroleum CorpMARA3,526$585,7040.27%
86iShares iBonds 2027 Term High Yield & Income46436E47824,753$557,9330.26%
87Uber Technologies IncUBER5,919$552,2430.26%
88TJX Companies Inc8725401094,427$546,6900.26%
89Charles Schwab CorporationSCHW-PJ5,957$543,5170.25%
90Citigroup Inc.C-PR6,370$542,2140.25%
91T-Mobile US IncTMUSZ2,274$541,8030.25%
92Allstate CorpALL-PJ2,656$534,6790.25%
93Republic Services, Inc7607591002,143$528,4850.25%
94EOG Resources, Inc.EOG4,392$525,3270.25%
95GE Vernova IncGEV986$521,7420.24%
96WEC Energy GroupWEC4,896$510,1630.24%
97iShares iBonds 2028 Term High Yield & Income46436E38720,961$497,4050.23%
98McDonald's CorpMCD1,702$497,2730.23%
99Ameren CorpAEE5,177$497,1990.23%
100Equinix, Inc.EQIX621$493,9870.23%
101Pfizer IncPFE19,957$483,7580.23%
102iShares iBonds 2026 Term High Yield & Income46436E52820,321$472,0570.22%
103iShares iBonds 2025 Term High Yield & Income46435U16819,026$442,4500.21%
104MetLife IncMET-PF5,500$442,3100.21%
105Welltower IncWELL2,861$439,8220.21%
106General Mills3703341048,377$434,0120.20%
107iShares iBonds Dec 2027 Term Treasury ETF46436E84119,101$429,5810.20%
108iShares iBonds Dec 2026 Term Treasury ETF46436E85818,650$427,6450.20%
109Citizens Financial Group, Inc.CIA9,390$420,2030.20%
110Monolithic Power Systems Inc609839105574$419,8120.20%
111Wells Fargo9497461015,035$403,4040.19%
112iShares iBonds Dec 2029 Term Treasury ETF46436E82518,350$402,2320.19%
113iShares iBonds Dec 2028 Term Treasury ETF46436E83317,835$398,7910.19%
114Sherwin-Williams CompanySHW1,159$397,9540.19%
115Danaher Corporation2358511022,011$397,2530.19%
116Invitation Homes IncINVH11,730$384,7440.18%
117Waters Corporation9418481031,092$381,1520.18%
118Grainger (W.W.)384802104366$380,7280.18%
119Cintas CorporationCTAS1,707$380,4390.18%
120CME Group Inc. Class ACME1,374$378,7020.18%
121iShares iBonds Dec 2029 Term Corporate ETF46436E20516,091$375,4030.18%
122Constellation Energy CorporationCEG1,157$373,4330.17%
123Verizon Communications Inc.VZ8,277$358,1460.17%
124Deere & CoDE699$355,4350.17%
125NextEra Energy, Inc.NEE-PW5,077$352,4450.17%
126Apple Inc.AAPL1,680$344,6860.16%
127Hershey CompanyHSY2,057$341,3590.16%
128Baker Hughes Company Class ABKR8,711$333,9800.16%
129Applied Materials0382221051,822$333,5540.16%
130Corpay IncCPAY978$324,5200.15%
131WR Berkley CorpWRB-PH4,396$322,9740.15%
132DaVita IncDVA2,245$319,8000.15%
133Fiserv IncFISV1,831$315,6830.15%
134Intl Paper Co Com4601461036,500$304,3950.14%
135HBT Financial, Inc.40411110611,820$297,9820.14%
136Howmet Aerospace IncHWM1,598$297,4360.14%
137Super Micro Computer IncSMCI6,066$297,2950.14%
138Prologis, Inc.PLDGP2,823$296,7540.14%
139Ross Stores, Inc.ROST2,318$295,7300.14%
140Parker Hannifin CorpPH421$294,0560.14%
141Ecolab Inc.ECL1,090$293,6900.14%
142Automatic Data Processing, Inc.ADP950$292,9800.14%
143Verisk Analytics IncVRSK932$290,3180.14%
144Zebra Technologies Corp Class AZBRA925$285,2330.13%
145United Parcel 'B'UPS2,768$279,4020.13%
146Accenture Plc Class AACN927$277,0710.13%
147Lennar Corp.LEN-B2,498$276,3040.13%
148Aflac IncAFL2,609$275,1450.13%
149Public StoragePSA-PS931$273,1740.13%
150American ExpressAXP845$269,5380.13%
151Cisco Systems, Inc.CSCO3,879$269,1250.13%
152HCA HealthcareHCA694$265,8710.12%
153Corteva IncCTVA3,473$258,8430.12%
154NIKE, Inc. Class BNKE3,615$256,8100.12%
155The Cigna Group125523100749$247,6040.12%
156Newmont MiningNEMCL4,247$247,4300.12%
157Blackrock IncBLK225$236,0810.11%
158Axon Enterprise IncAXON284$235,1350.11%
159Commerce Bancshares IncCBSH3,740$232,5160.11%
160Vistra CorpVST1,193$231,2150.11%
161Las Vegas Sands CorpLVS5,151$224,1200.11%
162Home Depot, Inc.HD600$219,9840.10%
163Southern CoSOMN2,340$214,8820.10%
164Realty Income Corp comO3,680$212,0050.10%
165Oracle CorpORCL-PD951$207,9170.10%
166Capital One Financial Corp14040H105968$205,9520.10%
167United Airlines Holdings IncUNTCW2,570$204,6490.10%
168Freeport-McMoRan, IncFCX4,632$200,7970.09%
169Alphabet Inc., 'C'GOOG1,106$196,1930.09%
170Simon Property Group8288061091,144$183,9090.09%
171Exxon Mobil CorporationXOM1,690$182,1820.09%
172Alphabet Inc., 'C'GOOG1,000$177,3900.08%
173Alphabet Inc. Class AGOOG1,000$176,2300.08%
174Oracle CorpORCL-PD800$174,9040.08%
175Amazon.com, Inc.AMZN780$171,1240.08%
176JPMorgan Chase Co.VYLD590$171,0470.08%
177Chevron CorporationCVX1,154$165,2410.08%
178AbbVie IncABBV800$148,4960.07%
179Procter & Gamble Company742718109900$143,3880.07%
180Goldman Sachs GroupGSCE200$141,5500.07%
181Johnson & JohnsonJNJ900$137,4750.06%
182Wells Fargo9497461011,700$136,2040.06%
183American ExpressAXP375$119,6180.06%
184Pepsico IncPEP875$115,5350.05%
185Abbott LaboratoriesABLZF800$108,8080.05%
186McDonald's CorpMCD350$102,2600.05%
187Cisco Systems, Inc.CSCO1,300$90,1940.04%
188Lockheed Martin CorporationLMT170$78,7340.04%
189Aflac IncAFL640$67,4940.03%
190Williams Companies9694571001,030$64,6940.03%
191Simon Property Group828806109400$64,3040.03%
1923M CoMMM400$60,8960.03%
193MetLife IncMET-PF730$58,7070.03%
194Emerson ElectricEMR400$53,3320.02%
195Tesla Motors IncTSLA150$47,6490.02%
196Commerce Bancshares IncCBSH663$41,2190.02%
197Cummins Inc.CMI120$39,3000.02%
198United Parcel 'B'UPS190$19,1790.01%
199Pfizer IncPFE700$16,9680.01%
200iShares Global Infrastructure ETF464288372172$10,1820.00%
201Verizon Communications Inc.VZ170$7,3560.00%
202iPath Bloomberg Commodity Index Total ReturnVXZ114$3,8740.00%