MondegarAI
HEADINVEST, LLC

Q1 2026 · 13F-HR

HEADINVEST, LLCholdings as filed

Filed 2026-05-15 · accession 0001172661-26-002251

$487.5M
Reported value
225
Positions
2026-03-31
Period end
View analyzed profile →PRO

The Brief · HEADINVEST, LLC · Q1 2026

AI · grounded in 13F

HEADINVEST, LLC increased its position in VEU by 164.2% and IEFA by 116.6%. The fund established a new position in IAGG valued at $1.58M. Conversely, it trimmed holdings in NVO by 11.99% and MSFT by 4.84%.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
464287804IJRISHARES TR$28.5M5.84%228,909CommonSOLE
594918104MSFTMICROSOFT CORP$15.8M3.23%42,559CommonSOLE
921946406VYMVANGUARD WHITEHALL FDS$15.2M3.11%102,373CommonSOLE
922908769VTIVANGUARD INDEX FDS$14.6M2.99%45,460CommonSOLE
922908637VVVANGUARD INDEX FDS$14.1M2.89%47,198CommonSOLE
02079K305GOOGLALPHABET INC$11.8M2.43%41,208CommonSOLE
921943858VEAVANGUARD TAX-MANAGED FDS$11.5M2.35%178,899CommonSOLE
47103U845JAAAJANUS DETROIT STR TR$10.6M2.17%210,500CommonSOLE
921937827BSVVANGUARD BD INDEX FDS$10.3M2.11%130,893CommonSOLE
78463V107GLDSPDR GOLD TR$9.2M1.89%21,404CommonSOLE
931142103WMTWALMART INC$8.4M1.73%67,850CommonSOLE
922908629VOVANGUARD INDEX FDS$8.3M1.70%28,787CommonSOLE
92206C870VCITVANGUARD SCOTTSDALE FDS$8.2M1.68%98,871CommonSOLE
025816109AXPAMERICAN EXPRESS CO$7.9M1.62%26,181CommonSOLE
921908844VIGVANGUARD SPECIALIZED FUNDS$7.4M1.52%34,439CommonSOLE
291011104EMREMERSON ELEC CO$6.8M1.39%51,602CommonSOLE
464288570DSIISHARES TR$6.7M1.37%54,930CommonSOLE
037833100AAPLAPPLE INC$6.6M1.35%26,020CommonSOLE
G54950103LINLINDE PLC$6.3M1.28%12,622CommonSOLE
461202103INTUINTUIT$6.1M1.26%14,201CommonSOLE
46432F842IEFAISHARES TR$6.1M1.25%67,268CommonSOLE
235851102DHRDANAHER CORP DEL$5.9M1.22%31,360CommonSOLE
922908751VBVANGUARD INDEX FDS$5.8M1.19%22,121CommonSOLE
882508104TXNTEXAS INSTRS INC$5.6M1.15%28,927CommonSOLE
46625H100JPMJPMORGAN CHASE & CO$5.6M1.14%18,972CommonSOLE
922042858VWOVANGUARD INTL EQUITY INDEX F$5.6M1.14%102,997CommonSOLE
17275R102CSCOCISCO SYS INC$5.6M1.14%71,657CommonSOLE
166764100CVXCHEVRON CORPORATION$5.6M1.14%26,859CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$5.5M1.12%27,654CommonSOLE
713448108PEPPEPSICO INC$5.4M1.10%34,681CommonSOLE
742718109PGPROCTER & GAMBLE CO$5.3M1.08%36,403CommonSOLE
941848103WATWATERS CORP$5.1M1.04%16,970CommonSOLE
68389X105ORCLORACLE CORP$5.0M1.02%33,748CommonSOLE
023135106AMZNAMAZON COM INC$4.8M0.98%23,017CommonSOLE
30231G102XOMEXXON MOBIL CORP$4.7M0.96%27,468CommonSOLE
67066G104NVDANVIDIA CORPORATION$4.6M0.94%26,383CommonSOLE
47103U852JMBSJANUS DETROIT STR TR$4.5M0.93%100,576CommonSOLE
46436E718SGOVISHARES TR$4.4M0.91%43,883CommonSOLE
G5960L103MDTMEDTRONIC PLC$4.2M0.86%48,230CommonSOLE
