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Portfolio (Quarterly) Guide ↗

Heritage Family Offices, LLP

· CIK 0002019316
13F Portfolio $220M AUM Filed Jan 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 202 New
Page 11 of 11  ·  202 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 UTZ UTZ BRANDS INC Consumer Defensive 11,030.0 $114K 0.05% NEW $10.38 -27.1%
202 GLDG GOLDMINING INC Basic Materials 30,000.0 $38K 0.02% NEW $1.25 -10.8%
Page 11 of 11  ·  202 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 31.6%
Financial Services 21.8%
Industrials 14.6%
Consumer Cyclical 10.1%
Healthcare 9.5%
Consumer Defensive 2.9%
Utilities 2.4%
Energy 2.2%
Basic Materials 2.1%
Communication Services 2.0%