§ 13F · FUND PROFILE
HERITAGE INVESTORS MANAGEMENT CORP.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $3M (13F)Positions · 251Turnover · — · Q1Filed · Apr 24, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$3K deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 24, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 692K | $175K | 5.3% | −2% |
| 2 | AVGO | BROADCOM INC | 509K | $158K | 4.8% | ±0% |
| 3 | GOOGL | ALPHABET INC | 389K | $112K | 3.4% | −2% |
| 4 | MSFT | MICROSOFT CORP | 294K | $109K | 3.3% | +1% |
| 5 | GOOG | ALPHABET INC | 365K | $105K | 3.2% | −2% |
| 6 | PANW | PALO ALTO NETWORKS INC | 567K | $91K | 2.8% | +1% |
| 7 | NVDA | NVIDIA CORPORATION | 489K | $85K | 2.6% | −2% |
| 8 | CAT | CATERPILLAR INC | 116K | $82K | 2.5% | −3% |
| 9 | MAR | MARRIOTT INTL INC NEW | 222K | $73K | 2.2% | −2% |
| 10 | AMZN | AMAZON COM INC | 335K | $70K | 2.1% | +2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE HERITAGE SIGNAL
AC read
HERITAGE INVESTORS MANAGEMENT CORP is a Other fund managing $3 million in assets. The fund runs a broad portfolio of 251 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed