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Portfolio (Quarterly) Guide ↗

Heritage Wealth Advisors

· CIK 0001591122
13F Portfolio $2.6B AUM 692 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 124 New 126 Added 131 Reduced 38 Exited
Page 32 of 35  ·  692 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 ROK Rockwell Automation Inc Industrials 6.0 $2K NEW $358.83 +21.6%
622 IIPR Innovative Industrial Properties Inc Real Estate 42.0 $2K +2.0 +5.0% $49.90 +9.4%
623 RL Polo Ralph Lauren Cl A Consumer Cyclical 6.0 $2K NEW $344.00 -5.3%
624 MKC Mc Cormick & Co Inc N-Vt Consumer Defensive 40.0 $2K NEW $50.45 -7.4%
625 DDOG Datadog Inc Technology 17.0 $2K NEW $118.06 +76.9%
626 ALNY Alnylam Pharmaceuticals Inc Healthcare 6.0 $2K NEW $330.83 -11.0%
627 TG Tredegar Corporation Industrials 240.0 $2K $7.95 -6.3%
628 MAA Mid-America Apartment Communities Inc Real Estate 15.0 $2K $125.73 +2.0%
629 SONY SONY GROUP CORP ADR Technology 90.0 $2K $20.70 +9.7%
630 LTC LTC Properties Inc Real Estate 50.0 $2K $37.16 +3.4%
631 NDAQ Nasdaq Stock Market Inc Financial Services 21.0 $2K NEW $84.90 +9.1%
632 HAS Hasbro Inc Consumer Cyclical 19.0 $2K NEW $93.58 +0.2%
633 ATR Aptargroup Inc Healthcare 14.0 $2K -616.0 -97.8% $126.00 -9.8%
634 FBIN Fortune Brands Home & Security Inc Industrials 45.0 $2K $38.98 -13.5%
635 ARQQ Arqit Quantum Inc COM USD0.0025(POST REV SPT) Technology 130.0 $2K $13.25 -8.2%
636 CCL Carnival Corp New Consumer Cyclical 66.0 $2K $25.88 -7.7%
637 CLX Clorox Company Consumer Defensive 15.0 $2K NEW $103.60 -10.6%
638 SCHA Schwab US Small-Cap ETF 53.0 $2K $29.13 +10.1%
639 NIO NIO INC ADS REPSTG CL A ORD SHS Consumer Cyclical 243.0 $1K $6.03 -2.5%
640 BAH Booz Allen Hamilton Holding Corp Industrials 18.0 $1K NEW $78.06 -1.4%
Page 32 of 35  ·  692 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
Financial Services 34.7%
Technology 12.3%
Industrials 10.3%
Consumer Cyclical 9.4%
Energy 8.7%
Communication Services 7.2%
Healthcare 6.9%
Consumer Defensive 6.7%
Utilities 3.4%
Basic Materials 0.2%