Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
HERITAGE INVESTORS MANAGEMENT CORP (CIK 937589) reported $3.29B across 247 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AAPL ($175.5M, 5.33%), AVGO ($157.6M, 4.78%), GOOGL ($111.7M, 3.39%), MSFT ($108.9M, 3.31%), GOOG ($104.6M, 3.17%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $175.5M | 5.33% | 691,507 | Trimmed |
| 2 | AVGO | BROADCOM INC | $157.6M | 4.78% | 509,263 | Trimmed |
| 3 | GOOGL | ALPHABET INC | $111.7M | 3.39% | 388,502 | Trimmed |
| 4 | MSFT | MICROSOFT CORP | $108.9M | 3.31% | 294,296 | Added |
| 5 | GOOG | ALPHABET INC | $104.6M | 3.17% | 364,585 | Trimmed |
| 6 | PANW | PALO ALTO NETWORKS INC | $90.8M | 2.76% | 566,661 | Added |
| 7 | NVDA | NVIDIA CORPORATION | $85.3M | 2.59% | 489,301 | Trimmed |
| 8 | CAT | CATERPILLAR INC | $82.5M | 2.50% | 116,396 | Trimmed |
| 9 | MAR | MARRIOTT INTL INC NEW | $72.7M | 2.21% | 222,137 | Trimmed |
| 10 | AMZN | AMAZON COM INC | $69.8M | 2.12% | 335,044 | Added |
| 11 | MA | MASTERCARD INCORPORATED | $64.5M | 1.96% | 129,091 | Added |
| 12 | WMT | WALMART INC | $59.4M | 1.80% | 477,776 | Trimmed |
| 13 | JPM | JPMORGAN CHASE & CO | $56.0M | 1.70% | 190,490 | Trimmed |
| 14 | CSCO | CISCO SYS INC | $49.5M | 1.50% | 637,913 | Trimmed |
| 15 | GS | GOLDMAN SACHS GROUP INC | $47.0M | 1.43% | 55,579 | Trimmed |
| 16 | AXP | AMERICAN EXPRESS CO | $46.8M | 1.42% | 154,755 | Trimmed |
| 17 | HD | HOME DEPOT INC | $46.5M | 1.41% | 141,246 | Added |
| 18 | RTX | RTX CORPORATION | $45.8M | 1.39% | 237,492 | Trimmed |
| 19 | JNJ | JOHNSON & JOHNSON | $40.8M | 1.24% | 167,082 | Trimmed |
| 20 | DIS | DISNEY WALT CO | $40.2M | 1.22% | 417,459 | Added |
| 21 | MRK | MERCK & CO INC | $40.0M | 1.21% | 332,467 | Added |
| 22 | BLK | BLACKROCK INC | $38.6M | 1.17% | 40,111 | Added |
| 23 | VB | VANGUARD INDEX FDS | $37.4M | 1.14% | 142,972 | Trimmed |
| 24 | MS | MORGAN STANLEY | $36.8M | 1.12% | 223,795 | Trimmed |
| 25 | CRM | SALESFORCE INC | $36.6M | 1.11% | 196,277 | Added |
Source: SEC Form 13F filings · as of 2026-03-31