13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0000937589
Total reported value
$3.6B
$3.6B
254 檔
15.2%
As reported in its official Q1 2025 Form 13F filing, Heritage Investors Management CORP's tracked investment portfolio stood at $3.6B with 254 total positions.
In Q1 2025, Heritage Investors Management CORP displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 254 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 5.57% | +0.06% | -0.72% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 3.92% | -0.29% | +0.43% | |
| 3 | AVGO | Broadcom Inc | Stock-Tech | 3.44% | +0.27% | +0.13% | |
| 4 | PANW | Palo Alto Networks Inc | Stock-Tech | 3.41% | +2.43% | -0.05% | |
| 5 | MA | Mastercard Inc - A | Stock-Financials | 2.51% | -0.12% | -1.58% | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.25% | +0.31% | +0.91% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.16% | +0.06% | +0.88% | |
| 8 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.13% | +0.25% | -0.21% | |
| 9 | NVDA | Nvidia CORP | Stock-Tech | 1.94% | +0.09% | +1.79% | |
| 10 | MAR | Marriott International -cl A | Stock-Consumer Disc | 1.90% | +0.03% | -0.45% | |
| 11 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.75% | -0.02% | -2.25% | |
| 12 | HD | Home Depot Inc | Stock-Consumer Disc | 1.66% | — | +2.04% | |
| 13 | CRM | Salesforce Inc | Stock-Tech | 1.63% | -0.24% | +0.70% | |
| 14 | WMT | Walmart Inc | Stock-Consumer Staples | 1.58% | -0.32% | -1.08% | |
| 15 | AXP | American Express Co | Stock-Financials | 1.52% | — | -0.07% | |
| 16 | CAT | Caterpillar Inc | Stock-Industrials | 1.46% | +0.58% | -0.56% | |
| 17 | CSCO | Cisco Systems Inc | Stock-Tech | 1.42% | +0.52% | -1.39% | |
| 18 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.37% | -0.12% | +2.05% | |
| 19 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.34% | +0.26% | +8.97% | |
| 20 | BLK | Blackrock Inc | Stock-Financials | 1.28% | -0.10% | — | |
| 21 | RTX | Rtx CORP | Stock-Industrials | 1.20% | -0.17% | -1.79% | |
| 22 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.15% | +0.06% | -2.04% | |
| 23 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.14% | -0.19% | -1.15% | |
| 24 | VB | Vanguard Small-cap ETF | ETF-Other | 1.11% | -0.02% | -1.63% | |
| 25 | ZTS | Zoetis Inc | Stock-Healthcare | 1.10% | -0.34% | +5.39% | |
| 26 | MLM | Martin Marietta Materials | Stock-Materials | 1.08% | -0.10% | +3.62% | |
| 27 | BAC | Bank Of America CORP | Stock-Financials | 1.05% | +0.02% | -0.30% | |
| 28 | MS | Morgan Stanley | Stock-Financials | 1.01% | +0.10% | -2.21% | |
| 29 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.00% | -0.11% | -0.83% | |
| 30 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.99% | -0.08% | +4.99% | |
| 31 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.94% | -0.03% | -0.96% | |
| 32 | CVX | Chevron CORP | Stock-Energy | 0.92% | -0.28% | -0.65% | |
| 33 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.88% | -0.04% | +5.55% | |
| 34 | STZ | Constellation Brands Inc-a | Stock-Consumer Staples | 0.87% | -0.10% | +7.71% | |
| 35 | COF | Capital One Financial CORP | Stock-Financials | 0.84% | — | -2.34% | |
| 36 | SYF | Synchrony Financial | Stock-Financials | 0.84% | -0.03% | -1.45% | |
| 37 | FDX | Fedex CORP | Stock-Industrials | 0.83% | -0.23% | +7.18% | |
| 38 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.82% | -0.20% | +5.18% | |
| 39 | AMT | American Tower CORP | Stock-Real Estate | 0.80% | -0.08% | +0.24% | |
| 40 | ADBE | Adobe Inc | Stock-Tech | 0.79% | -0.16% | +12.18% | |
| 41 | EQIX | Equinix Inc | Stock-Real Estate | 0.79% | -0.03% | -0.20% | |
| 42 | C | Citigroup Inc | Stock-Financials | 0.78% | +0.04% | -2.31% | |
| 43 | CMG | Chipotle Mexican Grill Inc | Stock-Consumer Disc | 0.77% | — | +8.21% | |
| 44 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.76% | -0.10% | +1.61% | |
