HERITAGE FAMILY OFFICES, LLP
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | XPEL | 82K | $2.71M |
 | HLN | 79K | $704.98K |
 | SONY | 39K | $1.12M |
 | FSCO | 32K | $224.06K |
 | APH | 25K | $3.05M |
 | WEC | 22K | $2.51M |
 | NDAQ | 21K | $1.82M |
 | SHO | 20K | $183.04K |
 | RELX | 19K | $919.35K |
 | SU | 18K | $755.81K |
 | AAPL | 17K | $4.33M |
 | VIAV | 16K | $197.03K |
 | J | 15K | $2.29M |
 | EMR | 15K | $1.91M |
 | CTSH | 15K | $974.87K |
 | ABT | 14K | $1.94M |
 | BSY | 13K | $677.28K |
 | WFC | 13K | $1.08M |
 | RTX | 13K | $2.14M |
 | ICE | 12K | $2.10M |
XPEL, Inc.
XPEL
Shares Held
82K
Value
$2.71M
Haleon plc
HLN
Shares Held
79K
Value
$704.98K
Sony Group Corporation
SONY
Shares Held
39K
Value
$1.12M
FS Credit Opportunities Corp.
FSCO
Shares Held
32K
Value
$224.06K
Amphenol Corporation
APH
Shares Held
25K
Value
$3.05M
WEC Energy Group, Inc.
WEC
Shares Held
22K
Value
$2.51M
Nasdaq, Inc.
NDAQ
Shares Held
21K
Value
$1.82M
Sunstone Hotel Investors, Inc.
SHO
Shares Held
20K
Value
$183.04K
RELX Plc
RELX
Shares Held
19K
Value
$919.35K
Suncor Energy Inc.
SU
Shares Held
18K
Value
$755.81K
Apple Inc.
AAPL
Shares Held
17K
Value
$4.33M
Viavi Solutions Inc.
VIAV
Shares Held
16K
Value
$197.03K
Jacobs Solutions Inc.
J
Shares Held
15K
Value
$2.29M
Emerson Electric Co.
EMR
Shares Held
15K
Value
$1.91M
Cognizant Technology Solutions Corporation
CTSH
Shares Held
15K
Value
$974.87K
Abbott Laboratories
ABT
Shares Held
14K
Value
$1.94M
Bentley Systems, Incorporated
BSY
Shares Held
13K
Value
$677.28K
Wells Fargo & Company
WFC
Shares Held
13K
Value
$1.08M
RTX Corporation
RTX
Shares Held
13K
Value
$2.14M
Intercontinental Exchange, Inc.
ICE
Shares Held
12K
Value
$2.10M