HERITAGE INVESTORS MANAGEMENT CORP
Institutional InvestorSimilar funds →SEC EDGAR: CIK 937589
Institutional-grade research for retail investors
13F Reported Value
ⓘ$3.3M
Holdings
249
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
HERITAGE INVESTORS MANAGEMENT CORP disclosed 249 positions worth $3.3M in its Form 13F-HR for Q1 2026, led by $AAPL (Apple Inc.) at 5.3% of the equity portfolio, followed by $AVGO and $GOOG. During the quarter the fund opened 9 new positions and exited 6 — including a new stake in $SO and a full exit from $EXK. The portfolio is most concentrated in Technology (34.1% of disclosed assets). All figures are sourced directly from HERITAGE INVESTORS MANAGEMENT CORP’s Form 13F-HR filing with the SEC under CIK 937589.
AI Fund Analysis
DiversifyingSector Allocation
TechnologyFinancialsConsumer DiscretionaryIndustrialsHealthcareOther
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
AI Quality Scored
- 76.1#112
Quality
$175.5K691,507 sh - 86.4#9
Quality
$157.6K509,263 sh - 80.2#45
Quality
$111.7K388,502 sh - 83.7
Quality
$108.9K294,296 sh - 80.2
Quality
$104.6K364,585 sh - 66.5
Quality
$90.8K566,661 sh - 90.2
Quality
$85.3K489,301 sh - 67.8
Quality
$82.5K116,396 sh - 65.9
Quality
$72.7K222,137 sh - 74.6
Quality
$69.8K335,044 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 Apple Inc.$AAPL | 76.1#112 | $175.5K | 691,507 |
 Broadcom Inc.$AVGO | 86.4#9 | $157.6K | 509,263 |
 Alphabet Inc.$GOOG | 80.2#45 | $111.7K | 388,502 |
 MICROSOFT CORP$MSFT | 83.7 | $108.9K | 294,296 |
 Alphabet Inc.$GOOGL | 80.2 | $104.6K | 364,585 |
 Palo Alto Networks Inc$PANW | 66.5 | $90.8K | 566,661 |
 NVIDIA CORP$NVDA | 90.2 | $85.3K | 489,301 |
 CATERPILLAR INC$CAT | 67.8 | $82.5K | 116,396 |
 MARRIOTT INTERNATIONAL INC /MD/$MAR | 65.9 | $72.7K | 222,137 |
 AMAZON COM INC$AMZN | 74.6 | $69.8K | 335,044 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of HERITAGE INVESTORS MANAGEMENT CORP's 249 positions.
Showing top 10 of 249 holdings.
Sector Allocation
Technology
$1.1M
Financials
$462,980
Consumer Discretionary
$403,100
Industrials
$351,794
Healthcare
$262,731
Other
$172,333
Consumer Staples
$132,828
Energy
$126,354
Full Holdings — HERITAGE INVESTORS MANAGEMENT CORP (Q1 2026)
All 249 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $AAPL | Apple Inc. | $175,498 | 5.3% | -2% | 76.1 |
| 2 | $AVGO | Broadcom Inc. | $157,622 | 4.8% | -0% | 86.4 |
| 3 | $GOOG | Alphabet Inc. | $111,718 | 3.4% | -2% | 80.2 |
