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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 8 of 13  ·  257 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 SENEA SENECA FOODS CORP NEW Consumer Defensive 11,411.0 $2.0M 0.06% NEW $173.96 +9.2%
142 CC CHEMOURS CO Basic Materials 94,248.0 $1.9M 0.05% NEW $20.52 -23.6%
143 MSTR STRATEGY INC Technology 21,909.0 $1.9M 0.05% NEW $86.95 +55.9%
144 GM GENERAL MTRS CO Consumer Cyclical 24,498.0 $1.9M 0.05% NEW $77.07 +12.3%
145 ASML ASML HLDG NV Technology 949.0 $1.9M 0.05% NEW $1989.46 -13.2%
146 IWR ISHARES TR 16,550.0 $1.8M 0.05% NEW $110.33 +2.6%
147 MTRN MATERION CORP Basic Materials 5,440.0 $1.6M 0.04% NEW $297.43 -17.7%
148 ADI ANALOG DEVICES INC Technology 4,000.0 $1.6M 0.04% NEW $397.25 -6.0%
149 OTIS OTIS WORLDWIDE CORP Industrials 21,791.0 $1.6M 0.04% NEW $71.59 +0.0%
150 AMERICA MOVIL SAB DE CV 58,256.0 $1.5M 0.04% NEW $25.99
151 TEVA TEVA PHARMACEUTICAL INDS LTD Healthcare 43,543.0 $1.5M 0.04% NEW $33.87 +11.7%
152 WBD WARNER BROS DISCOVERY INC Communication Services 55,234.0 $1.5M 0.04% NEW $26.67 +8.5%
153 DUK DUKE ENERGY CORP NEW Utilities 11,593.0 $1.5M 0.04% NEW $126.54 -4.8%
154 MO ALTRIA GROUP INC Consumer Defensive 20,281.0 $1.5M 0.04% NEW $71.94 -5.8%
155 TAK TAKEDA PHARMACEUTICAL CO LTD Healthcare 81,939.0 $1.3M 0.04% NEW $16.02 +12.6%
156 BN BROOKFIELD CORP Financial Services 30,433.0 $1.3M 0.04% NEW $42.59 -2.4%
157 BX BLACKSTONE INC Financial Services 10,231.0 $1.2M 0.03% NEW $117.68 +22.8%
158 NBIX NEUROCRINE BIOSCIENCES INC Healthcare 7,040.0 $1.2M 0.03% NEW $168.47 -7.7%
159 AMD ADVANCED MICRO DEVICES INC Technology 1,975.0 $1.1M 0.03% NEW $580.76 -17.9%
160 SMID SMITH MIDLAND CORP Basic Materials 38,268.0 $1.1M 0.03% NEW $29.01 -13.8%
Page 8 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%