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Portfolio (Quarterly) Guide ↗

HEADINVEST, LLC

· CIK 0001372130
13F Portfolio $503M AUM 215 positions Filed Feb 2, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 13 New 67 Added 93 Reduced 9 Exited
Page 3 of 4  ·  67 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 ABT ABBOTT LABS Healthcare 10,717.0 $1.3M 0.27% +1K +10.5% $125.29 -30.2%
42 NEE NEXTERA ENERGY INC Utilities 15,126.0 $1.2M 0.24% +681.0 +4.7% $80.28 +10.3%
43 SCHG SCHWAB STRATEGIC TR 34,700.0 $1.1M 0.23% +1K +4.1% $32.62 +5.4%
44 META META PLATFORMS INC Communication Services 1,694.0 $1.1M 0.22% +305.0 +22.0% $660.09 -7.5%
45 EFA ISHARES TR 11,414.0 $1.1M 0.22% +2K +15.6% $96.03 +8.3%
46 RTX RTX CORPORATION Industrials 5,435.0 $997K 0.20% +62.0 +1.1% $183.40 -3.5%
47 CDNS CADENCE DESIGN SYSTEM INC Technology 2,632.0 $823K 0.16% +55.0 +2.1% $312.58 +19.5%
48 MDLZ MONDELEZ INTL INC Consumer Defensive 14,742.0 $794K 0.16% +2K +11.8% $53.83 +14.7%
49 SNPS SYNOPSYS INC Technology 1,428.0 $671K 0.13% +579.0 +68.2% $469.72 +11.7%
50 VEU VANGUARD INTL EQUITY INDEX F 8,200.0 $603K 0.12% +2K +39.1% $73.56 +12.1%
51 XBI SPDR SERIES TRUST 4,866.0 $593K 0.12% +270.0 +5.9% $121.93 +8.0%
52 DGRO ISHARES TR 8,237.0 $572K 0.11% +489.0 +6.3% $69.42 +7.8%
53 COST COSTCO WHSL CORP NEW Consumer Defensive 648.0 $559K 0.11% +24.0 +3.9% $862.55 +19.2%
54 BEAM BEAM THERAPEUTICS INC Healthcare 20,060.0 $556K 0.11% +2K +8.1% $27.72 +3.3%
55 XJR ISHARES TR 12,555.0 $535K 0.11% +2K +15.9% $42.58 +13.8%
56 SUSB ISHARES TR 20,459.0 $516K 0.10% +465.0 +2.3% $25.24 -1.2%
57 SCZ ISHARES TR 6,480.0 $502K 0.10% +110.0 +1.7% $77.53 +9.8%
58 SYK STRYKER CORPORATION Healthcare 1,422.0 $500K 0.10% +648.0 +83.7% $351.47 -10.0%
59 ADP AUTOMATIC DATA PROCESSING IN Industrials 1,895.0 $487K 0.10% +75.0 +4.1% $257.23 -12.4%
60 PWR QUANTA SVCS INC Industrials 1,001.0 $422K 0.08% +22.0 +2.2% $422.06 +71.4%
Page 3 of 4  ·  67 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 33.3%
Healthcare 16.2%
Financial Services 13.9%
Consumer Defensive 7.8%
Industrials 7.4%
Communication Services 6.5%
Energy 4.9%
Consumer Cyclical 4.5%
Basic Materials 4.0%
Utilities 1.2%