HEADINVEST, LLC - Portfolio overview

HEADINVEST, LLC has 234 reported holdings in this dataset, with the latest filing dated 2026-05-15.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Healthcare.

Largest reported holdings by portfolio allocation

1. IJR - ISHARES TR, 5.72%
2. MSFT - MICROSOFT CORP, 3.17%
3. VYM - VANGUARD WHITEHALL FDS, 3.05%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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