HERITAGE INVESTORS MANAGEMENT CORP: 13F holdings
CIK 9375892026Q2
| Positions | 257 |
|---|---|
| Reported value | $3.6bn |
| Filed | 2026-08-04 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| AAPL APPLE INC | 673,254 | $194.8m | 5.4% |
| PANW PALO ALTO NETWORKS INC | 549,796 | $187.5m | 5.2% |
| AVGO BROADCOM INC | 482,977 | $182.4m | 5.0% |
| GOOGL ALPHABET INC | 374,536 | $133.8m | 3.7% |
| GOOG ALPHABET INC | 350,056 | $123.7m | 3.4% |
| CAT CATERPILLAR INC | 104,402 | $111.2m | 3.1% |
| MSFT MICROSOFT CORP | 292,324 | $109.0m | 3.0% |
| NVDA NVIDIA CORPORATION | 484,082 | $96.9m | 2.7% |
| MAR MARRIOTT INTL INC NEW | 218,685 | $81.0m | 2.2% |
| AMZN AMAZON COM INC | 329,786 | $78.6m | 2.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="937589")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.