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HERITAGE INVESTORS MANAGEMENT CORP

Q2 2026 13F filing

Updated 38 days ago

257 disclosed positions worth $3.6B

Portfolio value
$3.6B
Total holdings
257
New positions
15
Closed positions
7
Increased
39
Decreased
154
Turnover
8.6%
Filed
2026-08-04

Full holdings

Every line item disclosed in Q2 2026

A

APPLE INC

-2.6%
Value
$194.8M
Shares
673.3K
% Port
5.39%
P

PALO ALTO NETWORKS INC

-3.0%
Value
$187.5M
Shares
549.8K
% Port
5.19%
A

BROADCOM INC

-5.2%
Value
$182.4M
Shares
483.0K
% Port
5.05%
G

ALPHABET INC

-3.6%
Value
$133.8M
Shares
374.5K
% Port
3.70%
G

ALPHABET INC

-4.0%
Value
$123.7M
Shares
350.1K
% Port
3.42%
C
6.CAT

CATERPILLAR INC

-10.3%
Value
$111.2M
Shares
104.4K
% Port
3.08%
M

MICROSOFT CORP

-0.7%
Value
$109M
Shares
292.3K
% Port
3.02%
N

NVIDIA CORPORATION

-1.1%
Value
$96.9M
Shares
484.1K
% Port
2.68%
M
9.MAR

MARRIOTT INTL INC NEW

-1.6%
Value
$81M
Shares
218.7K
% Port
2.24%
A
10.AMZN

AMAZON COM INC

-1.6%
Value
$78.6M
Shares
329.8K
% Port
2.18%
C
11.CSCO

CISCO SYS INC

-2.5%
Value
$73M
Shares
621.7K
% Port
2.02%
M
12.MA

MASTERCARD INCORPORATED

+0.3%
Value
$66.5M
Shares
129.4K
% Port
1.84%
J

JPMORGAN CHASE & CO

-2.4%
Value
$60.9M
Shares
186.0K
% Port
1.68%
I
14.INTC

INTEL CORP

-11.3%
Value
$59M
Shares
422.4K
% Port
1.63%
G

GOLDMAN SACHS GROUP INC

-4.2%
Value
$53.8M
Shares
53.2K
% Port
1.49%
W
16.WMT

WALMART INC

-1.1%
Value
$53.5M
Shares
472.5K
% Port
1.48%
A
17.AXP

AMERICAN EXPRESS CO

-1.7%
Value
$51.5M
Shares
152.1K
% Port
1.42%
H
18.HD

HOME DEPOT INC

+1.9%
Value
$50.8M
Shares
144.0K
% Port
1.41%
R
19.RTX

RTX CORPORATION

-2.1%
Value
$44.1M
Shares
232.6K
% Port
1.22%
M

MORGAN STANLEY

-6.1%
Value
$43.9M
Shares
210.2K
% Port
1.22%
J
21.JNJ

JOHNSON & JOHNSON

-3.8%
Value
$40.8M
Shares
160.7K
% Port
1.13%
M
22.MRK

MERCK & CO INC

-4.8%
Value
$40.7M
Shares
316.6K
% Port
1.13%
V
23.VGES

VANGUARD INDEX FDS

-6.2%
Value
$40.6M
Shares
134.1K
% Port
1.12%
D
24.DIS

DISNEY WALT CO

-0.9%
Value
$39.8M
Shares
413.7K
% Port
1.10%
B

BANK AMERICA CORP

-3.9%
Value
$39.5M
Shares
693.7K
% Port
1.09%
B
26.BSTZ

BLACKROCK INC

-0.0%
Value
$38.6M
Shares
40.1K
% Port
1.07%
C
27.C-PR

CITIGROUP INC

-6.8%
Value
$38.1M
Shares
272.3K
% Port
1.05%
M
28.MLM

MARTIN MARIETTA MATLS INC

+1.5%
Value
$36.4M
Shares
63.2K
% Port
1.01%
U
29.UNH

UNITEDHEALTH GROUP INC

-0.5%
Value
$33.3M
Shares
80.0K
% Port
0.92%
M
30.MDY

STATE STR SPDR S&P MIDCAP 40

-7.1%
Value
$32.1M
Shares
45.7K
% Port
0.89%
C
31.CRM

SALESFORCE INC

+2.2%
Value
$31.4M
Shares
200.6K
% Port
0.87%
F
32.FDX

FEDEX CORP

-1.8%
Value
$31.4M
Shares
100.2K
% Port
0.87%
E
33.EQIX

EQUINIX INC

-1.3%
Value
$30.6M
Shares
29.3K
% Port
0.85%
D
34.DDOG

DATADOG INC

+1.3%
Value
$29.7M
Shares
114.1K
% Port
0.82%
S

SYNCHRONY FINANCIAL

-5.4%
Value
$29.7M
Shares
390.1K
% Port
0.82%
C

CAPITAL ONE FINL CORP

+0.1%
Value
$29.6M
Shares
147.6K
% Port
0.82%
T
37.TMO

THERMO FISHER SCIENTIFIC INC

+2.6%
Value
$29.3M
Shares
58.4K
% Port
0.81%
M
38.MCD

MCDONALDS CORP

+2.3%
Value
$28.9M
Shares
106.9K
% Port
0.80%
M
39.META

META PLATFORMS INC

+11.7%
Value
$27.3M
Shares
48.4K
% Port
0.76%
C
40.COST

COSTCO WHOLESALE CORPORATION

+2.0%
Value
$25.7M
Shares
27.5K
% Port
0.71%
C
41.CVX

CHEVRON CORPORATION

-1.6%
Value
$25.1M
Shares
151.3K
% Port
0.69%
B

BOEING CO

-4.8%
Value
$22.9M
Shares
105.9K
% Port
0.63%
C
43.CSX

CSX CORP

-7.3%
Value
$22.8M
Shares
478.9K
% Port
0.63%
N
44.NOW

SERVICENOW INC

+12.9%
Value
$21.9M
Shares
220.2K
% Port
0.60%
P
45.PEP

PEPSICO INC

+0.2%
Value
$21.6M
Shares
159.5K
% Port
0.60%
I
46.IQV

IQVIA HLDGS INC

+1.5%
Value
$21.5M
Shares
111.0K
% Port
0.59%
K
47.KO

COCA COLA CO

-5.1%
Value
$20.5M
Shares
252.5K
% Port
0.57%
C
48.COP

CONOCOPHILLIPS

-4.8%
Value
$19.7M
Shares
189.4K
% Port
0.55%
A
49.AMGN

AMGEN INC

-2.5%
Value
$19.3M
Shares
53.4K
% Port
0.54%
A
50.AMT

AMERICAN TOWER CORP

+0.5%
Value
$19.2M
Shares
117.4K
% Port
0.53%