Find Institutional Investor
Institutional Investor
Browse Institutional Investors
Time Period
Activity
Security Type
Top Percentile
?
Use this filter to see holdings within a selected percentile portfolio.

For example, click 10 to show only holdings in the top 10 percentile.

100908070605040302010%
Sectors
?
Use the pull down list to add one or more sectors to the space below and click Apply to filter out the holdings that belong to your selected sector(s).
 
Stock Style
?
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
1
1
2
0
31
9
0
HEADINVEST LLC

Time Period2018-03-31

Total Holdings145

Total Value ($x1000)311,841
Activities
New3

Increased21

Unchanged44

Decreased77

Sold Out3

Top 10 Stock Holdingstotal 35.31%
IJR7.59

VCSH7.06

PG3.44

IDXX3.1

MMM2.95

 
MSFT2.68

FISV2.27

WAT2.09

VYM2.07

ACN2.06

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
IJR
7.59%
CORE S&P SCP ETF
VCSH
7.06%
SHRT TRM CORP BD
PG
3.44%
COM
IDXX
3.1%
COM
MMM
2.95%
COM
MSFT
2.68%
COM
FISV
2.27%
COM
WAT
2.09%
COM
VYM
2.07%
HIGH DIV YLD
ACN
2.06%
SHS CLASS A
VWO
2.05%
FTSE EMR MKT ETF
XOM
2%
COM
DHR
1.95%
COM
PEP
1.92%
COM
UN
1.86%
N Y SHS NEW
CSCO
1.8%
COM
TXN
1.79%
COM
EMR
1.78%
COM
PX
1.76%
COM
UPS
1.75%
CL B
INTU
1.69%
COM
NVO
1.68%
ADR
NSRGY
1.44%
COM
XRAY
1.42%
COM
AXP
1.39%
COM
COL
1.36%
COM
WMT
1.33%
COM
ECL
1.26%
COM
MDT
1.24%
SHS
VO
1.18%
MID CAP ETF
VEA
1.06%
FTSE DEV MKT ETF
VTI
0.99%
TOTAL STK MKT
VV
0.98%
LARGE CAP ETF
FTV
0.97%
COM
SLB
0.95%
COM
QCOM
0.94%
COM
EFA
0.87%
MSCI EAFE ETF
ORCL
0.81%
COM
AAPL
0.81%
COM
JPM
0.8%
COM
OXY
0.74%
COM
JNJ
0.73%
COM
ROCHE HL...
0.73%
COM
VCIT
0.71%
INT-TERM CORP
VB
0.67%
SMALL CP ETF
CELG
0.67%
COM
UTX
0.54%
COM
KMI
0.52%
COM
CVX
0.46%
COM
BSV
0.45%
SHORT TRM BOND
MRK
0.45%
COM
IVV
0.4%
CORE S&P500 ETF
PCAR
0.39%
COM
WBA
0.39%
COM
SHY
0.38%
1-3 YR TR BD ETF
NVS
0.36%
SPONSORED ADR
IEMG
0.36%
CORE MSCI EMKT
NWL
0.35%
COM
PFE
0.34%
COM
ABB
0.34%
SPONSORED ADR
BIV
0.32%
INTERMED TERM
BHP
0.31%
SPONSORED ADR
VOO
0.31%
SHS
ROP
0.31%
COM
HON
0.3%
COM
T
0.28%
COM
ADP
0.28%
COM
GOOGL
0.28%
CAP STK CL A
BRK.B
0.27%
CL B NEW
BMY
0.26%
COM
XLF
0.25%
SBI INT-FINL
VIG
0.24%
DIV APP ETF
VZ
0.24%
COM
NEE
0.23%
COM
DVN
0.23%
COM
ABT
0.22%
COM
VNQ
0.22%
REIT ETF
MTD
0.21%
COM
ABBV
0.21%
COM
CB
0.2%
COM
AMPHENOL...
0.2%
COM
SJM
0.19%
COM NEW
INTC
0.19%
COM
GE
0.18%
COM
ETN
0.18%
SHS
VUG
0.18%
GROWTH ETF
MBI
0.18%
COM
CERN
0.17%
COM
IJH
0.17%
CORE S&P MCP ETF
RDS/A
0.17%
SPONS ADR A
APD
0.16%
COM
HD
0.16%
COM
CL
0.16%
COM
HEFA
0.16%
HDG MSCI EAFE
EEM
0.16%
MSCI EMG MKT ETF
MCD
0.15%
COM
TOT
0.15%
SPONSORED ADR
DWDP
0.15%
COM
NKE
0.15%
CL B
HSIC
0.14%
COM
GG
0.14%
COM
SYK
0.13%
COM
VANGUARD...
0.13%
COM
COP
0.13%
COM
VGSH
0.12%
SHTRM GVT BD ETF
BAC
0.12%
COM
IBM
0.12%
COM
VGK
0.12%
FTSE EUROPE ETF
DE
0.12%
COM
VGT
0.11%
INF TECH ETF
JWN
0.11%
COM
MDLZ
0.11%
CL A
AMERICAN...
0.11%
COM
AET
0.11%
COM
RECKITT ...
0.11%
COM
AMZN
0.11%
COM
GIM
0.11%
COM
FDX
0.1%
COM
BND
0.1%
TOTAL BND MRKT
HSY
0.1%
COM
SYY
0.1%
COM
SPY
0.1%
TR UNIT
WFC
0.1%
COM
LQD
0.09%
IBOXX INV CP ETF
ITW
0.09%
COM
DUK
0.09%
COM NEW
COST
0.09%
COM
PFF
0.09%
U.S. PFD STK ETF
V
0.09%
COM CL A
DVY
0.09%
SELECT DIVID ETF
XEL
0.08%
COM
DIS
0.08%
COM DISNEY
GIS
0.08%
COM
KSU
0.08%
COM NEW
USB
0.08%
COM NEW
KHC
0.08%
COM
DGRO
0.07%
CORE DIV GRWTH
KO
0.07%
COM
MOS
0.07%
COM
JFBC
0.07%
COM
SPLK
0.07%
COM
IR
0.07%
SHS
XYL
0.07%
COM
UNP
0.07%
COM
NOK
0.03%
SPONSORED ADR
BCR
0.08%
COM
FB
0.07%
CL A
WTR
0.07%
COM