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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 9 of 11  ·  211 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 IUSG ISHARES TR 2,455.0 $404K 0.08% NEW $164.54 +13.4%
162 QCOM QUALCOMM INC Technology 2,320.0 $386K 0.08% NEW $166.36 +43.2%
163 TMFC RBB FD INC 5,423.0 $382K 0.08% NEW $70.53 +9.9%
164 YUM YUM BRANDS INC Consumer Cyclical 2,471.0 $376K 0.08% NEW $152.00 +1.5%
165 RALLIANT CORP 8,507.0 $372K 0.08% NEW $43.73
166 ZTS ZOETIS INC Healthcare 2,514.0 $368K 0.08% NEW $146.32 -45.3%
167 CHKP CHECK POINT SOFTWARE TECH LT Technology 1,763.0 $365K 0.07% NEW $206.91 -35.4%
168 LOW LOWES COS INC Consumer Cyclical 1,427.0 $359K 0.07% NEW $251.31 -14.4%
169 APD AIR PRODS & CHEMS INC Basic Materials 1,303.0 $355K 0.07% NEW $272.72 +6.1%
170 PFE PFIZER INC Healthcare 13,827.0 $352K 0.07% NEW $25.48 +1.6%
171 TIP ISHARES TR 3,127.0 $348K 0.07% NEW $111.22 -0.8%
172 D DOMINION ENERGY INC Utilities 5,482.0 $335K 0.07% NEW $61.17 +10.6%
173 CCI CROWN CASTLE INC Real Estate 3,459.0 $334K 0.07% NEW $96.49 -5.2%
174 CEG CONSTELLATION ENERGY CORP Utilities 1,011.0 $333K 0.07% NEW $329.07 -10.6%
175 GPC GENUINE PARTS CO Consumer Cyclical 2,396.0 $332K 0.07% NEW $138.60 -29.4%
176 BND VANGUARD BD INDEX FDS 4,288.0 $319K 0.07% NEW $74.37 -1.8%
177 ITOT ISHARES TR 2,176.0 $317K 0.07% NEW $145.65 +11.9%
178 KMB KIMBERLY-CLARK CORP Consumer Defensive 2,456.0 $305K 0.06% NEW $124.34 -20.3%
179 UNP UNION PAC CORP Industrials 1,289.0 $305K 0.06% NEW $236.37 +12.5%
180 NKE NIKE INC Consumer Cyclical 4,369.0 $305K 0.06% NEW $69.73 -35.9%
Page 9 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%