Sponsored

The Analysis of HEADINVEST, LLC's Holdings & P&L

Currently, HEADINVEST, LLC holds 225 types of securities in its portfolio with a total value $487.5M. In the most recent quarter, they have increased their positions in IEFA (+36.2K shares, valued at $3.3M), IAGG (+31.5K shares, valued at $1.6M), VEU (+13.5K shares, valued at $1.0M); decreased their positions in MSFT (-2.2K shares, valued at $800.7K), GBTC (-12.5K shares, valued at $659.5K), AAPL (-2.3K shares, valued at $580.4K); initiated new positions in IAGG (+31.5K shares, valued at $1.6M), IGOV (+15.4K shares, valued at $634.0K), IBND (+18.6K shares, valued at $579.5K).

1M P&L

+6.0M+1.26%

3M P&L

+2.6M+0.54%

HY P&L

-8.9M-1.80%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A237.8M

54.4%

2Software - Infrastructure23.6M

5.4%

3Diagnostics & Research15.8M

3.6%

Top Industries by Stock Count

1N/A92 stocks

44.9%

2Drug Manufacturers - General8 stocks

3.9%

3Semiconductors8 stocks

3.9%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IJR ISHARES TR228.9K shares-0.61%2026-03-312026-05-15

MSFT MICROSOFT CORP42.6K shares-4.84%2026-03-312026-05-15

VYM VANGUARD WHITEHALL FDS102.4K shares0.36%2026-03-312026-05-15

VTI VANGUARD INDEX FDS45.5K shares-3.70%2026-03-312026-05-15

VV VANGUARD INDEX FDS47.2K shares-0.73%2026-03-312026-05-15

ALPHABET INC ALPHABET INC41.2K shares-3.29%2026-03-312026-05-15

VEA VANGUARD TAX-MANAGED FDS178.9K shares5.40%2026-03-312026-05-15

JAAA JANUS DETROIT STR TR210.5K shares-4.21%2026-03-312026-05-15

Sponsored

BSV VANGUARD BD INDEX FDS130.9K shares-3.06%2026-03-312026-05-15

GLD SPDR GOLD TR21.4K shares8.27%2026-03-312026-05-15

WMT WALMART INC67.8K shares-3.20%2026-03-312026-05-15

VO VANGUARD INDEX FDS28.8K shares1.33%2026-03-312026-05-15

VCIT VANGUARD SCOTTSDALE FDS98.9K shares3.95%2026-03-312026-05-15

AXP AMERICAN EXPRESS CO26.2K shares-3.80%2026-03-312026-05-15

VIG VANGUARD SPECIALIZED FUNDS34.4K shares2.13%2026-03-312026-05-15

EMR EMERSON ELEC CO51.6K shares-2.62%2026-03-312026-05-15

Sponsored

DSI ISHARES TR54.9K shares-2.40%2026-03-312026-05-15

AAPL APPLE INC26.0K shares-8.08%2026-03-312026-05-15

LINDE PLC LINDE PLC12.6K shares-3.04%2026-03-312026-05-15

INTU INTUIT14.2K shares-1.72%2026-03-312026-05-15

IEFA ISHARES TR67.3K shares116.61%2026-03-312026-05-15

DHR DANAHER CORP DEL31.4K shares-1.13%2026-03-312026-05-15

VB VANGUARD INDEX FDS22.1K shares0.15%2026-03-312026-05-15

TXN TEXAS INSTRS INC28.9K shares-1.20%2026-03-312026-05-15

Sponsored

JPM JPMORGAN CHASE & CO19.0K shares-0.98%2026-03-312026-05-15

VWO VANGUARD INTL EQUITY INDEX F103.0K shares2.08%2026-03-312026-05-15

CSCO CISCO SYS INC71.7K shares-2.07%2026-03-312026-05-15

CVX CHEVRON CORPORATION26.9K shares1.35%2026-03-312026-05-15

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND27.7K shares-3.37%2026-03-312026-05-15

