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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 4 of 7  ·  135 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 IYY ISHARES TR 4,094.0 $746K 0.10% $182.28 +2.4%
62 CASY CASEYS GEN STORES INC Consumer Cyclical 936.0 $744K 0.10% $794.79 +5.2%
63 IBIT ISHARES BITCOIN TRUST ETF Financial Services 21,828.0 $727K 0.10% $33.29 +31.2%
64 CACI CACI INTL INC Technology 1,564.0 $725K 0.10% $463.26 +39.7%
65 RTX RTX CORPORATION Industrials 3,693.0 $701K 0.09% $189.73 +10.6%
66 PG PROCTER & GAMBLE CO Consumer Defensive 4,717.0 $692K 0.09% $146.65 -1.3%
67 XOM EXXON MOBIL CORP Energy 4,998.0 $683K 0.09% -79.0 -1.6% $136.73 +20.8%
68 CSCO CISCO SYS INC Technology 5,783.0 $679K 0.09% +1K +24.8% $117.46 -5.5%
69 UNP UNION PAC CORP Industrials 2,493.0 $678K 0.09% -49.0 -1.9% $271.97 +13.3%
70 ADP AUTOMATIC DATA PROCESSING IN Industrials 2,885.0 $646K 0.09% $223.95 +25.4%
71 MGK VANGUARD WORLD FD 7,313.0 $643K 0.09% +6K +388.5% $87.91 +1.2%
72 DFIV DIMENSIONAL ETF TRUST 11,724.0 $633K 0.09% +8K +186.4% $54.02 +7.9%
73 HD HOME DEPOT INC Consumer Cyclical 1,767.0 $623K 0.08% $352.68 -4.8%
74 WFC WELLS FARGO & CO Financial Services 7,397.0 $611K 0.08% -242.0 -3.2% $82.64 +1.5%
75 IWM ISHARES TR 2,012.0 $604K 0.08% -35.0 -1.7% $300.42 -0.2%
76 TSLA TESLA INC Consumer Cyclical 1,416.0 $596K 0.08% +598.0 +73.1% $420.60 -13.7%
77 AXP AMERICAN EXPRESS CO Financial Services 1,752.0 $593K 0.08% $338.25 -0.7%
78 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 622.0 $582K 0.08% $935.47 +1.3%
79 AVUV AMERICAN CENTY ETF TR 4,562.0 $569K 0.08% NEW $124.76 +1.4%
80 MA MASTERCARD INCORPORATED Financial Services 1,072.0 $550K 0.07% -33.0 -3.0% $513.44 +13.1%
Page 4 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%