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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 8 of 10  ·  196 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 PLTR PALANTIR TECHNOLOGIES INC Technology 2,077.0 $304K 0.14% NEW $146.28 -6.6%
142 IJJ ISHARES TR 2,278.0 $302K 0.13% $132.52 +7.5%
143 XTEN BONDBLOXX ETF TRUST 6,497.0 $298K 0.13% NEW $45.86 -1.4%
144 VONE VANGUARD SCOTTSDALE FDS 1,002.0 $296K 0.13% $295.12 +14.8%
145 VIAV VIAVI SOLUTIONS INC Technology 8,830.0 $294K 0.13% -5K -37.2% $33.28 +61.6%
146 BAC BANK AMERICA CORP Financial Services 5,973.0 $291K 0.13% NEW $48.75 +7.1%
147 IUSV ISHARES TR 2,832.0 $290K 0.13% $102.25 +7.9%
148 ULS UL SOLUTIONS INC Industrials 3,373.0 $289K 0.13% -2K -34.7% $85.71 +17.6%
149 STN STANTEC INC Industrials 3,344.0 $289K 0.13% NEW $86.40 -10.9%
150 ROL ROLLINS INC Consumer Cyclical 5,406.0 $289K 0.13% -3K -31.8% $53.41 -0.5%
151 NPO ENPRO INC Industrials 1,137.0 $285K 0.13% -570.0 -33.4% $250.56 +27.0%
152 ACN ACCENTURE PLC IRELAND Technology 1,431.0 $284K 0.13% -504.0 -26.1% $198.30 -10.7%
153 VNQ VANGUARD INDEX FDS 3,148.0 $279K 0.12% +33.0 +1.1% $88.69 +9.6%
154 IJR ISHARES TR 2,243.0 $279K 0.12% -28.0 -1.2% $124.28 +12.3%
155 DIA STATE STR SPDR DOW JONES IND Financial Services 600.0 $278K 0.12% $463.19 +9.1%
156 IUSG ISHARES TR 1,785.0 $277K 0.12% $155.11 +21.9%
157 SPY STATE STR SPDR S&P 500 ETF T Financial Services 424.0 $276K 0.12% -12.0 -2.8% $650.34 +15.4%
158 CAT CATERPILLAR INC Industrials 389.0 $276K 0.12% NEW $708.46 +28.2%
159 ABT ABBOTT LABORATORIES Healthcare 2,628.0 $270K 0.12% -11K -80.3% $102.67 -15.6%
160 EFG ISHARES TR 2,404.0 $268K 0.12% -421.0 -14.9% $111.37 +10.4%
Page 8 of 10  ·  196 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 31.1%
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%