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Portfolio (Quarterly) Guide ↗

Heritage Trust Co

· CIK 0001706028
13F Portfolio $997M AUM 472 positions Filed May 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 19 New 100 Added 82 Reduced 5 Exited
Page 3 of 5  ·  100 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 TFC TRUIST FINANCIAL CORPORATION Financial Services 69,697.0 $3.2M 0.32% +2K +2.2% $45.97 +5.4%
42 RTX RTX CORPORATION Industrials 16,197.0 $3.1M 0.31% +4K +28.3% $192.90 -8.5%
43 IRM IRON MTN INC COM Real Estate 29,798.0 $3.0M 0.30% +2K +7.2% $102.14 +24.3%
44 AVGO BROADCOM INC Technology 9,782.0 $3.0M 0.30% +684.0 +7.5% $309.51 +36.3%
45 LLY ELI LILLY & CO Healthcare 3,291.0 $3.0M 0.30% +530.0 +19.2% $919.77 +17.8%
46 MRSH MARSH & MCLENNAN COS INC Financial Services 16,606.0 $2.9M 0.29% +257.0 +1.6% $173.45 -7.4%
47 PANW PALO ALTO NETWORKS INC Technology 17,678.0 $2.8M 0.28% +5K +42.2% $160.32 +55.0%
48 VB VANGUARD 10,636.0 $2.8M 0.28% +643.0 +6.4% $261.92 +11.7%
49 MAR MARRIOTT INTL INC Consumer Cyclical 8,275.0 $2.7M 0.27% +2K +38.4% $327.07 +18.0%
50 BA BOEING CO Industrials 12,226.0 $2.4M 0.24% +3K +27.2% $199.03 +12.7%
51 BSCT INVESCO 121,581.0 $2.3M 0.23% +28K +30.6% $18.66 -0.4%
52 PFG PRINCIPAL FINANCIAL GROUP INC Financial Services 24,824.0 $2.2M 0.22% +4K +22.1% $90.11 +16.0%
53 MET METLIFE INC Financial Services 30,827.0 $2.2M 0.22% +669.0 +2.2% $70.72 +17.6%
54 MA MASTERCARD INC Financial Services 4,197.0 $2.1M 0.21% +1K +35.3% $499.66 -0.9%
55 REGN REGENERON PHARMACEUTICALS INC Healthcare 2,656.0 $2.1M 0.21% +77.0 +3.0% $772.64 -18.8%
56 APH AMPHENOL CORP Technology 16,062.0 $2.0M 0.20% +5K +47.3% $126.35 +11.0%
57 PVAL PUTNAM ETF TRUST 43,651.0 $2.0M 0.20% +20K +88.5% $46.40 +8.9%
58 RCL ROYAL CARIBBEAN CRUISES LTD COM Consumer Cyclical 7,185.0 $2.0M 0.20% +2K +43.3% $275.18 -0.0%
59 DAL DELTA AIR LINES INC Industrials 29,271.0 $1.9M 0.20% +5K +22.0% $66.48 +23.0%
60 BSCV INVESCO 117,720.0 $1.9M 0.19% +48K +67.9% $16.46 -0.4%
Page 3 of 5  ·  100 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 23.9%
Financial Services 16.9%
Healthcare 15.8%
Communication Services 9.5%
Industrials 9.3%
Consumer Cyclical 8.1%
Energy 6.3%
Consumer Defensive 6.2%
Utilities 1.9%
Real Estate 1.2%