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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 6 of 7  ·  123 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 TMP TOMPKINS FINL CORP Financial Services 3,629.0 $286K 0.04% $78.84 +5.5%
102 NOC NORTHROP GRUMMAN CORP Industrials 394.0 $269K 0.04% $682.24 -19.6%
103 INTC INTEL CORP Technology 5,928.0 $262K 0.04% $44.13 +162.7%
104 AMT AMERICAN TOWER CORP Real Estate 1,500.0 $259K 0.04% -21.0 -1.4% $172.58 -1.1%
105 MMM 3M CO Industrials 1,758.0 $255K 0.04% $145.23 -0.1%
106 IWS ISHARES TR 1,737.0 $253K 0.04% $145.77 +6.6%
107 VGK VANGUARD INTL EQUITY INDEX F 3,060.0 $252K 0.04% -417.0 -12.0% $82.43 +4.1%
108 CAT CATERPILLAR INC Industrials 356.0 $252K 0.04% $708.46 +25.4%
109 AMP AMERIPRISE FINL INC Financial Services 560.0 $249K 0.04% $444.40 +5.8%
110 HON HONEYWELL INTL INC Industrials 1,072.0 $242K 0.04% -59.0 -5.2% $226.03 -3.7%
111 ITOT ISHARES TR 1,700.0 $242K 0.04% $142.43 +13.1%
112 SO SOUTHERN CO Utilities 2,445.0 $236K 0.04% $96.52 -2.9%
113 VV VANGUARD INDEX FDS 787.0 $235K 0.04% $298.85 +13.7%
114 T AT&T INC Communication Services 8,108.0 $235K 0.04% NEW $28.99 -14.9%
115 XLK SELECT SECTOR SPDR TR 1,718.0 $228K 0.04% $132.90 +32.7%
116 BAC BANK AMERICA CORP Financial Services 4,650.0 $227K 0.03% $48.75 +2.1%
117 VIG VANGUARD SPECIALIZED FUNDS 1,033.0 $222K 0.03% $215.06 +6.7%
118 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 644.0 $218K 0.03% -88.0 -12.0% $337.95 +23.6%
119 DFIV DIMENSIONAL ETF TRUST 4,094.0 $216K 0.03% -344.0 -7.8% $52.78 +3.9%
120 TJX TJX COS INC NEW Consumer Cyclical 1,343.0 $214K 0.03% $159.70 -7.7%
Page 6 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%