Fund HoldingsEADS & HEALD WEALTH MANAGEMENT

Total Portfolio Value
$206.71M
Total Bought
$30.77M
Total Sold
$174.27M
Net Transaction
-$143.50M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
Nvidia(NVDA)43,46339,993-3,47087,4593.61%+7,451
Amphenol32,38129,827-2,55444,0311.95%+4,027
Walmart(WMT)36,88935,383-1,50643,9421.91%+3,938
Lam Research(LRCX)24,37822,988-1,39033,9351.90%+3,932
J.P. Morgan Chase(JPM)11,96511,639-32643,7501.81%+3,746
Apple(AAPL)14,15913,755-40443,7401.81%+3,736
Amazon.com(AMZN)15,06914,767-30233,4091.65%+3,405
American Express(AXP)9,3699,076-29333,3581.62%+3,355
Broadcom(AVGO)10,2369,441-79533,2681.58%+3,264
Alphabet Class A11,11010,195-91533,1911.54%+3,188
Costco(COST)03,606+3,60603,1101.50%+3,110
Caterpillar(CAT)5,7565,300-45633,0361.47%+3,033
Cencora9,4088,803-60532,9731.44%+2,970
Visa(V)08,201+8,20102,8761.39%+2,876
Microsoft(MSFT)6,0945,928-16632,8671.39%+2,864
Analog Devices(ADI)10,63810,465-17332,8381.37%+2,835
Oracle Corp.(ORCL)15,35214,455-89742,8171.36%+2,813
Stryker(SYK)07,786+7,78602,7371.32%+2,737
W.W. Grainger(GWW)02,684+2,68402,7081.31%+2,708
AFLAC(AFL)25,51824,462-1,05632,6971.30%+2,695
Expeditors Int'l(EXPD)18,25317,942-31122,6741.29%+2,671
Emerson Electric(EMR)019,904+19,90402,6421.28%+2,642
O'Reilly Auto(ORLY)28,57828,181-39732,5701.24%+2,567
Amgen(AMGN)7,7217,712-922,5241.22%+2,522
Thermo Fisher Scientific(TMO)4,3544,343-1122,5171.22%+2,515
Booking Holdings(BKNG)0469+46902,5101.21%+2,510
Illinois Tool Works(ITW)9,6339,510-12332,3421.13%+2,340
Netflix(NFLX)024,540+24,54002,3011.11%+2,301
Cisco Systems(CSCO)30,18429,162-1,02222,2461.09%+2,244
Advanced Micro(AMD)10,89510,352-54322,2171.07%+2,215
McDonalds(MCD)7,1887,136-5222,1811.06%+2,179
AbbVie(ABBV)9,9599,506-45322,1721.05%+2,170
Chevron Corp.(CVX)13,33213,752+42022,0961.01%+2,094
Johnson & Johnson(JNJ)10,17810,007-17122,0711.00%+2,069
PepsiCo(PEP)14,18814,377+18922,0631.00%+2,061
Sherwin-Williams(SHW)6,3086,313+522,0460.99%+2,043
Procter & Gamble(PG)014,123+14,12302,0240.98%+2,024
Snap-on(SNA)5,8085,745-6321,9800.96%+1,978
ExxonMobil16,49116,399-9221,9730.95%+1,972
Ecolab(ECL)7,5127,451-6121,9560.95%+1,954
Automatic Data Processing07,599+7,59901,9550.95%+1,955
Church & Dwight(CHD)022,981+22,98101,9270.93%+1,927
Fastenal Co.(FAST)48,65547,796-85921,9180.93%+1,916
IDEXX Laboratories(IDXX)2,8492,823-2621,9100.92%+1,908
Intuit(INTU)02,842+2,84201,8830.91%+1,883
Carlisle(CSL)05,867+5,86701,8770.91%+1,877
Northrop Grumman(NOC)3,2603,197-6321,8230.88%+1,821
Alphabet Class C6,7225,761-96121,8080.87%+1,806
Hubbell(HUBB)3,5903,980+39021,7680.86%+1,766
RTX Corp.(RTX)7,8869,623+1,73711,7650.85%+1,764
Air Products & Chem.06,917+6,91701,7090.83%+1,709
Abbott Laboratories13,45313,157-29621,6480.80%+1,647
Tractor Supply Co.(TSCO)33,45932,894-56521,6450.80%+1,643
Colgate Palmolive(CL)020,744+20,74401,6390.79%+1,639
Cognizant Tech(CTSH)019,704+19,70401,6350.79%+1,635
Vulcan Materials(VMC)5,8165,655-16121,6130.78%+1,611
NextEra Energy20,05520,083+2821,6120.78%+1,611
Dover(DOV)08,104+8,10401,5820.77%+1,582
Marriott Intl. Class A(MAR)5,1455,064-8111,5710.76%+1,570
Cintas(CTAS)08,244+8,24401,5500.75%+1,550
Goldman Sachs Group(GS)1,7481,716-3211,5080.73%+1,507
D.R. Horton10,57910,114-46521,4570.70%+1,455
Starbucks(SBUX)017,202+17,20201,4490.70%+1,449
Danaher(DHR)06,214+6,21401,4220.69%+1,422
Lowes(LOW)5,9225,699-22311,3740.66%+1,373
Avery Dennison07,437+7,43701,3530.65%+1,353
Meta Platforms(META)2,0182,006-1211,3240.64%+1,323
Home Depot(HD)3,8143,837+2321,3200.64%+1,319
Edwards Lifesciences15,90015,313-58711,3050.63%+1,304
Donaldson(DCI)15,21814,688-53011,3020.63%+1,301
CBRE Group(CBRE)7,9107,624-28611,2260.59%+1,225
Cigna(CI)4,7564,332-42411,1920.58%+1,191
Walt Disney(DIS)010,453+10,45301,1890.58%+1,189
Honeywell(HON)05,980+5,98001,1670.56%+1,167
Morgan Stanley(MS)6,4256,183-24211,0980.53%+1,097
Texas Instruments(TXN)06,310+6,31001,0950.53%+1,095
Bristol-Myers Squibb(BMY)019,982+19,98201,0780.52%+1,078
IBM(IBM)03,579+3,57901,0600.51%+1,060
Autodesk3,6143,547-6711,0500.51%+1,049
Roper Technologies(ROP)02,323+2,32301,0340.50%+1,034
Freeport-McMoRan19,73219,447-28519880.48%+987
Eli Lilly(LLY)979909-7019760.47%+976
Ball Corp.017,410+17,41009220.45%+922
Globe Life7,2476,530-71719130.44%+912
Nike(NKE)8,06414,271+6,20719090.44%+909
PACCAR Inc.(PCAR)8,3238,108-21518880.43%+887
Factset Research(FDS)03,022+3,02208770.42%+877
Becton Dickinson(BDX)4,3034,488+18518710.42%+870
Lockheed Martin(LMT)1,8731,787-8618640.42%+863
CVS Health(CVS)11,27010,863-40718620.42%+861
Mettler-Toledo Int'l(MTD)587587018180.40%+818
Check Point Software04,400+4,40008160.39%+816
J.M. Smucker(SJM)7,5287,690+16217520.36%+751
Dollar Tree(DLTR)4,1046,100+1,99607500.36%+750
EOG Resources7,9737,134-83917490.36%+748
Valero Energy Corp(VLO)4,8354,581-25417460.36%+745
Genuine Parts(GPC)6,0956,057-3817450.36%+744
Deere(DE)01,571+1,57107310.35%+731
Fiserv(FISV)010,642+10,64207150.35%+715
Accenture plc02,580+2,58006920.33%+692
Page 1 of 1