Managed by Heritage Trust Co • Latest filing Q4 2025
Overlap peers will appear here as data populates
Related fund suggestions coming soon.
| — |
| 5 | A AAPL — | $48M | 191.7K | 0.00% | — |
| 6 | M MSFT — | $46.6M | 96.4K | 0.00% | — |
| 7 | M MSFT — | $44.5M | 99.7K | 0.00% | — |
| 8 | M MSFT — | $42.7M | 101.5K | 0.00% | — |
| 9 | A AAPL — | $42.6M | 202.3K | 0.00% | — |
| 10 | M MSFT — | $42.5M | 100.8K | 0.00% | — |
| 11 | A AAPL — | $42.1M | 205.3K | 0.00% | — |
| 12 | A AAPL — | $40.8M | 183.9K | 0.00% | — |
| 13 | A AAPL — | $39.8M | 205.1K | 0.00% | — |
| 14 | M MSFT — | $39.4M | 104.7K | 0.00% | — |
| 15 | A AAPL — | $39.3M | 203.9K | 0.00% | — |
| 16 | M MSFT — | $36.6M | 107.4K | 0.00% | — |
| 17 | M MSFT — | $36.2M | 96.4K | 0.00% | — |
| 18 | A AAPL — | $35M | 204.3K | 0.00% | — |
| 19 | A AAPL — | $34.9M | 203.3K | 0.00% | — |
| 20 | J JNJ — | $34.6M | 167.4K | 0.00% | — |