§ 13F · FUND PROFILE
HERITAGE INVESTORS MANAGEMENT CORP.
AUM · $4M (13F)Positions · 257Turnover · n/a · Q2Filed · Aug 4, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$32K deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 4, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 673K | $195K | 5.4% | −3% |
| 2 | PANW | PALO ALTO NETWORKS INC | 550K | $187K | 5.2% | −3% |
| 3 | AVGO | BROADCOM INC | 483K | $182K | 5.0% | −5% |
| 4 | GOOGL | ALPHABET INC | 375K | $134K | 3.7% | −4% |
| 5 | GOOG | ALPHABET INC | 350K | $124K | 3.4% | −4% |
| 6 | CAT | CATERPILLAR INC | 104K | $111K | 3.1% | −10% |
| 7 | MSFT | MICROSOFT CORP | 292K | $109K | 3.0% | −1% |
| 8 | NVDA | NVIDIA CORPORATION | 484K | $97K | 2.7% | −1% |
| 9 | MAR | MARRIOTT INTL INC NEW | 219K | $81K | 2.2% | −2% |
| 10 | AMZN | AMAZON COM INC | 330K | $79K | 2.2% | −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 $4 million in assets. The fund runs a broad portfolio of 257 positions.
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