Heritage Investors Management
$3.6B 13F equity value
263 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Heritage Investors Management covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| AAPL | APPLE INC | 673,254 | $195M | 5.4% |
| PANW | PALO ALTO NETWORKS INC | 549,796 | $187M | 5.2% |
| AVGO | BROADCOM INC | 482,977 | $182M | 5.0% |
| GOOGL | ALPHABET INC | 374,536 | $134M | 3.7% |
| GOOG | ALPHABET INC | 350,056 | $124M | 3.4% |
| CAT | CATERPILLAR INC | 104,402 | $111M | 3.1% |
| MSFT | MICROSOFT CORP | 292,324 | $109M | 3.0% |
| NVDA | NVIDIA CORPORATION | 484,082 | $97M | 2.7% |
| MAR | MARRIOTT INTL INC NEW | 218,685 | $81M | 2.2% |
| AMZN | AMAZON COM INC | 329,786 | $79M | 2.2% |
Track Heritage Investors Management's 13F portfolio: $3.6B in reported holdings, 263 positions. Top holdings and quarterly changes on SentiSense.
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