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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 12 of 16  ·  308 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 BSMQ INVESCO 19,636.0 $464K 0.05% $23.63 -0.4%
222 SSRM SSR MINING INC Basic Materials 15,774.0 $464K 0.05% $29.40 +2.7%
223 FNF FIDELITY NATIONAL FINANCIAL INC Financial Services 9,864.0 $457K 0.05% NEW $46.38 +2.9%
224 VNQ VANGUARD 5,135.0 $455K 0.05% $88.70 +8.9%
225 DRD DRDGOLD LIMITED Basic Materials 15,073.0 $443K 0.04% $29.37 -9.3%
226 STX SEAGATE TECHNOLOGIES HOLDINGS Technology 1,127.0 $442K 0.04% -340.0 -23.2% $391.76 +125.7%
227 CEG CONSTELLATION ENERGY CORP. Utilities 1,551.0 $433K 0.04% $279.25 +2.3%
228 BANF BANCFIRST CORP Financial Services 3,921.0 $425K 0.04% -38.0 -1.0% $108.50 +2.0%
229 NTRS NORTHERN TRUST CORP Financial Services 3,007.0 $420K 0.04% $139.57 +20.8%
230 SCHA SCHWAB 14,329.0 $417K 0.04% $29.08 +17.5%
231 MPC MARATHON PETE CORP Energy 1,695.0 $414K 0.04% $244.18 +3.0%
232 XEL XCEL ENERGY INC Utilities 5,157.0 $410K 0.04% -40.0 -0.8% $79.44 -0.2%
233 BK BANK OF NEW YORK MELLON CORP Financial Services 3,414.0 $405K 0.04% $118.63 +18.6%
234 ET ENERGY TRANSFER EQUITY LP Energy 20,832.0 $402K 0.04% $19.30 +0.4%
235 VAW VANGUARD 1,766.0 $398K 0.04% $225.34 +3.4%
236 BMY BRISTOL MYERS SQUIBB CO Healthcare 6,545.0 $397K 0.04% -356.0 -5.2% $60.65 -6.2%
237 BSMT INVESCO 17,208.0 $396K 0.04% +4K +33.5% $23.02 +0.1%
238 CMI CUMMINS INC Industrials 732.0 $394K 0.04% -71.0 -8.8% $538.02 +23.9%
239 WM WASTE MANAGEMENT INC Industrials 1,706.0 $392K 0.04% $229.79 -6.6%
240 PM PHILIP MORRIS INTERNATIONAL INC Consumer Defensive 2,364.0 $391K 0.04% -190.0 -7.4% $165.34 +8.5%
Page 12 of 16  ·  308 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%