MondegarAI
HEADINVEST, LLC

Q3 2025 · 13F-HR

HEADINVEST, LLCholdings as filed

Filed 2025-11-14 · accession 0001172661-25-004982

$483.7M
Reported value
211
Positions
2025-09-30
Period end
View analyzed profile →PRO

The Brief · HEADINVEST, LLC · Q3 2025

AI · grounded in 13F

HEADINVEST, LLC established a new position in IJR valued at $27.2M. The fund also initiated new stakes in MSFT for $21.7M and VTI for $15.2M. Additional new positions include VV at $14.4M and VYM at $14.3M.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
464287804IJRISHARES TR$27.2M5.62%228,960CommonSOLE
594918104MSFTMICROSOFT CORP$21.7M4.49%41,888CommonSOLE
922908769VTIVANGUARD INDEX FDS$15.2M3.14%46,236CommonSOLE
922908637VVVANGUARD INDEX FDS$14.4M2.97%46,650CommonSOLE
921946406VYMVANGUARD WHITEHALL FDS$14.3M2.96%101,483CommonSOLE
47103U845JAAAJANUS DETROIT STR TR$11.0M2.28%217,245CommonSOLE
921937827BSVVANGUARD BD INDEX FDS$10.3M2.14%131,062CommonSOLE
68389X105ORCLORACLE CORP$10.2M2.11%36,336CommonSOLE
02079K305GOOGLALPHABET INC$9.8M2.02%40,216CommonSOLE
921943858VEAVANGUARD TAX-MANAGED FDS$9.4M1.95%157,513CommonSOLE
025816109AXPAMERICAN EXPRESS CO$9.3M1.93%28,141CommonSOLE
461202103INTUINTUIT$9.3M1.93%13,684CommonSOLE
922908629VOVANGUARD INDEX FDS$8.3M1.73%28,415CommonSOLE
931142103WMTWALMART INC$7.5M1.54%72,330CommonSOLE
921908844VIGVANGUARD SPECIALIZED FUNDS$7.3M1.50%33,645CommonSOLE
92206C870VCITVANGUARD SCOTTSDALE FDS$7.2M1.50%86,055CommonSOLE
337738108FISVFISERV INC$7.2M1.48%55,620CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$7.1M1.46%28,593CommonSOLE
291011104EMREMERSON ELEC CO$7.0M1.45%53,462CommonSOLE
464288570DSIISHARES TR$6.7M1.39%53,277CommonSOLE
235851102DHRDANAHER CORPORATION$6.4M1.32%32,086CommonSOLE
670100205NVONOVO-NORDISK A S$6.3M1.30%113,064CommonSOLE
G54950103LINLINDE PLC$6.2M1.29%13,097CommonSOLE
78463V107GLDSPDR GOLD TR$6.1M1.25%17,028CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$5.9M1.23%18,851CommonSOLE
037833100AAPLAPPLE INC$5.8M1.19%22,619CommonSOLE
922908751VBVANGUARD INDEX FDS$5.6M1.15%21,898CommonSOLE
882508104TXNTEXAS INSTRS INC$5.5M1.13%29,859CommonSOLE
922042858VWOVANGUARD INTL EQUITY INDEX F$5.3M1.09%97,587CommonSOLE
941848103WATWATERS CORP$5.3M1.09%17,515CommonSOLE
742718109PGPROCTER AND GAMBLE CO$5.2M1.08%34,064CommonSOLE
67066G104NVDANVIDIA CORPORATION$5.2M1.08%27,994CommonSOLE
17275R102CSCOCISCO SYS INC$5.0M1.04%73,704CommonSOLE
713448108PEPPEPSICO INC$4.9M1.02%35,136CommonSOLE
904767704UNILEVER PLC$4.7M0.98%79,757CommonSOLE
G5960L103MDTMEDTRONIC PLC$4.6M0.96%48,756CommonSOLE
45168D104IDXXIDEXX LABS INC$4.5M0.93%7,011CommonSOLE
166764100CVXCHEVRON CORP NEW$4.2M0.87%27,046CommonSOLE
023135106AMZNAMAZON COM INC$4.1M0.85%18,828CommonSOLE
46436E718SGOVISHARES TR$4.1M0.85%40,808CommonSOLE
464287507IJHISHARES TR$3.7M0.76%56,447CommonSOLE
78468R663BILSPDR SERIES TRUST$3.6M0.75%39,371CommonSOLE
49456B101KMIKINDER MORGAN INC DEL$3.5M0.73%124,551CommonSOLE
278865100ECLECOLAB INC$3.4M0.70%12,379CommonSOLE
30231G102XOMEXXON MOBIL CORP$3.1M0.64%27,590CommonSOLE
G29183103ETNEATON CORP PLC$3.1M0.63%8,205CommonSOLE
438516106HONHONEYWELL INTL INC$3.0M0.62%14,345CommonSOLE
