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CIK: 0000937589
Total reported value
$3.6B
$3.6B
245 檔
20.8%
During the Q4 2025 filing period, Heritage Investors Management CORP (CIK: 0000937589) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $3.6B across 245 reported positions.
In Q4 2025, Heritage Investors Management CORP adopted a defensive or profit-taking posture, trimming 40 positions and completely liquidating 0 holdings to manage risk exposure.
Showing top 200 holdings (of 245 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 5.60% | +0.06% | -1.47% | |
| 2 | AVGO | Broadcom Inc | Stock-Tech | 5.15% | +0.27% | -5.36% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 4.11% | -0.29% | -0.25% | |
| 4 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.61% | +0.31% | -3.48% | |
| 5 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 3.41% | +0.25% | -2.76% | |
| 6 | PANW | Palo Alto Networks Inc | Stock-Tech | 3.01% | +2.43% | -0.81% | |
| 7 | NVDA | Nvidia CORP | Stock-Tech | 2.72% | +0.09% | -0.15% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.21% | +0.06% | -0.35% | |
| 9 | MA | Mastercard Inc - A | Stock-Financials | 2.13% | -0.12% | -0.62% | |
| 10 | MAR | Marriott International -cl A | Stock-Consumer Disc | 2.04% | +0.03% | -2.82% | |
| 11 | CAT | Caterpillar Inc | Stock-Industrials | 2.01% | +0.58% | -3.85% | |
| 12 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.79% | -0.02% | -2.08% | |
| 13 | AXP | American Express Co | Stock-Financials | 1.67% | — | -2.36% | |
| 14 | WMT | Walmart Inc | Stock-Consumer Staples | 1.60% | -0.32% | -1.28% | |
| 15 | CRM | Salesforce Inc | Stock-Tech | 1.48% | -0.24% | +2.32% | |
| 16 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.45% | +0.06% | -0.80% | |
| 17 | CSCO | Cisco Systems Inc | Stock-Tech | 1.44% | +0.52% | -1.57% | |
| 18 | HD | Home Depot Inc | Stock-Consumer Disc | 1.40% | — | +1.80% | |
| 19 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.37% | -0.12% | +2.10% | |
| 20 | RTX | Rtx CORP | Stock-Industrials | 1.30% | -0.17% | -1.22% | |
| 21 | BLK | Blackrock Inc | Stock-Financials | 1.22% | -0.10% | +0.10% | |
| 22 | MS | Morgan Stanley | Stock-Financials | 1.17% | +0.10% | -2.41% | |
| 23 | MLM | Martin Marietta Materials | Stock-Materials | 1.16% | -0.10% | -0.85% | |
| 24 | BAC | Bank Of America CORP | Stock-Financials | 1.16% | +0.02% | -1.43% | |
| 25 | VB | Vanguard Small-cap ETF | ETF-Other | 1.08% | -0.02% | -0.82% | |
| 26 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.04% | -0.11% | -0.24% | |
| 27 | COF | Capital One Financial CORP | Stock-Financials | 1.02% | — | -1.05% | |
| 28 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.02% | -0.08% | +0.67% | |
| 29 | SYF | Synchrony Financial | Stock-Financials | 1.02% | -0.03% | -1.69% | |
| 30 | C | Citigroup Inc | Stock-Financials | 1.01% | +0.04% | -2.75% | |
| 31 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.95% | -0.04% | -0.58% | |
| 32 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.93% | -0.19% | -0.71% | |
| 33 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.88% | -0.03% | -1.17% | |
| 34 | FDX | Fedex CORP | Stock-Industrials | 0.87% | -0.23% | -0.25% | |
| 35 | NOW | Servicenow Inc | Stock-Tech | 0.80% | -0.02% | +498.75% | |
| 36 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.76% | +0.26% | -1.39% | |
| 37 | ZTS | Zoetis Inc | Stock-Healthcare | 0.75% | -0.34% | +2.30% | |
| 38 | BA | Boeing Co/the | Stock-Industrials | 0.71% | -0.04% | -0.94% | |
| 39 | CVX | Chevron CORP | Stock-Energy | 0.70% | -0.28% | -0.18% | |
| 40 | EQIX | Equinix Inc | Stock-Real Estate | 0.68% | -0.03% | +1.29% | |
| 41 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.68% | -0.10% | +12.37% | |
| 42 | IQV | Iqvia Holdings Inc | Stock-Healthcare | 0.67% | +0.02% | -2.01% | |
| 43 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.66% | -0.15% | -0.31% | |
| 44 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.64% | +0.01% | +9.96% | |
| 45 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.62% | -0.20% | -8.09% | |
