MondegarAI
HEADINVEST, LLC

Q4 2025 · 13F-HR

HEADINVEST, LLCholdings as filed

Filed 2026-02-02 · accession 0001172661-26-000431

$502.8M
Reported value
215
Positions
2025-12-31
Period end
View analyzed profile →PRO

The Brief · HEADINVEST, LLC · Q4 2025

AI · grounded in 13F

HEADINVEST, LLC closed its position in UNILEVER PLC with a reduction of $4.7M. The fund established new positions in UL for $4.4M and GBTC for $1.7M. Additionally, the manager increased share counts in AAPL by 25.1% and GOOGL by 5.9%.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
464287804IJRISHARES TR$27.7M5.50%230,323CommonSOLE
594918104MSFTMICROSOFT CORP$21.6M4.30%44,722CommonSOLE
922908769VTIVANGUARD INDEX FDS$15.8M3.15%47,205CommonSOLE
922908637VVVANGUARD INDEX FDS$15.0M2.98%47,546CommonSOLE
921946406VYMVANGUARD WHITEHALL FDS$14.6M2.91%102,006CommonSOLE
02079K305GOOGLALPHABET INC$13.3M2.65%42,609CommonSOLE
47103U845JAAAJANUS DETROIT STR TR$11.1M2.21%219,745CommonSOLE
921937827BSVVANGUARD BD INDEX FDS$10.6M2.12%135,029CommonSOLE
921943858VEAVANGUARD TAX-MANAGED FDS$10.6M2.11%169,741CommonSOLE
025816109AXPAMERICAN EXPRESS CO$10.1M2.00%27,214CommonSOLE
461202103INTUINTUIT$9.6M1.90%14,450CommonSOLE
922908629VOVANGUARD INDEX FDS$8.2M1.64%28,410CommonSOLE
92206C870VCITVANGUARD SCOTTSDALE FDS$8.0M1.58%95,115CommonSOLE
78463V107GLDSPDR GOLD TR$7.8M1.56%19,769CommonSOLE
931142103WMTWALMART INC$7.8M1.55%70,094CommonSOLE
037833100AAPLAPPLE INC$7.7M1.53%28,307CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$7.7M1.53%28,618CommonSOLE
921908844VIGVANGUARD SPECIALIZED FUNDS$7.4M1.47%33,720CommonSOLE
235851102DHRDANAHER CORPORATION$7.3M1.44%31,720CommonSOLE
464288570DSIISHARES TR$7.3M1.44%56,282CommonSOLE
291011104EMREMERSON ELEC CO$7.0M1.40%52,991CommonSOLE
68389X105ORCLORACLE CORP$6.7M1.34%34,459CommonSOLE
941848103WATWATERS CORP$6.6M1.31%17,344CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$6.2M1.23%19,159CommonSOLE
922908751VBVANGUARD INDEX FDS$5.7M1.13%22,088CommonSOLE
023135106AMZNAMAZON COM INC$5.7M1.13%24,645CommonSOLE
17275R102CSCOCISCO SYS INC$5.6M1.12%73,173CommonSOLE
G54950103LINLINDE PLC$5.6M1.10%13,018CommonSOLE
922042858VWOVANGUARD INTL EQUITY INDEX F$5.4M1.08%100,902CommonSOLE
670100205NVONOVO-NORDISK A S$5.4M1.07%105,748CommonSOLE
742718109PGPROCTER AND GAMBLE CO$5.2M1.04%36,451CommonSOLE
882508104TXNTEXAS INSTRS INC$5.1M1.01%29,277CommonSOLE
713448108PEPPEPSICO INC$5.1M1.01%35,336CommonSOLE
67066G104NVDANVIDIA CORPORATION$5.0M0.98%26,553CommonSOLE
G5960L103MDTMEDTRONIC PLC$4.7M0.93%48,432CommonSOLE
45168D104IDXXIDEXX LABS INC$4.6M0.92%6,841CommonSOLE
904767803ULUNILEVER PLC$4.5M0.89%68,436CommonSOLE
46436E718SGOVISHARES TR$4.4M0.87%43,769CommonSOLE
166764100CVXCHEVRON CORP NEW$4.0M0.80%26,501CommonSOLE
47103U852JMBSJANUS DETROIT STR TR$3.9M0.78%85,916CommonSOLE
78468R663BILSPDR SERIES TRUST$3.7M0.74%40,981CommonSOLE
464287507IJHISHARES TR$3.7M0.74%56,447CommonSOLE
337738108FISVFISERV INC$3.7M0.73%54,995CommonSOLE
30231G102XOMEXXON MOBIL CORP$3.4M0.67%28,033CommonSOLE
49456B101KMIKINDER MORGAN INC DEL$3.4M0.67%122,667CommonSOLE
278865100ECLECOLAB INC$3.2M0.64%12,199CommonSOLE
922908363VOOVANGUARD INDEX FDS$3.1M0.62%4,963CommonSOLE
92206C409VCSHVANGUARD SCOTTSDALE FDS$2.9M0.57%36,247CommonSOLE
