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Portfolio (Quarterly) Guide ↗

HEADINVEST, LLC

· CIK 0001372130
13F Portfolio $484M AUM Filed Nov 14, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 211 New
Page 11 of 11  ·  211 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 NFLX NETFLIX INC Communication Services 195.0 $234K 0.05% NEW $1198.92 -92.6%
202 COP CONOCOPHILLIPS Energy 2,444.0 $231K 0.05% NEW $94.59 +27.4%
203 WFC WELLS FARGO CO NEW Financial Services 2,721.0 $228K 0.05% NEW $83.82 -9.6%
204 ALNY ALNYLAM PHARMACEUTICALS INC Healthcare 500.0 $228K 0.05% NEW $456.00 -34.1%
205 SLQD ISHARES TR 4,372.0 $222K 0.05% NEW $50.83 -1.1%
206 INTC INTEL CORP Technology 6,605.0 $222K 0.05% NEW $33.55 +253.2%
207 RSPT INVESCO EXCHANGE TRADED FD T 4,867.0 $217K 0.04% NEW $44.58 +33.1%
208 SPMD SPDR SERIES TRUST 3,770.0 $216K 0.04% NEW $57.19 +11.7%
209 MU MICRON TECHNOLOGY INC Technology 1,237.0 $207K 0.04% NEW $167.32 +355.5%
210 ICLN ISHARES TR 10,232.0 $158K 0.03% NEW $15.48 +43.3%
211 ONCOLYTICS BIOTECH INC 44,700.0 $63K 0.01% NEW $1.40
Page 11 of 11  ·  211 positions

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 35.5%
Healthcare 14.9%
Financial Services 11.9%
Consumer Defensive 9.6%
Industrials 7.9%
Energy 5.3%
Communication Services 5.0%
Basic Materials 4.4%
Consumer Cyclical 4.3%
Utilities 1.2%