Heritage Family Offices, LLP
Family OfficePosition in ADI — Analog Devices Inc
CIK 2019316
SCOTTSDALE, AZ
Position in ADI
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,379,371
+$9,143 QoQ
Shares Held
3,473
-19.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.18%
of 13F equity value
Holder Rank
#1,074
of 2,270 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ADI Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026Heritage Family Offices, LLP holds $17,659,268 across 11 Semiconductors names. ADI ranks #4 (7.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
34,193 | $6,841,677 | |
| 2 | AVGO |
Broadcom Inc.
|
8,981 | $3,392,572 | |
| 3 | MU |
Micron Technology Inc
|
1,529 | $1,764,909 | |
| 4 | ADI |
Analog Devices Inc
This page
|
3,473 | $1,379,371 | |
| 5 | TXN |
Texas Instruments Inc
|
4,451 | $1,326,709 | |
| 6 | AMD |
Advanced Micro Devices Inc
|
1,984 | $1,152,525 | |
| 7 | INTC |
Intel Corp
|
5,192 | $724,958 | |
| 8 | MRVL |
Marvell Technology, Inc.
|
1,053 | $313,678 |
All Filings in ADI
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,379,371 | 3,473 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,370,228 | 4,307 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $1,435,461 | 5,293 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $1,370,514 | 5,578 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $1,382,420 | 5,808 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $1,171,299 | 5,808 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $2,057,887 | 9,686 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $2,052,195 | 8,916 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $2,088,350 | 9,149 | Shares | Sole | 2024-08-01 | |
| No filing history on record for this holder in this stock. | ||||||