Stock Taper 
HERITAGE WEALTH ADVISORS
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Rockwell Automation, Inc. | ROK | 6 | $2.97K |
 Comfort Systems USA, Inc. | FIX | 6 | $11.89K |
 Cadence Design Systems, Inc. | CDNS | 6 | $2.25K |
 Mettler-Toledo International Inc. | MTD | 6 | $7.67K |
 Ciena Corporation | CIEN | 6 | $2.94K |
 Ulta Beauty, Inc. | ULTA | 5 | $2.25K |
 TransDigm Group Incorporated | TDG | 5 | $6.66K |
 Martin Marietta Materials, Inc. | MLM | 4 | $2.31K |
 Occidental Petroleum Corporation | OXY-WT | 3 | $80 |
 Berkshire Hathaway Inc. | BRK-A | 3 | $2.25M |
 Brookfield Renewable Corporation | BEPC | 3 | $111 |
 C3.ai, Inc. | AI | 3 | $27 |
 JetBlue Airways Corporation | JBLU | 3 | $17 |
 DICK'S Sporting Goods, Inc. | DKS | 2 | $454 |
 American Airlines Group Inc. | AAL | 1 | $18 |