Stock Taper 
HERITAGE INVESTMENT GROUP, INC.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 AbbVie Inc. | ABBV | 3.07K | $772.03K |
 West Pharmaceutical Services, Inc. | WST | 3.37K | $1.21M |
 Carrier Global Corporation | CARR | 3.43K | $251.62K |
 Walmart Inc. | WMT | 3.53K | $399.58K |
 RTX Corporation | RTX | 3.69K | $700.67K |
 The Allstate Corporation | ALL | 3.75K | $893.47K |
 The Coca-Cola Company | KO | 3.84K | $312.28K |
 Alphabet Inc. | GOOGL | 3.92K | $1.4M |
 Coherent, Inc. | COHR | 4.2K | $1.66M |
 Amgen Inc. | AMGN | 4.26K | $1.54M |
 Alphabet Inc. | GOOG | 4.36K | $1.54M |
 Johnson & Johnson | JNJ | 4.41K | $1.12M |
 Bank of America Corporation | BAC | 4.66K | $265.24K |
 The Procter & Gamble Company | PG | 4.72K | $691.77K |
 Berkshire Hathaway Inc. | BRK-B | 4.81K | $2.41M |
 JPMorgan Chase & Co. | JPM | 4.85K | $1.59M |
 NextEra Energy, Inc. | NEE | 4.88K | $428.05K |
 Exxon Mobil Corporation | XOM | 5K | $683.38K |
 Amazon.com, Inc. | AMZN | 5.61K | $1.34M |
 Cisco Systems, Inc. | CSCO | 5.78K | $679.27K |