Filed: 10/22/2025ACC: 0001035912-25-000008
📋 What this filing means
EADS & HEALD WEALTH MANAGEMENT filed this quarterly 13F‑HR report disclosing 139 equity positions with a total reported market value of $209.5K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
139
Positions
$209.5K
Total AUM (reported)
1.31M
Total Shares
Allocation by class
COM$209.5K100.0%
Portfolio Concentration
Top 3$16.4K7.8%
4–10$24.5K11.7%
11–25$42.3K20.2%
Rest$126.2K60.2%
Top 3 weight
7.8%
Top 10 weight
19.6%
Voting Authority Distribution
Total shares with voting rights: 1.31M
Sole
Full voting authority
1.31M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole139
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings139
Rows:
Nvidia
SOLEShares43.46K
TypeSH
Market value$8.1K
3.87%
Sole
43.46K
Shared
0.00
None
0.00
Oracle Corp.
SOLEShares15.35K
TypeSH
Market value$4.3K
2.06%
Sole
15.35K
Shared
0.00
None
0.00
Amphenol
SOLEShares32.38K
TypeSH
Market value$4.0K
1.91%
Sole
32.38K
Shared
0.00
None
0.00
Walmart
SOLEShares36.89K
TypeSH
Market value$3.8K
1.82%
Sole
36.89K
Shared
0.00
None
0.00
J.P. Morgan Chase
SOLEShares11.96K
TypeSH
Market value$3.8K
1.80%
Sole
11.96K
Shared
0.00
None
0.00
Apple
SOLEShares14.16K
TypeSH
Market value$3.6K
1.72%
Sole
14.16K
Shared
0.00
None
0.00
Costco
SOLEShares3.67K
TypeSH
Market value$3.4K
1.62%
Sole
3.67K
Shared
0.00
None
0.00
Broadcom
SOLEShares10.24K
TypeSH
Market value$3.4K
1.61%
Sole
10.24K
Shared
0.00
None
0.00
Amazon.com
SOLEShares15.07K
TypeSH
Market value$3.3K
1.58%
Sole
15.07K
Shared
0.00
None
0.00
Lam Research
SOLEShares24.38K
TypeSH
Market value$3.3K
1.56%
Sole
24.38K
Shared
0.00
None
0.00
Microsoft
SOLEShares6.09K
TypeSH
Market value$3.2K
1.51%
Sole
6.09K
Shared
0.00
None
0.00
American Express
SOLEShares9.37K
TypeSH
Market value$3.1K
1.49%
Sole
9.37K
Shared
0.00
None
0.00
O'Reilly Auto
SOLEShares28.58K
TypeSH
Market value$3.1K
1.47%
Sole
28.58K
Shared
0.00
None
0.00
Netflix
SOLEShares2.52K
TypeSH
Market value$3.0K
1.44%
Sole
2.52K
Shared
0.00
None
0.00
Cencora
SOLEShares9.41K
TypeSH
Market value$2.9K
1.40%
Sole
9.41K
Shared
0.00
None
0.00
Stryker
SOLEShares7.93K
TypeSH
Market value$2.9K
1.40%
Sole
7.93K
Shared
0.00
None
0.00
AFLAC
SOLEShares25.52K
TypeSH
Market value$2.9K
1.36%
Sole
25.52K
Shared
0.00
None
0.00
Visa
SOLEShares8.33K
TypeSH
Market value$2.8K
1.36%
Sole
8.33K
Shared
0.00
None
0.00
Caterpillar
SOLEShares5.76K
TypeSH
Market value$2.7K
1.31%
Sole
5.76K
Shared
0.00
None
0.00
Alphabet Class A
SOLEShares11.11K