| 4 | $MSFT | MICROSOFT CORP | $108,939 | 3.3% | +1% | 83.7 |
| 5 | $GOOGL | Alphabet Inc. | $104,585 | 3.2% | -2% | 80.2 |
| 6 | $PANW | Palo Alto Networks Inc | $90,847 | 2.8% | +1% | 66.5 |
| 7 | $NVDA | NVIDIA CORP | $85,334 | 2.6% | -2% | 90.2 |
| 8 | $CAT | CATERPILLAR INC | $82,462 | 2.5% | -3% | 67.8 |
| 9 | $MAR | MARRIOTT INTERNATIONAL INC /MD/ | $72,654 | 2.2% | -2% | 65.9 |
| 10 | $AMZN | AMAZON COM INC | $69,780 | 2.1% | +2% | 74.6 |
| 11 |  $MA | Mastercard Inc | $64,502 | 2.0% | +1% | 81.7 |
| 12 |  $WMT | Walmart Inc. | $59,378 | 1.8% | -3% | 63.2 |
| 13 |  $JPM | JPMORGAN CHASE & CO | $56,035 | 1.7% | -0% | 35.6 |
| 14 |  $CSCO | CISCO SYSTEMS, INC. | $49,496 | 1.5% | -1% | 72.3 |
| 15 |  $GS | GOLDMAN SACHS GROUP INC | $47,019 | 1.4% | -2% | — |
| 16 |  $AXP | AMERICAN EXPRESS CO | $46,810 | 1.4% | -0% | 73.2 |
| 17 |  $HD | HOME DEPOT, INC. | $46,454 | 1.4% | +1% | 69.2 |
| 18 |  $RTX | RTX Corp | $45,812 | 1.4% | -3% | 70 |
| 19 |  $JNJ | JOHNSON & JOHNSON | $40,842 | 1.2% | -3% | 72.8 |
| 20 |  $DIS | Walt Disney Co | $40,235 | 1.2% | +1% | 68.9 |
| 21 |  $MRK | Merck & Co., Inc. | $39,992 | 1.2% | +0% | 70.9 |
| 22 |  $BLK | BlackRock, Inc. | $38,575 | 1.2% | +3% | 70.3 |
| 23 | — | VANGUARD INDEX FDS | $37,447 | 1.1% | -1% | — |
| 24 |  $MS | MORGAN STANLEY | $36,830 | 1.1% | -1% | — |
| 25 |  $CRM | Salesforce, Inc. | $36,639 | 1.1% | +3% | 75.2 |
| 26 |  $MLM | MARTIN MARIETTA MATERIALS INC | $36,639 | 1.1% | -2% | 67.6 |
| 27 |  $FDX | FEDEX CORP | $36,336 | 1.1% | -1% | 60.3 |
| 28 |  $BAC | BANK OF AMERICA CORP /DE/ | $35,205 | 1.1% | +0% | 68.4 |
| 29 |  $C | CITIGROUP INC | $33,140 | 1.0% | -1% | 54.8 |
| 30 |  $MCD | MCDONALDS CORP | $32,488 | 1.0% | +0% | 73.9 |
| 31 |  $CVX | CHEVRON CORP | $31,812 | 1.0% | -3% | 54.7 |
| 32 |  $MDY | SPDR S&P MIDCAP 400 ETF TRUST | $30,315 | 0.9% | -2% | — |
| 33 |  $EQIX | EQUINIX INC | $29,137 | 0.9% | -2% | 61.4 |
| 34 |  $SYF | Synchrony Financial | $28,036 | 0.8% | -1% | — |
| 35 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $28,011 | 0.8% | +1% | 63.7 |
| 36 |  $COF | CAPITAL ONE FINANCIAL CORP | $26,900 | 0.8% | +2% | 71 |
| 37 |  $COST | COSTCO WHOLESALE CORP /NEW | $26,831 | 0.8% | -0% | 67 |
| 38 |  $COP | CONOCOPHILLIPS | $26,272 | 0.8% | -3% | 74.8 |
| 39 |  $META | Meta Platforms, Inc. | $24,803 | 0.8% | +29% | 80.9 |
| 40 |  $ZTS | Zoetis Inc. | $24,741 | 0.8% | +2% | 72.6 |
| 41 |  $PEP | PEPSICO INC | $24,732 | 0.8% | +1% | 62.7 |