92206C409VCSHVANGUARD SCOTTSDALE FDS$3.0M0.61%37,072CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$2.8M0.59%4,976CommonSOLE
922908363VOOVANGUARD INDEX FDS$2.8M0.58%4,557CommonSOLE
808524797SCHDSCHWAB STRATEGIC TR$2.8M0.57%100,891CommonSOLE
464287457SHYISHARES TR$2.6M0.54%31,760CommonSOLE
872540109TJXTJX COS INC NEW$2.6M0.54%18,016CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$2.6M0.54%5,151CommonSOLE
46434G103IEMGISHARES INC$2.5M0.53%38,560CommonSOLE
46432F842IEFAISHARES TR$2.3M0.47%25,823CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$2.1M0.44%21,862CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$2.1M0.44%10,464CommonSOLE
922020805VTIPVANGUARD MALVERN FDS$2.1M0.44%41,852CommonSOLE
66987V109NVSNOVARTIS AG$2.1M0.44%16,516CommonSOLE
464287200IVVISHARES TR$2.0M0.42%3,044CommonSOLE
00287Y109ABBVABBVIE INC$1.9M0.40%8,403CommonSOLE
92206C102VGSHVANGUARD SCOTTSDALE FDS$1.8M0.38%31,141CommonSOLE
00724F101ADBEADOBE INC$1.8M0.37%5,030CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$1.6M0.33%9,466CommonSOLE
482480100KLACKLA CORP$1.6M0.32%1,451CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$1.6M0.32%2,348CommonSOLE
34959J108FTVFORTIVE CORP$1.5M0.32%31,519CommonSOLE
580135101MCDMCDONALDS CORP$1.5M0.32%5,034CommonSOLE
02079K107GOOGALPHABET INC$1.5M0.31%6,066CommonSOLE
922908736VUGVANGUARD INDEX FDS$1.4M0.29%2,947CommonSOLE
78468R853SPSMSPDR SERIES TRUST$1.4M0.29%29,808CommonSOLE
381430396JUSTGOLDMAN SACHS ETF TR$1.4M0.28%14,679CommonSOLE
921910725VSGXVANGUARD WORLD FD$1.4M0.28%19,464CommonSOLE
002824100ABTABBOTT LABS$1.3M0.27%9,701CommonSOLE
921937819BIVVANGUARD BD INDEX FDS$1.3M0.27%16,548CommonSOLE
47103U852JMBSJANUS DETROIT STR TR$1.3M0.27%28,286CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$1.3M0.27%4,552CommonSOLE
478160104JNJJOHNSON & JOHNSON$1.3M0.27%6,920CommonSOLE
11135F101AVGOBROADCOM INC$1.3M0.26%3,852CommonSOLE
436440101HO1HOLOGIC INC$1.3M0.26%18,770CommonSOLE
532457108LLYELI LILLY & CO$1.2M0.25%1,554CommonSOLE
14448C104CARRCARRIER GLOBAL CORPORATION$1.2M0.24%19,722CommonSOLE
65339F101NEENEXTERA ENERGY INC$1.1M0.23%14,445CommonSOLE
58933Y105MRKMERCK & CO INC$1.1M0.22%12,936CommonSOLE
92826C839VVISA INC$1.1M0.22%3,166CommonSOLE
808524300SCHGSCHWAB STRATEGIC TR$1.1M0.22%33,319CommonSOLE
369604301GEGE AEROSPACE$1.1M0.22%3,513CommonSOLE
46139W858BSCWINVESCO EXCH TRD SLF IDX FD$1.0M0.21%49,147CommonSOLE
25179M103DVNDEVON ENERGY CORP NEW$1.0M0.21%29,170CommonSOLE
30303M102METAMETA PLATFORMS INC$1.0M0.21%1,389CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$1.0M0.21%6,299CommonSOLE
437076102HDHOME DEPOT INC$994,7410.21%2,455CommonSOLE
46432F859ISTBISHARES TR$964,4430.20%19,747CommonSOLE
760759100RSGREPUBLIC SVCS INC$964,0450.20%4,201CommonSOLE
46436E312IBDXISHARES TR$945,1150.20%36,890CommonSOLE
464287465EFAISHARES TR$922,1220.19%9,876CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$912,5210.19%2,330CommonSOLE
81369Y605XLFSELECT SECTOR SPDR TR$911,1570.19%16,914CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC$905,1970.19%2,577CommonSOLE
75513E101RTXRTX CORPORATION$899,0640.19%5,373CommonSOLE
191216100KOCOCA COLA CO$869,8680.18%13,116CommonSOLE
464287622IWBISHARES TR$855,2230.18%2,340CommonSOLE