49456B101KMIKINDER MORGAN INC DEL$4.1M0.84%121,677CommonSOLE
78468R663BILSPDR SERIES TRUST$3.8M0.79%41,916CommonSOLE
464287507IJHISHARES TR$3.8M0.78%55,957CommonSOLE
45168D104IDXXIDEXX LABS INC$3.8M0.77%6,708CommonSOLE
904767803ULUNILEVER PLC$3.8M0.77%66,067CommonSOLE
922908363VOOVANGUARD INDEX FDS$3.6M0.75%6,108CommonSOLE
670100205NVONOVO-NORDISK A S$3.4M0.70%93,068CommonSOLE
808524797SCHDSCHWAB STRATEGIC TR$3.3M0.67%106,276CommonSOLE
278865100ECLECOLAB INC$3.2M0.65%11,849CommonSOLE
438516106HONHONEYWELL INTL INC$3.0M0.62%13,406CommonSOLE
872540109TJXTJX COS INC NEW$3.0M0.61%18,555CommonSOLE
G29183103ETNEATON CORP PLC$2.9M0.59%8,063CommonSOLE
46434G103IEMGISHARES INC$2.8M0.57%39,872CommonSOLE
92206C409VCSHVANGUARD SCOTTSDALE FDS$2.7M0.56%34,579CommonSOLE
337738108FISVFISERV INC$2.7M0.55%47,948CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$2.4M0.49%4,810CommonSOLE
66987V109NVSNOVARTIS AG$2.4M0.49%15,725CommonSOLE
922020805VTIPVANGUARD MALVERN FDS$2.3M0.46%45,216CommonSOLE
464287457SHYISHARES TR$2.2M0.45%26,776CommonSOLE
02079K107GOOGALPHABET INC$2.1M0.42%7,187CommonSOLE
921910725VSGXVANGUARD WORLD FD$2.0M0.41%28,169CommonSOLE
00287Y109ABBVABBVIE INC$2.0M0.41%9,245CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$1.9M0.39%3,959CommonSOLE
11135F101AVGOBROADCOM INC$1.9M0.39%6,079CommonSOLE
92206C102VGSHVANGUARD SCOTTSDALE FDS$1.8M0.38%31,464CommonSOLE
464287200IVVISHARES TR$1.8M0.37%2,744CommonSOLE
78468R853SPSMSPDR SERIES TRUST$1.8M0.37%36,990CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$1.8M0.36%11,082CommonSOLE
58933Y105MRKMERCK & CO INC$1.7M0.35%14,276CommonSOLE
478160104JNJJOHNSON & JOHNSON$1.7M0.35%7,013CommonSOLE
482480100KLACKLA CORP$1.7M0.34%1,122CommonSOLE
922042775VEUVANGUARD INTL EQUITY INDEX F$1.6M0.33%21,665CommonSOLE
34959J108FTVFORTIVE CORP$1.6M0.33%29,419CommonSOLE
580135101MCDMCDONALDS CORP$1.6M0.33%5,138CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$1.6M0.33%22,182CommonSOLE
46435G672IAGGISHARES TR$1.6M0.32%31,533CommonSOLE
78462F103SPYSTATE STR SPDR S&P 500 ETF T$1.5M0.31%2,326CommonSOLE
25179M103DVNDEVON ENERGY CORP NEW$1.5M0.30%29,170CommonSOLE
65339F101NEENEXTERA ENERGY INC$1.4M0.30%15,582CommonSOLE
532457108LLYELI LILLY & CO$1.4M0.29%1,560CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$1.4M0.28%8,654CommonSOLE
381430396JUSTGOLDMAN SACHS ETF TR$1.4M0.28%14,679CommonSOLE
922908736VUGVANGUARD INDEX FDS$1.3M0.26%2,946CommonSOLE
92826C839VVISA INC$1.3M0.26%4,226CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$1.2M0.25%5,106CommonSOLE
30303M102METAMETA PLATFORMS INC$1.2M0.24%2,057CommonSOLE
436440101HO1HOLOGIC INC$1.2M0.24%15,540CommonSOLE
F92124100TTETOTALENERGIES SE$1.1M0.22%12,000CommonSOLE
