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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
43
3
2
1
3
0
32
9
0
HEADINVEST LLC

Time Period2018-06-30

Total Holdings163

Total Value ($x1000)328,039
Activities
New21

Increased43

Unchanged39

Decreased60

Sold Out3

Top 10 Stock Holdingstotal 34.02%
IJR7.74

VCSH6.7

PG3.17

IDXX2.72

MSFT2.68

 
MMM2.49

FISV2.19

9220318362.17

XOM2.1

ACN2.06

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
IJR
7.74%
CORE S&P SCP ETF
VCSH
6.7%
SHRT TRM CORP BD
PG
3.17%
COM
IDXX
2.72%
COM
MSFT
2.68%
COM
MMM
2.49%
COM
FISV
2.19%
COM
VANGUARD...
2.17%
FFUS
XOM
2.1%
COM
ACN
2.06%
SHS CLASS A
VYM
2.02%
HIGH DIV YLD
WAT
1.89%
COM
DHR
1.85%
COM
INTU
1.82%
COM
PEP
1.79%
COM
TXN
1.76%
COM
VWO
1.73%
FTSE EMR MKT ETF
UN
1.72%
N Y SHS NEW
CSCO
1.69%
COM
EMR
1.68%
COM
UPS
1.67%
CL B
PX
1.66%
COM
NVO
1.47%
ADR
AXP
1.36%
COM
NSRGY
1.32%
COM
COL
1.28%
COM
MDT
1.25%
SHS
ECL
1.23%
COM
WMT
1.22%
COM
VO
1.18%
MID CAP ETF
XRAY
1.16%
COM
VEA
1.01%
FTSE DEV MKT ETF
VV
1%
LARGE CAP ETF
VTI
0.98%
TOTAL STK MKT
SLB
0.93%
COM
FTV
0.92%
COM
QCOM
0.9%
COM
OXY
0.9%
COM
AAPL
0.86%
COM
JPM
0.82%
COM
EFA
0.78%
MSCI EAFE ETF
ORCL
0.74%
COM
VB
0.68%
SMALL CP ETF
VCIT
0.67%
INT-TERM CORP
ROCHE HL...
0.66%
COM
JNJ
0.66%
COM
KMI
0.59%
COM
CELG
0.55%
COM
UTX
0.51%
COM
CVX
0.49%
COM
MRK
0.47%
COM
BSV
0.43%
SHORT TRM BOND
VANGUARD...
0.42%
FFUS
IVV
0.39%
CORE S&P500 ETF
NWL
0.37%
COM
PCAR
0.35%
COM
PFE
0.33%
COM
WBA
0.33%
COM
NVS
0.32%
SPONSORED ADR
IEMG
0.32%
CORE MSCI EMKT
BHP
0.32%
SPONSORED ADR
VOO
0.31%
SHS
BIV
0.3%
INTERMED TERM
ADP
0.3%
COM
SHY
0.3%
1-3 YR TR BD ETF
GOOGL
0.29%
CAP STK CL A
VANGUARD...
0.29%
FFUS
HON
0.29%
COM
DVN
0.29%
COM
ABB
0.28%
SPONSORED ADR
ROP
0.27%
COM
VANGUARD...
0.27%
FFUS
T
0.25%
COM
BRK.B
0.24%
CL B NEW
VZ
0.23%
COM
XLF
0.23%
SBI INT-FINL
VIG
0.23%
DIV APP ETF
VNQ
0.22%
REIT ETF
ABT
0.22%
COM
BMY
0.21%
COM
NEE
0.21%
COM
MTD
0.21%
COM
OPPENHEI...
0.2%
FFUS
AMPHENOL...
0.2%
COM
ABBV
0.19%
COM
INTC
0.18%
COM
VUG
0.18%
GROWTH ETF
CB
0.18%
COM
RDS/A
0.18%
SPONS ADR A
IJH
0.18%
CORE S&P MCP ETF
GE
0.17%
COM
HD
0.17%
COM
NKE
0.17%
CL B
VANGUARD...
0.17%
FFUS
MBI
0.16%
COM
CERN
0.16%
COM
ETN
0.16%
SHS
SJM
0.16%
COM NEW
HEFA
0.16%
HDG MSCI EAFE
DWDP
0.15%
COM
APD
0.15%
COM
TOT
0.15%
SPONSORED ADR
VANGUARD...
0.15%
FFUS
HSIC
0.15%
COM
COP
0.14%
COM
MCD
0.14%
COM
CL
0.14%
COM
SYK
0.13%
COM
EEM
0.13%
MSCI EMG MKT ETF
GG
0.13%
COM
AMZN
0.13%
COM
LORD ABB...
0.13%
FFUS
VANGUARD...
0.13%
COM
VGSH
0.12%
SHTRM GVT BD ETF
VGT
0.11%
INF TECH ETF
JWN
0.11%
COM
BAC
0.11%
COM
AET
0.11%
COM
VGK
0.11%
FTSE EUROPE ETF
VANGUARD...
0.11%
FFUS
SYY
0.11%
COM
IBM
0.11%
COM
AMERICAN...
0.1%
COM
MDLZ
0.1%
CL A
V
0.1%
COM CL A
RECKITT ...
0.1%
COM
FRANKLIN...
0.1%
FFUS
GIM
0.1%
COM
COST
0.1%
COM
WFC
0.1%
COM
BND
0.1%
TOTAL BND MRKT
LOOMIS S...
0.09%
FFUS
FDX
0.09%
COM
SPY
0.09%
TR UNIT
LQD
0.09%
IBOXX INV CP ETF
DUK
0.09%
COM NEW
HSY
0.09%
COM
PFF
0.09%
U.S. PFD STK ETF
KHC
0.08%
COM
DVY
0.08%
SELECT DIVID ETF
KSU
0.08%
COM NEW
ITW
0.08%
COM
DIS
0.08%
COM DISNEY
MOS
0.08%
COM
XEL
0.08%
COM
GOOG
0.08%
CAP STK CL C
USB
0.07%
COM NEW
FB
0.07%
CL A
GIS
0.07%
COM
DGRO
0.07%
CORE DIV GRWTH
IR
0.07%
SHS
JFBC
0.07%
COM
UNP
0.07%
COM
SPLK
0.07%
COM
XLY
0.06%
SBI CONS DISCR
NVDA
0.06%
COM
WTR
0.06%
COM
VANGUARD...
0.06%
FFUS
FIDELITY...
0.05%
FFUS
VANGUARD...
0.05%
FFUS
VANGUARD...
0.05%
FFUS
FIDELITY...
0.04%
FFUS
NOK
0.03%
SPONSORED ADR
DE
0.12%
COM
KO
0.07%
COM
XYL
0.07%
COM