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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 4 of 4  ·  67 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 CEG CONSTELLATION ENERGY CORP Utilities 1,069.0 $378K 0.07% +58.0 +5.7% $353.27 -16.8%
62 ITOT ISHARES TR 2,197.0 $327K 0.07% +21.0 +1.0% $148.69 +9.6%
63 MS MORGAN STANLEY Financial Services 1,766.0 $314K 0.06% +199.0 +12.7% $177.53 +13.2%
64 BA BOEING CO Industrials 1,414.0 $307K 0.06% +50.0 +3.7% $217.12 +0.9%
65 NKE NIKE INC Consumer Cyclical 4,674.0 $298K 0.06% +305.0 +7.0% $63.71 -29.9%
66 OXY OCCIDENTAL PETE CORP Energy 6,619.0 $272K 0.05% +213.0 +3.3% $41.12 +43.0%
67 SPMD SPDR SERIES TRUST 4,174.0 $242K 0.05% +404.0 +10.7% $57.91 +11.3%
Page 4 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%