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
Other40.2%
Technology19.8%
Consumer10.5%
Healthcare8.7%
Financial7.1%
Industrial3.7%
Materials3.2%
Energy2.9%
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 2023Q3 2023Q2 2023Q1 2023Q4 2022