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Stock Style
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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
44
3
2
1
2
0
32
9
0
HEADINVEST LLC

Time Period2017-12-31

Total Holdings145

Total Value ($x1000)324,236
Activities
New1

Increased16

Unchanged53

Decreased75

Sold Out0

Top 10 Stock Holdingstotal 34.7%
IJR7.38

VCSH6.72

PG3.97

MMM3.09

IDXX2.63

 
MSFT2.52

XOM2.17

PEP2.11

FISV2.06

VYM2.05

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
IJR
7.38%
CORE S&P SCP ETF
VCSH
6.72%
SHRT TRM CORP BD
PG
3.97%
COM
MMM
3.09%
COM
IDXX
2.63%
COM
MSFT
2.52%
COM
XOM
2.17%
COM
PEP
2.11%
COM
FISV
2.06%
COM
VYM
2.05%
HIGH DIV YLD
PX
2.03%
COM
ACN
2.03%
SHS CLASS A
WAT
2.01%
COM
UPS
1.95%
CL B
VWO
1.83%
FTSE EMR MKT ETF
XRAY
1.81%
COM
UN
1.8%
N Y SHS NEW
DHR
1.8%
COM
TXN
1.79%
COM
EMR
1.78%
COM
NVO
1.76%
ADR
NSRGY
1.54%
COM
CSCO
1.54%
COM
INTU
1.52%
COM
WMT
1.45%
COM
AXP
1.42%
COM
COL
1.39%
COM
MDT
1.22%
SHS
ECL
1.19%
COM
VO
1.18%
MID CAP ETF
QCOM
1.06%
COM
VEA
1.02%
FTSE DEV MKT ETF
VTI
0.98%
TOTAL STK MKT
SLB
0.96%
COM
VV
0.89%
LARGE CAP ETF
FTV
0.88%
COM
EFA
0.86%
MSCI EAFE ETF
AAPL
0.83%
COM
OXY
0.82%
COM
ORCL
0.79%
COM
ROCHE HL...
0.78%
COM
JNJ
0.77%
COM
JPM
0.74%
COM
CELG
0.73%
COM
VB
0.65%
SMALL CP ETF
KMI
0.64%
COM
VCIT
0.57%
INT-TERM CORP
UTX
0.53%
COM
CVX
0.5%
COM
BSV
0.48%
SHORT TRM BOND
PCAR
0.45%
COM
MRK
0.45%
COM
WBA
0.42%
COM
ABB
0.41%
SPONSORED ADR
IVV
0.4%
CORE S&P500 ETF
NWL
0.38%
COM
NVS
0.37%
SPONSORED ADR
PFE
0.34%
COM
BIV
0.32%
INTERMED TERM
T
0.32%
COM
ROP
0.31%
COM
VOO
0.31%
SHS
BHP
0.31%
SPONSORED ADR
HON
0.31%
COM
SHY
0.3%
1-3 YR TR BD ETF
DVN
0.29%
COM
GOOGL
0.28%
CAP STK CL A
ADP
0.28%
COM
VNQ
0.26%
REIT ETF
BRK.B
0.26%
CL B NEW
IEMG
0.25%
CORE MSCI EMKT
VZ
0.25%
COM
GE
0.24%
COM
BMY
0.24%
COM
VIG
0.24%
DIV APP ETF
AMPHENOL...
0.23%
COM
XLF
0.23%
SBI INT-FINL
MTD
0.22%
COM
CERN
0.22%
COM
ABBV
0.21%
COM
CB
0.21%
COM
NEE
0.21%
COM
ABT
0.2%
COM
SJM
0.18%
COM NEW
ETN
0.18%
SHS
HD
0.17%
COM
INTC
0.17%
COM
VUG
0.17%
GROWTH ETF
APD
0.17%
COM
IJH
0.17%
CORE S&P MCP ETF
CL
0.16%
COM
RDS/A
0.16%
SPONS ADR A
DWDP
0.16%
COM
HEFA
0.16%
HDG MSCI EAFE
MCD
0.15%
COM
EEM
0.15%
MSCI EMG MKT ETF
HSIC
0.14%
COM
TOT
0.14%
SPONSORED ADR
MBI
0.13%
COM
VANGUARD...
0.13%
COM
NKE
0.13%
CL B
GG
0.13%
COM
SYK
0.12%
COM
HSY
0.12%
COM
VGSH
0.12%
SHTRM GVT BD ETF
BAC
0.12%
COM
RECKITT ...
0.12%
COM
IBM
0.12%
COM
COP
0.12%
COM
VGK
0.11%
FTSE EUROPE ETF
DE
0.11%
COM
WFC
0.11%
COM
AET
0.11%
COM
MDLZ
0.11%
CL A
FDX
0.11%
COM
JWN
0.11%
COM
GIM
0.11%
COM
AMERICAN...
0.1%
COM
DUK
0.1%
COM NEW
GIS
0.1%
COM
BND
0.1%
TOTAL BND MRKT
KHC
0.1%
COM
ITW
0.1%
COM
SYY
0.1%
COM
LQD
0.1%
IBOXX INV CP ETF
SPY
0.09%
TR UNIT
KO
0.09%
COM
PFF
0.09%
U.S. PFD STK ETF
COST
0.09%
COM
DVY
0.09%
SELECT DIVID ETF
AMZN
0.08%
COM
VGT
0.08%
INF TECH ETF
V
0.08%
COM CL A
DIS
0.08%
COM DISNEY
BCR
0.08%
COM
XEL
0.08%
COM
USB
0.08%
COM NEW
KSU
0.08%
COM NEW
MOS
0.07%
COM
FB
0.07%
CL A
DGRO
0.07%
CORE DIV GRWTH
UNP
0.07%
COM
IR
0.07%
SHS
WTR
0.07%
COM
JFBC
0.07%
COM