PEP PEPSICO INC34.7K shares-1.85%2026-03-312026-05-15

PG PROCTER & GAMBLE CO36.4K shares-0.13%2026-03-312026-05-15

WAT WATERS CORP17.0K shares-2.16%2026-03-312026-05-15

Sponsored

ORCL ORACLE CORP33.7K shares-2.06%2026-03-312026-05-15

AMZN AMAZON COM INC23.0K shares-6.61%2026-03-312026-05-15

XOM EXXON MOBIL CORP27.5K shares-2.02%2026-03-312026-05-15

NVDA NVIDIA CORPORATION26.4K shares-0.64%2026-03-312026-05-15

JMBS JANUS DETROIT STR TR100.6K shares17.06%2026-03-312026-05-15

SGOV ISHARES TR43.9K shares0.26%2026-03-312026-05-15

MEDTRONIC PLC MEDTRONIC PLC48.2K shares-0.42%2026-03-312026-05-15

KMI KINDER MORGAN INC DEL121.7K shares-0.81%2026-03-312026-05-15

Sponsored

BIL SPDR SERIES TRUST41.9K shares2.28%2026-03-312026-05-15

IJH ISHARES TR56.0K shares-0.87%2026-03-312026-05-15

IDXX IDEXX LABS INC6.7K shares-1.94%2026-03-312026-05-15

UNILEVER PLC UNILEVER PLC66.1K shares-3.46%2026-03-312026-05-15

VANGUARD INDEX FDS VANGUARD INDEX FDS6.1K shares23.07%2026-03-312026-05-15

NVO NOVO-NORDISK A S93.1K shares-11.99%2026-03-312026-05-15

SCHD SCHWAB STRATEGIC TR106.3K shares5.69%2026-03-312026-05-15

ECL ECOLAB INC11.8K shares-2.87%2026-03-312026-05-15

Sponsored

HON HONEYWELL INTL INC13.4K shares-0.37%2026-03-312026-05-15

TJX TJX COS INC NEW18.6K shares2.18%2026-03-312026-05-15

EATON CORP PLC EATON CORP PLC8.1K shares-0.68%2026-03-312026-05-15

IEMG ISHARES INC39.9K shares2.03%2026-03-312026-05-15

VCSH VANGUARD SCOTTSDALE FDS34.6K shares-4.60%2026-03-312026-05-15

FI FISERV INC47.9K shares-12.81%2026-03-312026-05-15

MA MASTERCARD INCORPORATED4.8K shares-0.76%2026-03-312026-05-15

NVS NOVARTIS AG15.7K shares-3.72%2026-03-312026-05-15

Sponsored

VTIP VANGUARD MALVERN FDS45.2K shares-0.76%2026-03-312026-05-15

SHY ISHARES TR26.8K shares-2.24%2026-03-312026-05-15

ALPHABET INC ALPHABET INC7.2K shares-16.98%2026-03-312026-05-15

VSGX VANGUARD WORLD FD28.2K shares26.78%2026-03-312026-05-15

ABBV ABBVIE INC9.2K shares-3.01%2026-03-312026-05-15

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL4.0K shares-22.05%2026-03-312026-05-15

