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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
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 UNILEVER PLC 68,436.0 $4.5M 0.89% NEW $65.40
2 GBTC GRAYSCALE BITCOIN TRUST ETF Financial Services 25,000.0 $1.7M 0.34% NEW $68.36 -13.9%
3 TOTALENERGIES SE 12,000.0 $785K 0.16% NEW $65.42
4 BX BLACKSTONE INC Financial Services 4,604.0 $710K 0.14% NEW $154.14 -23.1%
5 AMGN AMGEN INC Healthcare 1,634.0 $535K 0.11% NEW $327.31 +3.7%
6 BLK BLACKROCK INC Financial Services 490.0 $524K 0.10% NEW $1070.34 +0.2%
7 IGSB ISHARES TR 7,021.0 $371K 0.07% NEW $52.88 -1.1%
8 BBB FOODS INC 11,000.0 $367K 0.07% NEW $33.39
9 DASH DOORDASH INC Communication Services 1,040.0 $236K 0.05% NEW $226.48 -29.2%
10 WM WASTE MGMT INC DEL Industrials 1,012.0 $222K 0.04% NEW $219.71 -0.8%
11 CAT CATERPILLAR INC Industrials 383.0 $219K 0.04% NEW $572.87 +53.6%
12 BIDD BLACKROCK ETF TRUST 7,592.0 $219K 0.04% NEW $28.82 +8.9%
13 MICC MAGNUM ICE CREAM CO NV Consumer Defensive 13,350.0 $212K 0.04% NEW $15.85 +1.3%

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%