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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
4
2
1
2
0
33
9
0
HEADINVEST LLC

Time Period2018-09-30

Total Holdings181

Total Value ($x1000)347,542
Activities
New20

Increased55

Unchanged32

Decreased74

Sold Out2

Top 10 Stock Holdingstotal 33.05%
IJR7.62

VCSH6.08

PG3.19

MSFT2.88

MMM2.53

 
IDXX2.43

FISV2.23

XOM2.06

ACN2.02

VYM2.01

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
IJR
7.62%
CORE S&P SCP ETF
VCSH
6.08%
SHRT TRM CORP BD
PG
3.19%
COM
MSFT
2.88%
COM
MMM
2.53%
COM
IDXX
2.43%
COM
FISV
2.23%
COM
XOM
2.06%
COM
ACN
2.02%
SHS CLASS A
VYM
2.01%
HIGH DIV YLD
DHR
1.92%
COM
VANGUARD...
1.91%
FFUS
INTU
1.86%
COM
CSCO
1.8%
COM
WAT
1.79%
COM
EMR
1.74%
COM
UPS
1.73%
CL B
PEP
1.73%
COM
UN
1.61%
N Y SHS NEW
TXN
1.6%
COM
VWO
1.53%
FTSE EMR MKT ETF
PX
1.42%
COM
NVO
1.42%
ADR
AXP
1.39%
COM
MDT
1.35%
SHS
NSRGY
1.33%
COM
ECL
1.28%
COM
WMT
1.26%
COM
COL
1.24%
COM
VO
1.17%
MID CAP ETF
VV
1.11%
LARGE CAP ETF
QCOM
1.09%
COM
VTI
1.07%
TOTAL STK MKT
AAPL
1%
COM
VEA
0.99%
FTSE DEV MKT ETF
FTV
0.94%
COM
XRAY
0.93%
COM
JPM
0.88%
COM
OXY
0.85%
COM
SLB
0.8%
COM
ORCL
0.79%
COM
VCIT
0.73%
INT-TERM CORP
JNJ
0.73%
COM
EFA
0.71%
MSCI EAFE ETF
VB
0.69%
SMALL CP ETF
ROCHE HL...
0.67%
COM
VANGUARD...
0.63%
FFUS
CELG
0.56%
COM
KMI
0.56%
COM
UTX
0.53%
COM
OPPENHEI...
0.53%
FFUS
MRK
0.52%
COM
CVX
0.42%
COM
IVV
0.42%
CORE S&P500 ETF
PFE
0.38%
COM
BSV
0.37%
SHORT TRM BOND
PCAR
0.36%
COM
WBA
0.36%
COM
NVS
0.36%
SPONSORED ADR
ADP
0.33%
COM
HON
0.32%
COM
VOO
0.3%
SHS
BHP
0.29%
SPONSORED ADR
VANGUARD...
0.29%
FFUS
IEMG
0.29%
CORE MSCI EMKT
BIV
0.29%
INTERMED TERM
GOOGL
0.29%
CAP STK CL A
NWL
0.27%
COM
ROP
0.26%
COM
T
0.26%
COM
VANGUARD...
0.26%
FFUS
BRK.B
0.25%
CL B NEW
ABT
0.24%
COM
XLF
0.23%
SBI INT-FINL
DVN
0.23%
COM
BMY
0.23%
COM
VZ
0.23%
COM
SHY
0.21%
1-3 YR TR BD ETF
VNQ
0.21%
REIT ETF
MTD
0.2%
COM
AMPHENOL...
0.2%
COM
VIG
0.19%
DIV APP ETF
CB
0.19%
COM
NEE
0.18%
COM
MBI
0.18%
COM
ABBV
0.18%
COM
IJH
0.18%
CORE S&P MCP ETF
HD
0.17%
COM
VUG
0.17%
GROWTH ETF
NKE
0.17%
CL B
RDS/A
0.16%
SPONS ADR A
HSIC
0.16%
COM
VANGUARD...
0.16%
FFUS
TOT
0.15%
SPONSORED ADR
ETN
0.15%
SHS
INTC
0.15%
COM
APD
0.15%
COM
COP
0.15%
COM
HEFA
0.15%
HDG MSCI EAFE
DWDP
0.15%
COM
CERN
0.15%
COM
SJM
0.14%
COM NEW
CL
0.14%
COM
VANGUARD...
0.14%
FFUS
MCD
0.14%
COM
AMZN
0.14%
COM
GE
0.14%
COM
LOOMIS S...
0.13%
FFUS
SYK
0.13%
COM
VANGUARD...
0.13%
COM
BAC
0.13%
COM
VGT
0.12%
INF TECH ETF
AET
0.12%
COM
DGRO
0.11%
CORE DIV GRWTH
DVY
0.11%
SELECT DIVID ETF
JWN
0.11%
COM
VGSH
0.11%
SHTRM GVT BD ETF
GG
0.11%
COM
SYY
0.11%
COM
V
0.11%
COM CL A
LORD ABB...
0.11%
FFUS
VGK
0.11%
FTSE EUROPE ETF
RECKITT ...
0.11%
COM
MDLZ
0.11%
CL A
CSJ
0.1%
1-3 YR CR BD ETF
IBM
0.1%
COM
FDX
0.1%
COM
COST
0.1%
COM
HARTFORD...
0.1%
FFUS
BIL
0.1%
SPDR BLOOMBERG
SPY
0.1%
TR UNIT
TIP
0.1%
TIPS BD ETF
EEM
0.1%
MSCI EMG MKT ETF
AMERICAN...
0.1%
COM
FRANKLIN...
0.09%
FFUS
LQD
0.09%
IBOXX INV CP ETF
HSY
0.09%
COM
BND
0.09%
TOTAL BND MRKT
IEFA
0.09%
CORE MSCI EAFE
VANGUARD...
0.09%
FFUS
WFC
0.09%
COM
DUK
0.09%
COM NEW
KSU
0.08%
COM NEW
IBB
0.08%
NASDQ BIOTEC ETF
MOS
0.08%
COM
ABB
0.08%
SPONSORED ADR
GOOG
0.08%
CAP STK CL C
DIS
0.08%
COM DISNEY
GIM
0.08%
COM
JFBC
0.08%
COM
ITW
0.08%
COM
IR
0.08%
SHS
UNP
0.07%
COM
XEL
0.07%
COM
SPLK
0.07%
COM
USB
0.07%
COM NEW
KHC
0.07%
COM
CVS
0.07%
COM
GIS
0.07%
COM
DOUBLELI...
0.07%
FFUS
XLY
0.07%
SBI CONS DISCR
VANGUARD...
0.06%
FFUS
XYL
0.06%
COM
FB
0.06%
CL A
CIU
0.06%
INTERM CR BD ETF
BECTON D...
0.06%
COM
WTR
0.06%
COM
KO
0.06%
COM
CAC
0.06%
COM
FIDELITY...
0.05%
FFUS
VANGUARD...
0.05%
FFUS
VANGUARD...
0.05%
FFUS
LORD ABB...
0.04%
FFUS
THOMPSON...
0.04%
FFUS
OPPENHEI...
0.04%
FFUS
PIMCO IN...
0.04%
FFUS
TCW EMER...
0.03%
FFUS
FIDELITY...
0.03%
FFUS
LORD ABB...
0.03%
FFUS
NEUBERGE...
0.03%
FFUS
NOK
0.02%
SPONSORED ADR
PFF
0.09%
U.S. PFD STK ETF
NVDA
0.06%
COM