account_balance
Investment manager · 13F filer · SEC CIK 937589
Heritage Investors Management Corp
Reported value$3.52Bas of Sep 30, 2026
Positions253 5 new, 9 sold out
Top 10 weight37.1%AAPL alone is 6%
FiledOct 2929 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
AAPLApple Inc.
6.0%Trimmed −6%
PANWPalo Alto Networks Inc
5.8%Trimmed −6%
AVGOBroadcom Inc.
4.6%Trimmed −5%
MSFTMicrosoft Corp
4.2%Trimmed −2%
GOOGLAlphabet Inc.
3.6%
GOOGAlphabet Inc.
3.3%
NVDANVIDIA Corp
2.8%Trimmed −11%
CATCaterpillar Inc
2.3%Trimmed −3%
AMZNAmazon.com Inc
2.3%
MARMarriott International Inc
2.2%
MAMastercard Inc
2.0%Trimmed −3%
CSCOCisco Systems, Inc.
1.8%Trimmed −4%
AAPLApple Inc.
6.0%Trimmed −6%
PANWPalo Alto Networks Inc
5.8%Trimmed −6%
AVGOBroadcom Inc.
4.6%Trimmed −5%
MSFTMicrosoft Corp
4.2%Trimmed −2%
GOOGLAlphabet Inc.
3.6%
GOOGAlphabet Inc.
3.3%
NVDANVIDIA Corp
2.8%
CATCaterpillar Inc
2.3%
AMZNAmazon.com Inc
2.3%
MAR2.2%MA2.0%CSCOBoxes 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. 6.0% Trimmed −6%PANW Palo Alto Networks Inc 5.8% Trimmed −6%AVGO Broadcom Inc. 4.6% Trimmed −5%MSFT Microsoft Corp 4.2% Trimmed −2%GOOGL Alphabet Inc. 3.6% HeldGOOG Alphabet Inc. 3.3% HeldNVDA NVIDIA Corp 2.8% Trimmed −11%CAT Caterpillar Inc 2.3% Trimmed −3%AMZN Amazon.com Inc 2.3% HeldMAR Marriott International Inc 2.2% HeldMA Mastercard Inc 2.0% Trimmed −3%CSCO Cisco Systems, Inc. 1.8% Trimmed −4%
What changed
Biggest moves since Jun 30, 2026
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