BROADCOM INC BROADCOM INC6.1K shares35.48%2026-03-312026-05-15

VGSH VANGUARD SCOTTSDALE FDS31.5K shares3.45%2026-03-312026-05-15

Sponsored

IVV ISHARES TR2.7K shares-0.72%2026-03-312026-05-15

SPSM SPDR SERIES TRUST37.0K shares23.02%2026-03-312026-05-15

PANW PALO ALTO NETWORKS INC11.1K shares4.92%2026-03-312026-05-15

MERCK & CO INC MERCK & CO INC14.3K shares-10.76%2026-03-312026-05-15

JNJ JOHNSON & JOHNSON7.0K shares0.98%2026-03-312026-05-15

KLAC KLA CORP1.1K shares-13.49%2026-03-312026-05-15

VEU VANGUARD INTL EQUITY INDEX F21.7K shares164.21%2026-03-312026-05-15

FTV FORTIVE CORP29.4K shares-1.59%2026-03-312026-05-15

Sponsored

MCD MCDONALDS CORP5.1K shares3.26%2026-03-312026-05-15

UBER UBER TECHNOLOGIES INC22.2K shares0.57%2026-03-312026-05-15

IAGG ISHARES TR31.5K sharesnew addition2026-03-312026-05-15

SPY STATE STR SPDR S&P 500 ETF T2.3K shares-0.85%2026-03-312026-05-15

DVN DEVON ENERGY CORP NEW29.2K shares0.00%2026-03-312026-05-15

NEE NEXTERA ENERGY INC15.6K shares3.01%2026-03-312026-05-15

LLY ELI LILLY & CO1.6K shares4.91%2026-03-312026-05-15

ICE INTERCONTINENTAL EXCHANGE IN8.7K shares-1.04%2026-03-312026-05-15

Sponsored

JUST GOLDMAN SACHS ETF TR14.7K shares0.00%2026-03-312026-05-15

VUG VANGUARD INDEX FDS2.9K shares-0.20%2026-03-312026-05-15

V VISA INC4.2K shares-17.12%2026-03-312026-05-15

IBM INTERNATIONAL BUSINESS MACHS5.1K shares3.55%2026-03-312026-05-15

META META PLATFORMS INC2.1K shares21.43%2026-03-312026-05-15

HOLX HOLOGIC INC15.5K shares-13.62%2026-03-312026-05-15

TOTALENERGIES SE TOTALENERGIES SE12.0K shares0.00%2026-03-312026-05-15

SLB SLB LIMITED21.1K shares-2.04%2026-03-312026-05-15

Sponsored

AMD ADVANCED MICRO DEVICES INC5.3K shares-11.19%2026-03-312026-05-15

RTX RTX CORPORATION5.6K shares2.72%2026-03-312026-05-15

ABT ABBOTT LABORATORIES10.2K shares-5.16%2026-03-312026-05-15

TMO THERMO FISHER SCIENTIFIC INC2.1K shares-21.47%2026-03-312026-05-15

KO COCA COLA CO13.4K shares2.50%2026-03-312026-05-15

GE AEROSPACE GE AEROSPACE3.6K shares1.85%2026-03-312026-05-15

EFA ISHARES TR10.4K shares-8.49%2026-03-312026-05-15

GEV GE VERNOVA INC1.2K shares-3.81%2026-03-312026-05-15

Sponsored

VRTX VERTEX PHARMACEUTICALS INC2.3K shares-1.95%2026-03-312026-05-15

SCHG SCHWAB STRATEGIC TR34.5K shares-0.52%2026-03-312026-05-15

BIV VANGUARD BD INDEX FDS12.9K shares-19.16%2026-03-312026-05-15

CARR CARRIER GLOBAL CORPORATION17.1K shares-2.84%2026-03-312026-05-15

XBI SPDR SERIES TRUST7.3K shares49.63%2026-03-312026-05-15

BSCW INVESCO EXCH TRD SLF IDX FD44.0K shares-4.62%2026-03-312026-05-15

RIO RIO TINTO PLC9.5K shares0.00%2026-03-312026-05-15

RSG REPUBLIC SVCS INC4.0K shares1.89%2026-03-312026-05-15

Sponsored

ASML ASML HLDG NV632 shares6.40%2026-03-312026-05-15

XLF SELECT SECTOR SPDR TR16.7K shares1.65%2026-03-312026-05-15

ISTB ISHARES TR16.8K shares0.00%2026-03-312026-05-15

VTES VANGUARD WELLINGTON FD7.9K shares0.00%2026-03-312026-05-15

VTV VANGUARD INDEX FDS4.1K shares-1.81%2026-03-312026-05-15

CB CHUBB LTD SWITZ2.4K shares-1.78%2026-03-312026-05-15

HD HOME DEPOT INC2.3K shares2.89%2026-03-312026-05-15

MOS MOSAIC CO30.0K shares25.00%2026-03-312026-05-15

Sponsored

MDLZ MONDELEZ INTL INC13.2K shares-10.30%2026-03-312026-05-15

CDNS CADENCE DESIGN SYSTEM INC2.7K shares2.85%2026-03-312026-05-15

IWB ISHARES TR2.0K shares-3.76%2026-03-312026-05-15

GS GOLDMAN SACHS GROUP INC861 shares-1.37%2026-03-312026-05-15

BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2026-03-312026-05-15

COST COSTCO WHOLESALE CORPORATION709 shares9.41%2026-03-312026-05-15

IBB ISHARES TR4.2K shares0.00%2026-03-312026-05-15

ADBE ADOBE INC2.9K shares-28.87%2026-03-312026-05-15

Sponsored

BA BOEING CO3.5K shares147.60%2026-03-312026-05-15

ADI ANALOG DEVICES INC2.2K shares-4.86%2026-03-312026-05-15

TSM TAIWAN SEMICONDUCTOR MANUFAC2.0K shares0.76%2026-03-312026-05-15

XYL XYLEM INC5.5K shares-0.81%2026-03-312026-05-15

GBTC GRAYSCALE BITCOIN TRUST ETF12.5K shares-50.00%2026-03-312026-05-15

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW5.0K shares-1.08%2026-03-312026-05-15

