Glekko logo

Heritage Trust Co - Q22026 Holdings

Heritage Trust Co holds 313 stocks with a total portfolio value of $ 1.15B as of Q22026. In Q22026, Heritage Trust Co added 14 new positions, increased stakes in 127 stocks, reduced 93 holdings, and fully exited 9 positions. The largest holding is Apple Inc (AAPL), representing 5.62% of the total portfolio.

Company Name
Shares
Value
%
Status
Δ
Ticker
Avg Price
Price
Options