Heritage Trust CO Purchases in Q3 2025

Heritage Trust CO

  • $911 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
Blackrock Inc
92
+ 7.4%
N/A
1.34K $0
Ishares
43.2K
+ 60.44%
N/A
115K $0
Ge Vernova LLC
1.24K
+ 98.09%
N/A
2.49K $0
Lam Research Corp
763
+ 3.31%
N/A
23.8K $0
CSCO
Cisco Systems, Inc.

Technology
1.56K
+ 1.37%
$66.2 - $71.79 $103K - $112K
115K $7.89M
BSX
Boston Scientific Corp

Healthcare
140
+ 6.85%
$97.03 - $108.14 $13.6K - $15.1K
2.19K $213K
DE
Deere & CO

Industrials
408
+ 10.82%
$457.26 - $524.37 $187K - $214K
4.18K $1.91M
TSLX
Sixth Street Specialty Lending, Inc.

Financial Services
309
+ 1.98%
$22.65 - $25.1 $7K - $7.76K
15.9K $363K
EOG
Eog Resources Inc

Energy
126
+ 2.86%
$112.12 - $126.1 $14.1K - $15.9K
4.52K $507K
ADBE
Adobe Inc.

Technology
5
+ 0.58%
$333.65 - $392.1 $1.67K - $1.96K
866 $305K
TT
Trane Technologies PLC

Industrials
18
+ 0.68%
$398.96 - $472.54 $7.18K - $8.51K
2.68K $1.13M
SPGI
S&P Global Inc.

Financial Services
18
+ 1.46%
$484.94 - $564.15 $8.73K - $10.2K
1.25K $607K
IBM
International Business Machines Corp

Technology
100
+ 1.82%
$234.77 - $292.47 $23.5K - $29.2K
5.59K $1.58M
PG
Procter & Gamble CO

Consumer Defensive
944
+ 2.51%
$150.47 - $161.22 $142K - $152K
38.6K $5.92M
BCSF
Bain Capital Specialty Finance, Inc.

Financial Services
175
+ 0.19%
$14.19 - $15.82 $2.48K - $2.77K
91.3K $1.3M
ISRG
Intuitive Surgical Inc

Healthcare
241
+ 9.29%
$433.66 - $544.47 $105K - $131K
2.83K $1.27M
NOW
Service Now, Inc.

Technology
29
+ 1.5%
$850.86 - $1044.69 $24.7K - $30.3K
1.96K $1.8M
HON
Honeywell International Inc

Industrials
390
+ 3.2%
$207.7 - $240.4 $81K - $93.8K
12.6K $2.65M
TGT
Target Corp

Consumer Defensive
242
+ 0.94%
$86.56 - $107.43 $20.9K - $26K
26K $2.33M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
137
+ 0.91%
$196.15 - $217.83 $26.9K - $29.8K
15.2K $3.06M
PYPL
Pay Pal Holdings, Inc.

Financial Services
982
+ 2.4%
$65.64 - $78.22 $64.5K - $76.8K
41.9K $2.81M
DIS
Walt Disney CO

Communication Services
168
+ 0.55%
$112.25 - $124.0 $18.9K - $20.8K
30.5K $3.49M
CRM
Salesforce, Inc.

Technology
59
+ 0.73%
$231.66 - $273.65 $13.7K - $16.1K
8.09K $1.92M
V
Visa Inc.

Financial Services
404
+ 1.14%
$332.09 - $358.86 $134K - $145K
36K $12.3M
ICE
Intercontinental Exchange, Inc.

Financial Services
413
+ 1.45%
$167.28 - $188.45 $69.1K - $77.8K
29K $4.88M
SBUX
Starbucks Corp

Consumer Cyclical
659
+ 0.85%
$81.9 - $96.86 $54K - $63.8K
78.2K $6.61M
OKE
Oneok Inc

Energy
355
+ 0.58%
$71.36 - $83.47 $25.3K - $29.6K
61.1K $4.45M
AMT
American Tower Corp

Real Estate
341
+ 1.37%
$192.32 - $232.35 $65.6K - $79.2K
25.3K $4.87M
Activity Summary
Buys All Purchases 129 New Holdings 13 Increased Positions 116 Sells All Sells 99 Reductions 99 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Heritage Trust CO Portfolio

Follow Heritage Trust CO and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Heritage Trust CO, based on Form 13F filings with the SEC.

News

Stay updated on Heritage Trust CO with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email