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Portfolio (Quarterly) Guide ↗

Heritage Financial Services, LLC

· CIK 0001752035
13F Portfolio $1.2B AUM 126 positions Filed Feb 2, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 6 New 38 Added 55 Reduced 14 Exited
Page 2 of 2  ·  38 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VIG VANGUARD SPECIALIZED FUNDS 3,574.0 $785K 0.07% +21.0 +0.6% $219.76 +5.1%
22 MRK MERCK & CO INC Healthcare 5,450.0 $574K 0.05% +193.0 +3.7% $105.26 +10.1%
23 V VISA INC Financial Services 1,506.0 $528K 0.04% +223.0 +17.4% $350.71 -5.7%
24 CAT CATERPILLAR INC Industrials 919.0 $526K 0.04% +8.0 +0.9% $572.87 +51.2%
25 IEFA ISHARES TR 5,588.0 $500K 0.04% +258.0 +4.8% $89.46 +8.8%
26 ABT ABBOTT LABS Healthcare 3,786.0 $474K 0.04% +108.0 +2.9% $125.29 -29.9%
27 META META PLATFORMS INC Communication Services 718.0 $474K 0.04% +91.0 +14.5% $660.09 -8.0%
28 AIRJ AIRJOULE TECHNOLOGIES CORP Industrials 97,806.0 $385K 0.03% +85K +690.4% $3.94 -0.0%
29 WMT WALMART INC Consumer Defensive 3,144.0 $350K 0.03% +133.0 +4.4% $111.41 +17.4%
30 TPL TEXAS PACIFIC LAND CORPORATI Energy 1,188.0 $341K 0.03% +792.0 +200.0% $287.22 +40.1%
31 UNH UNITEDHEALTH GROUP INC Healthcare 1,010.0 $333K 0.03% +51.0 +5.3% $330.11 +16.1%
32 QCOM QUALCOMM INC Technology 1,833.0 $314K 0.03% +25.0 +1.4% $171.06 +18.4%
33 GE GE AEROSPACE Industrials 978.0 $301K 0.03% +18.0 +1.9% $308.03 -2.0%
34 BSX BOSTON SCIENTIFIC CORP Healthcare 3,031.0 $289K 0.02% +22.0 +0.7% $95.35 -40.1%
35 AFL AFLAC INC Financial Services 2,428.0 $268K 0.02% +14.0 +0.6% $110.27 +6.8%
36 T AT&T INC Communication Services 9,879.0 $245K 0.02% +88.0 +0.9% $24.84 +0.4%
37 MMM 3M CO Industrials 1,327.0 $212K 0.02% +7.0 +0.5% $160.10 -5.3%
38 ORCL ORACLE CORP Technology 1,090.0 $212K 0.02% +197.0 +22.1% $194.91 -2.6%
Page 2 of 2  ·  38 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 44.8%
Financial Services 11.4%
Healthcare 11.4%
Consumer Defensive 8.8%
Consumer Cyclical 7.3%
Communication Services 5.6%
Industrials 4.1%
Energy 3.9%
Utilities 2.7%