Stock Taper

HERITAGE WEALTH ADVISORS

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Parker-Hannifin CorporationPH876$856.83K
BlackRock, Inc.BLK877$843.29K
Eversource EnergyES900$65.04K
Avery Dennison CorporationAVY911$147.9K
Corteva, Inc.CTVA918$77.75K
Brookfield Infrastructure Partners L.P.BIP950$34.67K
Analog Devices, Inc.ADI973$386.63K
Capital Southwest CorporationCSWC980$23.3K
Ross Stores, Inc.ROST980$208.59K
ONEOK, Inc.OKE984$85.55K
Brixmor Property Group Inc.BRX1K$31.53K
Shore Bancshares, Inc.SHBI1K$22.95K
ARS Pharmaceuticals, Inc.SPRY1K$8.01K
Highwoods Properties, Inc.HIW1.02K$30.67K
Eli Lilly and CompanyLLY1.02K$1.22M
Xcel Energy Inc.XEL1.04K$83.51K
Novo Nordisk A/SNVO1.05K$50.34K
Intuit Inc.INTU1.05K$274.21K
Canadian National Railway CompanyCNI1.06K$126.99K
The Goldman Sachs Group, Inc.GS1.07K$1.09M