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Holders — by stockHoldings — by fund

HEADINVEST, LLC

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001372130

$536.2M

disclosed book value

217

positions

6.3%

largest position share

Positions, as of 2026-06-30

top 100 of 217 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1IJRISHARES TR227,212$33.7M6.3%
2VVVANGUARD INDEX FDS49,037$16.9M3.1%
3VTIVANGUARD INDEX FDS44,922$16.6M3.1%
4VYMVANGUARD WHITEHALL FDS102,583$16.2M3%
5MSFTMICROSOFT CORP42,470$15.8M3%
6GOOGLALPHABET INC40,025$14.3M2.7%
7VEAVANGUARD TAX-MANAGED FDS181,699$12.9M2.4%
8JAAAJANUS DETROIT STR TR217,994$11.0M2.1%
9AAPLAPPLE INC36,593$10.6M2%
10BSVVANGUARD BD INDEX FDS128,262$10.0M1.9%
11VOVANGUARD INDEX FDS115,878$9.3M1.7%
12VCITVANGUARD SCOTTSDALE FDS107,629$8.9M1.7%
13AXPAMERICAN EXPRESS CO26,077$8.8M1.6%
14TXNTEXAS INSTRS INC28,193$8.4M1.6%
15VIGVANGUARD SPECIALIZED FUNDS34,989$8.3M1.5%
16GLDSPDR GOLD TR22,283$8.2M1.5%
17CSCOCISCO SYS INC69,417$8.2M1.5%
18DSIISHARES TR54,789$7.8M1.5%
19EMREMERSON ELEC CO51,917$7.4M1.4%
20WMTWALMART INC62,000$7.0M1.3%
21IEFAISHARES TR70,583$6.8M1.3%
22VBVANGUARD INDEX FDS21,517$6.5M1.2%
23JPMJPMORGAN CHASE & CO19,554$6.4M1.2%
24WATWATERS CORP16,932$6.4M1.2%
25VWOVANGUARD INTL EQUITY INDEX F103,168$6.2M1.1%
26LINDE PLC11,709$6.1M1.1%
27AMZNAMAZON COM INC25,297$6.0M1.1%
28DHRDANAHER CORP DEL31,121$5.9M1.1%
29JMBSJANUS DETROIT STR TR126,321$5.7M1.1%
30PGPROCTER & GAMBLE CO36,390$5.3M1%
31NVDANVIDIA CORPORATION26,497$5.3M1%
32VEUVANGUARD INTL EQUITY INDEX F60,667$5.1M0.9%
33ORCLORACLE CORP31,910$4.7M0.9%
34BILSPDR SERIES TRUST50,111$4.6M0.9%
35PEPPEPSICO INC33,876$4.6M0.9%
36IJHISHARES TR59,066$4.6M0.8%
37CVXCHEVRON CORPORATION26,317$4.4M0.8%
38NVONOVO-NORDISK A S88,590$4.2M0.8%
39SGOVISHARES TR41,992$4.2M0.8%
40VOOVANGUARD INDEX FDS6,103$4.2M0.8%
41SCHDSCHWAB STRATEGIC TR128,178$4.1M0.8%
42KMIKINDER MORGAN INC DEL120,168$3.8M0.7%
43ULUNILEVER PLC63,608$3.8M0.7%
44PANWPALO ALTO NETWORKS INC11,111$3.8M0.7%
45MEDTRONIC PLC47,247$3.7M0.7%
46IEMGISHARES INC43,660$3.6M0.7%
47EATON CORP PLC8,228$3.5M0.7%
48IDXXIDEXX LABS INC6,578$3.5M0.6%
49INTUINTUIT12,463$3.3M0.6%
50ECLECOLAB INC11,544$3.2M0.6%
51KLACKLA CORP10,540$3.2M0.6%
52ACCENTURE PLC IRELAND24,789$3.1M0.6%
53TJXTJX COS INC NEW19,336$2.9M0.5%
54GOOGALPHABET INC7,997$2.8M0.5%
55VCSHVANGUARD SCOTTSDALE FDS35,459$2.8M0.5%
56VSGXVANGUARD WORLD FD32,529$2.7M0.5%
57MUMICRON TECHNOLOGY INC2,293$2.6M0.5%
58SPSMSPDR SERIES TRUST45,600$2.6M0.5%
59MAMASTERCARD INCORPORATED4,913$2.5M0.5%
60AMDADVANCED MICRO DEVICES INC4,328$2.5M0.5%
61AVGOBROADCOM INC6,549$2.5M0.5%
62NVSNOVARTIS AG15,391$2.4M0.4%
63ABBVABBVIE INC9,300$2.3M0.4%
64VTIPVANGUARD MALVERN FDS45,436$2.3M0.4%
65SHYISHARES TR26,990$2.2M0.4%
66METAMETA PLATFORMS INC3,804$2.1M0.4%
67BRK/BBERKSHIRE HATHAWAY INC DEL4,218$2.1M0.4%
68IVVISHARES TR2,743$2.1M0.4%
69LLYELI LILLY & CO1,634$2.0M0.4%
70UBERUBER TECHNOLOGIES INC26,377$1.9M0.4%
71MRKMERCK & CO INC14,769$1.9M0.4%
72MRVLMARVELL TECHNOLOGY INC6,305$1.9M0.4%
73JNJJOHNSON & JOHNSON7,126$1.8M0.3%
74FTVFORTIVE CORP29,429$1.8M0.3%
75SPYSTATE STR SPDR S&P 500 ETF T2,373$1.8M0.3%
76VGSHVANGUARD SCOTTSDALE FDS30,414$1.8M0.3%
77SCHGSCHWAB STRATEGIC TR50,441$1.7M0.3%
78JUSTGOLDMAN SACHS ETF TR14,679$1.6M0.3%
79VVISA INC4,546$1.6M0.3%
80FISVFISERV INC30,988$1.5M0.3%
81HONHONEYWELL INTL INC6,739$1.5M0.3%
82HONAHONEYWELL AEROSPACE INC6,739$1.5M0.3%
83VUGVANGUARD INDEX FDS16,882$1.5M0.3%
84VBILVANGUARD INSTL INDEX FD19,064$1.4M0.3%
85MCDMCDONALDS CORP5,245$1.4M0.3%
86IBMINTERNATIONAL BUSINESS MACHS5,040$1.4M0.3%
87ASML HLDG NV707$1.4M0.3%
88NEENEXTERA ENERGY INC15,587$1.4M0.3%
89GEVGE VERNOVA INC1,163$1.4M0.3%
90GEGE AEROSPACE3,578$1.3M0.2%
91CARRCARRIER GLOBAL CORPORATION16,782$1.2M0.2%
92XBISPDR SERIES TRUST7,651$1.2M0.2%
93DVNDEVON ENERGY CORP NEW29,170$1.2M0.2%
94TMOTHERMO FISHER SCIENTIFIC INC2,316$1.2M0.2%
95VRTXVERTEX PHARMACEUTICALS INC2,332$1.2M0.2%
96KOCOCA COLA CO14,181$1.2M0.2%
97IGOVISHARES TR28,000$1.1M0.2%
98EFAISHARES TR10,445$1.1M0.2%
99CDNSCADENCE DESIGN SYSTEM INC2,858$1.1M0.2%
100RTXRTX CORPORATION5,647$1.1M0.2%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.