806857108SLBSLB LIMITED$1.1M0.22%21,086CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$1.1M0.22%5,325CommonSOLE
75513E101RTXRTX CORPORATION$1.1M0.22%5,583CommonSOLE
002824100ABTABBOTT LABORATORIES$1.0M0.21%10,164CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$1.0M0.21%2,078CommonSOLE
191216100KOCOCA COLA CO$1.0M0.21%13,400CommonSOLE
369604301GEGE AEROSPACE$1.0M0.21%3,578CommonSOLE
464287465EFAISHARES TR$1.0M0.21%10,445CommonSOLE
36828A101GEVGE VERNOVA INC$1.0M0.21%1,161CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$1.0M0.21%2,262CommonSOLE
808524300SCHGSCHWAB STRATEGIC TR$1.0M0.21%34,521CommonSOLE
921937819BIVVANGUARD BD INDEX FDS$998,0920.20%12,932CommonSOLE
14448C104CARRCARRIER GLOBAL CORPORATION$963,3510.20%17,108CommonSOLE
78464A870XBISPDR SERIES TRUST$930,0060.19%7,281CommonSOLE
46139W858BSCWINVESCO EXCH TRD SLF IDX FD$904,9620.19%43,956CommonSOLE
767204100RIORIO TINTO PLC$886,2550.18%9,500CommonSOLE
760759100RSGREPUBLIC SVCS INC$883,9650.18%4,036CommonSOLE
N07059210ASMLASML HLDG NV$834,7650.17%632CommonSOLE
81369Y605XLFSELECT SECTOR SPDR TR$822,9490.17%16,669CommonSOLE
46432F859ISTBISHARES TR$814,4670.17%16,807CommonSOLE
921935870VTESVANGUARD WELLINGTON FD$802,4450.16%7,934CommonSOLE
922908744VTVVANGUARD INDEX FDS$798,7300.16%4,071CommonSOLE
H1467J104CBCHUBB LTD SWITZ$791,6840.16%2,429CommonSOLE
437076102HDHOME DEPOT INC$771,9050.16%2,347CommonSOLE
61945C103MOSMOSAIC CO$765,0000.16%30,000CommonSOLE
609207105MDLZMONDELEZ INTL INC$762,1740.16%13,223CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC$752,1940.15%2,707CommonSOLE
464287622IWBISHARES TR$730,9480.15%2,050CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$728,3970.15%861CommonSOLE
084670108BRK/ABERKSHIRE HATHAWAY INC DEL$718,1400.15%1CommonSOLE
22160K105COSTCOSTCO WHOLESALE CORPORATION$706,6280.14%709CommonSOLE
464287556IBBISHARES TR$705,1180.14%4,176CommonSOLE
00724F101ADBEADOBE INC$701,2860.14%2,885CommonSOLE
097023105BABOEING CO$696,8040.14%3,501CommonSOLE
032654105ADIANALOG DEVICES INC$690,6820.14%2,171CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MANUFAC$669,8170.14%1,982CommonSOLE
98419M100XYLXYLEM INC$661,4330.14%5,535CommonSOLE
389637109GBTCGRAYSCALE BITCOIN TRUST ETF$659,5000.14%12,500CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$657,7120.13%5,023CommonSOLE
573874104MRVLMARVELL TECHNOLOGY INC$652,3430.13%6,586CommonSOLE
35671D857FCXFREEPORT MCMORAN INC$646,5800.13%11,000CommonSOLE
92204A702VGTVANGUARD WORLD FD$646,0890.13%926CommonSOLE
060505104BACBANK AMERICA CORP$638,2350.13%13,092CommonSOLE
464288117IGOVISHARES TR$633,9660.13%15,440CommonSOLE
46436E312IBDXISHARES TR$632,6600.13%25,036CommonSOLE
46434V803HEFAISHARES TR$619,5770.13%14,580CommonSOLE
