Arkolith/Funds/Headinvest, LLC

Headinvest, LLC

CIK 1372130
Holdings as of Mar 31, 2026·disclosed May 15, 2026·~45-day 13F lag·13F-HR
Active Filer

Headinvest, LLC holds a diversified book of 225 stocks worth $487.5M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Ishares Intl Aggregate Bond and trimmed Ishares Core S&P Small-Cap E. Their largest long position is Ishares Core S&P Small-Cap E at 6% of the equity book.

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Use Arkolith to show HEADINVEST, LLC's latest
holdings, largest changes, and filing provenance.
Opened
16
new positions
Added to
61
existing
Trimmed
120
reduced
Sold out
4
exited

Concentration

Top-heavy: diversified book

Top 5 holdings
18%
Top 10 holdings
29%
Top 20 holdings
44%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

53% mapped to company sectors

ETF / fund or unclassified
47%
Information Technology
19%
Financials
8%
Health Care
7%
Materials
5%
Consumer Discretionary
4%
Industrials
4%
Energy
3%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

225 positions
#SecurityValueShares% PortLast moveHistory
1Ishares TR
CORE S&P SCP ETF
$28.5M228.9K
5.8%
−0.6%
Reduced · −1K sh
2Microsoft Corp
COM
$15.8M42.6K
3.2%
−4.8%
Reduced · −2K sh
3Vanguard Whitehall FDS
HIGH DIV YLD
$15.2M102.4K
3.1%
+0.3%
Added · +367 sh
4Vanguard Index FDS
TOTAL STK MKT
$14.6M45.5K
3.0%
−3.7%
Reduced · −2K sh
5Vanguard Index FDS
LARGE CAP ETF
$14.1M47.2K
2.9%
−0.7%
Reduced · −348 sh
6Alphabet Inc
CAP STK CL A
$11.8M41.2K
2.4%
−3.3%
Reduced · −1K sh
7Vanguard Tax-Managed FDS
VAN FTSE DEV MKT
$11.5M178.9K
2.4%
+5.4%
Added · +9K sh
8Janus Detroit STR TR
HENDRSON AAA CL
$10.6M210.5K
2.2%
−4.2%
Reduced · −9K sh
9Vanguard BD Index FDS
SHORT TRM BOND
$10.3M130.9K
2.1%
−3.1%
Reduced · −4K sh
10SPDR Gold TR
GOLD SHS
$9.2M21.4K
1.9%
+8.3%
Added · +2K sh
11Walmart Inc
COM
$8.4M67.8K
1.7%
−3.2%
Reduced · −2K sh
12Vanguard Index FDS
MID CAP ETF
$8.3M28.8K
1.7%
+1.3%
Added · +377 sh
13Vanguard Scottsdale FDS
INT-TERM CORP
$8.2M98.9K
1.7%
+3.9%
Added · +4K sh
14American Express Co
COM
$7.9M26.2K
1.6%
−3.8%
Reduced · −1K sh
15Vanguard Specialized Funds
DIV APP ETF
$7.4M34.4K
1.5%
+2.1%
Added · +719 sh
16Emerson Elec Co
COM
$6.8M51.6K
1.4%
−2.6%
Reduced · −1K sh
17Ishares TR
ESG MSCI KLD 400
$6.7M54.9K
1.4%
−2.4%
Reduced · −1K sh
18Apple Inc
COM
$6.6M26.0K
1.4%
−8.1%
Reduced · −2K sh
19Linde PLC
SHS
$6.3M12.6K
1.3%
−3.0%
Reduced · −396 sh
20Intuit
COM
$6.1M14.2K
1.3%
−1.7%
Reduced · −249 sh
21Ishares TR
CORE MSCI EAFE
$6.1M67.3K
1.2%
+117%
Added · +36K sh
22Danaher Corp Del
COM
$5.9M31.4K
1.2%
−1.1%
Reduced · −360 sh
23Vanguard Index FDS
SMALL CP ETF
$5.8M22.1K
1.2%
+0.1%
Added · +33 sh
24Texas Instrs Inc
COM
$5.6M28.9K
1.2%
−1.2%
Reduced · −350 sh
25JPMorgan Chase & Co
COM
$5.6M19.0K
1.1%
−1.0%
Reduced · −187 sh
26Vanguard Intl Equity Index F
FTSE EMR MKT ETF
$5.6M103.0K
1.1%
+2.1%
Added · +2K sh
27Cisco Sys Inc
COM
$5.6M71.7K
1.1%
−2.1%
Reduced · −2K sh
28Chevron Corporation
COM
$5.6M26.9K
1.1%
+1.4%
Added · +358 sh
29Accenture PLC Ireland
SHS CLASS A
$5.5M27.7K
1.1%
−3.4%
Reduced · −964 sh
30Pepsico Inc
COM
$5.4M34.7K
1.1%
−1.9%
Reduced · −655 sh
31Procter & Gamble Co
COM
$5.3M36.4K
1.1%
−0.1%
Reduced · −48 sh
32Waters Corp
COM
$5.1M17.0K
1.0%
−2.1%
Reduced · −374 sh
33Oracle Corp
COM
$5.0M33.7K
1.0%
−2.1%
Reduced · −711 sh
34Amazon Com Inc
COM
$4.8M23.0K
1.0%
−6.6%
Reduced · −2K sh
35Exxon Mobil Corp
COM
$4.7M27.5K
1.0%
−2.0%
Reduced · −565 sh
36Nvidia Corporation
COM
$4.6M26.4K
0.9%
−0.6%
Reduced · −170 sh
37Janus Detroit STR TR
HENDERSON MTG
$4.5M100.6K
0.9%
+17%
Added · +15K sh
38Ishares TR
0-3 MNTH TREASRY
$4.4M43.9K
0.9%
+0.3%
Added · +114 sh
39Medtronic PLC
SHS
$4.2M48.2K
0.9%
−0.4%
Reduced · −202 sh
40Kinder Morgan Inc Del
COM
$4.1M121.7K
0.8%
−0.8%
Reduced · −990 sh
41SPDR Series Trust
STATE STREET SPD
$3.8M41.9K
0.8%
+2.3%
Added · +935 sh
42Ishares TR
CORE S&P MCP ETF
$3.8M56.0K
0.8%
−0.9%
Reduced · −490 sh
43Idexx Labs Inc
COM
$3.8M6.7K
0.8%
−1.9%
Reduced · −133 sh
44Unilever PLC
SPON ADR NEW
$3.8M66.1K
0.8%
−3.5%
Reduced · −2K sh
45Vanguard Index FDS
S&P 500 ETF SHS
$3.6M6.1K
0.7%
+23%
Added · +1K sh
46Novo-Nordisk A S
ADR
$3.4M93.1K
0.7%
−12%
Reduced · −13K sh
47Schwab Strategic TR
US DIVIDEND EQ
$3.3M106.3K
0.7%
+5.7%
Added · +6K sh
48Ecolab Inc
COM
$3.2M11.8K
0.6%
−2.9%
Reduced · −350 sh
49Honeywell Intl Inc
COM
$3.0M13.4K
0.6%
−0.4%
Reduced · −50 sh
50TJX Cos Inc New
COM
$3.0M18.6K
0.6%
+2.2%
Added · +395 sh
Showing 50 of 225 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q1 2026Mar 31, 2026May 15, 2026225$487.5M13F-HR
Q4 2025Dec 31, 2025Feb 2, 2026215$502.8M13F-HR
Q3 2025Sep 30, 2025Nov 14, 2025211$483.7M13F-HR
Q2 2025Jun 30, 2025Aug 14, 2025206$469.4M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.