Stock Taper

HERITAGE WEALTH ADVISORS

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Newmont CorporationNEM254$23.72K
Bloom Energy CorporationBE257$77.79K
FirstEnergy Corp.FE260$12.36K
Smurfit Westrock plcSW263$12.17K
The Chemours CompanyCC272$5.58K
Lemonade, Inc.LMND274$17.82K
Chipotle Mexican Grill, Inc.CMG279$9.49K
Cincinnati Financial CorporationCINF281$52.02K
Lennar CorporationLEN282$25.52K
ServiceNow, Inc.NOW293$29.13K
Boston Scientific CorporationBSX295$12.59K
Warner Bros. Discovery, Inc.WBD296$7.89K
HEICO CorporationHEI-A300$77.27K
Genuine Parts CompanyGPC300$35.39K
Kontoor Brands, Inc.KTB300$25K
Ingredion IncorporatedINGR302$28.6K
U.S. BancorpUSB305$18.42K
Viatris Inc.VTRS306$4.86K
Shopify Inc.SHOP310$35.4K
Cardinal Health, Inc.CAH319$75.86K