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Portfolio (Quarterly) Guide ↗

Heritage Investment Group, Inc.

· CIK 0001876811
13F Portfolio $657M AUM 127 positions Filed Jan 30, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 127 New
Page 5 of 7  ·  127 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 IBB ISHARES TR 2,675.0 $451K 0.07% NEW $168.77 -2.7%
82 BWXT BWX TECHNOLOGIES INC Industrials 2,549.0 $441K 0.07% NEW $172.84 +14.2%
83 SNN SMITH & NEPHEW PLC Healthcare 13,146.0 $431K 0.07% NEW $32.81 -7.7%
84 ABT ABBOTT LABS Healthcare 3,302.0 $414K 0.06% NEW $125.29 -29.1%
85 ITA ISHARES TR 1,881.0 $404K 0.06% NEW $214.66 +1.7%
86 VUG VANGUARD INDEX FDS 823.0 $402K 0.06% NEW $487.86 -82.3%
87 WMT WALMART INC Consumer Defensive 3,517.0 $392K 0.06% NEW $111.41 +19.7%
88 WAT WATERS CORP Healthcare 1,001.0 $380K 0.06% NEW $379.83 -12.5%
89 MCD MCDONALDS CORP Consumer Cyclical 1,207.0 $369K 0.06% NEW $305.65 -7.6%
90 NEE NEXTERA ENERGY INC Utilities 4,450.0 $357K 0.05% NEW $80.28 +16.3%
91 CSCO CISCO SYS INC Technology 4,633.0 $357K 0.05% NEW $77.03 +54.3%
92 PEP PEPSICO INC Consumer Defensive 2,470.0 $354K 0.05% NEW $143.50 +3.9%
93 VAW VANGUARD WORLD FD 1,700.0 $353K 0.05% NEW $207.55 +6.7%
94 MDY SPDR S&P MIDCAP 400 ETF TR Financial Services 575.0 $347K 0.05% NEW $603.28 +8.1%
95 TSLA TESLA INC Consumer Cyclical 767.0 $345K 0.05% NEW $449.72 -8.8%
96 APH AMPHENOL CORP NEW Technology 2,415.0 $326K 0.05% NEW $135.14 -11.8%
97 HSY HERSHEY CO Consumer Defensive 1,711.0 $311K 0.05% NEW $181.99 +5.3%
98 NFLX NETFLIX INC Communication Services 3,221.0 $302K 0.05% NEW $93.76 -4.4%
99 VGK VANGUARD INTL EQUITY INDEX F 3,477.0 $291K 0.04% NEW $83.61 +3.3%
100 MMM 3M CO Industrials 1,761.0 $282K 0.04% NEW $160.10 -4.7%
Page 5 of 7  ·  127 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
Financial Services 29.5%
Technology 29.2%
Healthcare 14.9%
Industrials 7.4%
Consumer Cyclical 5.6%
Communication Services 5.2%
Consumer Defensive 4.6%
Energy 2.2%
Utilities 1.0%
Real Estate 0.5%