Stock Taper 
HERITAGE TRUST CO
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Principal Financial Group, Inc. | PFG | 24.71K | $2.66M |
 Dell Technologies Inc. | DELL | 23.9K | $10.31M |
 American Tower Corporation | AMT | 22.98K | $3.76M |
 American Express Company | AXP | 21.39K | $7.23M |
 The PNC Financial Services Group, Inc. | PNC | 21.28K | $5.24M |
 OGE Energy Corp. | OGE | 20.95K | $1.02M |
 Energy Transfer LP | ET | 20.83K | $398.31K |
 Amphenol Corporation | APH | 20.56K | $3.63M |
 Ares Capital Corporation | ARCC | 20.18K | $374.03K |
 Berkshire Hathaway Inc. | BRK-B | 20.16K | $10.09M |
 Prudential Financial, Inc. | PRU | 20.15K | $2.17M |
 Aflac Incorporated | AFL | 19.8K | $2.32M |
 Palo Alto Networks, Inc. | PANW | 19.38K | $6.61M |
 RTX Corporation | RTX | 19.14K | $3.63M |
 ServiceNow, Inc. | NOW | 18.23K | $1.81M |
 Marsh & McLennan Companies, Inc. | MRSH | 17.65K | $2.94M |
 ConocoPhillips | COP | 17.63K | $1.83M |
 Capital One Financial Corporation | COF | 17.24K | $3.46M |
 Comcast Corporation | CMCSA | 17.18K | $421.89K |
 Kratos Defense & Security Solutions, Inc. | KTOS | 16.99K | $847.12K |