Fund HoldingsEADS & HEALD WEALTH MANAGEMENT

Total Portfolio Value
$203.4K
Total Bought
$4.8K
Total Sold
$16.0K
Net Transaction
-$11.2K
Filing Period:
Securities
SharesValue ($K)
Q1 2023
Q2 2023
Change
Q1 2023
Q2 2023
Weight (%)
Change
Broadcom(AVGO)01,020+1,020010.44%+1
Nvidia(NVDA)8,2177,077-1,140231.47%+1
Amazon.com(AMZN)22,45521,523-932231.38%0
Caterpillar(CAT)4,1435,722+1,579110.69%0
Vulcan Materials(VMC)8,1597,938-221120.88%0
Analog Devices(ADI)9,04311,073+2,030221.06%0
AmerisourceBergen13,76113,282-479231.26%0
Oracle Corp.(ORCL)32,51028,003-4,507331.64%0
Chemed0566+566000.15%0
Adobe Systems3,5933,456-137120.83%0
ConocoPhillips(COP)7,2639,721+2,458110.50%0
Microsoft(MSFT)9,6448,929-715331.50%0
Pulte Corp(PHM)03,259+3,259000.12%0
Sherwin-Williams(SHW)8,1957,862-333221.03%0
Rio Tinto Group(RIO)03,788+3,788000.12%0
CBRE Group(CBRE)010,170+10,170010.40%+1
Cigna(CI)02,088+2,088010.29%+1
Phillips 66(PSX)02,351+2,351000.11%0
Cintas(CTAS)3,3063,514+208220.86%0
NRG Energy(NRG)05,788+5,788000.11%0
Apple(AAPL)20,96118,903-2,058341.80%0
Edwards Lifesciences26,07425,089-985221.16%0
Prudential(PFH)02,379+2,379000.10%0
Meta Platforms(META)3,9003,598-302110.51%0
J.P. Morgan Chase(JPM)19,81919,113-706331.37%0
W.W. Grainger(GWW)4,3614,059-302331.57%0
Church & Dwight(CHD)29,67928,110-1,569331.39%0
Carlisle(CSL)9,6079,174-433221.16%0
Fiserv(FISV)24,77023,552-1,218331.46%0
Lam Research(LRCX)1,9011,822-79110.58%0
D.R. Horton18,17315,803-2,370220.95%0
Advanced Micro(AMD)9,6819,518-163110.53%0
Charles River Laboratories(CRL)02,628+2,628010.27%+1
Alphabet Class A16,16014,970-1,190220.88%0
Expeditors Int'l(EXPD)23,11721,949-1,168331.31%0
Globe Life13,13414,124+990120.76%0
Marriott Intl. Class A(MAR)5,4065,438+32110.49%0
Pfizer(PFE)016,035+16,035010.29%+1
Alphabet Class C10,3439,693-650110.58%0
Snap-on(SNA)6,4055,821-584220.82%0
Ecolab(ECL)9,7049,117-587220.84%0
AFLAC(AFL)40,80139,059-1,742331.34%0
Fastenal Co.(FAST)36,85635,161-1,695221.02%0
Lowes(LOW)7,8877,332-555220.81%0
Costco(COST)6,1485,812-336331.54%0
Morgan Stanley(MS)05,293+5,293000.22%0
Roper Technologies(ROP)3,3163,145-171120.74%0
Johnson & Johnson(JNJ)12,98612,465-521221.01%0
PACCAR Inc.(PCAR)06,217+6,217010.26%+1
Stryker(SYK)11,15110,575-576331.59%0
Eli Lilly(LLY)2,3711,823-548110.42%0
Graco Inc.(GGG)03,310+3,310000.14%0
Walmart(WMT)18,23017,363-867331.34%0
Honeywell(HON)7,9777,502-475220.77%0
ITT Corporation(ITT)04,095+4,095000.19%0
Dover(DOV)9,75510,250+495120.74%0
Mastercard(MA)01,015+1,015000.20%0
Williams Companies(WMB)07,711+7,711000.12%0
Abbott Laboratories17,59516,579-1,016220.89%0
Constellation Brands(STZ)3,8443,616-228110.44%0
McCormick(MKC)04,778+4,778000.21%0
Best Buy(BBY)02,709+2,709000.11%0
Home Depot(HD)4,9004,703-197110.72%0
Marsh & McLennan(MRSH)02,900+2,900010.27%+1
Medtronic06,711+6,711010.29%+1
Shell(SHEL)04,944+4,944000.15%0
Viatris019,835+19,835000.10%0
Visa(V)12,40111,829-572331.38%0
Occidental Petroleum(OXY)04,260+4,260000.12%0
American Express(AXP)15,66814,873-795331.27%0
Merck(MRK)04,226+4,226000.24%0
Raytheon Technologies(RTX)7,6167,637+21110.37%0
Southern Company(SO)04,078+4,078000.14%0
Donaldson(DCI)10,87011,290+420110.35%-0
Quest Diagnostics(DGX)01,743+1,743000.12%0
Sysco(SYY)02,892+2,892000.11%0
IBM(IBM)03,648+3,648000.24%0
McDonalds(MCD)9,3798,745-634331.28%-0
Amphenol31,57430,216-1,358331.26%-0
Kraft Heinz(KHC)06,160+6,160000.11%0
Kimberly Clark(KMB)5,6975,432-265110.37%-0
Duke Energy(DUK)02,832+2,832000.12%0
BP(BP)06,347+6,347000.11%0
ExxonMobil(XOM)19,13919,338+199221.02%-0
Gilead Sciences(GILD)03,599+3,599000.14%0
Clorox(CLX)7,3327,097-235110.56%-0
Mondelez International(MDLZ)08,520+8,520010.31%+1
Citigroup(C)06,382+6,382000.14%0
Air Products & Chem.9,1888,691-497331.28%-0
Cognizant Tech(CTSH)23,91721,775-2,142110.70%-0
Illinois Tool Works(ITW)12,35211,855-497331.46%-0
Salesforce02,091+2,091000.22%0
Intuit(INTU)3,3623,169-193110.71%-0
Deere(DE)1,8221,737-85110.35%-0
ResMed(RMD)01,155+1,155000.12%0
Southwest Airlines(LUV)05,880+5,880000.10%0
Kronos Worldwide017,015+17,015000.07%0
Dollar Tree(DLTR)13,49913,106-393220.92%-0
Autodesk02,741+2,741010.28%+1
Check Point Software6,6186,353-265110.39%-0
Page 1 of 1