Heritage Investment Group, Inc. - Q42025 Holdings

Heritage Investment Group, Inc. holds 127 stocks with a total portfolio value of $ 656.99M as of Q42025. In Q42025, Heritage Investment Group, Inc. added 17 new positions, increased stakes in 57 stocks, reduced 30 holdings, and fully exited 3 positions. The largest holding is Dimensional Etf Trust (DFAC), representing 13.91% of the total portfolio.