871607107SNPSSYNOPSYS INC$579,6540.12%1,462CommonSOLE
78464A151IBNDSPDR SERIES TRUST$579,4870.12%18,645CommonSOLE
911312106UPSUNITED PARCEL SVCS INC$569,2270.12%5,786CommonSOLE
46429B697USMVISHARES TR$566,7340.12%6,111CommonSOLE
872590104TMUST-MOBILE US INC$565,4010.12%2,692CommonSOLE
46436E544XJRISHARES TR$544,4360.11%12,505CommonSOLE
921909768VXUSVANGUARD STAR FDS$542,5460.11%7,036CommonSOLE
74762E102QUREQUANTA SVCS INC$529,8040.11%965CommonSOLE
46435G243SUSBISHARES TR$528,0190.11%21,066CommonSOLE
46434V621DGROISHARES TR$524,5960.11%7,475CommonSOLE
464288273SCZISHARES TR$508,0970.10%6,480CommonSOLE
46138G649QQQMINVESCO EXCH TRADED FD TR II$492,8240.10%2,074CommonSOLE
863667101SYKSTRYKER CORPORATION$487,2990.10%1,483CommonSOLE
922042874VGKVANGUARD INTL EQUITY INDEX F$480,4840.10%5,829CommonSOLE
07373V105BEAMBEAM THERAPEUTICS INC$478,0300.10%20,060CommonSOLE
46436E296IBTMISHARES TR$476,4710.10%20,779CommonSOLE
464287432TLTISHARES TR$472,4610.10%5,450CommonSOLE
46436E387IBHHISHARES TR$469,9870.10%20,025CommonSOLE
64110L106NFLXNETFLIX INC.$464,4050.10%4,830CommonSOLE
78464A698KRESPDR SERIES TRUST$458,9820.09%7,045CommonSOLE
46436E478IBHGISHARES TR$458,0910.09%20,700CommonSOLE
922040845VBILVANGUARD INSTL INDEX FD$456,1700.09%6,030CommonSOLE
74347B680REGLPROSHARES TR$450,8010.09%5,217CommonSOLE
78409V104SPGIS&P GLOBAL INC$450,4350.09%1,059CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$441,8960.09%7,286CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$437,5770.09%1,050CommonSOLE
464288646IGSBISHARES TR$434,7240.09%8,271CommonSOLE
78464A763SDYSPDR SERIES TRUST$423,9560.09%2,905CommonSOLE
595112103MUMICRON TECHNOLOGY INC$407,7730.08%1,207CommonSOLE
674599105OXYOCCIDENTAL PETE CORP$392,8600.08%6,044CommonSOLE
921910733ESGVVANGUARD WORLD FD$391,5980.08%3,488CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$386,0420.08%1,900CommonSOLE
512807306LRCXLAM RESEARCH CORP$381,3830.08%1,785CommonSOLE
464287671IUSGISHARES TR$380,7950.08%2,455CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$372,9960.08%1,433CommonSOLE
009158106APDAIR PRODUCTS AND CHEMICALS I$371,2460.08%1,278CommonSOLE
78464A847SPMDSPDR SERIES TRUST$367,1640.08%6,200CommonSOLE
988498101YUMYUM BRANDS INC$363,9790.07%2,341CommonSOLE
031162100AMGNAMGEN INC$350,4430.07%996CommonSOLE
49177J102KVUEKENVUE INC$337,6420.07%19,585CommonSOLE
548661107LOWLOWES COS INC$331,7370.07%1,404CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$329,1160.07%843CommonSOLE
46436E379IBHIISHARES TR$326,6140.07%14,028CommonSOLE
09290D101BLKBLACKROCK INC$321,2110.07%334CommonSOLE
464287150ITOTISHARES TR$314,7700.06%2,210CommonSOLE
74933W601TMFCRBB FD INC$312,0580.06%4,730CommonSOLE
