StockDriftsStockDriftsTop 50 Eads & Heald Wealth Management Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | Nvidia | 3.28% | 33.5K | $6.7M | -9.79%(-3.63K) | $4.13(+5377.63%) | 2026-06-30 | |
| LRCX | Lam Research | 3.05% | 14.3K | $6.2M | -24.25%(-4.59K) | $63.66(+430.00%) | 2026-06-30 | |
| AMD | Advanced Micro | 2.24% | 7.9K | $4.6M | -19.20%(-1.87K) | $64.50(+694.18%) | 2026-06-30 | |
| APH | Amphenol | 2.07% | 23.9K | $4.2M | -9.73%(-2.58K) | $11.02(+1426.21%) | 2026-06-30 | |
| CAT | Caterpillar | 1.78% | 3.4K | $3.6M | -15.50%(-626) | $237.57(+265.99%) | 2026-06-30 | |
| AAPL | Apple | 1.78% | 12.6K | $3.6M | -7.99%(-1.09K) | $44.59(+584.86%) | 2026-06-30 | |
| WMT | Walmart | 1.75% | 31.4K | $3.6M | -5.57%(-1.85K) | $19.25(+496.99%) | 2026-06-30 | |
| ADI | Analog Devices | 1.71% | 8.8K | $3.5M | -11.06%(-1.09K) | $116.66(+236.87%) | 2026-06-30 | |
| JPM | J.P. Morgan Chase | 1.7% | 10.6K | $3.5M | -7.24%(-829) | $52.20(+598.68%) | 2026-06-30 | |
| GWW | W.W. Grainger | 1.65% | 2.5K | $3.4M | -6.78%(-180) | $230.51(+471.37%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +21.94% | +81.31% | +12.40% | +79.39% |
| Top 20 Holdings Unweighted | +20.78% | +76.20% | +11.79% | +74.60% |
Eads & Heald Wealth Management reports $204.05M in US-listed equity holdings across 148 positions in its most recent 13F filing. Its largest disclosed positions are NVDA (3.3%), LRCX (3.0%) and AMD (2.2%). The top 20 holdings account for 34.41% of reported assets. Its disclosed equity book has returned +81.31% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Eads & Heald Wealth Management’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1035912). View Eads & Heald Wealth Management’s 13F filings on SEC