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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 4 of 5  ·  82 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 BANF BANCFIRST CORP Financial Services 3,921.0 $425K 0.04% -38.0 -1.0% $108.50 +2.1%
62 XEL XCEL ENERGY INC Utilities 5,157.0 $410K 0.04% -40.0 -0.8% $79.44 +1.7%
63 BMY BRISTOL MYERS SQUIBB CO Healthcare 6,545.0 $397K 0.04% -356.0 -5.2% $60.65 -5.2%
64 CMI CUMMINS INC Industrials 732.0 $394K 0.04% -71.0 -8.8% $538.02 +24.1%
65 PM PHILIP MORRIS INTERNATIONAL INC Consumer Defensive 2,364.0 $391K 0.04% -190.0 -7.4% $165.34 +10.1%
66 CLX CLOROX CO Consumer Defensive 3,667.0 $380K 0.04% -200.0 -5.2% $103.63 -6.3%
67 PAYX PAYCHEX INC Industrials 4,108.0 $378K 0.04% -120.0 -2.8% $92.12 +2.5%
68 INGERSOLL RAND INC 4,270.0 $342K 0.03% -133.0 -3.0% $80.12
69 CMCSA COMCAST CORP Communication Services 11,877.0 $341K 0.03% -3K -21.7% $28.71 -12.2%
70 GE GENERAL ELECTRIC CO Industrials 1,186.0 $337K 0.03% -429.0 -26.6% $283.77 +11.8%
71 SLV ISHARES SILVER TRUST (MKT) Financial Services 4,936.0 $336K 0.03% -600.0 -10.8% $68.14 -0.9%
72 VUG VANGUARD 704.0 $308K 0.03% -9.0 -1.3% $436.79 -79.8%
73 YUM YUM BRANDS INC Consumer Cyclical 1,943.0 $302K 0.03% -407.0 -17.3% $155.48 -0.9%
74 JCI JOHNSON CTLS INTL PLC SHS Industrials 2,240.0 $293K 0.03% -797.0 -26.2% $130.95 +5.5%
75 VLTO VERALTO CORP Industrials 3,272.0 $289K 0.03% -219.0 -6.3% $88.42 -4.5%
76 JNK SPDR 3,019.0 $289K 0.03% -328.0 -9.8% $95.72 +0.8%
77 GD GENERAL DYNAMICS CORP Industrials 814.0 $279K 0.03% -11.0 -1.3% $343.22 -0.2%
78 GIS GENERAL MILLS INC Consumer Defensive 7,091.0 $264K 0.03% -2K -17.5% $37.22 -9.6%
79 CSX CSX CORP Industrials 6,235.0 $256K 0.03% -87.0 -1.4% $41.05 +14.8%
80 OGS ONE GAS INC COM Utilities 2,746.0 $237K 0.02% -196.0 -6.7% $86.13 -5.6%
Page 4 of 5  ·  82 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%