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Portfolio (Quarterly) Guide ↗

Heritage Investment Group, Inc.

· CIK 0001876811
13F Portfolio $744M AUM 135 positions Filed Jul 29, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 15 New 32 Added 26 Reduced 3 Exited
Page 2 of 2  ·  32 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 GOOGL ALPHABET INC Communication Services 3,920.0 $1.4M 0.19% +628.0 +19.1% $357.33 -4.7%
22 IWF ISHARES TR 11,232.0 $1.4M 0.19% +6K +132.3% $124.17 -1.9%
23 AMZN AMAZON COM INC Consumer Cyclical 5,611.0 $1.3M 0.18% +596.0 +11.9% $238.34 +9.1%
24 ORCL ORACLE CORP Technology 7,186.0 $1.1M 0.14% +263.0 +3.8% $146.55 -3.1%
25 CSCO CISCO SYS INC Technology 5,783.0 $679K 0.09% +1K +24.8% $117.46 -6.7%
26 MGK VANGUARD WORLD FD 7,313.0 $643K 0.09% +6K +388.5% $87.91 +0.8%
27 DFIV DIMENSIONAL ETF TRUST 11,724.0 $633K 0.09% +8K +186.4% $54.02 +7.0%
28 TSLA TESLA INC Consumer Cyclical 1,416.0 $596K 0.08% +598.0 +73.1% $420.60 -17.9%
29 APH AMPHENOL CORP Technology 2,452.0 $432K 0.06% +38.0 +1.6% $176.32 -13.2%
30 NEE NEXTERA ENERGY INC Utilities 4,877.0 $428K 0.06% +426.0 +9.6% $87.77 -3.1%
31 VUG VANGUARD INDEX FDS 4,656.0 $401K 0.05% +4K +465.7% $86.14 +1.2%
32 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 693.0 $331K 0.04% +49.0 +7.6% $477.57 -12.9%
Page 2 of 2  ·  32 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 31.5%
Financial Services 26.3%
Healthcare 14.7%
Industrials 8.3%
Consumer Cyclical 6.0%
Communication Services 5.5%
Consumer Defensive 4.2%
Energy 2.1%
Utilities 1.1%
Real Estate 0.4%