Stock Taper

HERITAGE WEALTH ADVISORS

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Phillips 66PSX131$22.15K
Verisk Analytics, Inc.VRSK134$24.06K
American Tower CorporationAMT134$21.92K
Target CorporationTGT135$17.63K
APA CorporationAPA135$4.4K
AutoNation, Inc.AN138$25.64K
DuPont de Nemours, Inc.DD140$18.99K
Space Exploration Technologies Corp.SPCX143$24.43K
Church & Dwight Co., Inc.CHD146$14.14K
NRG Energy, Inc.NRG149$21.76K
Lucid Group, Inc.LCID150$1K
Old Republic International CorporationORI150$6.14K
DT Midstream, Inc.DTM150$22.01K
Dollar Tree, Inc.DLTR150$18.14K
Public Service Enterprise Group IncorporatedPEG150$12.18K
IDEXX Laboratories, Inc.IDXX150$78.97K
L3Harris Technologies, Inc.LHX150$43.59K
Copart, Inc.CPRT160$4.51K
Ardagh Metal Packaging S.A.AMBP160$758
AGCO CorporationAGCO164$19.63K