StockDriftsStockDriftsTop 50 Heritage Investors Management Corp Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 5.33% | 691.5K | $175.5M | -2.13%(-15.06K) | $26.33(+1035.03%) | 2026-03-31 | |
| AVGO | BROADCOM INC | 4.78% | 509.3K | $157.6M | -0.33%(-1.70K) | $26.56(+1469.39%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 3.39% | 388.5K | $111.7M | -1.88%(-7.46K) | $20.85(+1830.86%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 3.31% | 294.3K | $108.9M | +0.87%(+2.52K) | $50.77(+698.16%) | 2026-03-31 | |
| GOOG | ALPHABET INC | 3.17% | 364.6K | $104.6M | -2.12%(-7.91K) | $33.48(+1092.05%) | 2026-03-31 | |
| PANW | PALO ALTO NETWORKS INC | 2.76% | 566.7K | $90.8M | +1.11%(+6.20K) | $22.66(+905.08%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 2.59% | 489.3K | $85.3M | -2.24%(-11.21K) | $28.49(+692.65%) | 2026-03-31 | |
| CAT | CATERPILLAR INC | 2.5% | 116.4K | $82.5M | -3.46%(-4.17K) | $83.08(+986.07%) | 2026-03-31 | |
| MAR | MARRIOTT INTL INC NEW | 2.21% | 222.1K | $72.7M | -1.63%(-3.68K) | $40.10(+773.25%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 2.12% | 335.0K | $69.8M | +2.01%(+6.59K) | $107.30(+151.76%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +21.64% | +80.00% |
| Top 20 Holdings Unweighted | +21.17% | +77.88% |
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