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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 11 of 11  ·  215 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 SPMD SPDR SERIES TRUST 4,174.0 $242K 0.05% +404.0 +10.7% $57.91 +11.3%
202 KMB KIMBERLY-CLARK CORP Consumer Defensive 2,383.0 $240K 0.05% -73.0 -3.0% $100.89 -1.7%
203 DASH DOORDASH INC Communication Services 1,040.0 $236K 0.05% NEW $226.48 -29.2%
204 SYY SYSCO CORP Consumer Defensive 3,149.0 $232K 0.05% -65.0 -2.0% $73.69 +3.5%
205 INTC INTEL CORP Technology 6,272.0 $231K 0.05% -333.0 -5.0% $36.90 +224.8%
206 COP CONOCOPHILLIPS Energy 2,444.0 $229K 0.04% $93.61 +28.7%
207 LHX L3HARRIS TECHNOLOGIES INC Industrials 768.0 $225K 0.04% -34.0 -4.2% $293.57 +6.3%
208 WM WASTE MGMT INC DEL Industrials 1,012.0 $222K 0.04% NEW $219.71 -0.8%
209 SLQD ISHARES TR 4,372.0 $222K 0.04% $50.70 -0.8%
210 CAT CATERPILLAR INC Industrials 383.0 $219K 0.04% NEW $572.87 +53.6%
211 BIDD BLACKROCK ETF TRUST 7,592.0 $219K 0.04% NEW $28.82 +8.9%
212 RSPT INVESCO EXCHANGE TRADED FD T 4,767.0 $217K 0.04% -100.0 -2.0% $45.51 +33.9%
213 MICC MAGNUM ICE CREAM CO NV Consumer Defensive 13,350.0 $212K 0.04% NEW $15.85 +1.3%
214 ICLN ISHARES TR 10,232.0 $168K 0.03% $16.43 +36.4%
215 ONCOLYTICS BIOTECH INC 44,700.0 $39K 0.01% $0.87
Page 11 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%