Stock Taper 
HERITAGE FAMILY OFFICES, LLP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 UL Solutions Inc. | ULS | 2.59K | $263.51K |
 The TJX Companies, Inc. | TJX | 2.39K | $362.71K |
 Oracle Corporation | ORCL | 2.35K | $345.13K |
 Benchmark Electronics, Inc. | BHE | 2.32K | $229.22K |
 Allegion plc | ALLE | 2.24K | $315.29K |
 Merck & Co., Inc. | MRK | 2.17K | $278.54K |
 Morgan Stanley | MS | 2.16K | $451.51K |
 AstraZeneca PLC | AZN | 2.14K | $405.03K |
 Diodes Incorporated | DIOD | 2.11K | $231.25K |
 Consolidated Edison, Inc. | ED | 2.1K | $231.88K |
 ConocoPhillips | COP | 2.04K | $211.83K |
 Chevron Corporation | CVX | 2K | $331.76K |
 eBay Inc. | EBAY | 1.99K | $222.29K |
 Advanced Micro Devices, Inc. | AMD | 1.98K | $1.15M |
 Marriott International, Inc. | MAR | 1.97K | $730.8K |
 Eli Lilly and Company | LLY | 1.91K | $2.29M |
 TE Connectivity plc | TEL | 1.87K | $377.13K |
 Stryker Corporation | SYK | 1.78K | $562.02K |
 International Business Machines Corporation | IBM | 1.78K | $500.83K |
 McKesson Corporation | MCK | 1.77K | $1.34M |