Filed: 4/29/2026ACC: 0001035912-26-000002
📋 What this filing means
EADS & HEALD WEALTH MANAGEMENT filed this quarterly 13F‑HR report disclosing 140 equity positions with a total reported market value of $200.74M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
140
Positions
$200.74M
Total AUM (reported)
1.28M
Total Shares
Allocation by class
COM$200.74M100.0%
Portfolio Concentration
Top 3$14.65M7.3%
4–10$22.84M11.4%
11–25$40.09M20.0%
Rest$123.16M61.4%
Top 3 weight
7.3%
Top 10 weight
18.7%
Voting Authority Distribution
Total shares with voting rights: 1.28M
Sole
Full voting authority
1.28M
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)
Sole140
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings140
Rows:
Nvidia
SOLEShares37.09K
TypeSH
Market value$6.47M
3.22%
Sole
37.09K
Shared
0.00
None
0.00
Walmart
SOLEShares33.30K
TypeSH
Market value$4.14M
2.06%
Sole
33.30K
Shared
0.00
None
0.00
Lam Research
SOLEShares18.94K
TypeSH
Market value$4.05M
2.02%
Sole
18.94K
Shared
0.00
None
0.00
Costco
SOLEShares3.57K
TypeSH
Market value$3.56M
1.77%
Sole
3.57K
Shared
0.00
None
0.00
Apple
SOLEShares13.65K
TypeSH
Market value$3.46M
1.73%
Sole
13.65K
Shared
0.00
None
0.00
J.P. Morgan Chase
SOLEShares11.45K
TypeSH
Market value$3.37M
1.68%
Sole
11.45K
Shared
0.00
None
0.00
Amphenol
SOLEShares26.51K
TypeSH
Market value$3.35M
1.67%
Sole
26.51K
Shared
0.00
None
0.00
Analog Devices
SOLEShares9.89K
TypeSH
Market value$3.15M
1.57%
Sole
9.89K
Shared
0.00
None
0.00
Amazon.com
SOLEShares14.68K
TypeSH
Market value$3.06M
1.52%
Sole
14.68K
Shared
0.00
None
0.00
W.W. Grainger
SOLEShares2.65K
TypeSH
Market value$2.90M
1.44%
Sole
2.65K
Shared
0.00
None
0.00
Chevron Corp.
SOLEShares13.88K
TypeSH
Market value$2.87M
1.43%
Sole
13.88K
Shared
0.00
None
0.00
Caterpillar
SOLEShares4.04K
TypeSH
Market value$2.86M
1.43%
Sole
4.04K
Shared
0.00
None
0.00
Alphabet Class A
SOLEShares9.82K
TypeSH
Market value$2.82M
1.41%
Sole
9.82K
Shared
0.00
None
0.00
ExxonMobil
SOLEShares16.52K
TypeSH
Market value$2.80M
1.40%
Sole
16.52K
Shared
0.00
None
0.00
Cencora
SOLEShares8.91K
TypeSH
Market value$2.80M
1.39%
Sole
8.91K
Shared
0.00
None
0.00
Broadcom
SOLEShares8.82K
TypeSH
Market value$2.73M
1.36%
Sole
8.82K
Shared
0.00
None
0.00
American Express
SOLEShares8.94K
TypeSH
Market value$2.71M
1.35%
Sole
8.94K
Shared
0.00
None
0.00
AFLAC
SOLEShares24.33K
TypeSH
Market value$2.67M
1.33%
Sole
24.33K
Shared
0.00
None
0.00
Amgen
SOLEShares7.57K
TypeSH
Market value$2.66M
1.33%
Sole
7.57K
Shared
0.00
None
0.00
O'Reilly Auto