MARVELL TECHNOLOGY INC MARVELL TECHNOLOGY INC6.6K shares0.00%2026-03-312026-05-15

FCX FREEPORT MCMORAN INC11.0K shares0.00%2026-03-312026-05-15

Sponsored

VGT VANGUARD WORLD FD926 shares0.00%2026-03-312026-05-15

BAC BANK AMERICA CORP13.1K shares1.16%2026-03-312026-05-15

IGOV ISHARES TR15.4K sharesnew addition2026-03-312026-05-15

IBDX ISHARES TR25.0K shares-7.27%2026-03-312026-05-15

HEFA ISHARES TR14.6K shares0.00%2026-03-312026-05-15

SNPS SYNOPSYS INC1.5K shares2.38%2026-03-312026-05-15

IBND SPDR SERIES TRUST18.6K sharesnew addition2026-03-312026-05-15

UPS UNITED PARCEL SVCS INC5.8K shares-2.31%2026-03-312026-05-15

Sponsored

USMV ISHARES TR6.1K shares0.00%2026-03-312026-05-15

TMUS T-MOBILE US INC2.7K shares-6.23%2026-03-312026-05-15

XJR ISHARES TR12.5K shares-0.40%2026-03-312026-05-15

VXUS VANGUARD STAR FDS7.0K sharesnew addition2026-03-312026-05-15

PWR QUANTA SVCS INC965 shares-3.60%2026-03-312026-05-15

SUSB ISHARES TR21.1K shares2.97%2026-03-312026-05-15

DGRO ISHARES TR7.5K shares-9.25%2026-03-312026-05-15

SCZ ISHARES TR6.5K shares0.00%2026-03-312026-05-15

Sponsored

QQQM INVESCO EXCH TRADED FD TR II2.1K sharesnew addition2026-03-312026-05-15

SYK STRYKER CORPORATION1.5K shares4.29%2026-03-312026-05-15

VGK VANGUARD INTL EQUITY INDEX F5.8K shares0.00%2026-03-312026-05-15

BEAM BEAM THERAPEUTICS INC20.1K shares0.00%2026-03-312026-05-15

IBTM ISHARES TR20.8K shares-8.60%2026-03-312026-05-15

TLT ISHARES TR5.5K shares-23.35%2026-03-312026-05-15

IBHH ISHARES TR20.0K shares-29.30%2026-03-312026-05-15

NFLX NETFLIX INC.4.8K sharesnew addition2026-03-312026-05-15

Sponsored

KRE SPDR SERIES TRUST7.0K shares0.36%2026-03-312026-05-15

IBHG ISHARES TR20.7K shares-42.58%2026-03-312026-05-15

VBIL VANGUARD INSTL INDEX FD6.0K sharesnew addition2026-03-312026-05-15

REGL PROSHARES TR5.2K shares-8.75%2026-03-312026-05-15

SPGI S&P GLOBAL INC1.1K shares0.47%2026-03-312026-05-15

BMY BRISTOL-MYERS SQUIBB CO7.3K shares-20.35%2026-03-312026-05-15

TT TRANE TECHNOLOGIES PLC1.1K shares5.00%2026-03-312026-05-15

