Fund HoldingsEADS & HEALD WEALTH MANAGEMENT

Total Portfolio Value
$202.4K
Total Bought
$7.7K
Total Sold
$22.3K
Net Transaction
-$14.6K
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
Nvidia(NVDA)045,264+45,264073.53%+7
Oracle Corp.(ORCL)018,037+18,037041.95%+4
Hubbell(HUBB)02,650+2,650010.53%+1
Broadcom(AVGO)010,605+10,605031.44%+3
Amphenol035,164+35,164031.72%+3
Microsoft(MSFT)06,210+6,210031.53%+3
Lam Research(LRCX)23,31424,128+814221.16%+1
Netflix(NFLX)3,0632,592-471331.71%+1
Advanced Micro(AMD)010,900+10,900020.76%+2
Emerson Electric(EMR)020,516+20,516031.35%+3
Accenture plc2,2914,135+1,844110.61%+1
Intuit(INTU)2,8732,871-2221.12%0
Booking Holdings(BKNG)0485+485031.39%+3
IDEXX Laboratories(IDXX)2,3882,645+257110.70%0
Helmerich & Payne(HP)024,850+24,850000.19%0
J.P. Morgan Chase(JPM)13,31712,516-801341.79%0
Analog Devices(ADI)010,685+10,685031.26%+3
Amazon.com(AMZN)015,305+15,305031.66%+3
Elevance(ELV)0841+841000.16%0
Walt Disney(DIS)010,686+10,686010.65%+1
American Express(AXP)09,649+9,649031.52%+3
Caterpillar(CAT)06,033+6,033021.16%+2
Goldman Sachs Group(GS)01,764+1,764010.62%+1
Meta Platforms(META)2,2032,077-126120.76%0
Toll Brothers(TOL)01,976+1,976000.11%0
Bank of America04,707+4,707000.11%0
Donaldson(DCI)9,98812,578+2,590110.43%0
Cisco Systems(CSCO)31,06230,507-555221.05%0
Alphabet Class A011,658+11,658021.01%+2
Carlisle(CSL)06,069+6,069021.12%+2
Walmart(WMT)037,373+37,373041.81%+4
Alphabet Class C07,129+7,129010.63%+1
Ecolab(ECL)7,4957,534+39221.00%0
Texas Instruments(TXN)6,6106,318-292110.65%0
Morgan Stanley(MS)7,0576,715-342110.47%0
Avnet10,92412,007+1,083110.31%0
Vulcan Materials(VMC)05,916+5,916020.76%+2
Home Depot(HD)03,911+3,911010.71%+1
Stryker(SYK)8,2658,021-244331.57%0
Honeywell(HON)6,1976,030-167110.69%0
Fifth Third Bancorp(FITB)9,13610,861+1,725000.22%0
RTX Corp.(RTX)8,0647,884-180110.57%0
Salesforce03,342+3,342010.45%+1
W.W. Grainger(GWW)02,738+2,738031.41%+3
Fastenal Co.(FAST)26,21150,108+23,897221.04%0
Freeport-McMoRan20,05718,992-1,065110.41%0
ITT Corporation(ITT)3,7503,485-265010.27%0
Archer Daniels Midland11,39311,480+87110.30%0
Marriott Intl. Class A(MAR)05,102+5,102010.69%+1
Autodesk03,596+3,596010.55%+1
Ansys Inc.02,577+2,577010.45%+1
CVS Health(CVS)11,11211,660+548110.40%0
Cognizant Tech(CTSH)17,89918,144+245110.70%0
Cintas(CTAS)9,1958,683-512220.96%0
Cencora10,2089,605-603331.42%0
Edwards Lifesciences17,13016,383-747110.63%0
Citigroup(C)3,7233,543-180000.15%0
Lockheed Martin(LMT)01,979+1,979010.45%+1
Valero Energy Corp(VLO)4,6964,853+157110.32%0
Ball Corp.20,80119,827-974110.55%0
Cigna(CI)2,3912,469+78110.40%0
CBRE Group(CBRE)8,9248,515-409110.59%0
Abbott Laboratories13,59613,387-209220.90%0
Quest Diagnostics(DGX)1,5631,5630000.14%0
Deere(DE)1,7491,634-115110.41%0
Dover(DOV)08,173+8,173010.74%+1
Graco Inc.(GGG)3,1903,1900000.14%0
Kimberly Clark(KMB)6,0436,717+674110.43%0
Merck(MRK)3,9764,537+561000.18%0
Costco(COST)3,8873,714-173441.82%0
IBM(IBM)2,5602,160-400110.31%0
Mondelez International(MDLZ)8,5058,5050110.28%-0
Mastercard(MA)914882-32100.25%-0
Pulte Corp(PHM)3,4123,277-135000.17%-0
Waters Corp.(WAT)1,2331,282+49000.22%-0
Rio Tinto Group(RIO)4,1634,028-135000.12%-0
Shell(SHEL)3,8963,791-105000.13%-0
Lincoln National Corp.(LNC)7,3507,065-285000.12%-0
Globe Life6,5626,777+215110.42%-0
Duke Energy(DUK)1,9241,780-144000.10%-0
AT&T(T)10,9559,790-1,165000.14%-0
Automatic Data Processing7,8877,721-166221.18%-0
Avery Dennison7,7197,650-69110.66%-0
General Mills(GIS)10,13010,995+865110.28%-0
NextEra Energy19,44019,326-114110.66%-0
Factset Research(FDS)3,3633,336-27210.74%-0
Verizon(VZ)14,28814,083-205110.30%-0
Illinois Tool Works(ITW)9,7489,611-137221.17%-0
Colgate Palmolive(CL)20,56020,649+89220.93%-0
Williams Companies(WMB)5,0023,982-1,020000.12%-0
PACCAR Inc.(PCAR)8,8638,523-340110.40%-0
Nike(NKE)08,515+8,515010.30%+1
Sherwin-Williams(SHW)6,3636,282-81221.07%-0
Air Products & Chem.7,3147,407+93221.03%-0
Roper Technologies(ROP)2,4032,378-25110.67%-0
Genuine Parts(GPC)6,9066,210-696110.37%-0
Chemed566561-5000.13%-0
Marsh & McLennan(MRSH)2,4602,385-75110.26%-0
Northrop Grumman(NOC)3,3663,278-88220.81%-0
Visa(V)8,8758,515-360331.49%-0
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