What does Heritage Trust Co hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · Q1 2026

Heritage Trust Co filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

APPLE INC

$57M225K5.7%

JOHNSON & JOHNSON

$42M171K4.2%

MICROSOFT CORP

$39M106K3.9%

STATE STREET SPDR S&P 500

$29M45K2.9%

VANGUARD

$28M445K2.9%

ALPHABET INC

$27M93K2.7%

ABBVIE INC

$20M94K2.0%

JPMORGAN CHASE & CO

$20M68K2.0%

INVESCO

$19M100K1.9%

WALMART INC

$18M147K1.8%

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