| 42 |  $BA | BOEING CO | $22,146 | 0.7% | -1% | 51.8 |
| 43 |  $UNH | UNITEDHEALTH GROUP INC | $21,757 | 0.7% | +2% | 66.8 |
| 44 |  $CSX | CSX CORP | $21,199 | 0.6% | -3% | 66.4 |
| 45 |  $INTC | INTEL CORP | $21,018 | 0.6% | -1% | 41.5 |
| 46 |  $NOW | ServiceNow, Inc. | $20,395 | 0.6% | +9% | 76 |
| 47 |  $KO | COCA COLA CO | $20,235 | 0.6% | -1% | 74 |
| 48 |  $AMT | AMERICAN TOWER CORP /MA/ | $20,160 | 0.6% | +0% | 69.8 |
| 49 |  $VZ | VERIZON COMMUNICATIONS INC | $20,069 | 0.6% | -2% | 71.6 |
| 50 |  $YUMC | Yum China Holdings, Inc. | $19,902 | 0.6% | -1% | 65.2 |
| 51 |  $T | AT&T INC. | $19,835 | 0.6% | -2% | 71.9 |
| 52 |  $AMGN | AMGEN INC | $19,272 | 0.6% | -2% | 79.5 |
| 53 |  $APD | Air Products & Chemicals, Inc. | $19,051 | 0.6% | -0% | 41.2 |
| 54 |  $PCAR | PACCAR INC | $19,005 | 0.6% | -2% | 56.5 |
| 55 |  $IQV | IQVIA HOLDINGS INC. | $18,655 | 0.6% | +7% | 59.7 |
| 56 |  $STZ | CONSTELLATION BRANDS, INC. | $18,067 | 0.6% | -1% | 65 |
| 57 |  $YUM | YUM BRANDS INC | $17,832 | 0.5% | -2% | 71.7 |
| 58 |  $NKE | NIKE, Inc. | $17,607 | 0.5% | -0% | 53.4 |
| 59 |  $LMT | LOCKHEED MARTIN CORP | $17,421 | 0.5% | -2% | 65 |
| 60 |  $MCK | MCKESSON CORP | $17,333 | 0.5% | -1% | 63.7 |
| 61 |  $CMG | CHIPOTLE MEXICAN GRILL INC | $17,237 | 0.5% | +2% | 72.9 |
| 62 | — | VANGUARD INDEX FDS | $16,750 | 0.5% | -3% | — |
| 63 |  $LDOS | Leidos Holdings, Inc. | $15,917 | 0.5% | +0% | 73.4 |
| 64 |  $NEE | NEXTERA ENERGY INC | $15,711 | 0.5% | -1% | 71.7 |
| 65 |  $ACN | Accenture plc | $15,512 | 0.5% | +7% | — |
| 66 |  $HON | HONEYWELL INTERNATIONAL INC | $15,397 | 0.5% | +2% | 65.7 |
| 67 |  $XOM | EXXON MOBIL CORP | $15,272 | 0.5% | -5% | 61.8 |
| 68 |  $BURL | Burlington Stores, Inc. | $15,243 | 0.5% | +1% | 59.4 |
| 69 |  $ADP | AUTOMATIC DATA PROCESSING INC | $14,902 | 0.5% | +4% | 77.9 |
| 70 |  $ABBV | AbbVie Inc. | $14,474 | 0.4% | +1% | 59.3 |
| 71 |  $SLB | SLB LIMITED/NV | $14,201 | 0.4% | -3% | 63.2 |
| 72 |  $ADBE | ADOBE INC. | $13,902 | 0.4% | +2% | 80.4 |
| 73 |  $PSX | Phillips 66 | $13,565 | 0.4% | -5% | 47.6 |
| 74 |  $V | VISA INC. | $13,406 | 0.4% | +1% | 83.5 |
| 75 |  $DDOG | Datadog, Inc. | $13,299 | 0.4% | +51% | 62.9 |
| 76 |  $BSX | BOSTON SCIENTIFIC CORP | $12,372 | 0.4% | +11% | 79.9 |
| 77 |  $LIN | LINDE PLC | $12,365 | 0.4% | +2% | — |
| 78 |  $TROW | PRICE T ROWE GROUP INC | $12,312 | 0.4% | -5% | 75.8 |
| 79 | — | ISHARES TR | $12,029 | 0.4% | -1% | — |
| 80 | — | VANGUARD INTL EQUITY INDEX F | $11,890 | 0.4% | -1% | — |
