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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 5 of 7  ·  135 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 IBB ISHARES TR 2,675.0 $509K 0.07% $190.19 +12.3%
82 BWXT BWX TECHNOLOGIES INC Industrials 2,549.0 $496K 0.07% $194.65 -19.5%
83 META META PLATFORMS INC Communication Services 860.0 $485K 0.07% $563.45 -2.4%
84 DUHP DIMENSIONAL ETF TRUST 11,438.0 $477K 0.06% -3K -22.7% $41.73 +1.6%
85 ITA ISHARES TR 1,881.0 $456K 0.06% $242.38 -2.1%
86 AVEM AMERICAN CENTY ETF TR 4,716.0 $455K 0.06% NEW $96.49 -2.3%
87 APH AMPHENOL CORP Technology 2,452.0 $432K 0.06% +38.0 +1.6% $176.32 -11.0%
88 NEE NEXTERA ENERGY INC Utilities 4,877.0 $428K 0.06% +426.0 +9.6% $87.77 -4.7%
89 MPC MARATHON PETE CORP Energy 1,649.0 $422K 0.06% $255.61 +41.1%
90 V VISA INC Financial Services 1,199.0 $411K 0.06% -175.0 -12.7% $343.12 +8.1%
91 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 575.0 $404K 0.05% $703.34 -0.5%
92 VUG VANGUARD INDEX FDS 4,656.0 $401K 0.05% +4K +465.7% $86.14 +1.6%
93 WMT WALMART INC Consumer Defensive 3,528.0 $400K 0.05% $113.26 -8.4%
94 VAW VANGUARD WORLD FD 1,700.0 $389K 0.05% $228.79 +4.7%
95 CAT CATERPILLAR INC Industrials 356.0 $379K 0.05% $1064.90 -22.3%
96 SNN SMITH & NEPHEW PLC Healthcare 13,146.0 $379K 0.05% $28.81 +1.6%
97 WAT WATERS CORP Healthcare 1,001.0 $375K 0.05% $375.04 +9.5%
98 TMP TOMPKINS FINL CORP Financial Services 3,629.0 $343K 0.05% $94.52 +3.6%
99 PWR QUANTA SVCS INC Industrials 471.0 $339K 0.05% NEW $720.04 -11.2%
100 VIS VANGUARD WORLD FD 939.0 $338K 0.04% $360.38 -4.1%
Page 5 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%