Stock Taper 
HERITAGE FAMILY OFFICES, LLP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 JPMorgan Chase & Co. | JPM | 3.42K | $1.12M |
 Analog Devices, Inc. | ADI | 3.47K | $1.38M |
 Visa Inc. | V | 3.56K | $1.22M |
 The Home Depot, Inc. | HD | 3.77K | $1.33M |
 Lowe's Companies, Inc. | LOW | 3.81K | $840.67K |
 W. R. Berkley Corporation | WRB | 3.89K | $274.58K |
 Tesla, Inc. | TSLA | 4.05K | $1.7M |
 Medtronic plc | MDT | 4.08K | $319.18K |
 PepsiCo, Inc. | PEP | 4.25K | $575.73K |
 Viavi Solutions Inc. | VIAV | 4.31K | $206K |
 Texas Instruments Incorporated | TXN | 4.45K | $1.33M |
 CSX Corporation | CSX | 4.8K | $228.09K |
 The Boeing Company | BA | 4.86K | $1.05M |
 Verizon Communications Inc. | VZ | 5.11K | $216.52K |
 Intel Corp. | INTC | 5.19K | $724.96K |
 Hewlett Packard Enterprise Company | HPE | 5.22K | $235.39K |
 Zurn Elkay Water Solutions Corporation | ZWS | 5.34K | $269.73K |
 AbbVie Inc. | ABBV | 5.7K | $1.43M |
 Suncor Energy Inc. | SU | 5.74K | $308.19K |
 State Street Corporation | STT | 5.82K | $986.9K |