| 81 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $11,709 | 0.4% | -0% | 66.7 |
| 82 |  $ZBH | ZIMMER BIOMET HOLDINGS, INC. | $11,480 | 0.3% | -5% | 64.9 |
| 83 |  $PG | PROCTER & GAMBLE Co | $11,301 | 0.3% | -0% | 72.9 |
| 84 |  $AER | AerCap Holdings N.V. | $11,077 | 0.3% | -1% | — |
| 85 | — | ISHARES TR | $11,047 | 0.3% | +1% | — |
| 86 |  $PFE | PFIZER INC | $10,475 | 0.3% | -1% | 69 |
| 87 |  $ADM | Archer-Daniels-Midland Co | $10,078 | 0.3% | -3% | 49.4 |
| 88 |  $LHX | L3HARRIS TECHNOLOGIES, INC. /DE/ | $9,783 | 0.3% | -3% | 66.5 |
| 89 |  $MDLZ | Mondelez International, Inc. | $9,460 | 0.3% | +1% | 53.9 |
| 90 |  $TM | TOYOTA MOTOR CORP/ | $9,302 | 0.3% | -1% | — |
| 91 |  $LLY | ELI LILLY & Co | $9,009 | 0.3% | +10% | 89.3 |
| 92 |  $BRK.B | BERKSHIRE HATHAWAY INC | $8,847 | 0.3% | -1% | 64.5 |
| 93 |  $NSC | NORFOLK SOUTHERN CORP | $8,513 | 0.3% | -2% | 70.8 |
| 94 |  $BMY | BRISTOL MYERS SQUIBB CO | $8,300 | 0.3% | -1% | 70.1 |
| 95 |  $UNP | UNION PACIFIC CORP | $8,008 | 0.2% | -1% | 74 |
| 96 |  $Q | Qnity Electronics, Inc. | $7,802 | 0.2% | -7% | — |
| 97 |  $SHEL | Shell plc | $7,562 | 0.2% | -11% | — |
| 98 |  $CCZ | COMCAST CORP | $7,509 | 0.2% | -16% | 70.4 |
| 99 |  $DD | DuPont de Nemours, Inc. | $7,036 | 0.2% | +1% | 31.1 |
| 100 | — | ISHARES INC | $7,020 | 0.2% | -3% | — |
| 101 |  $HAL | HALLIBURTON CO | $6,962 | 0.2% | -1% | 50.9 |
| 102 |  $UPS | UNITED PARCEL SERVICE INC | $6,875 | 0.2% | -2% | 58.2 |
| 103 | — | VANGUARD INDEX FDS | $6,777 | 0.2% | -2% | — |
| 104 |  $NFLX | NETFLIX INC | $6,684 | 0.2% | +85% | 86.7 |
| 105 | — | VANGUARD INTL EQUITY INDEX F | $6,571 | 0.2% | -1% | — |
| 106 |  $CTVA | Corteva, Inc. | $6,467 | 0.2% | -1% | 48.4 |
| 107 |  $HWM | Howmet Aerospace Inc. | $6,441 | 0.2% | -2% | 79.1 |
| 108 |  $PM | Philip Morris International Inc. | $6,395 | 0.2% | -2% | 80.5 |
| 109 |  $EOG | EOG RESOURCES INC | $6,312 | 0.2% | +1% | 71.1 |
| 110 |  $GE | GENERAL ELECTRIC CO | $5,795 | 0.2% | -1% | 74.8 |
| 111 |  $MDT | Medtronic plc | $5,462 | 0.2% | -2% | — |
| 112 |  $HSY | HERSHEY CO | $5,177 | 0.2% | -1% | 59.4 |
| 113 |  $CI | Cigna Group | $4,743 | 0.1% | +3% | 66.8 |
| 114 |  $EME | EMCOR Group, Inc. | $4,670 | 0.1% | -1% | 71.7 |
| 115 |  $GEV | GE Vernova Inc. | $4,498 | 0.1% | -1% | 70.1 |
| 116 | — | VANGUARD INDEX FDS | $4,367 | 0.1% | -4% | — |
| 117 |  $ABT | ABBOTT LABORATORIES | $4,319 | 0.1% | -0% | 67 |
| 118 | — | ISHARES TR | $4,274 | 0.1% | -2% | — |
