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Portfolio (Quarterly) Guide ↗

Heritage Investment Group, Inc.

· CIK 0001876811
13F Portfolio $660.8B AUM 123 positions Filed May 1, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1 New 24 Added 30 Reduced 5 Exited
Page 5 of 7  ·  123 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 SNN SMITH & NEPHEW PLC Healthcare 13,146.0 $418K 0.06% $31.78 -6.5%
82 V VISA INC Financial Services 1,374.0 $415K 0.06% $302.26 +6.7%
83 NEE NEXTERA ENERGY INC Utilities 4,451.0 $413K 0.06% $92.88 +3.0%
84 ITA ISHARES TR 1,881.0 $411K 0.06% $218.72 -0.8%
85 MPC MARATHON PETE CORP Energy 1,649.0 $403K 0.06% $244.12 +1.9%
86 PEP PEPSICO INC Consumer Defensive 2,473.0 $384K 0.06% $155.29 -4.3%
87 VAW VANGUARD WORLD FD 1,700.0 $383K 0.06% $225.34 +0.7%
88 VUG VANGUARD INDEX FDS 823.0 $359K 0.05% $436.79 -80.0%
89 CSCO CISCO SYS INC Technology 4,633.0 $359K 0.05% $77.59 +48.9%
90 HSY HERSHEY CO Consumer Defensive 1,711.0 $356K 0.05% $207.91 -8.5%
91 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 575.0 $355K 0.05% $616.76 +6.9%
92 ABT ABBOTT LABORATORIES Healthcare 3,299.0 $339K 0.05% $102.67 -17.7%
93 MCD MCDONALDS CORP Consumer Cyclical 1,068.0 $332K 0.05% -139.0 -11.5% $310.81 -11.5%
94 APH AMPHENOL CORP Technology 2,414.0 $305K 0.05% $126.35 -1.1%
95 TSLA TESLA INC Consumer Cyclical 818.0 $304K 0.05% +51.0 +6.7% $371.75 +19.2%
96 WAT WATERS CORP Healthcare 1,000.0 $298K 0.04% $297.80 +11.9%
97 CVX CHEVRON CORPORATION Energy 1,438.0 $298K 0.04% $206.90 -9.8%
98 VIS VANGUARD WORLD FD 939.0 $293K 0.04% $312.22 +7.1%
99 KO COCA COLA CO Consumer Defensive 3,842.0 $292K 0.04% $76.06 +5.8%
100 ETHA ISHARES ETHEREUM TR Financial Services 18,245.0 $289K 0.04% -4K -18.0% $15.83 +5.9%
Page 5 of 7  ·  123 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 30.6%
Technology 26.9%
Healthcare 14.8%
Industrials 7.5%
Consumer Cyclical 5.9%
Consumer Defensive 5.2%
Communication Services 4.6%
Energy 2.9%
Utilities 1.2%
Real Estate 0.5%