Stock Taper 
HERITAGE FAMILY OFFICES, LLP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Union Pacific Corporation | UNP | 899 | $244.53K |
 The Travelers Companies, Inc. | TRV | 933 | $308K |
 Welltower Inc. | WELL | 950 | $215.63K |
 The PNC Financial Services Group, Inc. | PNC | 950 | $233.91K |
 Advanced Energy Industries, Inc. | AEIS | 970 | $361.61K |
 The Goldman Sachs Group, Inc. | GS | 972 | $983.04K |
 Lennox International Inc. | LII | 976 | $559.18K |
 Snowflake Inc. | SNOW | 985 | $250.7K |
 NXP Semiconductors N.V. | NXPI | 1.03K | $289.19K |
 Westinghouse Air Brake Technologies Corporation | WAB | 1.03K | $278.49K |
 Moody's Corporation | MCO | 1.04K | $469.2K |
 Corning Inc | GLW | 1.04K | $264.88K |
 Marvell Technology, Inc. | MRVL | 1.05K | $313.69K |
 Kaiser Aluminum Corporation | KALU | 1.06K | $206.62K |
 Vulcan Materials Company | VMC | 1.07K | $314.48K |
 EnerSys | ENS | 1.14K | $267.26K |
 Ross Stores, Inc. | ROST | 1.18K | $250.31K |
 Motorola Solutions, Inc. | MSI | 1.23K | $511.64K |
 QUALCOMM Incorporated | QCOM | 1.31K | $242.45K |
 Mastercard Incorporated | MA | 1.36K | $698.01K |