EADS & HEALD WEALTH MANAGEMENT: 13F holdings
CIK 10359122026Q2
| Positions | 148 |
|---|
| Reported value | $204.0m |
|---|
| Filed | 2026-07-31 |
|---|
Change since last quarter
| Positions | 148 (+8 vs prior quarter) |
|---|
| Reported value | $204.0m (+1.6%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| NVDA Nvidia | 33,456 | $6.7m | 3.3% |
| LRCX Lam Research | 14,345 | $6.2m | 3.0% |
| AMD Advanced Micro | 7,884 | $4.6m | 2.2% |
| APH Amphenol | 23,932 | $4.2m | 2.1% |
| CAT Caterpillar | 3,413 | $3.6m | 1.8% |
| AAPL Apple | 12,560 | $3.6m | 1.8% |
| WMT Walmart | 31,449 | $3.6m | 1.7% |
| ADI Analog Devices | 8,801 | $3.5m | 1.7% |
| JPM J.P. Morgan Chase | 10,618 | $3.5m | 1.7% |
| GWW W.W. Grainger | 2,475 | $3.4m | 1.7% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1035912")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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