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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 3 of 7  ·  135 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 GOOGL ALPHABET INC Communication Services 3,920.0 $1.4M 0.19% +628.0 +19.1% $357.33 -3.5%
42 IWF ISHARES TR 11,232.0 $1.4M 0.19% +6K +132.3% $124.17 -1.4%
43 AMZN AMAZON COM INC Consumer Cyclical 5,611.0 $1.3M 0.18% +596.0 +11.9% $238.34 +8.5%
44 IVOG VANGUARD ADMIRAL FDS INC 8,502.0 $1.2M 0.17% $146.30 -1.6%
45 WST WEST PHARMACEUTICAL SVSC INC Healthcare 3,372.0 $1.2M 0.16% $359.00 -1.6%
46 DFGR DIMENSIONAL ETF TRUST 40,973.0 $1.2M 0.16% -249.0 -0.6% $28.97 +1.7%
47 JNJ JOHNSON & JOHNSON Healthcare 4,413.0 $1.1M 0.15% $254.00 +6.4%
48 IVOV VANGUARD ADMIRAL FDS INC 9,572.0 $1.1M 0.15% $114.07 +0.9%
49 VTV VANGUARD INDEX FDS 4,999.0 $1.1M 0.15% $217.92 +3.9%
50 ORCL ORACLE CORP Technology 7,186.0 $1.1M 0.14% +263.0 +3.8% $146.55 -0.1%
51 SCHX SCHWAB STRATEGIC TR 35,289.0 $1.0M 0.14% $29.43 +2.7%
52 MUB ISHARES TR 9,273.0 $998K 0.13% $107.62 -2.1%
53 GLD SPDR GOLD TR Financial Services 2,611.0 $962K 0.13% -70.0 -2.6% $368.38 +14.9%
54 ALL ALLSTATE CORP Financial Services 3,755.0 $893K 0.12% $237.94 +6.7%
55 INTC INTEL CORP Technology 5,928.0 $828K 0.11% $139.63 -35.5%
56 TEVA TEVA PHARMACEUTICAL INDS LTD Healthcare 23,975.0 $812K 0.11% $33.88 +10.2%
57 VB VANGUARD INDEX FDS 2,570.0 $779K 0.10% $303.12 +0.5%
58 ABBV ABBVIE INC Healthcare 3,068.0 $772K 0.10% $251.64 +5.3%
59 QQQ INVESCO QQQ TR Financial Services 1,025.0 $755K 0.10% $736.40 -3.1%
60 AYI ACUITY INC Industrials 2,001.0 $754K 0.10% $376.66 -8.9%
Page 3 of 7  ·  135 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%