TypeSH
Market value$2.7K
1.29%
Sole
11.11K
Shared
0.00
None
0.00
Emerson Electric
SOLEShares20.20K
TypeSH
Market value$2.6K
1.27%
Sole
20.20K
Shared
0.00
None
0.00
Analog Devices
SOLEShares10.64K
TypeSH
Market value$2.6K
1.25%
Sole
10.64K
Shared
0.00
None
0.00
W.W. Grainger
SOLEShares2.73K
TypeSH
Market value$2.6K
1.24%
Sole
2.73K
Shared
0.00
None
0.00
Booking Holdings
SOLEShares479.00
TypeSH
Market value$2.6K
1.23%
Sole
479.00
Shared
0.00
None
0.00
Illinois Tool Works
SOLEShares9.63K
TypeSH
Market value$2.5K
1.20%
Sole
9.63K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NvidiaSOLE | COM | 43.46K | SH | $8.1K 3.87% | 43.46K | 0.00 | 0.00 |
Oracle Corp.SOLE | COM | 15.35K | SH | $4.3K 2.06% | 15.35K | 0.00 | 0.00 |
AmphenolSOLE | COM | 32.38K | SH | $4.0K 1.91% | 32.38K | 0.00 | 0.00 |
WalmartSOLE | COM | 36.89K | SH | $3.8K 1.82% | 36.89K | 0.00 | 0.00 |
J.P. Morgan ChaseSOLE | COM | 11.96K | SH | $3.8K 1.80% | 11.96K | 0.00 | 0.00 |
AppleSOLE | COM | 14.16K | SH | $3.6K 1.72% | 14.16K | 0.00 | 0.00 |
CostcoSOLE | COM | 3.67K | SH | $3.4K 1.62% | 3.67K | 0.00 | 0.00 |
BroadcomSOLE | COM | 10.24K | SH | $3.4K 1.61% | 10.24K | 0.00 | 0.00 |
Amazon.comSOLE | COM | 15.07K | SH | $3.3K 1.58% | 15.07K | 0.00 | 0.00 |
Lam ResearchSOLE | COM | 24.38K | SH | $3.3K 1.56% | 24.38K | 0.00 | 0.00 |
MicrosoftSOLE | COM | 6.09K | SH | $3.2K 1.51% | 6.09K | 0.00 | 0.00 |
American ExpressSOLE | COM | 9.37K | SH | $3.1K 1.49% | 9.37K | 0.00 | 0.00 |
O'Reilly AutoSOLE | COM | 28.58K | SH | $3.1K 1.47% | 28.58K | 0.00 | 0.00 |
NetflixSOLE | COM | 2.52K | SH | $3.0K 1.44% | 2.52K | 0.00 | 0.00 |
CencoraSOLE | COM | 9.41K | SH | $2.9K 1.40% | 9.41K | 0.00 | 0.00 |
StrykerSOLE | COM | 7.93K | SH | $2.9K 1.40% | 7.93K | 0.00 | 0.00 |
AFLACSOLE | COM | 25.52K | SH | $2.9K 1.36% | 25.52K | 0.00 | 0.00 |
VisaSOLE | COM | 8.33K | SH | $2.8K 1.36% | 8.33K | 0.00 | 0.00 |
CaterpillarSOLE | COM | 5.76K | SH | $2.7K 1.31% | 5.76K | 0.00 | 0.00 |
Alphabet Class ASOLE | COM | 11.11K | SH | $2.7K 1.29% | 11.11K | 0.00 | 0.00 |
Emerson ElectricSOLE | COM | 20.20K | SH | $2.6K 1.27% | 20.20K | 0.00 | 0.00 |
Analog DevicesSOLE | COM | 10.64K | SH | $2.6K 1.25% | 10.64K | 0.00 | 0.00 |
W.W. GraingerSOLE | COM | 2.73K | SH | $2.6K 1.24% | 2.73K | 0.00 | 0.00 |
Booking HoldingsSOLE | COM | 479.00 | SH | $2.6K 1.23% | 479.00 | 0.00 | 0.00 |
Illinois Tool WorksSOLE | COM | 9.63K | SH | $2.5K 1.20% | 9.63K | 0.00 | 0.00 |
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