EADS & HEALD WEALTH MANAGEMENT — 13F holdings

EADS & HEALD WEALTH MANAGEMENT reported 148 holdings worth $204M in its 13F filing for Q2 2026, filed July 31, 2026.

Largest positions

1. NVDA NVIDIA CORPORATION — $6.69M (3.3%)
2. LRCX LAM RESEARCH CORP — $6.22M (3.0%)
3. AMD ADVANCED MICRO DEVICES INC — $4.58M (2.2%)
4. APH AMPHENOL CORP NEW — $4.22M (2.1%)
5. CAT CATERPILLAR INC — $3.63M (1.8%)
6. AAPL APPLE INC — $3.63M (1.8%)
7. WMT Walmart Inc — $3.56M (1.7%)
8. ADI ANALOG DEVICES INC — $3.50M (1.7%)
9. JPM JPMorgan Chase & Co. — $3.48M (1.7%)
10. GWW GRAINGER W W INC — $3.37M (1.7%)