IGSB ISHARES TR8.3K shares17.80%2026-03-312026-05-15

Sponsored

SDY SPDR SERIES TRUST2.9K shares0.00%2026-03-312026-05-15

MU MICRON TECHNOLOGY INC1.2K shares-2.43%2026-03-312026-05-15

OXY OCCIDENTAL PETE CORP6.0K shares-8.69%2026-03-312026-05-15

ESGV VANGUARD WORLD FD3.5K sharesnew addition2026-03-312026-05-15

ADP AUTOMATIC DATA PROCESSING IN1.9K shares0.26%2026-03-312026-05-15

LAM RESEARCH CORP LAM RESEARCH CORP1.8K shares-19.96%2026-03-312026-05-15

IUSG ISHARES TR2.5K shares0.00%2026-03-312026-05-15

ITW ILLINOIS TOOL WKS INC1.4K shares-17.31%2026-03-312026-05-15

Sponsored

APD AIR PRODUCTS AND CHEMICALS I1.3K shares-1.92%2026-03-312026-05-15

SPMD SPDR SERIES TRUST6.2K shares48.54%2026-03-312026-05-15

YUM YUM BRANDS INC2.3K shares-3.10%2026-03-312026-05-15

AMGN AMGEN INC996 shares-39.05%2026-03-312026-05-15

KVUE KENVUE INC19.6K shares-11.10%2026-03-312026-05-15

LOW LOWES COS INC1.4K shares3.85%2026-03-312026-05-15

CRWD CROWDSTRIKE HLDGS INC843 shares0.60%2026-03-312026-05-15

IBHI ISHARES TR14.0K shares-48.00%2026-03-312026-05-15

Sponsored

BLACKROCK INC BLACKROCK INC334 shares-31.84%2026-03-312026-05-15

ITOT ISHARES TR2.2K shares0.59%2026-03-312026-05-15

TMFC RBB FD INC4.7K shares-11.97%2026-03-312026-05-15

UNP UNION PAC CORP1.3K shares1.20%2026-03-312026-05-15

IWF ISHARES TR716 shares-16.65%2026-03-312026-05-15

D DOMINION ENERGY INC4.9K shares-5.77%2026-03-312026-05-15

QCOM QUALCOMM INC2.3K shares2.86%2026-03-312026-05-15

VNQ VANGUARD INDEX FDS3.3K shares0.00%2026-03-312026-05-15

Sponsored

PFE PFIZER INC10.4K shares-18.67%2026-03-312026-05-15

CEG CONSTELLATION ENERGY CORP1.0K shares-2.34%2026-03-312026-05-15

MS MORGAN STANLEY1.8K shares0.00%2026-03-312026-05-15

VBR VANGUARD INDEX FDS1.3K shares0.00%2026-03-312026-05-15

VBK VANGUARD INDEX FDS946 shares0.64%2026-03-312026-05-15

BND VANGUARD BD INDEX FDS3.8K shares12.31%2026-03-312026-05-15

SOLSTICE ADVANCED MATLS INC SOLSTICE ADVANCED MATLS INC3.6K sharesnew addition2026-03-312026-05-15

