本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR
EADS & HEALD WEALTH MANAGEMENT (CIK 1035912) reported $204.0M across 148 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: NVDA ($6.7M, 3.28%), LRCX ($6.2M, 3.05%), AMD ($4.6M, 2.24%), APH ($4.2M, 2.07%), AAPL ($3.6M, 1.78%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia | $6.7M | 3.28% | 33,456 | Trimmed |
| 2 | LRCX | Lam Research | $6.2M | 3.05% | 14,345 | Trimmed |
| 3 | AMD | Advanced Micro | $4.6M | 2.24% | 7,884 | Trimmed |
| 4 | APH | Amphenol | $4.2M | 2.07% | 23,932 | Trimmed |
| 5 | AAPL | Apple | $3.6M | 1.78% | 12,560 | Trimmed |
| 6 | CAT | Caterpillar | $3.6M | 1.78% | 3,413 | Trimmed |
| 7 | WMT | Walmart | $3.6M | 1.75% | 31,449 | Trimmed |
| 8 | ADI | Analog Devices | $3.5M | 1.71% | 8,801 | Trimmed |
| 9 | JPM | J.P. Morgan Chase | $3.5M | 1.70% | 10,618 | Trimmed |
| 10 | GWW | W.W. Grainger | $3.4M | 1.65% | 2,475 | Trimmed |
| 11 | AMZN | Amazon.com | $3.3M | 1.60% | 13,697 | Trimmed |
| 12 | GOOGL | Alphabet Class A | $3.1M | 1.53% | 8,759 | Trimmed |
| 13 | COST | Costco | $3.1M | 1.52% | 3,323 | Trimmed |
| 14 | AVGO | Broadcom | $3.0M | 1.49% | 8,055 | Trimmed |
| 15 | AXP | American Express | $2.8M | 1.39% | 8,367 | Trimmed |
| 16 | CSCO | Cisco Systems | $2.8M | 1.36% | 23,554 | Trimmed |
| 17 | AFL | AFLAC | $2.7M | 1.31% | 22,767 | Trimmed |
| 18 | EXPD | Expeditors Int'l | $2.7M | 1.31% | 16,461 | Trimmed |
| 19 | V | Visa | $2.7M | 1.30% | 7,758 | Trimmed |
| 20 | EMR | Emerson Electric | $2.6M | 1.29% | 18,425 | Trimmed |
| 21 | AMGN | Amgen | $2.5M | 1.25% | 7,028 | Trimmed |
| 22 | ITW | Illinois Tool Works | $2.4M | 1.19% | 8,986 | Trimmed |
| 23 | ORLY | O'Reilly Auto | $2.4M | 1.18% | 26,139 | Trimmed |
| 24 | COR | Cencora | $2.4M | 1.16% | 8,352 | Trimmed |
| 25 | HUBB | Hubbell | $2.4M | 1.16% | 4,536 | Trimmed |
来源：SEC 13F 申报文件 · 截至 2026-06-30