HERITAGE INVESTORS MANAGEMENT CORP — 13F Holdings & Portfolio

CIK 937589 · latest 13F-HR filed 2026-04-24

HERITAGE INVESTORS MANAGEMENT CORP manages $3.3M in 13F-reported U.S. long-equity assets across 249 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are AAPL (5.33%), AVGO (4.78%), GOOGL (3.39%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 10 new positions, exited 6, added to 84, and trimmed 98.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM

$3.3M

Long-equity book

Holdings

249

Distinct positions

Period

2026-03-31

Filed 2026-04-24

Q/Q Activity

+10 / −6 / ↑84 / ↓98

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • CATERPILLAR INC$13.4K +19.4%
  • CHEVRON CORPORATION$7.6K +31.6%
  • CONOCOPHILLIPS$7.1K +37.0%
  • FEDEX CORP$6.5K +21.7%
  • EQUINIX INC$5.9K +25.1%
Show all 84

Top Trims

  • MICROSOFT CORP-$32.2K -22.8%
  • BROADCOM INC-$19.2K -10.9%
  • APPLE INC-$16.6K -8.6%
  • SALESFORCE INC-$14.1K -27.8%
  • PALO ALTO NETWORKS INC-$12.4K -12.0%
Show all 98

New Positions

  • SOUTHERN CO$498
  • MARSH & MCLENNAN COS INC$440
  • XCEL ENERGY INC$435
  • WEC ENERGY GROUP INC$308
  • ISHARES TR$246
Show all 10

Exited Positions

  • EXACT SCIENCES CORP$4.6K
  • CHART INDS INC$754
  • ALIGN TECHNOLOGY INC$591
  • ITRON INC$205
  • DATA STORAGE CORP$77
Show all 6
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 APPLE INC AAPL 037833100 $175.5K 5.33% 691,507 SH
2 BROADCOM INC AVGO 11135F101 $157.6K 4.78% 509,263 SH
3 ALPHABET INC GOOGL 02079K305 $111.7K 3.39% 388,502 SH
4 MICROSOFT CORP MSFT 594918104 $108.9K 3.31% 294,296 SH
5 ALPHABET INC GOOG 02079K107 $104.6K 3.17% 364,585 SH
6 PALO ALTO NETWORKS INC PANW 697435105 $90.8K 2.76% 566,661 SH
7 NVIDIA CORPORATION NVDA 67066G104 $85.3K 2.59% 489,301 SH
8 CATERPILLAR INC CAT 149123101 $82.5K 2.50% 116,396 SH
9 MARRIOTT INTL INC NEW MAR 571903202 $72.7K 2.21% 222,137 SH
10 AMAZON COM INC AMZN 023135106 $69.8K 2.12% 335,044 SH
11 MASTERCARD INCORPORATED MA 57636Q104 $64.5K 1.96% 129,091 SH
12 WALMART INC WMT 931142103 $59.4K 1.80% 477,776 SH
13 JPMORGAN CHASE & CO JPM 46625H100 $56.0K 1.70% 190,490 SH
14 CISCO SYS INC CSCO 17275R102 $49.5K 1.50% 637,913 SH
15 GOLDMAN SACHS GROUP INC GS 38141G104 $47.0K 1.43% 55,579 SH
16 AMERICAN EXPRESS CO AXP 025816109 $46.8K 1.42% 154,755 SH
17 HOME DEPOT INC HD 437076102 $46.5K 1.41% 141,246 SH
18 RTX CORPORATION RTX 75513E101 $45.8K 1.39% 237,492 SH
19 JOHNSON & JOHNSON JNJ 478160104 $40.8K 1.24% 167,082 SH
20 DISNEY WALT CO DIS 254687106 $40.2K 1.22% 417,459 SH
21 MERCK & CO INC MRK 58933Y105 $40.0K 1.21% 332,467 SH
22 BLACKROCK INC BLK 09290D101 $38.6K 1.17% 40,111 SH
23 VANGUARD INDEX FDS VB 922908751 $37.4K 1.14% 142,972 SH
24 MORGAN STANLEY MS 617446448 $36.8K 1.12% 223,795 SH
25 MARTIN MARIETTA MATLS INC MLM 573284106 $36.6K 1.11% 62,239 SH
26 SALESFORCE INC CRM 79466L302 $36.6K 1.11% 196,277 SH
27 FEDEX CORP FDX 31428X106 $36.3K 1.10% 102,017 SH
28 BANK AMERICA CORP BAC 060505104 $35.2K 1.07% 722,145 SH
29 CITIGROUP INC C 172967424 $33.1K 1.01% 292,214 SH
30 MCDONALDS CORP MCD 580135101 $32.5K 0.99% 104,532 SH
31 CHEVRON CORPORATION CVX 166764100 $31.8K 0.97% 153,757 SH
32 STATE STR SPDR S&P MIDCAP 40 MDY 78467Y107 $30.3K 0.92% 49,152 SH
33 EQUINIX INC EQIX 29444U700 $29.1K 0.88% 29,724 SH
34 SYNCHRONY FINANCIAL SYF 87165B103 $28.0K 0.85% 412,180 SH
35 THERMO FISHER SCIENTIFIC INC TMO 883556102 $28.0K 0.85% 56,987 SH
36 CAPITAL ONE FINL CORP COF 14040H105 $26.9K 0.82% 147,455 SH
37 COSTCO WHOLESALE CORPORATION COST 22160K105 $26.8K 0.81% 26,927 SH
38 CONOCOPHILLIPS COP 20825C104 $26.3K 0.80% 199,032 SH
39 META PLATFORMS INC META 30303M102 $24.8K 0.75% 43,352 SH
40 ZOETIS INC ZTS 98978V103 $24.7K 0.75% 209,297 SH
41 PEPSICO INC PEP 713448108 $24.7K 0.75% 159,266 SH
42 BOEING CO BA 097023105 $22.1K 0.67% 111,272 SH
43 UNITEDHEALTH GROUP INC UNH 91324P102 $21.8K 0.66% 80,404 SH
44 CSX CORP CSX 126408103 $21.2K 0.64% 516,427 SH
45 INTEL CORP INTC 458140100 $21.0K 0.64% 476,267 SH
46 SERVICENOW INC NOW 81762P102 $20.4K 0.62% 195,076 SH
47 COCA COLA CO KO 191216100 $20.2K 0.61% 266,073 SH
48 AMERICAN TOWER CORP AMT 03027X100 $20.2K 0.61% 116,814 SH
49 VERIZON COMMUNICATIONS INC VZ 92343V104 $20.1K 0.61% 399,777 SH
50 YUM CHINA HLDGS INC YUMC 98850P109 $19.9K 0.60% 407,989 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-04-24 $3.3M 249 0000937589-26-000002
2025-12-31 2026-02-06 $3.4M 245 0000937589-26-000001