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Heritage Investors Management Corp

All holdings · as of Dec 31, 2025

245 positions

CompanyClassValueShares% of portfolio
CSX CORP—$19.3K531,4200.6%
ConocoPhillips—$19.2K204,9260.6%
COCA COLA CO—$18.7K267,8710.5%
Leidos Holdings Inc—$18.4K102,1650.5%
PACCAR INC—$18.4K167,6000.5%
AMGEN INC—$18.2K55,6870.5%
AUTOMATIC DATA PROCESSING INC—$18.1K70,4200.5%
INTEL CORP—$17.8K481,3290.5%
Yum! Brands Inc—$17.6K116,5170.5%
VANGUARD INDEX FDS—$17.4K60,0740.5%
AT&T INC.—$17.4K699,7740.5%
BOSTON SCIENTIFIC CORP—$17.0K178,2050.5%
CONSTELLATION BRANDS, INC.—$16.9K122,2690.5%
VERIZON COMMUNICATIONS INC—$16.6K406,7800.5%
MCKESSON CORP—$16.6K20,1920.5%
Air Products & Chemicals, Inc.—$16.3K65,8430.5%
Visa Inc—$15.5K44,0640.5%
AbbVie Inc.—$15.0K65,6120.4%
T Rowe Price Group Inc—$14.7K144,0120.4%
INTERNATIONAL BUSINESS MACHINES CORP—$14.4K48,5340.4%
LOCKHEED MARTIN CORP—$14.3K29,5490.4%
NEXTERA ENERGY INC—$13.8K171,7090.4%
Burlington Stores, Inc.—$13.4K46,4260.4%
HONEYWELL INTERNATIONAL INC—$13.1K67,0770.4%
ISHARES TR—$12.1K134,7410.4%
Zimmer Biomet Holdings Inc—$12.0K133,8450.4%
VANGUARD INTL EQUITY INDEX F—$11.8K160,6190.3%
AerCap Holdings N.V.—$11.8K81,7720.3%
EXXON MOBIL CORP—$11.4K94,5900.3%
PROCTER & GAMBLE Co—$11.3K78,6050.3%
SLB LIMITED/NV—$10.9K283,9620.3%
ISHARES TR—$10.8K112,8070.3%
LINDE PLC—$10.4K24,4530.3%
Datadog, Inc.—$10.1K74,3810.3%
Phillips 66—$10.1K78,0890.3%
Toyota Motor CorporationTMADR$9.7K45,5010.3%
ELI LILLY & Co—$9.6K8,9040.3%
Warren E. Buffett—$9.4K18,6940.3%
PFIZER INC—$9.3K375,4700.3%
Comcast Corp.—$9.3K312,0060.3%
NORFOLK SOUTHERN CORP—$8.8K30,3670.3%
Mondelez International, Inc.—$8.7K162,1460.3%
L3HARRIS TECHNOLOGIES, INC. /DE—$8.5K29,0920.2%
Archer-Daniels-Midland Co—$8.2K142,3590.2%
Union Pacific Corp—$7.7K33,1720.2%
BRISTOL MYERS SQUIBB CO—$7.5K138,4520.2%
VANGUARD INDEX FDS—$7.2K21,4950.2%
United Parcel Service Inc—$7.1K71,4210.2%
PayPal Holdings, Inc.—$7.1K120,8670.2%
ISHARES INC—$6.9K103,2740.2%
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