872540109TJXTJX COS INC NEW$2.8M0.55%18,160CommonSOLE
46432F842IEFAISHARES TR$2.8M0.55%31,055CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$2.8M0.55%4,847CommonSOLE
808524797SCHDSCHWAB STRATEGIC TR$2.8M0.55%100,556CommonSOLE
02079K107GOOGALPHABET INC$2.7M0.54%8,657CommonSOLE
46434G103IEMGISHARES INC$2.6M0.52%39,078CommonSOLE
438516106HONHONEYWELL INTL INC$2.6M0.52%13,456CommonSOLE
G29183103ETNEATON CORP PLC$2.6M0.51%8,118CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$2.6M0.51%5,079CommonSOLE
464287457SHYISHARES TR$2.3M0.45%27,389CommonSOLE
922020805VTIPVANGUARD MALVERN FDS$2.3M0.45%45,560CommonSOLE
66987V109NVSNOVARTIS AG$2.3M0.45%16,332CommonSOLE
00287Y109ABBVABBVIE INC$2.2M0.43%9,532CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$1.9M0.39%10,562CommonSOLE
464287200IVVISHARES TR$1.9M0.38%2,764CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$1.8M0.36%22,057CommonSOLE
92826C839VVISA INC$1.8M0.36%5,099CommonSOLE
92206C102VGSHVANGUARD SCOTTSDALE FDS$1.8M0.36%30,414CommonSOLE
389637109GBTCGRAYSCALE BITCOIN TRUST ETF$1.7M0.34%25,000CommonSOLE
58933Y105MRKMERCK & CO INC$1.7M0.33%15,998CommonSOLE
34959J108FTVFORTIVE CORP$1.7M0.33%29,894CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$1.6M0.32%2,346CommonSOLE
532457108LLYELI LILLY & CO$1.6M0.32%1,487CommonSOLE
921910725VSGXVANGUARD WORLD FD$1.6M0.32%22,219CommonSOLE
482480100KLACKLA CORP$1.6M0.31%1,297CommonSOLE
11135F101AVGOBROADCOM INC$1.6M0.31%4,487CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$1.5M0.30%2,646CommonSOLE
580135101MCDMCDONALDS CORP$1.5M0.30%4,976CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$1.5M0.29%4,931CommonSOLE
922908736VUGVANGUARD INDEX FDS$1.4M0.29%2,952CommonSOLE
478160104JNJJOHNSON & JOHNSON$1.4M0.29%6,945CommonSOLE
00724F101ADBEADOBE INC$1.4M0.28%4,056CommonSOLE
381430396JUSTGOLDMAN SACHS ETF TR$1.4M0.28%14,679CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$1.4M0.28%8,745CommonSOLE
78468R853SPSMSPDR SERIES TRUST$1.4M0.28%30,068CommonSOLE
002824100ABTABBOTT LABS$1.3M0.27%10,717CommonSOLE
436440101HO1HOLOGIC INC$1.3M0.27%17,990CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$1.3M0.26%5,996CommonSOLE
921937819BIVVANGUARD BD INDEX FDS$1.2M0.25%15,998CommonSOLE
65339F101NEENEXTERA ENERGY INC$1.2M0.24%15,126CommonSOLE
808524300SCHGSCHWAB STRATEGIC TR$1.1M0.23%34,700CommonSOLE
30303M102METAMETA PLATFORMS INC$1.1M0.22%1,694CommonSOLE
464287465EFAISHARES TR$1.1M0.22%11,414CommonSOLE
369604301GEGE AEROSPACE$1.1M0.22%3,513CommonSOLE
25179M103DVNDEVON ENERGY CORP NEW$1.1M0.21%29,170CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$1.0M0.21%2,307CommonSOLE
75513E101RTXRTX CORPORATION$996,7790.20%5,435CommonSOLE
46139W858BSCWINVESCO EXCH TRD SLF IDX FD$962,0450.19%46,086CommonSOLE
14448C104CARRCARRIER GLOBAL CORPORATION$930,4070.19%17,608CommonSOLE
191216100KOCOCA COLA CO$913,9040.18%13,073CommonSOLE
81369Y605XLFSELECT SECTOR SPDR TR$898,1730.18%16,399CommonSOLE
760759100RSGREPUBLIC SVCS INC$839,4550.17%3,961CommonSOLE
806857108SLBSLB LIMITED$826,1680.16%21,526CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC$822,7110.16%2,632CommonSOLE
46432F859ISTBISHARES TR$819,3410.16%16,807CommonSOLE
921935870VTESVANGUARD WELLINGTON FD$805,8960.16%7,934CommonSOLE
