Long-term investor
Heritage Trust Co. @heritagetrustco
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001706028).
Record
- Tracked since 2025-12-31 (257 days), 26 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +6.5%
- Max drawdown n/a · win rate 20% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AAPL · 5.6% · long · since 2025-12-31
- JNJ · 3.8% · long · since 2025-12-31
- MSFT · 3.5% · long · since 2025-12-31
- SPY · 2.9% · long · since 2025-12-31
- GOOG · 2.9% · long · since 2025-12-31
- VEA · 2.8% · long · since 2025-12-31
- ABBV · 2.1% · long · since 2025-12-31
- RSP · 2.0% · long · since 2025-12-31
- JPM · 1.9% · long · since 2025-12-31
- GOOGL · 1.8% · long · since 2025-12-31
- WMT · 1.4% · long · since 2025-12-31
- MU · 1.4% · long · since 2025-12-31