IUSV ISHARES TR2.7K shares0.00%2026-03-312026-05-15

Sponsored

COP CONOCOPHILLIPS2.1K shares-15.34%2026-03-312026-05-15

SPYM SPDR SERIES TRUST3.5K sharesnew addition2026-03-312026-05-15

SCHM SCHWAB STRATEGIC TR8.6K shares-6.01%2026-03-312026-05-15

INTC INTEL CORP6.0K shares-3.97%2026-03-312026-05-15

BLACKSTONE INC BLACKSTONE INC2.3K shares-50.00%2026-03-312026-05-15

ZTS ZOETIS INC2.2K shares-6.68%2026-03-312026-05-15

ALL ALLSTATE CORP1.2K shares0.00%2026-03-312026-05-15

MPC MARATHON PETE CORP1.1K shares-32.04%2026-03-312026-05-15

Sponsored

CAT CATERPILLAR INC358 shares-6.53%2026-03-312026-05-15

LHX L3HARRIS TECHNOLOGIES INC722 shares-5.99%2026-03-312026-05-15

VONE VANGUARD SCOTTSDALE FDS825 shares0.00%2026-03-312026-05-15

PSA PUBLIC STORAGE OPER CO887 shares-5.34%2026-03-312026-05-15

USB US BANCORP4.6K shares-5.32%2026-03-312026-05-15

DASH DOORDASH INC1.6K shares51.44%2026-03-312026-05-15

NKE NIKE INC4.4K shares-4.81%2026-03-312026-05-15

CHKP CHECK POINT SOFTWARE TECH LT1.6K shares-5.28%2026-03-312026-05-15

Sponsored

ORLY OREILLY AUTOMOTIVE INC2.5K sharesnew addition2026-03-312026-05-15

CROWN CASTLE INC CROWN CASTLE INC2.8K shares-7.51%2026-03-312026-05-15

ULTA ULTA BEAUTY INC427 shares-38.83%2026-03-312026-05-15

TIP ISHARES TR2.0K shares-30.31%2026-03-312026-05-15

BNDX VANGUARD CHARLOTTE FDS4.6K sharesnew addition2026-03-312026-05-15

SLQD ISHARES TR4.4K shares0.00%2026-03-312026-05-15

SYY SYSCO CORP3.1K shares-2.45%2026-03-312026-05-15

KMB KIMBERLY-CLARK CORP2.3K shares-5.25%2026-03-312026-05-15

Sponsored

BIDD BLACKROCK ETF TRUST7.6K shares0.00%2026-03-312026-05-15

FDVV FIDELITY COVINGTON TRUST3.9K sharesnew addition2026-03-312026-05-15

SHEL SHELL PLC2.3K sharesnew addition2026-03-312026-05-15

SMH VANECK ETF TRUST553 sharesnew addition2026-03-312026-05-15

DVY ISHARES TR1.4K sharesnew addition2026-03-312026-05-15

GPC GENUINE PARTS CO2.0K shares-7.37%2026-03-312026-05-15

RSPT INVESCO EXCHANGE TRADED FD T4.6K shares-3.15%2026-03-312026-05-15

BDX BECTON DICKINSON & CO1.3K shares0.00%2026-03-312026-05-15

Sponsored

ONCY ONCOLYTICS BIOTECH INC44.7K shares0.00%2026-03-312026-05-15

IJR

ISHARES TR

-0.61%

Shares228.9K

Event2026-03-31

Filed2026-05-15

MSFT

MICROSOFT CORP

-4.84%

Shares42.6K

Event2026-03-31

Filed2026-05-15

VYM

VANGUARD WHITEHALL FDS

0.36%

Shares102.4K

Event2026-03-31

Filed2026-05-15

VTI

VANGUARD INDEX FDS

-3.70%

Shares45.5K

Event2026-03-31

Filed2026-05-15

VANGUARD INDEX FDS

-0.73%

Shares47.2K

Event2026-03-31

Filed2026-05-15

ALPHABET INC

-3.29%

Shares41.2K

Event2026-03-31

Filed2026-05-15

VEA

VANGUARD TAX-MANAGED FDS

5.40%

Shares178.9K

Event2026-03-31

Filed2026-05-15

JAAA

JANUS DETROIT STR TR

-4.21%

Shares210.5K

Event2026-03-31

Filed2026-05-15

BSV

VANGUARD BD INDEX FDS

-3.06%

Shares130.9K

Event2026-03-31

Filed2026-05-15

GLD

SPDR GOLD TR