| 119 |  $USLM | UNITED STATES LIME & MINERALS INC | $4,046 | 0.1% | -1% | 73.3 |
| 120 | — | ISHARES TR | $3,822 | 0.1% | -4% | — |
| 121 | — | ISHARES TR | $3,607 | 0.1% | -4% | — |
| 122 |  $RNG | RingCentral, Inc. | $3,569 | 0.1% | -11% | 57 |
| 123 |  $PYPL | PayPal Holdings, Inc. | $3,493 | 0.1% | -36% | 70.5 |
| 124 |  $MMM | 3M CO | $3,471 | 0.1% | -0% | 60.7 |
| 125 |  $REZI | RESIDEO TECHNOLOGIES, INC. | $3,044 | 0.1% | -3% | 40.1 |
| 126 |  $AXON | AXON ENTERPRISE, INC. | $3,043 | 0.1% | +0% | 55.6 |
| 127 |  $ELAN | Elanco Animal Health Inc | $3,035 | 0.1% | -2% | 52.2 |
| 128 |  $TGT | TARGET CORP | $2,927 | 0.1% | -9% | 53.1 |
| 129 |  $QCOM | QUALCOMM INC/DE | $2,786 | 0.1% | -8% | 81.9 |
| 130 |  $GHM | GRAHAM CORP | $2,768 | 0.1% | -4% | 53.6 |
| 131 |  $MSTR | Strategy Inc | $2,734 | 0.1% | +0% | 25.4 |
| 132 |  $SLM | SLM Corp | $2,607 | 0.1% | +2% | — |
| 133 |  $CARR | CARRIER GLOBAL Corp | $2,549 | 0.1% | -0% | 61.5 |
| 134 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $2,342 | 0.1% | +1% | — |
| 135 |  $CC | Chemours Co | $2,098 | 0.1% | -0% | 36.5 |
| 136 | — | ISHARES TR | $2,056 | 0.1% | -1% | — |
| 137 |  $GM | General Motors Co | $1,906 | 0.1% | -4% | 58.7 |
| 138 |  $TAK | TAKEDA PHARMACEUTICAL CO LTD | $1,821 | 0.1% | -1% | — |
| 139 |  $AEHR | AEHR TEST SYSTEMS | $1,795 | 0.1% | +0% | 16.3 |
| 140 |  $OTIS | Otis Worldwide Corp | $1,783 | 0.1% | -0% | 60.3 |
| 141 |  $SENEA | Seneca Foods Corp | $1,724 | 0.1% | -1% | 69.2 |
| 142 |  $WBD | Warner Bros. Discovery, Inc. | $1,719 | 0.1% | -4% | 42.1 |
| 143 |  $STX | Seagate Technology Holdings plc | $1,636 | 0.1% | +0% | — |
| 144 |  $GLW | CORNING INC /NY | $1,617 | 0.1% | -1% | 72.7 |
| 145 | — | ISHARES TR | $1,616 | 0.1% | +0% | — |
| 146 |  $COHR | COHERENT CORP. | $1,602 | 0.1% | -1% | 64 |
| 147 |  $TEVA | TEVA PHARMACEUTICAL INDUSTRIES LTD | $1,535 | 0.1% | -4% | — |
| 148 |  $DUK | Duke Energy CORP | $1,534 | 0.1% | +51% | 64 |
| 149 |  $AMX | AMERICA MOVIL SAB DE CV/ | $1,484 | 0.1% | +0% | — |
| 150 |  $ADI | ANALOG DEVICES INC | $1,405 | 0.0% | -3% | 76.2 |
| 151 |  $MO | ALTRIA GROUP, INC. | $1,361 | 0.0% | -4% | 72.1 |
| 152 |  $ASML | ASML HOLDING NV | $1,306 | 0.0% | -5% | — |
| 153 |  $DOW | DOW INC. | $1,291 | 0.0% | -0% | 38 |
| 154 |  $PR | Permian Resources Corp | $1,265 | 0.0% | -0% | 75.6 |
| 155 |  $GLD | SPDR GOLD TRUST | $1,256 | 0.0% | +3% | — |
| 156 |  $SMID | SMITH MIDLAND CORP | $1,245 | 0.0% | +0% | 66.4 |
