Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
EADS & HEALD WEALTH MANAGEMENT (CIK 1035912) reported $200.7M across 140 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: NVDA ($6.5M, 3.22%), WMT ($4.1M, 2.06%), LRCX ($4.0M, 2.02%), COST ($3.6M, 1.77%), AAPL ($3.5M, 1.73%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia | $6.5M | 3.22% | 37,088 | Trimmed |
| 2 | WMT | Walmart | $4.1M | 2.06% | 33,304 | Trimmed |
| 3 | LRCX | Lam Research | $4.0M | 2.02% | 18,937 | Trimmed |
| 4 | COST | Costco | $3.6M | 1.77% | 3,569 | Trimmed |
| 5 | AAPL | Apple | $3.5M | 1.73% | 13,650 | Trimmed |
| 6 | JPM | J.P. Morgan Chase | $3.4M | 1.68% | 11,447 | Trimmed |
| 7 | APH | Amphenol | $3.3M | 1.67% | 26,511 | Trimmed |
| 8 | ADI | Analog Devices | $3.1M | 1.57% | 9,895 | Trimmed |
| 9 | AMZN | Amazon.com | $3.1M | 1.52% | 14,680 | Trimmed |
| 10 | GWW | W.W. Grainger | $2.9M | 1.44% | 2,655 | Trimmed |
| 11 | CVX | Chevron Corp. | $2.9M | 1.43% | 13,876 | Added |
| 12 | CAT | Caterpillar | $2.9M | 1.43% | 4,039 | Trimmed |
| 13 | GOOGL | Alphabet Class A | $2.8M | 1.41% | 9,821 | Trimmed |
| 14 | XOM | ExxonMobil | $2.8M | 1.40% | 16,520 | Added |
| 15 | ABC | Cencora | $2.8M | 1.39% | 8,912 | Added |
| 16 | AVGO | Broadcom | $2.7M | 1.36% | 8,823 | Trimmed |
| 17 | AXP | American Express | $2.7M | 1.35% | 8,944 | Trimmed |
| 18 | AFL | AFLAC | $2.7M | 1.33% | 24,329 | Trimmed |
| 19 | AMGN | Amgen | $2.7M | 1.33% | 7,574 | Trimmed |
| 20 | ORLY | O'Reilly Auto | $2.6M | 1.28% | 27,826 | Trimmed |
| 21 | SYK | Stryker | $2.6M | 1.28% | 7,793 | Added |
| 22 | EMR | Emerson Electric | $2.6M | 1.27% | 19,523 | Trimmed |
| 23 | EXPD | Expeditors Int'l | $2.5M | 1.26% | 17,597 | Trimmed |
| 24 | V | Visa | $2.5M | 1.24% | 8,213 | Added |
| 25 | ITW | Illinois Tool Works | $2.5M | 1.23% | 9,481 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31