Heritage Investors Management Corp Portfolio Holdings
Heritage Investors Management Corp
- $3.35 Billion
- Q3 2025
Heritage Investors Management Corp has filed its 13F form on November 04, 2025 for Q3 2025 where it was disclosed a total value porftolio of $3.35 Billion distributed in 251 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $183M, Broadcom Inc. with a value of $178M, Microsoft Corp with a value of $151M, Palo Alto Networks Inc with a value of $115M, and Alphabet Inc. with a value of $99.7M.
Examining the 13F form we can see an increase of $182M in the current position value, from $3.16B to 3.35B.
Below you can find more details about Heritage Investors Management Corp portfolio as well as his latest detailed transactions.
Portfolio value
$3.35 Billion
Technology: $966 Million
Financial Services: $457 Million
Consumer Cyclical: $326 Million
Industrials: $318 Million
Communication Services: $317 Million
Healthcare: $296 Million
Consumer Defensive: $182 Million
ETFs: $174 Million
Other: $243 Million
Stock Holdings Table
Summary
- Portfolio
- No. of Stocks 251
- Current Value $3.35 Billion
- Prior Value $3.16 Billion
- Filing
- Period Q3 2025
- Filing Date November 04, 2025
- Form Type 13F-HR
- Activity in Q3 2025
- New Purchases 5 stocks
- Additional Purchases 47 stocks
- Sold out of 0 stocks
- Reduced holdings in 148 stocks