8.27%

Shares21.4K

Event2026-03-31

Filed2026-05-15

WMT

WALMART INC

-3.20%

Shares67.8K

Event2026-03-31

Filed2026-05-15

VANGUARD INDEX FDS

1.33%

Shares28.8K

Event2026-03-31

Filed2026-05-15

VCIT

VANGUARD SCOTTSDALE FDS

3.95%

Shares98.9K

Event2026-03-31

Filed2026-05-15

AXP

AMERICAN EXPRESS CO

-3.80%

Shares26.2K

Event2026-03-31

Filed2026-05-15

VIG

VANGUARD SPECIALIZED FUNDS

2.13%

Shares34.4K

Event2026-03-31

Filed2026-05-15

EMR

EMERSON ELEC CO

-2.62%

Shares51.6K

Event2026-03-31

Filed2026-05-15

DSI

ISHARES TR

-2.40%

Shares54.9K

Event2026-03-31

Filed2026-05-15

AAPL

APPLE INC

-8.08%

Shares26.0K

Event2026-03-31

Filed2026-05-15

LINDE PLC

-3.04%

Shares12.6K

Event2026-03-31

Filed2026-05-15

INTU

INTUIT

-1.72%

Shares14.2K

Event2026-03-31

Filed2026-05-15

IEFA

ISHARES TR

116.61%

Shares67.3K

Event2026-03-31

Filed2026-05-15

DHR

DANAHER CORP DEL

-1.13%

Shares31.4K

Event2026-03-31

Filed2026-05-15

VANGUARD INDEX FDS

0.15%

Shares22.1K

Event2026-03-31

Filed2026-05-15

TXN

TEXAS INSTRS INC

-1.20%

Shares28.9K

Event2026-03-31

Filed2026-05-15

JPM

JPMORGAN CHASE & CO

-0.98%

Shares19.0K

Event2026-03-31

Filed2026-05-15

VWO

VANGUARD INTL EQUITY INDEX F

2.08%

Shares103.0K

Event2026-03-31

Filed2026-05-15

CSCO

CISCO SYS INC

-2.07%

Shares71.7K

Event2026-03-31

Filed2026-05-15

CVX

CHEVRON CORPORATION

1.35%

Shares26.9K

Event2026-03-31

Filed2026-05-15

ACCENTURE PLC IRELAND

-3.37%

Shares27.7K

Event2026-03-31

Filed2026-05-15

PEP

PEPSICO INC

-1.85%

Shares34.7K

Event2026-03-31

Filed2026-05-15

PROCTER & GAMBLE CO

-0.13%

Shares36.4K

Event2026-03-31

Filed2026-05-15

WAT

WATERS CORP

-2.16%

Shares17.0K

Event2026-03-31

Filed2026-05-15

ORCL

ORACLE CORP

-2.06%

Shares33.7K

Event2026-03-31

Filed2026-05-15

AMZN

AMAZON COM INC

-6.61%

Shares23.0K

Event2026-03-31

Filed2026-05-15

XOM

EXXON MOBIL CORP

-2.02%

Shares27.5K

Event2026-03-31

Filed2026-05-15

NVDA

NVIDIA CORPORATION

-0.64%

Shares26.4K

Event2026-03-31

Filed2026-05-15

JMBS

JANUS DETROIT STR TR

17.06%

Shares100.6K

Event2026-03-31

Filed2026-05-15

SGOV

ISHARES TR

0.26%

Shares43.9K

Event2026-03-31

Filed2026-05-15

MEDTRONIC PLC

-0.42%

Shares48.2K

Event2026-03-31

Filed2026-05-15

KMI

KINDER MORGAN INC DEL

-0.81%

Shares121.7K

Event2026-03-31

Filed2026-05-15

BIL

SPDR SERIES TRUST

2.28%

Shares41.9K

Event2026-03-31

Filed2026-05-15

IJH

ISHARES TR

-0.87%

Shares56.0K

Event2026-03-31

Filed2026-05-15

IDXX

IDEXX LABS INC

-1.94%

Shares6.7K

Event2026-03-31

Filed2026-05-15

UNILEVER PLC

-3.46%

Shares66.1K

Event2026-03-31

Filed2026-05-15

VANGUARD INDEX FDS

23.07%

Shares6.1K

Event2026-03-31

Filed2026-05-15

NVO

NOVO-NORDISK A S

-11.99%

Shares93.1K

Event2026-03-31

Filed2026-05-15

SCHD

SCHWAB STRATEGIC TR

5.69%

Shares106.3K

Event2026-03-31

