Stock Taper 
HERITAGE FINANCIAL SERVICES, LLC
Latest 13F filing data - Q4 2025
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Costco Wholesale Corporation | COST | 1.46K | $1.26M |
 3M Company | MMM | 1.33K | $212.45K |
 Texas Pacific Land Corporation | TPL | 1.19K | $341.22K |
 Texas Instruments Incorporated | TXN | 1.17K | $202.46K |
 Oracle Corporation | ORCL | 1.09K | $212.45K |
 UnitedHealth Group Incorporated | UNH | 1.01K | $333.41K |
 GE Aerospace | GE | 978 | $301.25K |
 Lowe's Companies, Inc. | LOW | 967 | $233.2K |
 Caterpillar Inc. | CAT | 919 | $526.47K |
 Automatic Data Processing, Inc. | ADP | 914 | $235.11K |
 Union Pacific Corporation | UNP | 907 | $209.81K |
 Meta Platforms, Inc. | META | 718 | $473.94K |
 Trane Technologies plc | TT | 657 | $255.71K |
 IDEXX Laboratories, Inc. | IDXX | 409 | $276.7K |
 Thermo Fisher Scientific Inc. | TMO | 362 | $209.76K |