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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 5 of 5  ·  93 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 UNP UNION PAC CORP Industrials 1,249.0 $289K 0.06% -40.0 -3.1% $231.32 +14.9%
82 SCHM SCHWAB STRATEGIC TR 9,186.0 $276K 0.06% -204.0 -2.2% $30.07 +15.5%
83 CCI CROWN CASTLE INC Real Estate 2,995.0 $266K 0.05% -464.0 -13.4% $88.87 +2.9%
84 GPC GENUINE PARTS CO Consumer Cyclical 2,143.0 $264K 0.05% -253.0 -10.6% $122.96 -20.4%
85 USB US BANCORP DEL Financial Services 4,808.0 $257K 0.05% -259.0 -5.1% $53.36 +2.8%
86 BND VANGUARD BD INDEX FDS 3,388.0 $251K 0.05% -900.0 -21.0% $74.07 -1.4%
87 BDX BECTON DICKINSON & CO Healthcare 1,277.0 $248K 0.05% -69.0 -5.1% $194.07 -23.9%
88 PSA PUBLIC STORAGE OPER CO Real Estate 937.0 $243K 0.05% -34.0 -3.5% $259.50 +17.6%
89 KMB KIMBERLY-CLARK CORP Consumer Defensive 2,383.0 $240K 0.05% -73.0 -3.0% $100.89 -1.7%
90 SYY SYSCO CORP Consumer Defensive 3,149.0 $232K 0.05% -65.0 -2.0% $73.69 +3.5%
91 INTC INTEL CORP Technology 6,272.0 $231K 0.05% -333.0 -5.0% $36.90 +224.8%
92 LHX L3HARRIS TECHNOLOGIES INC Industrials 768.0 $225K 0.04% -34.0 -4.2% $293.57 +6.3%
93 RSPT INVESCO EXCHANGE TRADED FD T 4,767.0 $217K 0.04% -100.0 -2.0% $45.51 +33.9%
Page 5 of 5  ·  93 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%