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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  ·  26 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 PEP PEPSICO INC Consumer Defensive 2,381.0 $322K 0.04% -92.0 -3.7% $135.40 +6.0%
22 HSY HERSHEY CO Consumer Defensive 1,667.0 $292K 0.04% -44.0 -2.6% $175.46 +6.3%
23 MCD MCDONALDS CORP Consumer Cyclical 1,021.0 $276K 0.04% -47.0 -4.4% $270.33 +0.2%
24 IWS ISHARES TR 1,673.0 $275K 0.04% -64.0 -3.7% $164.64 +4.5%
25 ABT ABBOTT LABORATORIES Healthcare 3,033.0 $275K 0.04% -266.0 -8.1% $90.74 +28.5%
26 MMM 3M CO Industrials 1,676.0 $271K 0.04% -82.0 -4.7% $161.91 +10.5%
Page 2 of 2  ·  26 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 32.3%
Financial Services 27.0%
Healthcare 15.0%
Industrials 8.5%
Consumer Cyclical 6.2%
Consumer Defensive 4.3%
Communication Services 3.1%
Energy 2.2%
Utilities 1.1%
Real Estate 0.4%