| 157 |  $BN | BROOKFIELD Corp /ON/ | $1,232 | 0.0% | +0% | — |
| 158 |  $BX | Blackstone Inc. | $1,182 | 0.0% | -1% | 68 |
| 159 | — | VANGUARD BD INDEX FDS | $1,176 | 0.0% | -13% | — |
| 160 |  $NSSC | NAPCO SECURITY TECHNOLOGIES, INC | $1,146 | 0.0% | +0% | 62 |
| 161 |  $PNRG | PRIMEENERGY RESOURCES CORP | $1,055 | 0.0% | -1% | 65.5 |
| 162 |  $NBIX | NEUROCRINE BIOSCIENCES INC | $927 | 0.0% | +0% | 75.4 |
| 163 |  $SPY | SPDR S&P 500 ETF TRUST | $896 | 0.0% | -2% | — |
| 164 |  $SOLS | Solstice Advanced Materials Inc. | $888 | 0.0% | -20% | — |
| 165 | — | ISHARES TR | $881 | 0.0% | -0% | — |
| 166 |  $DHR | DANAHER CORP /DE/ | $850 | 0.0% | -3% | 63.9 |
| 167 | — | ISHARES TR | $846 | 0.0% | -2% | — |
| 168 |  $MTRN | MATERION Corp | $796 | 0.0% | +0% | 53.4 |
| 169 |  $VLO | VALERO ENERGY CORP/TX | $790 | 0.0% | -4% | 51.4 |
| 170 |  $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | $751 | 0.0% | -9% | 66.4 |
| 171 |  $EGBN | EAGLE BANCORP INC | $746 | 0.0% | +0% | — |
| 172 |  $D | DOMINION ENERGY, INC | $745 | 0.0% | +0% | 74.9 |
| 173 | — | VANGUARD TAX-MANAGED FDS | $726 | 0.0% | -4% | — |
| 174 |  $ORCL | ORACLE CORP | $724 | 0.0% | -3% | 67.2 |
| 175 |  $BRK.A | BERKSHIRE HATHAWAY INC | $718 | 0.0% | +0% | 64.5 |
| 176 |  $DXC | DXC Technology Co | $676 | 0.0% | +0% | 52.1 |
| 177 |  $DLR | DIGITAL REALTY TRUST, INC. | $666 | 0.0% | -3% | 70.2 |
| 178 | — | IAC INC | $666 | 0.0% | -30% | — |
| 179 |  $DE | DEERE & CO | $656 | 0.0% | -3% | 57.4 |
| 180 |  $SCI | SERVICE CORP INTERNATIONAL | $654 | 0.0% | +0% | 54.8 |
| 181 |  $CVS | CVS HEALTH Corp | $649 | 0.0% | +3% | 51.3 |
| 182 |  $ACA | Arcosa, Inc. | $636 | 0.0% | -0% | 61.3 |
| 183 |  $TFC | TRUIST FINANCIAL CORP | $603 | 0.0% | -1% | — |
| 184 |  $FCX | FREEPORT-MCMORAN INC | $602 | 0.0% | +0% | 73.1 |
| 185 |  $LEU | CENTRUS ENERGY CORP | $594 | 0.0% | +0% | 65.1 |
| 186 |  $INTU | INTUIT INC. | $579 | 0.0% | +0% | 82 |
| 187 |  $SHOP | SHOPIFY INC. | $551 | 0.0% | +0% | — |
| 188 |  $MPC | Marathon Petroleum Corp | $535 | 0.0% | -31% | 50.7 |
| 189 |  $DHI | HORTON D R INC /DE/ | $528 | 0.0% | +0% | 54.6 |
| 190 |  $GEHC | GE HealthCare Technologies Inc. | $520 | 0.0% | -0% | 58.2 |
| 191 |  $EVI | EVI INDUSTRIES, INC. | $498 | 0.0% | +0% | 43.5 |
| 192 |  $SO | SOUTHERN CO | $498 | 0.0% | NEW | 65.1 |
| 193 |  $BF-A | BROWN FORMAN CORP | $498 | 0.0% | -14% | 65.1 |
| 194 | — | VANGUARD WORLD FD | $459 | 0.0% | -24% | — |
