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Portfolio (Quarterly) Guide ↗

Heritage Trust Co

· CIK 0001706028
13F Portfolio $997M AUM 472 positions Filed May 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 19 New 100 Added 82 Reduced 5 Exited
Page 7 of 16  ·  308 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 DAL DELTA AIR LINES INC Industrials 29,271.0 $1.9M 0.20% +5K +22.0% $66.48 +23.2%
122 BSCV INVESCO 117,720.0 $1.9M 0.19% +48K +67.9% $16.46 -0.3%
123 AMD ADVANCED MICRO DEVICES INC Technology 9,462.0 $1.9M 0.19% +374.0 +4.1% $203.43 +156.1%
124 LMT LOCKHEED MARTIN CORP Industrials 3,145.0 $1.9M 0.19% +138.0 +4.6% $604.39 -11.1%
125 BSCS INVESCO 92,900.0 $1.9M 0.19% +11K +14.0% $20.42 -0.2%
126 KR KROGER CO Consumer Defensive 25,740.0 $1.9M 0.19% $72.36 -12.3%
127 IEMG ISHARES 26,616.0 $1.9M 0.19% +3K +14.5% $69.75 +19.6%
128 GVI ISHARES 17,278.0 $1.8M 0.18% +382.0 +2.3% $106.68 -0.5%
129 NOW SERVICENOW INC Technology 17,293.0 $1.8M 0.18% +8K +77.5% $104.55 +2.7%
130 LNG CHENIERE ENERGY INC Energy 6,342.0 $1.8M 0.18% +448.0 +7.6% $283.76 -18.5%
131 BSCU INVESCO 106,951.0 $1.8M 0.18% +37K +52.0% $16.72 -0.3%
132 FSCC FEDERATED HERMES 59,110.0 $1.8M 0.18% +20K +49.5% $29.69 +19.0%
133 ISRG INTUITIVE SURGICAL INC Healthcare 3,777.0 $1.7M 0.17% +1K +37.7% $460.99 -8.5%
134 CB CHUBB LIMITED COM Financial Services 5,296.0 $1.7M 0.17% $325.93 -2.7%
135 EEM ISHARES 29,946.0 $1.7M 0.17% +4K +14.8% $56.79 +20.6%
136 DHI DR HORTON INC Consumer Cyclical 12,096.0 $1.7M 0.17% +231.0 +1.9% $137.22 +7.0%
137 VOX VANGUARD 9,144.0 $1.6M 0.17% -62.0 -0.7% $179.84 +10.6%
138 PYPL PAYPAL HOLDINGS INC Financial Services 34,008.0 $1.5M 0.15% -5K -13.3% $45.23 -2.2%
139 TSCO TRACTOR SUPPLY CO Consumer Cyclical 33,783.0 $1.5M 0.15% $45.30 -31.5%
140 VPU VANGUARD 7,664.0 $1.5M 0.15% $198.14 -1.9%
Page 7 of 16  ·  308 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 23.9%
Financial Services 16.9%
Healthcare 15.8%
Communication Services 9.5%
Industrials 9.3%
Consumer Cyclical 8.1%
Energy 6.3%
Consumer Defensive 6.2%
Utilities 1.9%
Real Estate 1.2%