Filed2026-05-15

ECL

ECOLAB INC

-2.87%

Shares11.8K

Event2026-03-31

Filed2026-05-15

HON

HONEYWELL INTL INC

-0.37%

Shares13.4K

Event2026-03-31

Filed2026-05-15

TJX

TJX COS INC NEW

2.18%

Shares18.6K

Event2026-03-31

Filed2026-05-15

EATON CORP PLC

-0.68%

Shares8.1K

Event2026-03-31

Filed2026-05-15

IEMG

ISHARES INC

2.03%

Shares39.9K

Event2026-03-31

Filed2026-05-15

VCSH

VANGUARD SCOTTSDALE FDS

-4.60%

Shares34.6K

Event2026-03-31

Filed2026-05-15

FISERV INC

-12.81%

Shares47.9K

Event2026-03-31

Filed2026-05-15

MASTERCARD INCORPORATED

-0.76%

Shares4.8K

Event2026-03-31

Filed2026-05-15

NVS

NOVARTIS AG

-3.72%

Shares15.7K

Event2026-03-31

Filed2026-05-15

VTIP

VANGUARD MALVERN FDS

-0.76%

Shares45.2K

Event2026-03-31

Filed2026-05-15

SHY

ISHARES TR

-2.24%

Shares26.8K

Event2026-03-31

Filed2026-05-15

ALPHABET INC

-16.98%

Shares7.2K

Event2026-03-31

Filed2026-05-15

VSGX

VANGUARD WORLD FD

26.78%

Shares28.2K

Event2026-03-31

Filed2026-05-15

ABBV

ABBVIE INC

-3.01%

Shares9.2K

Event2026-03-31

Filed2026-05-15

BERKSHIRE HATHAWAY INC DEL

-22.05%

Shares4.0K

Event2026-03-31

Filed2026-05-15

BROADCOM INC

35.48%

Shares6.1K

Event2026-03-31

Filed2026-05-15

VGSH

VANGUARD SCOTTSDALE FDS

3.45%

Shares31.5K

Event2026-03-31

Filed2026-05-15

IVV

ISHARES TR

-0.72%

Shares2.7K

Event2026-03-31

Filed2026-05-15

SPSM

SPDR SERIES TRUST

23.02%

Shares37.0K

Event2026-03-31

Filed2026-05-15

PANW

PALO ALTO NETWORKS INC

4.92%

Shares11.1K

Event2026-03-31

Filed2026-05-15

MERCK & CO INC

-10.76%

Shares14.3K

Event2026-03-31

Filed2026-05-15

JNJ

JOHNSON & JOHNSON

0.98%

Shares7.0K

Event2026-03-31

Filed2026-05-15

KLAC

KLA CORP

-13.49%

Shares1.1K

Event2026-03-31

Filed2026-05-15

VEU

VANGUARD INTL EQUITY INDEX F

164.21%

Shares21.7K

Event2026-03-31

Filed2026-05-15

FTV

FORTIVE CORP

-1.59%

Shares29.4K

Event2026-03-31

Filed2026-05-15

MCD

MCDONALDS CORP

3.26%

Shares5.1K

Event2026-03-31

Filed2026-05-15

UBER

UBER TECHNOLOGIES INC

0.57%

Shares22.2K

Event2026-03-31

Filed2026-05-15

IAGG

ISHARES TR

New

Shares31.5K

Event2026-03-31

Filed2026-05-15

SPY

STATE STR SPDR S&P 500 ETF T

-0.85%

Shares2.3K

Event2026-03-31

Filed2026-05-15

DVN

DEVON ENERGY CORP NEW

0.00%

Shares29.2K

Event2026-03-31

Filed2026-05-15

NEE

NEXTERA ENERGY INC

3.01%

Shares15.6K

Event2026-03-31

Filed2026-05-15

LLY

ELI LILLY & CO

4.91%

Shares1.6K

Event2026-03-31

Filed2026-05-15

ICE

INTERCONTINENTAL EXCHANGE IN

-1.04%

Shares8.7K

Event2026-03-31

Filed2026-05-15

JUST

GOLDMAN SACHS ETF TR

0.00%

Shares14.7K

Event2026-03-31

Filed2026-05-15

VUG

VANGUARD INDEX FDS

-0.20%

Shares2.9K

Event2026-03-31

Filed2026-05-15

VISA INC

-17.12%

Shares4.2K

Event2026-03-31

Filed2026-05-15

IBM

INTERNATIONAL BUSINESS MACHS

3.55%

Shares5.1K

Event2026-03-31

Filed2026-05-15