Stock Taper 
HERITAGE INVESTMENT GROUP, INC.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Berkshire Hathaway Inc. | BRK-A | 4 | $3M |
 W.W. Grainger, Inc. | GWW | 180 | $244.87K |
 Micron Technology, Inc. | MU | 183 | $211.54K |
 Caterpillar Inc. | CAT | 356 | $379.1K |
 Applied Materials, Inc. | AMAT | 388 | $280.87K |
 Northrop Grumman Corporation | NOC | 394 | $200.67K |
 Quanta Services, Inc. | PWR | 471 | $339.14K |
 Ameriprise Financial, Inc. | AMP | 561 | $257.36K |
 GE Aerospace | GE | 574 | $214.53K |
 Costco Wholesale Corporation | COST | 622 | $581.86K |
 Taiwan Semiconductor Manufacturing Company Limited | TSM | 693 | $330.96K |
 Texas Instruments Incorporated | TXN | 713 | $212.52K |
 Palo Alto Networks, Inc. | PANW | 757 | $258.15K |
 International Business Machines Corporation | IBM | 781 | $219.58K |
 Meta Platforms, Inc. | META | 860 | $484.56K |
 Casey's General Stores, Inc. | CASY | 936 | $743.92K |
 Waters Corporation | WAT | 1K | $375.42K |
 McDonald's Corporation | MCD | 1.02K | $276.01K |
 Mastercard Incorporated | MA | 1.07K | $550.41K |
 Visa Inc. | V | 1.2K | $411.4K |