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Heritage Family Offices, LLP

All holdings · as of Dec 31, 2025

202 positions

CompanyClassValueShares% of portfolio
GOLDMINING INC—$37.5K30,0000.0%
Utz Brands, Inc.—$114.5K11,0300.1%
NETSTREIT Corp.—$178.2K10,1040.1%
URANIUM ENERGY CORP—$184.4K15,7850.1%
Sunstone Hotel Investors, Inc.—$192.0K21,4730.1%
FS Credit Opportunities Corp.FSCOClosed-End Fund$201.4K31,9720.1%
SiteOne Landscape Supply, Inc.—$203.8K1,6360.1%
Blackbaud Inc—$203.9K3,2200.1%
LiveRamp Holdings, Inc.—$205.8K7,0080.1%
COHU INC—$207.7K8,9240.1%
Baidu, Inc.BIDUADR$208.5K1,5960.1%
ISHARES TR—$208.7K4410.1%
ExlService Holdings Inc—$212.0K4,9950.1%
ISHARES TR—$215.6K1,0250.1%
PATRICK INDUSTRIES INC—$215.7K1,9890.1%
Marcus & Millichap, Inc.—$216.4K7,9300.1%
CHESAPEAKE UTILITIES CORP—$216.9K1,7380.1%
VANGUARD INDEX FDS—$217.2K4450.1%
CHOICE HOTELS INTERNATIONAL INC /DE—$218.5K2,2940.1%
DIODES INC /DEL—$219.8K4,4550.1%
Northern Oil & Gas Inc—$220.4K10,2630.1%
Alibaba Group Holding LtdBABAADR$224.1K1,5290.1%
JPMORGAN CHASE & CO—$226.8K7040.1%
SPDR SERIES TRUST—$226.9K10,1240.1%
Integer Holdings Corp—$228.3K2,9110.1%
EnerSys—$229.8K1,5660.1%
ICF International Inc—$230.4K2,7010.1%
VANGUARD WORLD FD—$230.7K3060.1%
Acushnet Holdings Corp.—$232.4K2,9110.1%
TRIMBLE INC.—$232.9K2,9720.1%
EXPONENT INC—$233.1K3,3550.1%
THOR INDUSTRIES INC—$236.4K2,3020.1%
BENCHMARK ELECTRONICS INC—$236.4K5,5290.1%
CSW INDUSTRIALS, INC.—$237.1K8080.1%
MONARCH CASINO & RESORT INC—$238.2K2,4890.1%
ZEBRA TECHNOLOGIES CORP—$240.1K9890.1%
BRIGHT HORIZONS FAMILY SOLUTIONS INC.—$241.5K2,3820.1%
BALCHEM CORP—$243.2K1,5860.1%
ISHARES TR—$244.2K8110.1%
INVESCO EXCHANGE TRADED FD T—$245.2K1,2800.1%
STEWART INFORMATION SERVICES CORP—$249.6K3,5520.1%
VIAVI SOLUTIONS INC.—$250.4K14,0520.1%
Boot Barn Holdings, Inc.—$253.4K1,4360.1%
KORN FERRY—$257.1K3,8940.1%
IDACORP Inc—$260.7K2,0600.1%
Addus HomeCare Corp—$266.2K2,4790.1%
Hamilton Lane INC—$266.3K1,9830.1%
COSTCO WHOLESALE CORP /NEW—$269.9K3130.1%
ISHARES TR—$272.9K2,2710.1%
VANGUARD INDEX FDS—$275.6K3,1150.1%
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