Stock Taper

HERITAGE FAMILY OFFICES, LLP

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Arista Networks, Inc.ANET1.37K$232.23K
The Allstate CorporationALL1.41K$335.02K
Cardinal Health, Inc.CAH1.41K$335.2K
Applied Materials, Inc.AMAT1.5K$1.08M
Micron Technology, Inc.MU1.53K$1.76M
GE AerospaceGE1.53K$572.17K
Fortinet, Inc.FTNT1.62K$248.25K
Lam Research CorporationLRCX1.66K$718.89K
McKesson CorporationMCK1.77K$1.34M
International Business Machines CorporationIBM1.78K$500.83K
Stryker CorporationSYK1.78K$562.02K
TE Connectivity plcTEL1.87K$377.13K
Eli Lilly and CompanyLLY1.91K$2.29M
Marriott International, Inc.MAR1.97K$730.8K
Advanced Micro Devices, Inc.AMD1.98K$1.15M
eBay Inc.EBAY1.99K$222.29K
Chevron CorporationCVX2K$331.76K
ConocoPhillipsCOP2.04K$211.83K
Consolidated Edison, Inc.ED2.1K$231.88K
Diodes IncorporatedDIOD2.11K$231.25K