Arkolith/Funds/Heritage Trust Co

Heritage Trust Co

CIK 1706028
Holdings as of Jun 30, 2026·disclosed Aug 6, 2026·~37-day 13F lag·13F-HR
Active Filer

Heritage Trust Co holds a diversified book of 313 stocks worth $1.2B as of Q2 2026 (disclosed Aug 6, 2026, a ~37-day 13F lag). This quarter they opened ETF Opportunities Trust and trimmed Apple Inc. Their largest long position is Apple Inc at 6% of the equity book. Cloning the disclosed picks since 2024 would be +40% (+18.5%/yr). That is a simulation of the disclosed long book, not audited returns.

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Use Arkolith to show Heritage Trust Co's latest
holdings, largest changes, and filing provenance.
Opened
69
new positions
Added to
127
existing
Trimmed
92
reduced
Sold out
10
exited

Growth of $10,000: cloning the disclosed book

If you'd copied them
+40.1%
+18.5%/yr · since Aug '24
Their reported book
+37.1%
held from quarter-end
S&P 500
+47.7%
same window
$10K$11K$12K$13K$15KAug '24Jan '25May '25Oct '25Mar '26Aug '26
Heritage Trust Co (copied at disclosure) S&P 500

Following at the filing date actually beat the quarter-end book by 2.9 points over this window.

Growth of $10,000 cloning Heritage Trust Co's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~37 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

Concentration

Top-heavy: diversified book

Top 5 holdings
19%
Top 10 holdings
29%
Top 20 holdings
42%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

75% mapped to company sectors

Information Technology
26%
ETF / fund or unclassified
25%
Health Care
11%
Financials
11%
Consumer Discretionary
8%
Industrials
8%
Energy
3%
Communication Services
3%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Heritage Trust Co

Manager / fundShared namesTheir $ in those
MORGAN STANLEY80 / 80$637.3B
ROYAL BANK OF CANADA80 / 80$184.7B
WELLS FARGO & COMPANY/MN80 / 80$180.6B
UBS Group AG80 / 80$166.9B
RAYMOND JAMES FINANCIAL INC80 / 80$109.2B
ENVESTNET ASSET MANAGEMENT INC80 / 80$93.3B
LPL Financial LLC80 / 80$79.8B
HighTower Advisors, LLC80 / 80$33.8B

Ranked by how many of Heritage Trust Co's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