| 45 | YUMC | Yum China Holdings Inc | Stock-Consumer Disc | 0.75% | -0.16% | -1.79% | |
| 46 | ADP | Automatic Data Processing | Stock-Tech | 0.75% | -0.01% | -3.93% | |
| 47 | COP | Conocophillips | Stock-Energy | 0.74% | -0.25% | +0.00% | |
| 48 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.74% | -0.15% | +9.26% | |
| 49 | NOW | Servicenow Inc | Stock-Tech | 0.71% | -0.02% | +12.19% | |
| 50 | BA | Boeing Co/the | Stock-Industrials | 0.69% | -0.04% | -0.48% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | — | NEW | New buy |
| 2 | MSFT | Microsoft CORP | — | NEW | New buy |
| 3 | AVGO | Broadcom Inc | — | NEW | New buy |
| 4 | PANW | Palo Alto Networks Inc | — | NEW | New buy |
| 5 | MA | Mastercard Inc - A | — | NEW | New buy |
| 6 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 7 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 8 | GOOG | Alphabet Inc-cl C | — | NEW | New buy |
| 9 | NVDA | Nvidia CORP | — | NEW | New buy |
| 10 | MAR | Marriott International -cl A | — | NEW | New buy |
| 11 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 12 | HD | Home Depot Inc | — | NEW | New buy |
| 13 | CRM | Salesforce Inc | — | NEW | New buy |
| 14 | WMT | Walmart Inc | — | NEW | New buy |
| 15 | AXP | American Express Co | — | NEW | New buy |
| 16 | CAT | Caterpillar Inc | — | NEW | New buy |
| 17 | CSCO | Cisco Systems Inc | — | NEW | New buy |
| 18 | DIS | Walt Disney Co/the | — | NEW | New buy |
| 19 | UNH | Unitedhealth Group Inc | — | NEW | New buy |
| 20 | BLK | Blackrock Inc | — | NEW | New buy |
| 21 | RTX | Rtx CORP | — | NEW | New buy |
| 22 | GS | Goldman Sachs Group Inc | — | NEW | New buy |
| 23 | MCD | Mcdonald's CORP | — | NEW | New buy |
| 24 | VB | Vanguard Small-cap ETF | — | NEW | New buy |
| 25 | ZTS | Zoetis Inc | — | NEW | New buy |
| 26 | MLM | Martin Marietta Materials | — | NEW | New buy |
| 27 | BAC | Bank Of America CORP | — | NEW | New buy |
| 28 | MS | Morgan Stanley | — | NEW | New buy |
| 29 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 30 | MRK | Merck & Co. Inc. | — | NEW | New buy |
| 31 | MDY | State Street Spdr S&p Midcap | — | NEW | New buy |
| 32 | CVX | Chevron CORP | — | NEW | New buy |
| 33 | TMO | Thermo Fisher Scientific Inc | — | NEW | New buy |
| 34 | STZ | Constellation Brands Inc-a | — | NEW | New buy |
| 35 | COF | Capital One Financial CORP | — | NEW | New buy |
| 36 | SYF | Synchrony Financial | — | NEW | New buy |
| 37 | FDX | Fedex CORP | — | NEW | New buy |
| 38 | NKE | Nike Inc -cl B | — | NEW | New buy |
| 39 | AMT | American Tower CORP | — | NEW | New buy |
| 40 | ADBE | Adobe Inc | — | NEW | New buy |
| 41 | EQIX | Equinix Inc | — | NEW | New buy |
| 42 | C | Citigroup Inc | — | NEW | New buy |
| 43 | CMG | Chipotle Mexican Grill Inc | — | NEW | New buy |
| 44 | COST | Costco Wholesale CORP | — | NEW | New buy |
| 45 | YUMC | Yum China Holdings Inc | — | NEW | New buy |
| 46 | ADP | Automatic Data Processing | — | NEW | New buy |
| 47 | COP | Conocophillips | — | NEW | New buy |
| 48 | PEP | Pepsico Inc | — | NEW | New buy |
| 49 | NOW | Servicenow Inc | — | NEW | New buy |
| 50 | BA | Boeing Co/the | — | NEW | New buy |
According to official SEC Form 13F filings, Heritage Investors Management CORP reported a total U.S. public equity portfolio value of $3.6B across 254 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, MSFT, AVGO) accounted for 15.2% of total reported equity market value during Q1 2025.
Top New Position Initiated
AAPL
市值: $162.3M
During Q1 2025, Heritage Investors Management CORP's top holdings by market value included AAPL (5.6%)、MSFT (3.9%)、AVGO (3.4%). The largest single position, AAPL, represented 5.6% of total portfolio value.
In Q1 2025, Heritage Investors Management CORP made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.