46436E478IBHGISHARES TR$804,6360.16%36,050CommonSOLE
464287622IWBISHARES TR$795,4270.16%2,130CommonSOLE
609207105MDLZMONDELEZ INTL INC$793,5620.16%14,742CommonSOLE
922908744VTVVANGUARD INDEX FDS$791,8450.16%4,146CommonSOLE
36828A101GEVGE VERNOVA INC$788,8590.16%1,207CommonSOLE
F92124100TTETOTALENERGIES SE$785,0400.16%12,000CommonSOLE
437076102HDHOME DEPOT INC$784,8920.16%2,281CommonSOLE
H1467J104CBCHUBB LIMITED$771,8730.15%2,473CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$767,3670.15%873CommonSOLE
767204100RIORIO TINTO PLC$760,2850.15%9,500CommonSOLE
98419M100XYLXYLEM INC$759,8840.15%5,580CommonSOLE
084670108BRK/ABERKSHIRE HATHAWAY INC DEL$754,8000.15%1CommonSOLE
46436E528IBHFISHARES TR$737,9830.15%31,975CommonSOLE
060505104BACBANK AMERICA CORP$711,8100.14%12,942CommonSOLE
09260D107BXBLACKSTONE INC$709,6610.14%4,604CommonSOLE
464287556IBBISHARES TR$704,7840.14%4,176CommonSOLE
92204A702VGTVANGUARD WORLD FD$698,0000.14%926CommonSOLE
46436E312IBDXISHARES TR$689,2590.14%26,998CommonSOLE
871607107SNPSSYNOPSYS INC$670,7600.13%1,428CommonSOLE
46436E387IBHHISHARES TR$670,5940.13%28,325CommonSOLE
46436E379IBHIISHARES TR$637,4900.13%26,978CommonSOLE
N07059210ASMLASML HOLDING N V$635,4970.13%594CommonSOLE
464287432TLTISHARES TR$619,7080.12%7,110CommonSOLE
032654105ADIANALOG DEVICES INC$618,8780.12%2,282CommonSOLE
922042775VEUVANGUARD INTL EQUITY INDEX F$603,1920.12%8,200CommonSOLE
46434V803HEFAISHARES TR$603,0290.12%14,580CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$597,7520.12%1,967CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$595,1920.12%5,078CommonSOLE
78464A870XBISPDR SERIES TRUST$593,3150.12%4,866CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$587,5020.12%5,923CommonSOLE
872590104TMUST-MOBILE US INC$582,9280.12%2,871CommonSOLE
61945C103MOSMOSAIC CO NEW$578,1600.11%24,000CommonSOLE
46429B697USMVISHARES TR$575,4120.11%6,111CommonSOLE
46434V621DGROISHARES TR$571,8130.11%8,237CommonSOLE
573874104MRVLMARVELL TECHNOLOGY INC$559,6780.11%6,586CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$558,9320.11%648CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$558,6900.11%11,000CommonSOLE
07373V105BEAMBEAM THERAPEUTICS INC$556,0630.11%20,060CommonSOLE
78409V104SPGIS&P GLOBAL INC$550,8100.11%1,054CommonSOLE
031162100AMGNAMGEN INC$534,8250.11%1,634CommonSOLE
46436E544XJRISHARES TR$534,5920.11%12,555CommonSOLE
46436E296IBTMISHARES TR$524,5640.10%22,733CommonSOLE
09290D101BLKBLACKROCK INC$524,4670.10%490CommonSOLE
46435G243SUSBISHARES TR$516,3850.10%20,459CommonSOLE
464288273SCZISHARES TR$502,3940.10%6,480CommonSOLE
863667101SYKSTRYKER CORPORATION$499,7900.10%1,422CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$491,3350.10%9,148CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$487,4510.10%1,895CommonSOLE
922042874VGKVANGUARD INTL EQUITY INDEX F$487,3630.10%5,829CommonSOLE
74347B680REGLPROSHARES TR$481,4860.10%5,717CommonSOLE
78464A698KRESPDR SERIES TRUST$454,9660.09%7,020CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$426,8380.08%1,733CommonSOLE
74762E102QUREQUANTA SVCS INC$422,4820.08%1,001CommonSOLE
90384S303ULTAULTA BEAUTY INC$422,2970.08%698CommonSOLE
464287671IUSGISHARES TR$412,2930.08%2,455CommonSOLE
464287614IWFISHARES TR$406,5650.08%859CommonSOLE
