§ 13F · FUND PROFILE
EADS & HEALD WEALTH MANAGEMENT.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $209K (13F)Positions · 139Turnover · — · Q1Filed · Apr 29, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$1M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 29, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia | 37K | $6M | 3.2% | −7% |
| 2 | WMT | Walmart | 33K | $4M | 2.1% | −6% |
| 3 | LRCX | Lam Research | 19K | $4M | 2.0% | −18% |
| 4 | COST | Costco | 4K | $4M | 1.8% | −1% |
| 5 | AAPL | Apple | 14K | $3M | 1.7% | −1% |
| 6 | JPM | J.P. Morgan Chase | 11K | $3M | 1.7% | −2% |
| 7 | APH | Amphenol | 27K | $3M | 1.7% | −11% |
| 8 | ADI | Analog Devices | 10K | $3M | 1.6% | −5% |
| 9 | AMZN | Amazon.com | 15K | $3M | 1.5% | −1% |
| 10 | GWW | W.W. Grainger | 3K | $3M | 1.4% | −1% |
§ 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 $209 thousand in assets. The fund runs a portfolio of 139 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed