Stock Taper 
HERITAGE TRUST CO
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Ares Capital Corporation | ARCC | 20.18K | $374.03K |
 Amphenol Corporation | APH | 20.56K | $3.63M |
 Energy Transfer LP | ET | 20.83K | $398.31K |
 OGE Energy Corp. | OGE | 20.95K | $1.02M |
 The PNC Financial Services Group, Inc. | PNC | 21.28K | $5.24M |
 American Express Company | AXP | 21.39K | $7.23M |
 American Tower Corporation | AMT | 22.98K | $3.76M |
 Dell Technologies Inc. | DELL | 23.9K | $10.31M |
 Principal Financial Group, Inc. | PFG | 24.71K | $2.66M |
 The Kroger Co. | KR | 25.73K | $1.43M |
 Lam Research Corporation | LRCX | 26.06K | $11.29M |
 PepsiCo, Inc. | PEP | 26.94K | $3.65M |
 UnitedHealth Group Incorporated | UNH | 29.11K | $12.1M |
 Iron Mountain Incorporated | IRM | 29.7K | $3.75M |
 Danaher Corporation | DHR | 30.54K | $5.82M |
 Target Corporation | TGT | 30.59K | $4M |
 Best Buy Co., Inc. | BBY | 30.79K | $2.34M |
 The Coca-Cola Company | KO | 31.16K | $2.53M |
 MetLife, Inc. | MET | 31.82K | $2.69M |
 Intercontinental Exchange, Inc. | ICE | 32.12K | $3.95M |