Heritage Trust Co
Heritage Trust Co reported 313 positions worth $1.15B as of June 30, 2026 (13F filed August 6, 2026). Largest holding: AAPL (5.6%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | AAPL | SH | $64.8M | 5.62% | 224,054 | — | — | |
| ▸ 2 | JNJ | SH | $43.3M | 3.75% | 170,585 | — | — | |
| ▸ 3 | MSFT | SH | $40.8M | 3.53% | 109,321 | — | — | |
| ▸ 4 | SPY | SH | $34.0M | 2.95% | 45,543 | — | — | |
| ▸ 5 | GOOG | SH | $33.0M | 2.86% | 93,484 | — | — | |
| ▸ 6 | VEA | SH | $32.0M | 2.77% | 448,608 | — | — | |
| ▸ 7 | ABBV | SH | $23.9M | 2.07% | 94,857 | — | — | |
| ▸ 8 | RSP | SH | $23.1M | 2.00% | 108,445 | — | — | |
| ▸ 9 | JPM | SH | $22.3M | 1.93% | 68,110 | — | — | |
| ▸ 10 | GOOGL | SH | $20.7M | 1.79% | 57,919 | — | — |
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Frequently Asked Questions
What stocks does Heritage Trust Co hold as of Q2 2026?
Heritage Trust Co reported 313 positions worth $1.15B in its Q2 2026 13F filing. Largest positions: AAPL (5.6%), JNJ (3.8%), MSFT (3.5%), SPY (2.9%) and GOOG (2.9%).
What did Heritage Trust Co buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Heritage Trust Co 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.