Stock Taper

HERITAGE FAMILY OFFICES, LLP

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Aon plcAON640$212.26K
Amgen Inc.AMGN629$227.77K
General Dynamics CorporationGD623$220.69K
Cadence Design Systems, Inc.CDNS604$226.7K
S&P Global Inc.SPGI542$220.83K
Teledyne Technologies IncorporatedTDY494$329.45K
ASML Holding N.V.ASML408$810.78K
Comfort Systems USA, Inc.FIX129$256.56K