Institutions / Heritage Investors Management Corp
Heritage Investors Management Corp
CIK 937589 · Institution · as of Dec 31, 2025
Portfolio value
$3.43M
Positions
245
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 245 →
| Company | Value | % of portfolio |
|---|---|---|
| Apple Inc. | $192.1K | 5.6% |
| Broadcom Inc. | $176.8K | 5.2% |
| Microsoft Corp | $141.1K | 4.1% |
| Alphabet Inc. | $123.9K | 3.6% |
| Alphabet Inc. | $116.9K | 3.4% |
| Palo Alto Networks Inc | $103.2K | 3.0% |
| NVIDIA Corp | $93.3K | 2.7% |
| Amazon.com Inc | $75.8K | 2.2% |
| Mastercard Inc | $73.2K | 2.1% |
| Marriott International Inc/MD | $70.1K | 2.0% |
| Caterpillar Inc | $69.1K | 2.0% |
| JPMORGAN CHASE & CO | $61.5K | 1.8% |
| American Express Co | $57.4K | 1.7% |
| Walmart Inc. | $54.8K | 1.6% |
| Salesforce Inc | $50.7K | 1.5% |
| The Goldman Sachs Group, Inc. | $49.7K | 1.4% |
| Cisco Systems, Inc. | $49.4K | 1.4% |
| Home Depot, Inc. | $48.1K | 1.4% |
| Walt Disney Co | $47.1K | 1.4% |
| RTX Corp | $44.8K | 1.3% |
| BlackRock, Inc. | $41.8K | 1.2% |
| Morgan Stanley | $40.1K | 1.2% |
| Martin Marietta Materials Inc | $39.7K | 1.2% |
| Bank of America Corp /De | $39.7K | 1.2% |
| Vanguard Index Fds | $37.2K | 1.1% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.