98419M100XYLXYLEM INC$844,4380.17%5,725CommonSOLE
61945C103MOSMOSAIC CO NEW$832,3200.17%24,000CommonSOLE
46436E296IBTMISHARES TR$825,7550.17%35,701CommonSOLE
609207105MDLZMONDELEZ INTL INC$824,0420.17%13,191CommonSOLE
46436E478IBHGISHARES TR$810,7650.17%36,050CommonSOLE
922908744VTVVANGUARD INDEX FDS$810,4860.17%4,346CommonSOLE
921935870VTESVANGUARD WELLINGTON FD$808,6730.17%7,934CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$794,9700.16%1,639CommonSOLE
46436E528IBHFISHARES TR$775,9630.16%33,175CommonSOLE
806857108SLBSCHLUMBERGER LTD$767,0700.16%22,318CommonSOLE
060505104BACBANK AMERICA CORP$764,4090.16%14,817CommonSOLE
084670108BRK/ABERKSHIRE HATHAWAY INC DEL$754,2000.16%1CommonSOLE
36828A101GEVGE VERNOVA INC$742,1840.15%1,207CommonSOLE
H1467J104CBCHUBB LIMITED$727,3580.15%2,577CommonSOLE
464287432TLTISHARES TR$724,0760.15%8,102CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$723,0860.15%908CommonSOLE
872590104TMUST-MOBILE US INC$717,4220.15%2,997CommonSOLE
89151E109TTENTOTALENERGIES SE$716,2800.15%12,000CommonSOLE
92204A702VGTVANGUARD WORLD FD$691,3790.14%926CommonSOLE
46436E387IBHHISHARES TR$675,8350.14%28,325CommonSOLE
46429B697USMVISHARES TR$666,5510.14%7,006CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$662,3100.14%5,352CommonSOLE
46436E379IBHIISHARES TR$643,4250.13%26,978CommonSOLE
767204100RIORIO TINTO PLC$627,0950.13%9,500CommonSOLE
90384S303ULTAULTA BEAUTY INC$620,5610.13%1,135CommonSOLE
49177J102KVUEKENVUE INC$619,8830.13%38,194CommonSOLE
464287556IBBISHARES TR$602,8890.12%4,176CommonSOLE
032654105ADIANALOG DEVICES INC$600,2450.12%2,443CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$591,2570.12%2,117CommonSOLE
N07059210ASMLASML HOLDING N V$582,7900.12%602CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$577,7350.12%624CommonSOLE
46434V803HEFAISHARES TR$577,5140.12%14,580CommonSOLE
573874104MRVLMARVELL TECHNOLOGY INC$553,6850.11%6,586CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$541,9430.11%6,488CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$534,1700.11%1,820CommonSOLE
46434V621DGROISHARES TR$527,4840.11%7,748CommonSOLE
78409V104SPGIS&P GLOBAL INC$521,7530.11%1,072CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$517,2080.11%11,454CommonSOLE
808524722SCHKSCHWAB STRATEGIC TR$507,3080.10%15,794CommonSOLE
46435G243SUSBISHARES TR$506,0480.10%19,994CommonSOLE
74347B680REGLPROSHARES TR$496,4230.10%5,817CommonSOLE
464288273SCZISHARES TR$488,7060.10%6,370CommonSOLE
78464A698KRESPDR SERIES TRUST$487,0940.10%7,695CommonSOLE
922042874VGKVANGUARD INTL EQUITY INDEX F$464,3560.10%5,819CommonSOLE
46436E544XJRISHARES TR$460,9250.10%10,830CommonSOLE
78464A870XBISPDR SERIES TRUST$460,5210.10%4,596CommonSOLE
464287614IWFISHARES TR$455,2950.09%972CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$451,8970.09%1,733CommonSOLE
07373V105BEAMBEAM THERAPEUTICS INC$450,4510.09%18,560CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$435,3420.09%11,100CommonSOLE
79466L302CRMSALESFORCE INC$426,3670.09%1,799CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$421,9600.09%1,000CommonSOLE
922042775VEUVANGUARD INTL EQUITY INDEX F$420,7260.09%5,895CommonSOLE
78464A763SDYSPDR SERIES TRUST$419,1700.09%2,993CommonSOLE
