§ 13F · FUND PROFILE
EADS & HEALD WEALTH MANAGEMENT.
AUM · $204M (13F)Positions · 148Turnover · n/a · Q2Filed · Jul 31, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$5M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 31, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia | 33K | $7M | 3.3% | −10% |
| 2 | LRCX | Lam Research | 14K | $6M | 3.0% | −24% |
| 3 | AMD | Advanced Micro | 8K | $5M | 2.2% | −19% |
| 4 | APH | Amphenol | 24K | $4M | 2.1% | −10% |
| 5 | CAT | Caterpillar | 3K | $4M | 1.8% | −15% |
| 6 | AAPL | Apple | 13K | $4M | 1.8% | −8% |
| 7 | WMT | Walmart | 31K | $4M | 1.7% | −6% |
| 8 | ADI | Analog Devices | 9K | $3M | 1.7% | −11% |
| 9 | JPM | J.P. Morgan Chase | 11K | $3M | 1.7% | −7% |
| 10 | GWW | W.W. Grainger | 2K | $3M | 1.7% | −7% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE EADS SIGNAL
AC read
EADS & HEALD WEALTH MANAGEMENT is a Other fund managing $204 million in assets. The fund runs a portfolio of 148 positions.
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