Holdings
Heritage Investment Group, Inc.
As of Jun 30, 2026, Heritage Investment Group, Inc. reported 70 positions worth US$57.2M. Largest: Apple Inc, Berkshire Hathaway Inc. and Alphabet Inc (google) Class C. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 19,397 | US$5.61M | +1,964 | Jun 30, 2026 |
| Berkshire Hathaway Inc. | 10,796 | US$5.4M | +421 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 8,232 | US$2.94M | +2,197 | Jun 30, 2026 |
| Eli Lilly And Company | 2,239 | US$2.69M | +25 | Jun 30, 2026 |
| Broadcom Inc. | 6,834 | US$2.58M | +809 | Jun 30, 2026 |
| Microsoft Corp. | 5,824 | US$2.17M | −148 | Jun 30, 2026 |
| Nvidia Corporation | 10,742 | US$2.15M | +71 | Jun 30, 2026 |
| Coherent Corp. | 4,197 | US$1.66M | −100 | Jun 30, 2026 |
| Jp Morgan Chase & Co. | 4,852 | US$1.59M | no change | Jun 30, 2026 |
| Amgen Inc. | 4,265 | US$1.54M | no change | Jun 30, 2026 |