SOLEShares27.83K
TypeSH
Market value$2.57M
1.28%
Sole
27.83K
Shared
0.00
None
0.00
Stryker
SOLEShares7.79K
TypeSH
Market value$2.56M
1.28%
Sole
7.79K
Shared
0.00
None
0.00
Emerson Electric
SOLEShares19.52K
TypeSH
Market value$2.56M
1.27%
Sole
19.52K
Shared
0.00
None
0.00
Expeditors Int'l
SOLEShares17.60K
TypeSH
Market value$2.52M
1.26%
Sole
17.60K
Shared
0.00
None
0.00
Visa
SOLEShares8.21K
TypeSH
Market value$2.48M
1.24%
Sole
8.21K
Shared
0.00
None
0.00
Illinois Tool Works
SOLEShares9.48K
TypeSH
Market value$2.47M
1.23%
Sole
9.48K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NvidiaSOLE | COM | 37.09K | SH | $6.47M 3.22% | 37.09K | 0.00 | 0.00 |
WalmartSOLE | COM | 33.30K | SH | $4.14M 2.06% | 33.30K | 0.00 | 0.00 |
Lam ResearchSOLE | COM | 18.94K | SH | $4.05M 2.02% | 18.94K | 0.00 | 0.00 |
CostcoSOLE | COM | 3.57K | SH | $3.56M 1.77% | 3.57K | 0.00 | 0.00 |
AppleSOLE | COM | 13.65K | SH | $3.46M 1.73% | 13.65K | 0.00 | 0.00 |
J.P. Morgan ChaseSOLE | COM | 11.45K | SH | $3.37M 1.68% | 11.45K | 0.00 | 0.00 |
AmphenolSOLE | COM | 26.51K | SH | $3.35M 1.67% | 26.51K | 0.00 | 0.00 |
Analog DevicesSOLE | COM | 9.89K | SH | $3.15M 1.57% | 9.89K | 0.00 | 0.00 |
Amazon.comSOLE | COM | 14.68K | SH | $3.06M 1.52% | 14.68K | 0.00 | 0.00 |
W.W. GraingerSOLE | COM | 2.65K | SH | $2.90M 1.44% | 2.65K | 0.00 | 0.00 |
Chevron Corp.SOLE | COM | 13.88K | SH | $2.87M 1.43% | 13.88K | 0.00 | 0.00 |
CaterpillarSOLE | COM | 4.04K | SH | $2.86M 1.43% | 4.04K | 0.00 | 0.00 |
Alphabet Class ASOLE | COM | 9.82K | SH | $2.82M 1.41% | 9.82K | 0.00 | 0.00 |
ExxonMobilSOLE | COM | 16.52K | SH | $2.80M 1.40% | 16.52K | 0.00 | 0.00 |
CencoraSOLE | COM | 8.91K | SH | $2.80M 1.39% | 8.91K | 0.00 | 0.00 |
BroadcomSOLE | COM | 8.82K | SH | $2.73M 1.36% | 8.82K | 0.00 | 0.00 |
American ExpressSOLE | COM | 8.94K | SH | $2.71M 1.35% | 8.94K | 0.00 | 0.00 |
AFLACSOLE | COM | 24.33K | SH | $2.67M 1.33% | 24.33K | 0.00 | 0.00 |
AmgenSOLE | COM | 7.57K | SH | $2.66M 1.33% | 7.57K | 0.00 | 0.00 |
O'Reilly AutoSOLE | COM | 27.83K | SH | $2.57M 1.28% | 27.83K | 0.00 | 0.00 |
StrykerSOLE | COM | 7.79K | SH | $2.56M 1.28% | 7.79K | 0.00 | 0.00 |
Emerson ElectricSOLE | COM | 19.52K | SH | $2.56M 1.27% | 19.52K | 0.00 | 0.00 |
Expeditors Int'lSOLE | COM | 17.60K | SH | $2.52M 1.26% | 17.60K | 0.00 | 0.00 |
VisaSOLE | COM | 8.21K | SH | $2.48M 1.24% | 8.21K | 0.00 | 0.00 |
Illinois Tool WorksSOLE | COM | 9.48K | SH | $2.47M 1.23% | 9.48K | 0.00 | 0.00 |
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