Holdings
Heffernan Advisory, Inc
As of Sep 30, 2026, Heffernan Advisory, Inc reported 25 positions worth US$37.9M. Largest: Arthur J. Gallagher & Co., Mastercard Incorporated and Alphabet Inc (google) Class C. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Arthur J. Gallagher & Co. | 126K | US$28.8M | new | Sep 30, 2026 |
| Mastercard Incorporated | 1,274 | US$703K | +180 | Sep 30, 2026 |
| Alphabet Inc (google) Class C | 1,920 | US$659K | +1,352 | Sep 30, 2026 |
| Marvell Technology, Inc. | 2,369 | US$626K | +1,173 | Sep 30, 2026 |
| Microsoft Corp. | 1,086 | US$557K | +322 | Sep 30, 2026 |
| Visa Inc. | 1,458 | US$524K | +417 | Sep 30, 2026 |
| Advanced Micro Devices Inc | 810 | US$496K | new | Sep 30, 2026 |
| Palo Alto Networks, Inc. | 1,210 | US$481K | +610 | Sep 30, 2026 |
| Apple Inc | 1,402 | US$467K | +10 | Sep 30, 2026 |
| Meta Platforms, Inc. | 553 | US$401K | new | Sep 30, 2026 |