313 positions
#SecurityValueShares% PortLast moveHistory
1Apple Inc
COMMON STOCK
$64.8M224.1K
5.6%
−0.5%
Reduced · −1K sh
2Johnson & Johnson
COMMON STOCK
$43.3M170.6K
3.8%
~0%
Added · +43 sh
3Microsoft Corp
COMMON STOCK
$40.8M109.3K
3.5%
+3.3%
Added · +4K sh
4State Street SPDR S&P 500
ETF-EQUITY
$34.0M45.5K
2.9%
+1.4%
Added · +652 sh
5Alphabet Inc
COMMON STOCK
$33.0M93.5K
2.9%
+0.4%
Added · +385 sh
6Vanguard
ETF-EQUITY
$32.0M448.6K
2.8%
+0.9%
Added · +4K sh
7Abbvie Inc
COMMON STOCK
$23.9M94.9K
2.1%
+1.2%
Added · +1K sh
8Invesco
ETF-EQUITY
$23.1M108.4K
2.0%
+8.0%
Added · +8K sh
9JPMorgan Chase & Co
COMMON STOCK
$22.3M68.1K
1.9%
+0.8%
Added · +509 sh
10Alphabet Inc
COMMON STOCK
$20.7M57.9K
1.8%
−4.8%
Reduced · −3K sh
11Walmart Inc
COMMON STOCK
$16.7M147.7K
1.4%
+0.3%
Added · +406 sh
12Micron Technology Inc
COMMON STOCK
$16.2M14.1K
1.4%
+2.7%
Added · +367 sh
13Qualcomm Inc
COMMON STOCK
$16.1M86.9K
1.4%
+1.3%
Added · +1K sh
14Angel Oak
ETF-FIXED INCOM
$15.4M302.4K
1.3%
+1.9%
Added · +6K sh
15Caterpillar Inc
COMMON STOCK
$13.9M13.1K
1.2%
+3.4%
Added · +430 sh
16Cisco Systems Inc
COMMON STOCK
$13.8M117.9K
1.2%
−0.3%
Reduced · −344 sh
17Amazon Com Inc
COMMON STOCK
$13.4M56.3K
1.2%
−1.1%
Reduced · −655 sh
18Home Depot Inc
COMMON STOCK
$12.3M34.9K
1.1%
+5.4%
Added · +2K sh
19Visa Inc
COMMON STOCK
$12.3M35.8K
1.1%
+1.7%
Added · +586 sh
20Unitedhealth Group Inc
COMMON STOCK
$12.1M29.1K
1.0%
+1.4%
Added · +409 sh
21Altria Group Inc
COMMON STOCK
$12.0M166.5K
1.0%
+1.0%
Added · +2K sh
22Hewlett Packard Enterprise Co
COMMON STOCK
$11.6M257.9K
1.0%
+0.5%
Added · +1K sh
23Lam Research Corp
COMMON STOCK
$11.3M26.1K
1.0%
+0.6%
Added · +152 sh
24Merck & Co Inc
COMMON STOCK
$10.9M84.9K
0.9%
+4.2%
Added · +3K sh
25Nvidia Corp
COMMON STOCK
$10.9M54.3K
0.9%
+1.1%
Added · +603 sh
26Vanguard
ETF-FIXED INCOM
$10.8M130.6K
0.9%
+5.5%
Added · +7K sh
27Dell Technologies Inc
COMMON STOCK
$10.3M23.9K
0.9%
−49%
Reduced · −23K sh
28Berkshire Hathaway Inc
COMMON STOCK
$10.1M20.2K
0.9%
+14%
Added · +2K sh
29General MTRS Co
COMMON STOCK
$9.9M128.5K
0.9%
+0.9%
Added · +1K sh
30Oracle Corporation
COMMON STOCK
$9.5M64.6K
0.8%
+7.2%
Added · +4K sh
31Ishares
ETF-EQUITY
$9.1M12.2K
0.8%
−0.1%
Reduced · −17 sh
32Ishares
ETF-EQUITY
$9.1M77.4K
0.8%
+5.7%
Added · +4K sh
33Starbucks Corp
COMMON STOCK
$8.8M86.5K
0.8%
+5.6%
Added · +5K sh
34Meta Platforms Inc CL A
COMMON STOCK
$8.8M15.6K
0.8%
+0.8%
Added · +127 sh
35United Rentals Inc
COMMON STOCK
$8.6M7.6K
0.7%
−0.5%
Reduced · −42 sh
36Exxon Mobil Corp
COMMON STOCK
$8.5M62.2K
0.7%
+1.8%
Added · +1K sh
372023 ETF Series Trust II
ETF-EQUITY
$8.4M201.1K
0.7%
+7.1%
Added · +13K sh
38Ishares
ETF-FIXED INCOM
$8.3M159.2K
0.7%
+0.4%
Added · +698 sh
39Vanguard
ETF-EQUITY
$8.3M139.6K
0.7%
+2.0%
Added · +3K sh
40Vanguard
ETF-EQUITY
$7.7M11.3K
0.7%
+28%
Added · +2K sh
41Automatic Data Processing Inc
COMMON STOCK
$7.4M33.2K
0.6%
−0.5%
Reduced · −182 sh
42Paccar Inc
COMMON STOCK
$7.4M61.3K
0.6%
−1.4%
Reduced · −892 sh
43American Express Co
COMMON STOCK
$7.2M21.4K
0.6%
−1.9%
Reduced · −409 sh
44Goldman Sachs Group Inc
COMMON STOCK
$6.9M6.8K
0.6%
+8.4%
Added · +526 sh
45Phillips 66
COMMON STOCK
$6.9M40.5K
0.6%
−0.6%
Reduced · −248 sh
46Genuine Parts Co
COMMON STOCK
$6.8M57.5K
0.6%
−0.4%
Reduced · −245 sh
47Palo Alto Networks Inc
COMMON STOCK
$6.6M19.4K
0.6%
+9.7%
Added · +2K sh
48Verizon Communications Inc
COMMON STOCK
$6.6M155.4K
0.6%
+33%
Added · +39K sh
49Abbott Laboratories
COMMON STOCK
$6.5M71.9K
0.6%
+24%
Added · +14K sh
50T Rowe Price
ETF-EQUITY
$6.4M128.3K
0.6%
+8.9%
Added · +11K sh
Showing 50 of 313 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 6, 2026476$1.2B13F-HR
Q1 2026Mar 31, 2026May 13, 2026472$996.8M13F-HR
Q4 2025Dec 31, 2025Feb 10, 2026452$982.6M13F-HR
Q3 2025Sep 30, 2025Nov 12, 2025454$943.5M13F-HR
Q2 2025Jun 30, 2025Aug 12, 2025453$866.0M13F-HR
Q1 2025Mar 31, 2025May 9, 2025470$824.9M13F-HR
Q4 2024Dec 31, 2024Feb 13, 2025469$849.3M13F-HR
Q2 2024Jun 30, 2024Aug 12, 2024439$758.3M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.