account_balance
Investment manager · 13F filer · SEC CIK 1706028
Heritage Trust Co
Reported value$1.18Bas of Sep 30, 2026
Positions309 13 new, 17 sold out
Top 10 weight30.4%AAPL alone is 6%
FiledNov 940 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
AAPLApple Inc.
6.1%Trimmed −4%
MSFTMicrosoft Corp
4.7%
JNJJohnson & Johnson
3.8%
SPYSPDR S&P 500 ETF Trust
3.0%
VEAVanguard
2.7%
GOOGAlphabet Inc.
2.6%
RSPInvesco
2.1%Added +8%
ABBVAbbVie Inc.
2.1%
JPMJPMorgan Chase & Co
1.9%Trimmed −2%
GOOGLAlphabet Inc.
1.5%−8%
UYLDAngel Oak
1.3%
WMTWalmart Inc.
1.3%
AAPLApple Inc.
6.1%Trimmed −4%
MSFTMicrosoft Corp
4.7%
JNJJohnson & Johnson
3.8%
SPYSPDR S&P 500 ETF Trust
3.0%
VEAVanguard
2.7%
GOOGAlphabet Inc.
2.6%
RSPInvesco
2.1%
ABBVAbbVie Inc.
2.1%
JPM1.9%GOOGLUYLD
WMT1.3%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
AAPL Apple Inc. 6.1% Trimmed −4%MSFT Microsoft Corp 4.7% HeldJNJ Johnson & Johnson 3.8% HeldSPY SPDR S&P 500 ETF Trust 3.0% Held
VEA Vanguard 2.7% Held
GOOG Alphabet Inc. 2.6% HeldRSP Invesco 2.1% Added +8%
ABBV AbbVie Inc. 2.1% HeldJPM JPMorgan Chase & Co 1.9% Trimmed −2%GOOGL Alphabet Inc. 1.5% Trimmed −8%UYLD Angel Oak 1.3% Held
WMT Walmart Inc. 1.3% HeldWhat changed
Biggest moves since Jun 30, 2026
Free weekly email
Each week's biggest real insider buys, cluster buys and fund moves, every one dated. One email a week. Unsubscribe in one click.