907818108UNPUNION PAC CORP$306,6720.06%1,264CommonSOLE
464287614IWFISHARES TR$305,3020.06%716CommonSOLE
25746U109DDOMINION ENERGY INC$303,1030.06%4,903CommonSOLE
747525103QCOMQUALCOMM INC$301,2160.06%2,339CommonSOLE
922908553VNQVANGUARD INDEX FDS$295,5480.06%3,332CommonSOLE
717081103PFEPFIZER INC$291,9760.06%10,398CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$291,5370.06%1,044CommonSOLE
617446448MSMORGAN STANLEY$290,6310.06%1,766CommonSOLE
922908611VBRVANGUARD INDEX FDS$287,8560.06%1,325CommonSOLE
922908595VBKVANGUARD INDEX FDS$285,9290.06%946CommonSOLE
921937835BNDVANGUARD BD INDEX FDS$280,2000.06%3,805CommonSOLE
83443Q103SOLSSOLSTICE ADVANCED MATLS INC$276,0040.06%3,624CommonSOLE
464287663IUSVISHARES TR$273,3140.06%2,673CommonSOLE
20825C104COPCONOCOPHILLIPS$273,1080.06%2,069CommonSOLE
78464A854SPYMSPDR SERIES TRUST$269,6500.06%3,523CommonSOLE
808524508SCHMSCHWAB STRATEGIC TR$267,3100.05%8,634CommonSOLE
458140100INTCINTEL CORP$265,7750.05%6,023CommonSOLE
09260D107BXBLACKSTONE INC$264,7070.05%2,302CommonSOLE
98978V103ZTSZOETIS INC$260,7710.05%2,206CommonSOLE
020002101ALLALLSTATE CORP$258,1380.05%1,245CommonSOLE
56585A102MPCMARATHON PETE CORP$256,3890.05%1,050CommonSOLE
149123101CATCATERPILLAR INC$253,6290.05%358CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$249,1980.05%722CommonSOLE
92206C730VONEVANGUARD SCOTTSDALE FDS$243,4740.05%825CommonSOLE
74460D109PSAPUBLIC STORAGE OPER CO$240,2710.05%887CommonSOLE
902973304USBUS BANCORP$236,7500.05%4,552CommonSOLE
25809K105DASHDOORDASH INC$236,4860.05%1,575CommonSOLE
654106103NKENIKE INC$235,0040.05%4,449CommonSOLE
M22465104CHKPCHECK POINT SOFTWARE TECH LT$230,4170.05%1,613CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$227,0830.05%2,460CommonSOLE
22822V101CCICROWN CASTLE INC$225,2290.05%2,770CommonSOLE
90384S303ULTAULTA BEAUTY INC$223,1970.05%427CommonSOLE
464287176TIPISHARES TR$222,8170.05%2,019CommonSOLE
92203J407BNDXVANGUARD CHARLOTTE FDS$222,5200.05%4,631CommonSOLE
46434V100SLQDISHARES TR$220,7420.05%4,372CommonSOLE
871829107SYYSYSCO CORP$219,1260.04%3,072CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$217,8290.04%2,258CommonSOLE
09290C848BIDDBLACKROCK ETF TRUST$215,8490.04%7,592CommonSOLE
316092840FDVVFIDELITY COVINGTON TRUST$214,6070.04%3,885CommonSOLE
780259305SHELSHELL PLC$212,9700.04%2,290CommonSOLE
92189F676SMHVANECK ETF TRUST$212,0200.04%553CommonSOLE
464287168DVYISHARES TR$211,9740.04%1,400CommonSOLE
372460105GPCGENUINE PARTS CO$209,9140.04%1,985CommonSOLE
46137V282RSPTINVESCO EXCHANGE TRADED FD T$208,9650.04%4,617CommonSOLE
075887109BDXBECTON DICKINSON & CO$200,7830.04%1,277CommonSOLE
682310875ONCONCOLYTICS BIOTECH INC$37,9410.01%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.