Stock Taper 
HERITAGE FAMILY OFFICES, LLP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 AstraZeneca PLC | AZN | 2.14K | $405.03K |
 Morgan Stanley | MS | 2.16K | $451.51K |
 Merck & Co., Inc. | MRK | 2.17K | $278.54K |
 Allegion plc | ALLE | 2.24K | $315.29K |
 Benchmark Electronics, Inc. | BHE | 2.32K | $229.22K |
 Oracle Corporation | ORCL | 2.35K | $345.13K |
 The TJX Companies, Inc. | TJX | 2.39K | $362.71K |
 UL Solutions Inc. | ULS | 2.59K | $263.51K |
 Palantir Technologies Inc. | PLTR | 2.78K | $324.12K |
 UnitedHealth Group Incorporated | UNH | 2.8K | $1.16M |
 Meta Platforms, Inc. | META | 2.8K | $1.58M |
 The Coca-Cola Company | KO | 2.87K | $233.08K |
 Johnson & Johnson | JNJ | 2.95K | $749.73K |
 Novartis AG | NVS | 3.01K | $472.02K |
 Eaton Corporation plc | ETN | 3.15K | $1.34M |
 Cohu, Inc. | COHU | 3.21K | $237.47K |
 Berkshire Hathaway Inc. | BRK-B | 3.21K | $1.61M |
 Citigroup Inc. | C | 3.21K | $449.85K |
 Cisco Systems, Inc. | CSCO | 3.25K | $382.37K |
 The Procter & Gamble Company | PG | 3.33K | $488.17K |