78464A763SDYSPDR SERIES TRUST$404,2600.08%2,905CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$392,8210.08%838CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$389,2000.08%1,000CommonSOLE
747525103QCOMQUALCOMM INC$388,9680.08%2,274CommonSOLE
74933W601TMFCRBB FD INC$385,6420.08%5,373CommonSOLE
512807306LRCXLAM RESEARCH CORP$381,7310.08%2,230CommonSOLE
49177J102KVUEKENVUE INC$380,0130.08%22,030CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$377,6460.08%1,069CommonSOLE
464288646IGSBISHARES TR$371,2700.07%7,021CommonSOLE
G0896C103TBBBBBB FOODS INC$367,2900.07%11,000CommonSOLE
988498101YUMYUM BRANDS INC$365,4920.07%2,416CommonSOLE
595112103MUMICRON TECHNOLOGY INC$353,0520.07%1,237CommonSOLE
464287150ITOTISHARES TR$326,6720.06%2,197CommonSOLE
548661107LOWLOWES COS INC$326,0480.06%1,352CommonSOLE
009158106APDAIR PRODS & CHEMS INC$321,8670.06%1,303CommonSOLE
464287176TIPISHARES TR$318,4090.06%2,897CommonSOLE
717081103PFEPFIZER INC$318,3470.06%12,785CommonSOLE
M22465104CHKPCHECK POINT SOFTWARE TECH LT$316,0090.06%1,703CommonSOLE
79466L302CRMSALESFORCE INC$314,4540.06%1,187CommonSOLE
617446448MSMORGAN STANLEY$313,5180.06%1,766CommonSOLE
097023105BABOEING CO$307,0080.06%1,414CommonSOLE
25746U109DDOMINION ENERGY INC$304,8440.06%5,203CommonSOLE
654106103NKENIKE INC$297,7890.06%4,674CommonSOLE
98978V103ZTSZOETIS INC$297,4380.06%2,364CommonSOLE
922908553VNQVANGUARD INDEX FDS$294,8490.06%3,332CommonSOLE
907818108UNPUNION PAC CORP$288,9190.06%1,249CommonSOLE
922908595VBKVANGUARD INDEX FDS$283,9830.06%940CommonSOLE
922908611VBRVANGUARD INDEX FDS$280,6220.06%1,325CommonSOLE
808524508SCHMSCHWAB STRATEGIC TR$276,2240.05%9,186CommonSOLE
464287663IUSVISHARES TR$274,0890.05%2,673CommonSOLE
674599105OXYOCCIDENTAL PETE CORP$272,1730.05%6,619CommonSOLE
22822V101CCICROWN CASTLE INC$266,1660.05%2,995CommonSOLE
372460105GPCGENUINE PARTS CO$263,5030.05%2,143CommonSOLE
020002101ALLALLSTATE CORP$259,1470.05%1,245CommonSOLE
902973304USBUS BANCORP DEL$256,5550.05%4,808CommonSOLE
92206C730VONEVANGUARD SCOTTSDALE FDS$254,9580.05%825CommonSOLE
56585A102MPCMARATHON PETE CORP$251,2630.05%1,545CommonSOLE
921937835BNDVANGUARD BD INDEX FDS$250,9490.05%3,388CommonSOLE
075887109BDXBECTON DICKINSON & CO$247,8270.05%1,277CommonSOLE
74460D109PSAPUBLIC STORAGE OPER CO$243,1520.05%937CommonSOLE
78464A847SPMDSPDR SERIES TRUST$241,7160.05%4,174CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$240,4210.05%2,383CommonSOLE
25809K105DASHDOORDASH INC$235,5390.05%1,040CommonSOLE
871829107SYYSYSCO CORP$232,0500.05%3,149CommonSOLE
458140100INTCINTEL CORP$231,4200.05%6,272CommonSOLE
20825C104COPCONOCOPHILLIPS$228,7830.05%2,444CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$225,4620.04%768CommonSOLE
94106L109WMWASTE MGMT INC DEL$222,3470.04%1,012CommonSOLE
46434V100SLQDISHARES TR$221,6600.04%4,372CommonSOLE
149123101CATCATERPILLAR INC$219,4090.04%383CommonSOLE
09290C848BIDDBLACKROCK ETF TRUST$218,8100.04%7,592CommonSOLE
46137V282RSPTINVESCO EXCHANGE TRADED FD T$216,9460.04%4,767CommonSOLE
N5505D105MICCMAGNUM ICE CREAM CO NV$211,5980.04%13,350CommonSOLE
464288224ICLNISHARES TR$168,1070.03%10,232CommonSOLE
682310875ONCONCOLYTICS BIOTECH INC$39,0680.01%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.