Stock Taper 
HERITAGE INVESTMENT GROUP, INC.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Teva Pharmaceutical Industries Limited | TEVA | 23.98K | $812.27K |
 Apple Inc. | AAPL | 19.4K | $5.61M |
 Smith & Nephew plc | SNN | 13.15K | $378.74K |
 Blue Owl Technology Finance Corp. | OTF | 10.89K | $112.76K |
 NVIDIA Corporation | NVDA | 10.74K | $2.15M |
 Wells Fargo & Company | WFC | 7.4K | $611.29K |
 Oracle Corporation | ORCL | 7.19K | $1.05M |
 Broadcom Inc. | AVGO | 6.83K | $2.58M |
 Intel Corp. | INTC | 5.93K | $827.74K |
 Microsoft Corporation | MSFT | 5.82K | $2.17M |
 Cisco Systems, Inc. | CSCO | 5.78K | $679.27K |
 Amazon.com, Inc. | AMZN | 5.61K | $1.34M |
 Exxon Mobil Corporation | XOM | 5K | $683.38K |
 NextEra Energy, Inc. | NEE | 4.88K | $428.05K |
 JPMorgan Chase & Co. | JPM | 4.85K | $1.59M |
 Berkshire Hathaway Inc. | BRK-B | 4.81K | $2.41M |
 The Procter & Gamble Company | PG | 4.72K | $691.77K |
 Bank of America Corporation | BAC | 4.66K | $265.24K |
 Johnson & Johnson | JNJ | 4.41K | $1.12M |
 Alphabet Inc. | GOOG | 4.36K | $1.54M |