Stock Taper 
HERITAGE FAMILY OFFICES, LLP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Medtronic plc | MDT | 4.08K | $319.18K |
 Tesla, Inc. | TSLA | 4.05K | $1.7M |
 W. R. Berkley Corporation | WRB | 3.89K | $274.58K |
 Lowe's Companies, Inc. | LOW | 3.81K | $840.67K |
 The Home Depot, Inc. | HD | 3.77K | $1.33M |
 Visa Inc. | V | 3.56K | $1.22M |
 Analog Devices, Inc. | ADI | 3.47K | $1.38M |
 JPMorgan Chase & Co. | JPM | 3.42K | $1.12M |
 The Procter & Gamble Company | PG | 3.33K | $488.17K |
 Cisco Systems, Inc. | CSCO | 3.25K | $382.37K |
 Citigroup Inc. | C | 3.21K | $449.85K |
 Berkshire Hathaway Inc. | BRK-B | 3.21K | $1.61M |
 Cohu, Inc. | COHU | 3.21K | $237.47K |
 Eaton Corporation plc | ETN | 3.15K | $1.34M |
 Novartis AG | NVS | 3.01K | $472.02K |
 Johnson & Johnson | JNJ | 2.95K | $749.73K |
 The Coca-Cola Company | KO | 2.87K | $233.08K |
 Meta Platforms, Inc. | META | 2.8K | $1.58M |
 UnitedHealth Group Incorporated | UNH | 2.8K | $1.16M |
 Palantir Technologies Inc. | PLTR | 2.78K | $324.12K |