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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 8 of 12  ·  233 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 XAR SPDR SERIES TRUST 1,109.0 $315K 0.12% NEW $283.79 -10.9%
142 VMC VULCAN MATLS CO Basic Materials 1,066.0 $314K 0.12% -949.0 -47.1% $295.00 -11.0%
143 MRVL MARVELL TECHNOLOGY INC Technology 1,053.0 $314K 0.12% NEW $297.90 -25.0%
144 DIA STATE STR SPDR DOW JONES IND Financial Services 600.0 $313K 0.12% $522.39 +2.2%
145 IUSV ISHARES TR 2,832.0 $312K 0.12% $110.15 +4.1%
146 ESML ISHARES TR 5,546.0 $310K 0.12% NEW $55.93 -1.5%
147 VDC VANGUARD WORLD FD 1,375.0 $310K 0.12% $225.49 +1.3%
148 RSP INVESCO EXCHANGE TRADED FD T 1,450.0 $309K 0.12% +170.0 +13.3% $212.77 +2.9%
149 SU SUNCOR ENERGY INC NEW Energy 5,741.0 $308K 0.12% -2K -30.0% $53.68 +25.4%
150 TRV TRAVELERS COMPANIES INC Financial Services 933.0 $308K 0.12% NEW $330.12 +11.9%
151 SPY STATE STR SPDR S&P 500 ETF T Financial Services 407.0 $304K 0.12% -17.0 -4.0% $746.77 +3.1%
152 SPYV SPDR SERIES TRUST 4,967.0 $302K 0.12% NEW $60.79 +4.4%
153 ESE ESCO TECHNOLOGIES INC Technology 852.0 $298K 0.12% -577.0 -40.4% $350.04 -21.7%
154 SHYG ISHARES TR 6,869.0 $291K 0.11% -13K -64.6% $42.41 -1.0%
155 NXPI NXP SEMICONDUCTORS N V Technology 1,029.0 $289K 0.11% -560.0 -35.2% $281.04 -18.9%
156 XJH ISHARES TR 5,532.0 $288K 0.11% NEW $52.15 -1.7%
157 GBTC GRAYSCALE BITCOIN TRUST ETF Financial Services 6,325.0 $288K 0.11% $45.52 +35.6%
158 ISHARES TR 11,287.0 $284K 0.11% NEW $25.19
159 NPO ENPRO INC Industrials 753.0 $284K 0.11% -384.0 -33.8% $376.72 -21.2%
160 IBMQ ISHARES TR 11,073.0 $283K 0.11% NEW $25.58 -0.5%
Page 8 of 12  ·  233 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%