Heritage Investment Group, Inc. - Q12026 Holdings

Heritage Investment Group, Inc. holds 123 stocks with a total portfolio value of $ 660.81M as of Q12026. In Q12026, Heritage Investment Group, Inc. added 1 new position, increased stakes in 36 stocks, reduced 45 holdings, and fully exited 5 positions. The largest holding is Dimensional Etf Trust (DFAC), representing 13.38% of the total portfolio.