| 195 |  $MRSH | MARSH & MCLENNAN COMPANIES, INC. | $440 | 0.0% | NEW | 71.5 |
| 196 |  $XEL | XCEL ENERGY INC | $435 | 0.0% | NEW | — |
| 197 |  $SOLV | Solventum Corp | $426 | 0.0% | -1% | 55.7 |
| 198 |  $AVNW | AVIAT NETWORKS, INC. | $422 | 0.0% | +0% | 45.4 |
| 199 |  $BWXT | BWX Technologies, Inc. | $407 | 0.0% | +0% | 68 |
| 200 |  $AMD | ADVANCED MICRO DEVICES INC | $404 | 0.0% | -7% | 78.8 |
| 201 |  $SAIC | Science Applications International Corp | $393 | 0.0% | -8% | 55.3 |
| 202 |  $PNC | PNC FINANCIAL SERVICES GROUP, INC. | $390 | 0.0% | -7% | 70.9 |
| 203 |  $PKOH | PARK OHIO HOLDINGS CORP | $375 | 0.0% | +0% | 42.5 |
| 204 |  $IBIT | iShares Bitcoin Trust ETF | $365 | 0.0% | +0% | — |
| 205 |  $SBUX | STARBUCKS CORP | $360 | 0.0% | -3% | 54.6 |
| 206 |  $HIG | HARTFORD INSURANCE GROUP, INC. | $359 | 0.0% | +0% | 69.5 |
| 207 | — | SCHWAB STRATEGIC TR | $358 | 0.0% | +0% | — |
| 208 |  $HMC | HONDA MOTOR CO LTD | $353 | 0.0% | -3% | — |
| 209 |  $THC | TENET HEALTHCARE CORP | $340 | 0.0% | +0% | 66.6 |
| 210 |  $F | FORD MOTOR CO | $330 | 0.0% | -6% | 58.5 |
| 211 | — | GLOBAL X FDS | $328 | 0.0% | +1% | — |
| 212 |  $EXEL | EXELIXIS, INC. | $328 | 0.0% | +0% | 79.4 |
| 213 | — | SELECT SECTOR SPDR TR | $322 | 0.0% | -3% | — |
| 214 | — | ISHARES TR | $320 | 0.0% | +0% | — |
| 215 | — | ISHARES TR | $312 | 0.0% | -1% | — |
| 216 | — | VANGUARD INDEX FDS | $311 | 0.0% | +0% | — |
| 217 | — | ISHARES TR | $309 | 0.0% | +3% | — |
| 218 |  $WEC | WEC ENERGY GROUP, INC. | $308 | 0.0% | NEW | 67 |
| 219 |  $SKYH | Sky Harbour Group Corp | $296 | 0.0% | +0% | 49.8 |
| 220 | — | ISHARES TR | $296 | 0.0% | -10% | — |
| 221 | — | ISHARES TR | $292 | 0.0% | +0% | — |
| 222 |  $OGN | Organon & Co. | $268 | 0.0% | -1% | 55.1 |
| 223 |  $CRWD | CrowdStrike Holdings, Inc. | $267 | 0.0% | +5% | 55 |
| 224 | — | ISHARES TR | $267 | 0.0% | +0% | — |
| 225 | — | ISHARES TR | $260 | 0.0% | +12% | — |
| 226 |  $NYT | NEW YORK TIMES CO | $257 | 0.0% | +0% | 71.3 |
| 227 | — | SCHWAB STRATEGIC TR | $255 | 0.0% | +0% | — |
| 228 |  $MTCH | Match Group, Inc. | $250 | 0.0% | -29% | 66.4 |
| 229 |  $L | LOEWS CORP | $250 | 0.0% | +0% | 75.2 |
| 230 | — | ISHARES TR | $246 | 0.0% | -23% | — |
| 231 |  $GD | GENERAL DYNAMICS CORP | $235 | 0.0% | NEW | 73 |
| 232 | — | ISHARES TR | $235 | 0.0% | -1% | — |
| 233 |  $TSLA | Tesla, Inc. | $234 | 0.0% | -1% | 50.1 |
| 234 | — | ISHARES TR | $232 | 0.0% | +0% | — |
