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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 14 of 16  ·  308 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 BOKF BOK FINANCIAL CORPORATION Financial Services 2,568.0 $329K 0.03% $128.06 +0.1%
262 AVY AVERY DENNISON CORP Industrials 1,893.0 $327K 0.03% $172.68 -7.9%
263 RFG INVESCO 5,780.0 $317K 0.03% $54.81 +14.0%
264 VT VANGUARD 2,264.0 $313K 0.03% +178.0 +8.5% $138.32 +13.3%
265 MMM 3M CO Industrials 2,148.0 $312K 0.03% $145.23 +4.9%
266 ARM ARM HOLDINGS PLC Technology 2,045.0 $309K 0.03% $151.28 +113.0%
267 VUG VANGUARD 704.0 $308K 0.03% -9.0 -1.3% $436.79 -79.8%
268 SCHD SCHWAB 9,916.0 $304K 0.03% $30.68 +6.1%
269 YUM YUM BRANDS INC Consumer Cyclical 1,943.0 $302K 0.03% -407.0 -17.3% $155.48 -2.7%
270 RZG INVESCO 5,295.0 $302K 0.03% $56.96 +14.3%
271 ROP ROPER TECHNOLOGIES INC Industrials 850.0 $301K 0.03% $353.86 -10.2%
272 IAU ISHARES GOLD TRUST (MKT) Financial Services 3,410.0 $301K 0.03% NEW $88.16 -5.5%
273 IDU ISHARES 2,558.0 $297K 0.03% $116.11 -1.9%
274 JCI JOHNSON CTLS INTL PLC SHS Industrials 2,240.0 $293K 0.03% -797.0 -26.2% $130.95 +3.6%
275 PEJ INVESCO 5,045.0 $293K 0.03% $57.98 +6.9%
276 TSLX SIXTH STREET SPECIALTY LENDING Financial Services 15,889.0 $292K 0.03% $18.38 -4.8%
277 TROW T ROWE PRICE GROUP INC Financial Services 3,235.0 $292K 0.03% $90.14 +15.0%
278 VLTO VERALTO CORP Industrials 3,272.0 $289K 0.03% -219.0 -6.3% $88.42 -4.9%
279 JNK SPDR 3,019.0 $289K 0.03% -328.0 -9.8% $95.72 +0.8%
280 GD GENERAL DYNAMICS CORP Industrials 814.0 $279K 0.03% -11.0 -1.3% $343.22 +0.9%
Page 14 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%