13F Insight
DOSSIER · 13F-HR · Q2 2026

EADS & HEALD WEALTH MANAGEMENT

$204M in tracked AUM across 148 positions as of Q2 2026.

E&
CIK 0001035912 · last filed Jun 30, 2026
Total AUM
$204M
as of Q2 2026
Holdings
148
—
positions
Whale Score
53
53
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

EADS & HEALD WEALTH MANAGEMENT filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
NVDA
Nvidia
$7M33K3.3%02
LRCX
Lam Research
$6M14K3.0%03
AMD
Advanced Micro
$5M8K2.2%04
APH
Amphenol
$4M24K2.1%05
CAT
Caterpillar
$4M3K1.8%06
AAPL
Apple
$4M13K1.8%07
WMT
Walmart
$4M31K1.7%08
ADI
Analog Devices
$3M9K1.7%09
JPM
J.P. Morgan Chase
$3M11K1.7%10
GWW
W.W. Grainger
$3M2K1.7%

Filing history

2026Q2Jun 30
$204M▲ 1.6%
148 positionsView →2026Q1Mar 31
$201M▼ 2.9%
140 positionsView →2025Q4Dec 31
$207M▼ 1.3%
141 positionsView →2025Q3Sep 30
$209M▲ 3.5%
139 positionsView →2025Q2Jun 30
$202M▲ 2.8%
134 positionsLocked2025Q1Mar 31
$197M▼ 3.1%
138 positionsLocked2024Q4Dec 31
$203M▼ 3.7%
135 positionsLocked2024Q3Sep 30
$211M▲ 2.0%
144 positionsLocked2024Q2Jun 30
$207M▼ 3.5%
144 positionsLocked2024Q1Mar 31
$214M▲ 3.2%
144 positionsLocked2023Q4Dec 31
$208M▲ 9.0%
145 positionsLocked2023Q3Sep 30
$191M▼ 6.3%
142 positionsLocked
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