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Portfolio (Quarterly) Guide ↗

EADS & HEALD WEALTH MANAGEMENT

· CIK 0001035912
13F Portfolio $201M AUM 140 positions Filed Apr 29, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 2 New 34 Added 87 Reduced 3 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 GILD Gilead Sciences Healthcare 6,128.0 $854K 0.42% NEW $139.37 -4.1%
2 PAYX Paychex Industrials 2,574.0 $237K 0.12% NEW $92.12 +2.5%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 20.6%
Industrials 19.9%
Healthcare 13.4%
Consumer Cyclical 10.7%
Consumer Defensive 10.4%
Financial Services 8.6%
Communication Services 5.0%
Energy 5.0%
Basic Materials 4.7%
Utilities 1.1%