CIK 2019316
Heritage Family Offices, LLP
Institutional 13F holdings & portfolio
Holdings
202
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 151–200 of 202
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| GS | GOLDMAN SACHS GROUP INC | 320 | $100K–$500K | SH |
| BJ | BJS WHSL CLUB HLDGS INC | 3K | $100K–$500K | SH |
| VNQ | VANGUARD INDEX FDS | 3K | $100K–$500K | SH |
| IJR | ISHARES TR | 2K | $100K–$500K | SH |
| COST | COSTCO WHSL CORP NEW | 313 | $100K–$500K | SH |
| HLNE | HAMILTON LANE INC | 2K | $100K–$500K | SH |
| ADUS | ADDUS HOMECARE CORP | 2K | $100K–$500K | SH |
| IDA | IDACORP INC | 2K | $100K–$500K | SH |
| KFY | KORN FERRY | 4K | $100K–$500K | SH |
| BOOT | BOOT BARN HLDGS INC | 1K | $100K–$500K | SH |
| VIAV | VIAVI SOLUTIONS INC | 14K | $100K–$500K | SH |
| STC | STEWART INFORMATION SVCS COR | 4K | $100K–$500K | SH |
| RSP | INVESCO EXCHANGE TRADED FD T | 1K | $100K–$500K | SH |
| SOXX | ISHARES TR | 811 | $100K–$500K | SH |
| BCPC | BALCHEM CORP | 2K | $100K–$500K | SH |
| BFAM | BRIGHT HORIZONS FAM SOL IN D | 2K | $100K–$500K | SH |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATI | 989 | $100K–$500K | SH |
| MCRI | MONARCH CASINO & RESORT INC | 2K | $100K–$500K | SH |
| CSW | CSW INDUSTRIALS INC | 808 | $100K–$500K | SH |
| BHE | BENCHMARK ELECTRS INC | 6K | $100K–$500K | SH |
| THO | THOR INDS INC | 2K | $100K–$500K | SH |
| EXPO | EXPONENT INC | 3K | $100K–$500K | SH |
| TRMB | TRIMBLE INC | 3K | $100K–$500K | SH |
| GOLF | ACUSHNET HLDGS CORP | 3K | $100K–$500K | SH |
| VGT | VANGUARD WORLD FD | 306 | $100K–$500K | SH |
| ICFI | ICF INTL INC | 3K | $100K–$500K | SH |
| ENS | ENERSYS | 2K | $100K–$500K | SH |
| ITGR | INTEGER HLDGS CORP | 3K | $100K–$500K | SH |
| SPMB | SPDR SERIES TRUST | 10K | $100K–$500K | SH |
| JPM | JPMORGAN CHASE & CO. | 704 | $100K–$500K | SH |
| BABA | ALIBABA GROUP HLDG LTD | 2K | $100K–$500K | SH |
| NOG | NORTHERN OIL & GAS INC | 10K | $100K–$500K | SH |
| DIOD | DIODES INC | 4K | $100K–$500K | SH |
| CHH | CHOICE HOTELS INTL INC | 2K | $100K–$500K | SH |
| VUG | VANGUARD INDEX FDS | 445 | $100K–$500K | SH |
| CPK | CHESAPEAKE UTILS CORP | 2K | $100K–$500K | SH |
| MMI | MARCUS & MILLICHAP INC | 8K | $100K–$500K | SH |
| PATK | PATRICK INDS INC | 2K | $100K–$500K | SH |
| IWD | ISHARES TR | 1K | $100K–$500K | SH |
| EXLS | EXLSERVICE HOLDINGS INC | 5K | $100K–$500K | SH |
| IWF | ISHARES TR | 441 | $100K–$500K | SH |
| BIDU | BAIDU INC | 2K | $100K–$500K | SH |
| COHU | COHU INC | 9K | $100K–$500K | SH |
| RAMP | LIVERAMP HLDGS INC | 7K | $100K–$500K | SH |
| BLKB | BLACKBAUD INC | 3K | $100K–$500K | SH |
| SITE | SITEONE LANDSCAPE SUPPLY INC | 2K | $100K–$500K | SH |
| FSCO | FS CREDIT OPPORTUNITIES CORP | 32K | $100K–$500K | SH |
| SHO | SUNSTONE HOTEL INVS INC NEW | 21K | $100K–$500K | SH |
| UEC | URANIUM ENERGY CORP | 16K | $100K–$500K | SH |
| NTST | NETSTREIT CORP | 10K | $100K–$500K | SH |