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Portfolio (Quarterly) Guide ↗

HEADINVEST, LLC

· CIK 0001372130
13F Portfolio $484M AUM Filed Nov 14, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 211 New
Page 8 of 11  ·  211 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 BMY BRISTOL-MYERS SQUIBB CO Healthcare 11,454.0 $517K 0.11% NEW $45.16 +31.7%
142 SCHK SCHWAB STRATEGIC TR 15,794.0 $507K 0.10% NEW $32.12 +11.6%
143 SUSB ISHARES TR 19,994.0 $506K 0.10% NEW $25.31 -1.5%
144 REGL PROSHARES TR 5,817.0 $496K 0.10% NEW $85.34 +4.2%
145 SCZ ISHARES TR 6,370.0 $489K 0.10% NEW $76.72 +11.0%
146 KRE SPDR SERIES TRUST 7,695.0 $487K 0.10% NEW $63.30 +9.6%
147 VGK VANGUARD INTL EQUITY INDEX F 5,819.0 $464K 0.10% NEW $79.80 +10.9%
148 XJR ISHARES TR 10,830.0 $461K 0.10% NEW $42.56 +13.8%
149 XBI SPDR SERIES TRUST 4,596.0 $461K 0.10% NEW $100.20 +31.4%
150 IWF ISHARES TR 972.0 $455K 0.09% NEW $468.41 -73.3%
151 ITW ILLINOIS TOOL WKS INC Industrials 1,733.0 $452K 0.09% NEW $260.76 -3.3%
152 BEAM BEAM THERAPEUTICS INC Healthcare 18,560.0 $450K 0.09% NEW $24.27 +18.0%
153 FCX FREEPORT-MCMORAN INC Basic Materials 11,100.0 $435K 0.09% NEW $39.22 +58.1%
154 CRM SALESFORCE INC Technology 1,799.0 $426K 0.09% NEW $237.00 -24.0%
155 TT TRANE TECHNOLOGIES PLC Industrials 1,000.0 $422K 0.09% NEW $421.96 +6.9%
156 VEU VANGUARD INTL EQUITY INDEX F 5,895.0 $421K 0.09% NEW $71.37 +15.5%
157 SDY SPDR SERIES TRUST 2,993.0 $419K 0.09% NEW $140.05 +7.1%
158 SNPS SYNOPSYS INC Technology 849.0 $419K 0.09% NEW $493.39 +6.4%
159 CRWD CROWDSTRIKE HLDGS INC Technology 838.0 $411K 0.09% NEW $490.38 +35.3%
160 PWR QUANTA SVCS INC Industrials 979.0 $406K 0.08% NEW $414.42 +74.6%
Page 8 of 11  ·  211 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 35.5%
Healthcare 14.9%
Financial Services 11.9%
Consumer Defensive 9.6%
Industrials 7.9%
Energy 5.3%
Communication Services 5.0%
Basic Materials 4.4%
Consumer Cyclical 4.3%
Utilities 1.2%