| 235 |  $KMB | KIMBERLY CLARK CORP | $231 | 0.0% | -8% | 61.7 |
| 236 |  $DGII | DIGI INTERNATIONAL INC | $229 | 0.0% | +0% | 56.3 |
| 237 |  $TRN | TRINITY INDUSTRIES INC | $228 | 0.0% | NEW | 47.5 |
| 238 |  $BAM | Brookfield Asset Management Ltd. | $220 | 0.0% | +0% | — |
| 239 |  $JBGS | JBG SMITH Properties | $214 | 0.0% | +20% | 28.6 |
| 240 |  $VRTX | VERTEX PHARMACEUTICALS INC / MA | $213 | 0.0% | -2% | 76.6 |
| 241 |  $BCPC | BALCHEM CORP | $212 | 0.0% | NEW | 65.9 |
| 242 |  $LOW | LOWES COMPANIES INC | $211 | 0.0% | NEW | 63.5 |
| 243 | — | ISHARES INC | $210 | 0.0% | -4% | — |
| 244 |  $TMUS | T-Mobile US, Inc. | $201 | 0.0% | NEW | 72.7 |
| 245 | — | SPDR SERIES TRUST | $200 | 0.0% | +0% | — |
| 246 |  $CLF | CLEVELAND-CLIFFS INC. | $187 | 0.0% | +0% | 35.7 |
| 247 |  $ASUR | ASURE SOFTWARE INC | $170 | 0.0% | +0% | — |
| 248 |  $CYRX | Cryoport, Inc. | $107 | 0.0% | +0% | 59.7 |
| 249 |  $HLIT | HARMONIC INC. | $106 | 0.0% | +0% | 53 |
New Positions (9)
Browse Top Institutional Investors
13F Pro tracks 8,700+ institutional investors filing 13F reports with the SEC.
Berkshire HathawayBridgewater AssociatesCitadel AdvisorsRenaissance TechnologiesTwo Sigma InvestmentsDE Shaw & CoMillennium ManagementAQR Capital ManagementPoint72 Asset ManagementTiger Global ManagementVanguard GroupBlackRock
to search all 8,700+ institutional filers.
Available Analysis
13F Pro tracks comprehensive institutional data for HERITAGE INVESTORS MANAGEMENT CORP including:
Full 13F portfolio with all holdings
Quarter-over-quarter position changes
Accumulation & distribution patterns
Sector allocation breakdown
Historical portfolio evolution
New positions & complete exits
Concentration analysis
Peer comparison with similar funds
AI-powered portfolio insights
Track HERITAGE INVESTORS MANAGEMENT CORP's Full Portfolio
See every holding, quarter-over-quarter changes, sector allocation, and accumulation patterns for HERITAGE INVESTORS MANAGEMENT CORP and 8,700+ other institutional investors.
Free tier includes full 13F search and fund profiles. Pro starts at $6.67/mo (billed annually).
Passwordless sign-in · Payments by Stripe · Auth by Clerk
AI-Powered Hedge Fund Analysis: HERITAGE INVESTORS MANAGEMENT CORP
13F Pro is an AI hedge fund tracker and stock research platform. For HERITAGE INVESTORS MANAGEMENT CORP (SEC CIK: 937589), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in HERITAGE INVESTORS MANAGEMENT CORP's portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.