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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 6 of 7  ·  135 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 693.0 $331K 0.04% +49.0 +7.6% $477.57 -12.3%
102 XLK SELECT SECTOR SPDR TR 1,718.0 $327K 0.04% $190.52 -3.8%
103 PEP PEPSICO INC Consumer Defensive 2,381.0 $322K 0.04% -92.0 -3.7% $135.40 +6.0%
104 ANET ARISTA NETWORKS INC Technology 1,862.0 $316K 0.04% NEW $169.88 +11.0%
105 KO COCA COLA CO Consumer Defensive 3,843.0 $312K 0.04% $81.26 +12.1%
106 HSY HERSHEY CO Consumer Defensive 1,667.0 $292K 0.04% -44.0 -2.6% $175.46 +6.3%
107 AMAT APPLIED MATLS INC Technology 388.0 $281K 0.04% NEW $723.88 -32.0%
108 ITOT ISHARES TR 1,700.0 $279K 0.04% $164.27 +2.3%
109 MCD MCDONALDS CORP Consumer Cyclical 1,021.0 $276K 0.04% -47.0 -4.4% $270.33 +0.2%
110 IWS ISHARES TR 1,673.0 $275K 0.04% -64.0 -3.7% $164.64 +4.5%
111 ABT ABBOTT LABORATORIES Healthcare 3,033.0 $275K 0.04% -266.0 -8.1% $90.74 +28.5%
112 MMM 3M CO Industrials 1,676.0 $271K 0.04% -82.0 -4.7% $161.91 +10.5%
113 VGK VANGUARD INTL EQUITY INDEX F 3,060.0 $271K 0.04% $88.54 +4.7%
114 VV VANGUARD INDEX FDS 787.0 $271K 0.04% $343.91 +2.5%
115 BAC BANK OF AMER CORP Financial Services 4,655.0 $265K 0.04% $56.98 +8.3%
116 PANW PALO ALTO NETWORKS INC Technology 757.0 $258K 0.04% NEW $341.02 +4.9%
117 AMP AMERIPRISE FINL INC Financial Services 561.0 $257K 0.04% $458.76 +21.1%
118 CARR CARRIER GLOBAL CORPORATION Industrials 3,430.0 $252K 0.03% NEW $73.36 -17.7%
119 AMT AMERICAN TOWER CORP Real Estate 1,500.0 $245K 0.03% $163.57 +7.5%
120 GWW WW GRAINGER INC Industrials 180.0 $245K 0.03% NEW $1360.40 -3.5%
Page 6 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%