HERITAGE INVESTORS MANAGEMENT CORP
HERITAGE INVESTORS MANAGEMENT CORP reported 257 positions worth $3.6M as of June 30, 2026 (13F filed August 4, 2026). Largest holding: AAPL (5.4%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | AAPL | SH | $194.8K | 5.39% | 673,254 | — | — | |
| ▸ 2 | PANW | SH | $187.5K | 5.19% | 549,796 | — | — | |
| ▸ 3 | AVGO | SH | $182.4K | 5.05% | 482,977 | — | — | |
| ▸ 4 | GOOGL | SH | $133.8K | 3.70% | 374,536 | — | — | |
| ▸ 5 | GOOG | SH | $123.7K | 3.42% | 350,056 | — | — | |
| ▸ 6 | CAT | SH | $111.2K | 3.08% | 104,402 | — | — | |
| ▸ 7 | MSFT | SH | $109.0K | 3.02% | 292,324 | — | — | |
| ▸ 8 | NVDA | SH | $96.9K | 2.68% | 484,082 | — | — | |
| ▸ 9 | MAR | SH | $81.0K | 2.24% | 218,685 | — | — | |
| ▸ 10 | AMZN | SH | $78.6K | 2.18% | 329,786 | — | — |
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Frequently Asked Questions
What stocks does HERITAGE INVESTORS MANAGEMENT CORP hold as of Q2 2026?
HERITAGE INVESTORS MANAGEMENT CORP reported 257 positions worth $3.6M in its Q2 2026 13F filing. Largest positions: AAPL (5.4%), PANW (5.2%), AVGO (5.0%), GOOGL (3.7%) and GOOG (3.4%).
What did HERITAGE INVESTORS MANAGEMENT CORP buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did HERITAGE INVESTORS MANAGEMENT CORP sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.