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Portfolio (Quarterly) Guide ↗

Heritage Family Offices, LLP

· CIK 0002019316
13F Portfolio $259M AUM 233 positions Filed Jul 29, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 62 New 70 Added 81 Reduced 25 Exited
Page 4 of 4  ·  70 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 XTEN BONDBLOXX ETF TRUST 8,020.0 $366K 0.14% +2K +23.4% $45.58 -3.2%
62 TJX TJX COS INC NEW Consumer Cyclical 2,394.0 $363K 0.14% +486.0 +25.5% $151.51 -12.8%
63 ORCL ORACLE CORP Technology 2,355.0 $345K 0.13% +728.0 +44.7% $146.55 +8.4%
64 PLTR PALANTIR TECHNOLOGIES INC Technology 2,778.0 $324K 0.12% +701.0 +33.8% $116.67 +49.4%
65 RSP INVESCO EXCHANGE TRADED FD T 1,450.0 $309K 0.12% +170.0 +13.3% $212.77 +2.9%
66 WAB WABTEC Industrials 1,033.0 $278K 0.11% +34.0 +3.4% $269.60 +4.9%
67 ROST ROSS STORES INC Consumer Cyclical 1,176.0 $250K 0.10% +156.0 +15.3% $212.85 +8.4%
68 VGT VANGUARD WORLD FD 1,912.0 $229K 0.09% +2K +524.8% $119.52 +1.5%
69 VZ VERIZON COMMUNICATIONS INC Communication Services 5,114.0 $217K 0.08% +737.0 +16.8% $42.34 +18.4%
70 COP CONOCOPHILLIPS Energy 2,037.0 $212K 0.08% +355.0 +21.1% $103.99 +29.1%
Page 4 of 4  ·  70 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 36.6%
Financial Services 19.7%
Consumer Cyclical 12.0%
Industrials 9.1%
Healthcare 8.8%
Communication Services 4.6%
Consumer Defensive 4.5%
Energy 2.5%
Utilities 0.9%
Basic Materials 0.8%