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Portfolio (Quarterly) Guide ↗

Heritage Family Offices, LLP

· CIK 0002019316
13F Portfolio $225M AUM 196 positions Filed Apr 8, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 43 New 40 Added 91 Reduced 49 Exited
Page 3 of 3  ·  49 positions
# Ticker Company Sector Shares Value ↓ % Port Status
41 EXLS EXLSERVICE HOLDINGS INC Technology 4,995 $212K 0.10% SOLD
42 IWF ISHARES TR 441 $209K 0.10% SOLD
43 BIDU BAIDU INC Communication Services 1,596 $209K 0.10% SOLD
44 COHU COHU INC Technology 8,924 $208K 0.09% SOLD
45 RAMP LIVERAMP HLDGS INC Technology 7,008 $206K 0.09% SOLD
46 BLKB BLACKBAUD INC Technology 3,220 $204K 0.09% SOLD
47 SITE SITEONE LANDSCAPE SUPPLY INC Industrials 1,636 $204K 0.09% SOLD
48 NTST NETSTREIT CORP Real Estate 10,104 $178K 0.08% SOLD
49 UTZ UTZ BRANDS INC Consumer Defensive 11,030 $114K 0.05% SOLD
Page 3 of 3  ·  49 positions
Sector Allocation
Technology 31.1%
Financial Services 21.3%
Consumer Cyclical 11.0%
Industrials 10.9%
Healthcare 8.2%
Communication Services 5.1%
Consumer Defensive 5.1%
Energy 3.7%
Basic Materials 1.8%
Utilities 1.5%