| 46 | AMT | American Tower CORP | Stock-Real Estate | 0.60% | -0.08% | +2.77% | |
| 47 | YUMC | Yum China Holdings Inc | Stock-Consumer Disc | 0.57% | -0.16% | -0.96% | |
| 48 | ADBE | Adobe Inc | Stock-Tech | 0.57% | -0.16% | -14.50% | |
| 49 | CMG | Chipotle Mexican Grill Inc | Stock-Consumer Disc | 0.57% | — | +6.22% | |
| 50 | ACN | Accenture plc | Stock-Tech | 0.57% | -0.20% | -5.52% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +0.6% | -3.48% | Trim |
| 2 | GOOG | Alphabet Inc-cl C | +0.6% | -2.76% | Trim |
| 3 | MAR | Marriott International -cl A | +0.2% | -2.82% | Trim |
| 4 | CAT | Caterpillar Inc | +0.2% | -3.85% | Trim |
| 5 | MRK | Merck & Co. Inc. | +0.2% | +0.67% | Add |
| 6 | CRM | Salesforce Inc | +0.2% | +2.32% | Add |
| 7 | AAPL | Apple Inc | +0.1% | -1.47% | Trim |
| 8 | FDX | Fedex CORP | +0.1% | -0.25% | Trim |
| 9 | TMO | Thermo Fisher Scientific Inc | +0.1% | -0.58% | Trim |
| 10 | SYF | Synchrony Financial | +0.1% | -1.69% | Trim |
| 11 | CSCO | Cisco Systems Inc | +0.1% | -1.57% | Trim |
| 12 | AXP | American Express Co | +0.1% | -2.36% | Trim |
| 13 | GS | Goldman Sachs Group Inc | +0.1% | -0.80% | Trim |
| 14 | COF | Capital One Financial CORP | +0.1% | -1.05% | Trim |
| 15 | C | Citigroup Inc | +0.1% | -2.75% | Trim |
| 16 | JNJ | Johnson & Johnson | +0.1% | -0.24% | Trim |
| 17 | IQV | Iqvia Holdings Inc | +0.1% | -2.01% | Trim |
| 18 | LLY | Eli Lilly & Co | +0.1% | -0.10% | Trim |
| 19 | WMT | Walmart Inc | +0.1% | -1.28% | Trim |
| 20 | MS | Morgan Stanley | +0.1% | -2.41% | Trim |
| 21 | RTX | Rtx CORP | +0.1% | -1.22% | Trim |
| 22 | AMZN | Amazon.com Inc | +0.1% | -0.35% | Trim |
| 23 | AMGN | Amgen Inc | +0.1% | -3.11% | Trim |
| 24 | NFLX | Netflix Inc | +0.1% | +2433.94% | Add |
| 25 | YUMC | Yum China Holdings Inc | 0% | -0.96% | Trim |
| 26 | BURL | Burlington Stores Inc | 0% | +1.43% | Add |
| 27 | AER | AerCap Holdings N.V. | 0% | -2.32% | Trim |
| 28 | EXK | Exact Sciences CORP | 0% | -17.45% | Trim |
| 29 | BAC | Bank Of America CORP | 0% | -1.43% | Trim |
| 30 | PCAR | Paccar Inc | 0% | -0.85% | Trim |
| 31 | INTC | Intel CORP | 0% | -0.52% | Trim |
| 32 | UNH | Unitedhealth Group Inc | -0.1% | -1.39% | Trim |
| 33 | TROW | T Rowe Price Group Inc | -0.1% | -9.31% | Trim |
| 34 | LDOS | Leidos Holdings Inc | -0.1% | -3.25% | Trim |
| 35 | PYPL | Paypal Holdings Inc | -0.1% | -13.22% | Trim |
| 36 | APD | Air Products & Chemicals Inc | -0.1% | -0.15% | Trim |
| 37 | ADP | Automatic Data Processing | -0.1% | +0.89% | Add |
| 38 | ZBH | Zimmer Biomet Holdings Inc | -0.1% | -8.32% | Trim |
| 39 | MSTR | Strategy Inc | -0.1% | — | Unchanged |
| 40 | STZ | Constellation Brands Inc-a | -0.1% | -18.38% | Trim |
| 41 | ADBE | Adobe Inc | -0.1% | -14.50% | Trim |
| 42 | CMCSA | Comcast Corp-class A | -0.1% | -26.33% | Trim |
| 43 | ZTS | Zoetis Inc | -0.1% | +2.30% | Add |
| 44 | NKE | Nike Inc -cl B | -0.1% | -8.09% | Trim |
| 45 | BLK | Blackrock Inc | -0.1% | +0.10% | Add |
| 46 | 6D8 | Dupont De Nemours Inc | -0.2% | -0.02% | Trim |
| 47 | HD | Home Depot Inc | -0.3% | +1.80% | Add |
| 48 | MSFT | Microsoft CORP | -0.4% | -0.25% | Trim |
| 49 | PANW | Palo Alto Networks Inc | -0.4% | -0.81% | Trim |
| 50 | Q | Qnity Electronics Inc | — | 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 245 disclosed positions in Q4 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, AVGO, MSFT) accounted for 20.8% of total reported equity market value during Q4 2025.
Top New Position Initiated
Q
市值: $5.9M
Top Position Liquidated / Trimmed
AAPL
前期市值: $182.6M
During Q4 2025, Heritage Investors Management CORP's top holdings by market value included AAPL (5.6%)、AVGO (5.2%)、MSFT (4.1%). The largest single position, AAPL, represented 5.6% of total portfolio value.
In Q4 2025, Heritage Investors Management CORP made 49 total portfolio adjustments, initiating 1 new buys, adding to 8 positions, trimming 40 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.
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