Holdings

Heritage Investors Management Corp

As of Jun 30, 2026, Heritage Investors Management Corp reported 200 positions worth US$3.34B. Largest: Alphabet Inc (google) Class C, Apple Inc and Palo Alto Networks, Inc. What it bought and sold, with each filing.

CompanySharesValue as reportedChangeAs of
Alphabet Inc (google) Class C721KUS$258M−31,565Jun 30, 2026
Apple Inc673KUS$195M−18,253Jun 30, 2026
Palo Alto Networks, Inc.550KUS$187M−16,865Jun 30, 2026
Broadcom Inc.483KUS$182M−26,286Jun 30, 2026
Caterpillar, Inc.104KUS$111M−11,994Jun 30, 2026
Microsoft Corp.292KUS$109M−1,972Jun 30, 2026
Nvidia Corporation484KUS$96.9M−5,219Jun 30, 2026
Marriott International219KUS$81M−3,452Jun 30, 2026
Amazon.com, Inc.330KUS$78.6M−5,258Jun 30, 2026
Cisco Systems, Inc.622KUS$73M−16,200Jun 30, 2026