Stock Taper

EADS & HEALD WEALTH MANAGEMENT

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Stanley Black & Decker, Inc.SWK2.27K$214.12K
Paychex, Inc.PAYX2.24K$219.87K
FactSet Research Systems Inc.FDS2.19K$504.8K
Meta Platforms, Inc.META2.1K$1.18M
Marsh & McLennan Companies, Inc.MRSH2.02K$336.01K
Intuit Inc.INTU2.01K$524.87K
Accenture plcACN2K$248.88K
Principal Financial Group, Inc.PFG1.91K$205.97K
Lockheed Martin CorporationLMT1.82K$928.24K
Toll Brothers, Inc.TOL1.75K$287.49K
UnitedHealth Group IncorporatedUNH1.67K$693.69K
Citigroup Inc.C1.56K$218.34K
Salesforce, Inc.CRM1.55K$242.35K
Quest Diagnostics IncorporatedDGX1.54K$326.19K
Cadence Design Systems, Inc.CDNS1.53K$575.74K
Eli Lilly and CompanyLLY1.46K$1.75M
Deere & CompanyDE1.45K$921.68K
The Goldman Sachs Group, Inc.GS1.45K$1.47M
Elevance Health Inc.ELV1.45K$560.76K
Waters CorporationWAT1.43K$537.81K