Stock Taper 
HERITAGE FAMILY OFFICES, LLP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Comfort Systems USA, Inc. | FIX | 129 | $256.56K |
 ASML Holding N.V. | ASML | 408 | $810.78K |
 Teledyne Technologies Incorporated | TDY | 494 | $329.45K |
 S&P Global Inc. | SPGI | 542 | $220.83K |
 Cadence Design Systems, Inc. | CDNS | 604 | $226.7K |
 General Dynamics Corporation | GD | 623 | $220.69K |
 Amgen Inc. | AMGN | 629 | $227.77K |
 Aon plc | AON | 640 | $212.26K |
 American Express Company | AXP | 654 | $221.23K |
 Vertiv Holdings Co | VRT | 665 | $222.65K |
 Western Digital Corporation | WDC | 685 | $437.52K |
 Caterpillar Inc. | CAT | 724 | $771.01K |
 McDonald's Corporation | MCD | 741 | $200.3K |
 EnPro Industries, Inc. | NPO | 753 | $283.67K |
 Costco Wholesale Corporation | COST | 796 | $744.63K |
 Palo Alto Networks, Inc. | PANW | 819 | $279.29K |
 ESCO Technologies Inc. | ESE | 852 | $298.23K |
 Howmet Aerospace Inc. | HWM | 862 | $231.76K |
 Nordson Corporation | NDSN | 872 | $263.06K |
 Intuitive Surgical, Inc. | ISRG | 886 | $352.33K |