Heritage Trust
$1.2B 13F equity value
323 Holdings
Latest filing 2026-06-30
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| AAPL | APPLE INC | 224,054 | $65M | 5.6% |
| JNJ | JOHNSON & JOHNSON | 170,585 | $43M | 3.8% |
| MSFT | MICROSOFT CORP | 109,321 | $41M | 3.5% |
| SPY | STATE STREET SPDR S&P 500 | 45,543 | $34M | 2.9% |
| GOOG | ALPHABET INC | 93,484 | $33M | 2.9% |
| VEA | VANGUARD | 448,608 | $32M | 2.8% |
| ABBV | ABBVIE INC | 94,857 | $24M | 2.1% |
| RSP | INVESCO | 108,445 | $23M | 2.0% |
| JPM | JPMORGAN CHASE & CO | 68,110 | $22M | 1.9% |
| GOOGL | ALPHABET INC | 57,919 | $21M | 1.8% |
Track Heritage Trust's 13F portfolio: $1.2B in reported holdings, 323 positions. Top holdings and quarterly changes on SentiSense.
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