Managed by Heritage Investment Group, Inc. • Latest filing Q4 2025
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | ? N/A — | $91.4M | 2.31M | 0.00% | — |
| 2 | ? N/A — | $85.7M | 2.22M | 0.00% | — |
| 3 | ? N/A — | $79.7M | 2.30M | 0.00% | — |
| 4 | ? N/A — | $79.3M | 2.21M | 0.00% | — |
| 5 |
Overlap peers will appear here as data populates
Related fund suggestions coming soon.
—
| $78.5M |
| 2.29M |
| 0.00% |
| — |
| 6 | ? N/A — | $77.5M | 2.35M | 0.00% | — |
| 7 | I IAU — | $76.1M | 111.2K | 0.00% | — |
| 8 | ? N/A — | $73.4M | 2.28M | 0.00% | — |
| 9 | I IAU — | $72.6M | 108.5K | 0.00% | — |
| 10 | ? N/A — | $71.9M | 2.25M | 0.00% | — |
| 11 | I IAU — | $66.5M | 107.2K | 0.00% | — |
| 12 | I IAU — | $64.6M | 109.8K | 0.00% | — |
| 13 | ? N/A — | $64M | 2.19M | 0.00% | — |
| 14 | I IAU — | $64M | 113.9K | 0.00% | — |
| 15 | ? N/A — | $61.8M | 2.28M | 0.00% | — |
| 16 | I IAU — | $61M | 105.7K | 0.00% | — |
| 17 | ? N/A — | $57.8M | 2.21M | 0.00% | — |
| 18 | I IAU — | $56.8M | 103.8K | 0.00% | — |
| 19 | I IAU — | $55.9M | 524.2K | 0.00% | — |
| 20 | ? N/A — | $55.9M | 2.19M | 0.00% | — |