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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 9 of 16  ·  308 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 VIGI VANGUARD 12,975.0 $1.1M 0.12% +221.0 +1.7% $88.46 +6.2%
162 IWR ISHARES 11,732.0 $1.1M 0.11% $97.23 +10.2%
163 BCSF BAIN CAPITAL SPECIALTY FINANCE Financial Services 91,325.0 $1.1M 0.11% $12.40 +7.6%
164 TT TRANE TECHNOLOGIES Industrials 2,631.0 $1.1M 0.11% $416.74 +9.0%
165 QQQ INVESCO Financial Services 1,864.0 $1.1M 0.11% $577.18 +27.4%
166 VRT VERTIV HOLDINGS CO Industrials 4,255.0 $1.1M 0.11% +103.0 +2.5% $250.58 +25.9%
167 ALL ALLSTATE CORP Financial Services 5,084.0 $1.1M 0.11% +1K +27.4% $207.34 +0.2%
168 BSX BOSTON SCIENTIFIC Healthcare 16,629.0 $1.0M 0.10% +10K +150.8% $62.75 -21.4%
169 OGE OGE ENERGY CORP Utilities 21,032.0 $1.0M 0.10% +528.0 +2.6% $47.96 -1.3%
170 GLD SPDR GOLD SHARES Financial Services 2,274.0 $978K 0.10% -50.0 -2.1% $430.29 -4.0%
171 INTC INTEL CORP Technology 22,037.0 $972K 0.10% -3K -11.2% $44.13 +173.0%
172 D DOMINION ENERGY INC Utilities 15,503.0 $958K 0.10% +637.0 +4.3% $61.82 +9.7%
173 CRM SALESFORCE COM INC Technology 4,845.0 $904K 0.09% -3K -38.8% $186.67 -5.0%
174 VMI VALMONT INDUSTRIES INC Industrials 2,247.0 $898K 0.09% $399.57 +31.7%
175 CI CIGNA CORP Healthcare 3,278.0 $874K 0.09% $266.75 +7.0%
176 GEN GEN DIGITAL INC Technology 46,143.0 $869K 0.09% NEW $18.83 +32.2%
177 EQIX EQUINIX INC Real Estate 886.0 $868K 0.09% -6.0 -0.7% $980.23 +9.3%
178 VMC VULCAN MATERIALS CO Basic Materials 3,068.0 $835K 0.08% $272.30 +1.4%
179 BSCW INVESCO EXCHANGE-TRADED SELF-IND 40,391.0 $832K 0.08% +23K +137.4% $20.59 -0.3%
180 IJH ISHARES 12,026.0 $812K 0.08% +3K +30.3% $67.53 +10.3%
Page 9 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%