SEC Form 13F

Heritage Trust Co 13F Holdings

Report period2026-06-30
Publicly available2026-08-07
Reported value$1,154,519,370
Positions313

Largest disclosed positions

IssuerTickerClassReported valueReported amount
APPLE INCAAPLCOMMON STOCK$64,832,266224,054
JOHNSON & JOHNSONJNJCOMMON STOCK$43,323,483170,585
MICROSOFT CORPMSFTCOMMON STOCK$40,778,876109,321
STATE STREET SPDR S&P 500SPYETF-EQUITY$34,010,14845,543
ALPHABET INCGOOGCOMMON STOCK$33,030,69793,484
VANGUARDVEAETF-EQUITY$31,963,382448,608
ABBVIE INCABBVCOMMON STOCK$23,869,82394,857
INVESCORSPETF-EQUITY$23,073,852108,445
JPMORGAN CHASE & COJPMCOMMON STOCK$22,294,46468,110
ALPHABET INCGOOGLCOMMON STOCK$20,698,51557,919

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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