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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 10 of 11  ·  215 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 BA BOEING CO Industrials 1,414.0 $307K 0.06% +50.0 +3.7% $217.12 +1.4%
182 D DOMINION ENERGY INC Utilities 5,203.0 $305K 0.06% -279.0 -5.1% $58.59 +15.3%
183 NKE NIKE INC Consumer Cyclical 4,674.0 $298K 0.06% +305.0 +7.0% $63.71 -29.9%
184 ZTS ZOETIS INC Healthcare 2,364.0 $297K 0.06% -150.0 -6.0% $125.82 -35.8%
185 VNQ VANGUARD INDEX FDS 3,332.0 $295K 0.06% $88.49 +9.8%
186 UNP UNION PAC CORP Industrials 1,249.0 $289K 0.06% -40.0 -3.1% $231.32 +17.3%
187 VBK VANGUARD INDEX FDS 940.0 $284K 0.06% $302.11 +16.5%
188 VBR VANGUARD INDEX FDS 1,325.0 $281K 0.06% $211.79 +10.7%
189 SCHM SCHWAB STRATEGIC TR 9,186.0 $276K 0.06% -204.0 -2.2% $30.07 +16.8%
190 IUSV ISHARES TR 2,673.0 $274K 0.06% $102.54 +7.7%
191 OXY OCCIDENTAL PETE CORP Energy 6,619.0 $272K 0.05% +213.0 +3.3% $41.12 +43.0%
192 CCI CROWN CASTLE INC Real Estate 2,995.0 $266K 0.05% -464.0 -13.4% $88.87 +2.7%
193 GPC GENUINE PARTS CO Consumer Cyclical 2,143.0 $264K 0.05% -253.0 -10.6% $122.96 -21.3%
194 ALL ALLSTATE CORP Financial Services 1,245.0 $259K 0.05% $208.15 +3.0%
195 USB US BANCORP DEL Financial Services 4,808.0 $257K 0.05% -259.0 -5.1% $53.36 +2.9%
196 VONE VANGUARD SCOTTSDALE FDS 825.0 $255K 0.05% $309.04 +9.4%
197 MPC MARATHON PETE CORP Energy 1,545.0 $251K 0.05% $162.63 +57.9%
198 BND VANGUARD BD INDEX FDS 3,388.0 $251K 0.05% -900.0 -21.0% $74.07 -1.2%
199 BDX BECTON DICKINSON & CO Healthcare 1,277.0 $248K 0.05% -69.0 -5.1% $194.07 -24.2%
200 PSA PUBLIC STORAGE OPER CO Real Estate 937.0 $243K 0.05% -34.0 -3.5% $259.50 +17.8%
Page 10 of 11  ·  215 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%