HERITAGE INVESTORS MANAGEMENT CORP
Top Portfolio Positions
209 positions ·
$3,048,689,019 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
691,507 | $175,497,561 | 5.76% | |
| AVGO |
Broadcom Inc.
Technology
|
509,263 | $157,621,991 | 5.17% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
388,502 | $111,717,635 | 3.66% | |
| MSFT |
Microsoft Corp
Technology
|
294,296 | $108,939,550 | 3.57% | |
| PANW |
Palo Alto Networks Inc
Technology
|
566,661 | $90,847,091 | 2.98% | |
| NVDA |
Nvidia Corp
Technology
|
489,301 | $85,334,094 | 2.80% | |
| CAT |
Caterpillar Inc
Industrials
|
116,396 | $82,461,910 | 2.70% | |
| MAR |
Marriott International Inc /Md/
Consumer Cyclical
|
222,137 | $72,654,348 | 2.38% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
335,044 | $69,779,613 | 2.29% | |
| MA |
Mastercard Inc
Financial Services
|
129,091 | $64,501,609 | 2.12% |
Portfolio Trend
25 quarters · across all stocks
Holdings in FCHL
1 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $110,013 | 31,750 | Shares | Sole | 2026-02-06 | |
| No 13F history on record for this holder in this stock. | ||||||