Heritage Investors Management
$3.3B Assets Reported
255 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| AAPL | APPLE INC | 691,507 | $175M | 5.3% |
| AVGO | BROADCOM INC | 509,263 | $158M | 4.8% |
| GOOGL | ALPHABET INC | 388,502 | $112M | 3.4% |
| MSFT | MICROSOFT CORP | 294,296 | $109M | 3.3% |
| GOOG | ALPHABET INC | 364,585 | $105M | 3.2% |
| PANW | PALO ALTO NETWORKS INC | 566,661 | $91M | 2.8% |
| NVDA | NVIDIA CORPORATION | 489,301 | $85M | 2.6% |
| CAT | CATERPILLAR INC | 116,396 | $82M | 2.5% |
| MAR | MARRIOTT INTL INC NEW | 222,137 | $73M | 2.2% |
| AMZN | AMAZON COM INC | 335,044 | $70M | 2.1% |
Track Heritage Investors Management's 13F portfolio: $3.3B in reported holdings, 255 positions. Top holdings, AUM, and quarterly changes on SentiSense.