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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 11  ·  215 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 JUST GOLDMAN SACHS ETF TR 14,679.0 $1.4M 0.28% $96.70 +10.1%
82 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 8,745.0 $1.4M 0.28% -721.0 -7.6% $161.96 -5.6%
83 SPSM SPDR SERIES TRUST 30,068.0 $1.4M 0.28% +260.0 +0.9% $46.86 +14.0%
84 ABT ABBOTT LABS Healthcare 10,717.0 $1.3M 0.27% +1K +10.5% $125.29 -30.2%
85 HOLOGIC INC 17,990.0 $1.3M 0.27% -780.0 -4.2% $74.49
86 AMD ADVANCED MICRO DEVICES INC Technology 5,996.0 $1.3M 0.26% -303.0 -4.8% $214.16 +118.3%
87 BIV VANGUARD BD INDEX FDS 15,998.0 $1.2M 0.25% -550.0 -3.3% $77.88 -2.0%
88 NEE NEXTERA ENERGY INC Utilities 15,126.0 $1.2M 0.24% +681.0 +4.7% $80.28 +10.3%
89 SCHG SCHWAB STRATEGIC TR 34,700.0 $1.1M 0.23% +1K +4.1% $32.62 +5.4%
90 META META PLATFORMS INC Communication Services 1,694.0 $1.1M 0.22% +305.0 +22.0% $660.09 -7.5%
91 EFA ISHARES TR 11,414.0 $1.1M 0.22% +2K +15.6% $96.03 +8.3%
92 GE GE AEROSPACE Industrials 3,513.0 $1.1M 0.21% $308.03 -1.7%
93 DVN DEVON ENERGY CORP NEW Energy 29,170.0 $1.1M 0.21% $36.63 +28.9%
94 VRTX VERTEX PHARMACEUTICALS INC Healthcare 2,307.0 $1.0M 0.21% -23.0 -1.0% $453.36 -4.2%
95 RTX RTX CORPORATION Industrials 5,435.0 $997K 0.20% +62.0 +1.1% $183.40 -3.5%
96 BSCW INVESCO EXCH TRD SLF IDX FD 46,086.0 $962K 0.19% -3K -6.2% $20.87 -2.2%
97 CARR CARRIER GLOBAL CORPORATION Industrials 17,608.0 $930K 0.18% -2K -10.7% $52.84 +19.5%
98 KO COCA COLA CO Consumer Defensive 13,073.0 $914K 0.18% $69.91 +16.6%
99 XLF SELECT SECTOR SPDR TR 16,399.0 $898K 0.18% -515.0 -3.0% $54.77 -5.2%
100 RSG REPUBLIC SVCS INC Industrials 3,961.0 $839K 0.17% -240.0 -5.7% $211.93 -1.4%
Page 5 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%