Heritage Trust Co - Portfolio overview

Heritage Trust Co has 329 reported holdings in this dataset, with the latest filing dated 2026-05-13.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. MSFT - MICROSOFT CORP, 6.30%
2. SPY - STATE STREET SPDR S&P 500, 5.00%
3. VEA - VANGUARD, 4.73%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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