HERITAGE INVESTORS MANAGEMENT CORP 13F Holdings

CIK 0000937589 · BETHESDA, MD

As of Sep 30, 2025, HERITAGE INVESTORS MANAGEMENT CORP reported 251 positions worth $3.3M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
APPLE INCAAPLTechnology717,131 82.6K5.48%
BROADCOM INCAVGOTechnology539,879 78.1K5.35%
MICROSOFT CORPMSFTTechnology292,491 51.5K4.55%
PALO ALTO NETWORKS INCPANWTechnology565,052 15.1K3.45%
ALPHABET INCGOOGLEquity410,221$99.7K2.99%
NVIDIA CORPNVDATechnology501,240$93.5K2.81%
ALPHABET INCGOOGEquity383,074$93.3K2.80%
MASTERCARD INCMAFinancial Services129,071$73.4K2.20%
AMAZON.COM INCAMZNEquity329,605$72.4K2.17%
JPMORGAN CHASE & COJPMFinancial Services194,984$61.5K1.85%
MARRIOTT INTERNATIONAL INCMARConsumer Cyclical232,370$60.5K1.82%
CATERPILLAR INCCATIndustrials125,392$59.8K1.80%
HOME DEPOT INCHDConsumer Cyclical137,458$55.7K1.67%
AMERICAN EXPRESS COAXPFinancial Services158,970$52.8K1.58%
WALMART INCWMTConsumer Defensive497,986$51.3K1.54%
WALT DISNEY CODISCommunication Services405,657$46.4K1.39%
BLACKROCK INCBLKFinancial Services39,007$45.5K1.37%
GOLDMAN SACHS GROUP INCGSFinancial Services56,942$45.3K1.36%
CISCO SYSTEMS INCCSCOTechnology651,492$44.6K1.34%
SALESFORCE INCCRMTechnology187,084$44.3K1.33%
RTX CORPRTXEquity247,227$41.4K1.24%
MARTIN MARIETTA MATERIALS INCMLMBasic Materials64,326$40.5K1.22%
BANK OF AMERICA CORPBACFinancial Services732,335$37.8K1.13%
VANGUARD SMALL-CAP INDEX FUNDVB—145,217$36.9K1.11%
MORGAN STANLEYMSFinancial Services231,675$36.8K1.11%