Heritage Investment Group, Inc.
Long-term investor · FL · @heritageinvestmentgroupi
-12.2%
All time
S&P +12.2%
Long-term investor
Heritage Investment Group, Inc. @heritageinvestmentgroupi
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001876811).
Record
- Tracked since 2025-06-30 (492 days), 18 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months -0.3% · 1 year n/a · all -12.2%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 25434V708 · 14.0% · long · since 2025-09-30
- 464287200 · 11.6% · long · since 2025-09-30
- 464288158 · 6.8% · long · since 2025-09-30
- 46434V647 · 6.3% · long · since 2025-09-30
- 25434V724 · 6.3% · long · since 2025-09-30
- 25434V401 · 5.7% · long · since 2025-09-30
- 922907746 · 4.8% · long · since 2025-09-30
- 25434V500 · 4.6% · long · since 2025-09-30
- 25434V104 · 4.1% · long · since 2025-09-30
- 25434V732 · 3.2% · long · since 2025-09-30
- 464287622 · 3.1% · long · since 2025-09-30
- 464287804 · 2.8% · long · since 2025-09-30