EADS & HEALD WEALTH MANAGEMENT
โขCIK: 1035912โขFiling: Q4 2025
**EADS & HEALD WEALTH MANAGEMENT** manages $207M across a diverse portfolio of 141 positions. The strategy exhibits significant conviction in technology and established market leaders, evidenced by top holdings including NVDA at $7.5M and AAPL at $3.7M. Key allocations also target consumer staples and financials, with WMT, APH, and JPM representing substantial weights. This concentrated exposure suggests a focus on high-growth technology coupled with resilient, blue-chip revenue streams.
Total AUM
$206.7M
QoQ Performance
-1.3%
Positions
141
Top 10 Concentration
19.4%
Latest Filing
Q4 2025
Top Holdings Allocation
NVDA3.6%
APH1.9%
WMT1.9%
LRCX1.9%
JPM1.8%
AAPL1.8%
AMZN1.6%
AXP1.6%
๐ Biggest Buys
๐ Biggest Sells
Sector Breakdown
Other51.9%
Technology15.9%
Consumer9.3%
Healthcare8.7%
Financial4.1%
Industrial2.8%
Materials2.8%
Communication1.7%
๐ช Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW5 new positions
โ27 increased
โ106 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023