871607107SNPSSYNOPSYS INC$418,8880.09%849CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$410,9380.08%838CommonSOLE
74762E102QUREQUANTA SVCS INC$405,7170.08%979CommonSOLE
464287671IUSGISHARES TR$403,9460.08%2,455CommonSOLE
747525103QCOMQUALCOMM INC$385,9550.08%2,320CommonSOLE
74933W601TMFCRBB FD INC$382,4750.08%5,423CommonSOLE
988498101YUMYUM BRANDS INC$375,5920.08%2,471CommonSOLE
750940108RALRALLIANT CORP$372,0110.08%8,507CommonSOLE
98978V103ZTSZOETIS INC$367,8480.08%2,514CommonSOLE
M22465104CHKPCHECK POINT SOFTWARE TECH LT$364,7820.08%1,763CommonSOLE
548661107LOWLOWES COS INC$358,6190.07%1,427CommonSOLE
009158106APDAIR PRODS & CHEMS INC$355,3540.07%1,303CommonSOLE
717081103PFEPFIZER INC$352,3120.07%13,827CommonSOLE
464287176TIPISHARES TR$347,7850.07%3,127CommonSOLE
25746U109DDOMINION ENERGY INC$335,3340.07%5,482CommonSOLE
22822V101CCICROWN CASTLE INC$333,7590.07%3,459CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$332,6900.07%1,011CommonSOLE
372460105GPCGENUINE PARTS CO$332,0860.07%2,396CommonSOLE
921937835BNDVANGUARD BD INDEX FDS$318,8990.07%4,288CommonSOLE
464287150ITOTISHARES TR$316,9340.07%2,176CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$305,3790.06%2,456CommonSOLE
907818108UNPUNION PAC CORP$304,6810.06%1,289CommonSOLE
654106103NKENIKE INC$304,6580.06%4,369CommonSOLE
922908553VNQVANGUARD INDEX FDS$304,6110.06%3,332CommonSOLE
512807306LRCXLAM RESEARCH CORP$303,9530.06%2,270CommonSOLE
674599105OXYOCCIDENTAL PETE CORP$302,6840.06%6,406CommonSOLE
56585A102MPCMARATHON PETE CORP$297,7830.06%1,545CommonSOLE
097023105BABOEING CO$294,3920.06%1,364CommonSOLE
863667101SYKSTRYKER CORPORATION$286,1250.06%774CommonSOLE
74460D109PSAPUBLIC STORAGE OPER CO$280,4730.06%971CommonSOLE
922908595VBKVANGUARD INDEX FDS$279,7630.06%940CommonSOLE
808524508SCHMSCHWAB STRATEGIC TR$278,3290.06%9,390CommonSOLE
922908611VBRVANGUARD INDEX FDS$276,5410.06%1,325CommonSOLE
020002101ALLALLSTATE CORP$267,2390.06%1,245CommonSOLE
464287663IUSVISHARES TR$267,1660.06%2,673CommonSOLE
871829107SYYSYSCO CORP$264,6410.05%3,214CommonSOLE
075887109BDXBECTON DICKINSON & CO$251,9310.05%1,346CommonSOLE
92206C730VONEVANGUARD SCOTTSDALE FDS$249,4390.05%825CommonSOLE
617446448MSMORGAN STANLEY$249,0900.05%1,567CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$244,9390.05%802CommonSOLE
902973304USBUS BANCORP DEL$244,8880.05%5,067CommonSOLE
681919106OMCOMNICOM GROUP INC$235,5400.05%2,889CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$234,4870.05%2,175CommonSOLE
64110L106NFLXNETFLIX INC$233,7890.05%195CommonSOLE
20825C104COPCONOCOPHILLIPS$231,1780.05%2,444CommonSOLE
949746101WMT2WELLS FARGO CO NEW$228,0740.05%2,721CommonSOLE
02043Q107ALNYALNYLAM PHARMACEUTICALS INC$228,0000.05%500CommonSOLE
46434V100SLQDISHARES TR$222,2290.05%4,372CommonSOLE
458140100INTCINTEL CORP$221,5820.05%6,605CommonSOLE
46137V282RSPTINVESCO EXCHANGE TRADED FD T$216,9710.04%4,867CommonSOLE
78464A847SPMDSPDR SERIES TRUST$215,6060.04%3,770CommonSOLE
595112103MUMICRON TECHNOLOGY INC$206,9750.04%1,237CommonSOLE
464288224ICLNISHARES TR$158,3850.03%10,232CommonSOLE
682310875ONCONCOLYTICS BIOTECH INC$62,5800.01%44,700CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.