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Portfolio (Quarterly) Guide ↗

HERITAGE INVESTORS MANAGEMENT CORP

· CIK 0000937589
13F Portfolio $3.6B AUM 257 positions Filed Aug 4, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 257 New
Page 6 of 13  ·  257 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 FEDEX FGHT HLDG CO INC 48,999.0 $7.4M 0.20% NEW $151.00
102 HWM HOWMET AEROSPACE INC Industrials 26,728.0 $7.2M 0.20% NEW $268.86 -1.6%
103 BMY BRISTOL-MYERS SQUIBB CO Healthcare 122,122.0 $7.0M 0.20% NEW $57.62 +16.5%
104 UPS UNITED PARCEL SVCS INC Industrials 65,107.0 $7.0M 0.19% NEW $107.50 -1.6%
105 PM PHILIP MORRIS INTL INC Consumer Defensive 37,804.0 $6.8M 0.19% NEW $180.91 +5.9%
106 DUPONT DE NEMOURS INC 50,252.0 $6.8M 0.19% NEW $135.64
107 VWO VANGUARD INTL EQUITY INDEX F 113,642.0 $6.8M 0.19% NEW $59.69 +2.0%
108 SHEL SHELL PLC Energy 79,888.0 $6.2M 0.17% NEW $77.55 +16.1%
109 GEV GE VERNOVA INC Utilities 5,153.0 $6.1M 0.17% NEW $1174.85 -19.2%
110 HAL HALLIBURTON CO Energy 178,000.0 $6.0M 0.17% NEW $33.95 +1.1%
111 CTVA CORTEVA INC Basic Materials 70,920.0 $6.0M 0.17% NEW $84.69 -3.0%
112 EOG EOG RES INC Energy 43,175.0 $5.6M 0.15% NEW $129.73 +10.2%
113 EME EMCOR GROUP INC Industrials 6,313.0 $5.2M 0.14% NEW $829.87 -8.1%
114 VOO VANGUARD INDEX FDS 7,459.0 $5.1M 0.14% NEW $686.82 +3.1%
115 IWM ISHARES TR 16,722.0 $5.0M 0.14% NEW $300.44 -0.4%
116 CI THE CIGNA GROUP Healthcare 17,513.0 $4.8M 0.13% NEW $275.68 +1.3%
117 IJR ISHARES TR 31,652.0 $4.7M 0.13% NEW $148.30 -1.2%
118 AEHR AEHR TEST SYS Technology 48,363.0 $4.6M 0.13% NEW $96.07 -1.5%
119 MDT MEDTRONIC PLC Healthcare 57,741.0 $4.5M 0.12% NEW $78.23 +16.5%
120 CMCSA COMCAST CORP NEW Communication Services 179,517.0 $4.4M 0.12% NEW $24.55 +8.6%
Page 6 of 13  ·  257 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 32.5%
Financial Services 16.2%
Industrials 11.4%
Consumer Cyclical 10.1%
Healthcare 8.6%
Communication Services 7.5%
Consumer Defensive 5.7%
Energy 3.2%
Basic Materials 2.6%
Real Estate 1.6%