Stock Taper 
HERITAGE FAMILY OFFICES, LLP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Snowflake Inc. | SNOW | 985 | $250.7K |
 Lennox International Inc. | LII | 976 | $559.18K |
 The Goldman Sachs Group, Inc. | GS | 972 | $983.04K |
 Advanced Energy Industries, Inc. | AEIS | 970 | $361.61K |
 The PNC Financial Services Group, Inc. | PNC | 950 | $233.91K |
 Welltower Inc. | WELL | 950 | $215.63K |
 The Travelers Companies, Inc. | TRV | 933 | $308K |
 Union Pacific Corporation | UNP | 899 | $244.53K |
 Intuitive Surgical, Inc. | ISRG | 886 | $352.33K |
 Nordson Corporation | NDSN | 872 | $263.06K |
 Howmet Aerospace Inc. | HWM | 862 | $231.76K |
 ESCO Technologies Inc. | ESE | 852 | $298.23K |
 Palo Alto Networks, Inc. | PANW | 819 | $279.29K |
 Costco Wholesale Corporation | COST | 796 | $744.63K |
 EnPro Industries, Inc. | NPO | 753 | $283.67K |
 McDonald's Corporation | MCD | 741 | $200.3K |
 Caterpillar Inc. | CAT | 724 | $771.01K |
 Western Digital Corporation | WDC | 685 | $437.52K |
 Vertiv Holdings Co | VRT | 665 | $222.65K |
 American Express Company | AXP | 654 | $221.23K |