Heritage Investors Management Corp Portfolio Holdings
Heritage Investors Management Corp
- $3.16 Billion
- Q2 2025
Heritage Investors Management Corp has filed its 13F form on August 04, 2025 for Q2 2025 where it was disclosed a total value porftolio of $3.16 Billion distributed in 252 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Broadcom Inc. with a value of $156M, Apple Inc. with a value of $149M, Microsoft Corp with a value of $146M, Palo Alto Networks Inc with a value of $116M, and Nvidia Corp with a value of $80.7M.
Examining the 13F form we can see an increase of $247M in the current position value, from $2.92B to 3.16B.
Below you can find more details about Heritage Investors Management Corp portfolio as well as his latest detailed transactions.
Portfolio value
$3.16 Billion
Technology: $893 Million
Financial Services: $448 Million
Consumer Cyclical: $328 Million
Industrials: $301 Million
Communication Services: $275 Million
Healthcare: $274 Million
Consumer Defensive: $185 Million
ETFs: $166 Million
Other: $231 Million
Stock Holdings Table
Summary
- Portfolio
- No. of Stocks 252
- Current Value $3.16 Billion
- Prior Value $2.92 Billion
- Filing
- Period Q2 2025
- Filing Date August 04, 2025
- Form Type 13F-HR
- Activity in Q2 2025
- New Purchases 10 stocks
- Additional Purchases 56 stocks
- Sold out of 0 stocks
- Reduced holdings in 130 stocks