EADS & HEALD WEALTH MANAGEMENT Diversified Active

CIK: 0001035912 · Show all filings

Period: Q2 2016 (← Previous) (Next →)

Filing Date: Jul 29, 2016

Total Value ($000): $145,534 (100.0% shares, 0.0% debt)

Holdings (132)

SYK Stryker 1.5%
Value ($000) $2,250 Shares 18,776 Est. Cost $56.92 Unrealized +76.3%
AMZN Amazon.com 1.5%
Value ($000) $2,248 Shares 3,141 Est. Cost $13.37 Unrealized +152.9%
FISV Fiserv 1.5%
Value ($000) $2,191 Shares 20,148 Est. Cost $24.54 Unrealized +109.8%
CHD Church & Dwight 1.5%
Value ($000) $2,163 Shares 21,026 Est. Cost $26.18 Unrealized +62.6%
TMO Thermo Fisher Scientific 1.5%
Value ($000) $2,158 Shares 14,605 Est. Cost $80.23 Unrealized +79.0%
JNJ Johnson & Johnson 1.5%
Value ($000) $2,142 Shares 17,657 Est. Cost $59.66 Unrealized +45.9%
PEP PepsiCo 1.4%
Value ($000) $2,107 Shares 19,893 Est. Cost $56.00 Unrealized +37.7%
CL Colgate Palmolive 1.4%
Value ($000) $2,095 Shares 28,618 Est. Cost $44.47 Unrealized +27.9%
ITW Illinois Tool Works 1.4%
Value ($000) $2,092 Shares 20,087 Est. Cost $50.91 Unrealized +63.6%
COST Costco 1.4%
Value ($000) $2,067 Shares 13,162 Est. Cost $87.21 Unrealized +46.8%
DHR Danaher 1.4%
Value ($000) $2,063 Shares 20,423 Est. Cost $28.49 Unrealized +40.7%
XOM ExxonMobil 1.4%
Value ($000) $2,052 Shares 21,893 Est. Cost $53.70 Unrealized +7.7%
GIS General Mills 1.4%
Value ($000) $1,991 Shares 27,918 Est. Cost $31.98 Unrealized +42.1%
BALL Ball Corp. 1.4%
Value ($000) $1,981 Shares 27,408 Est. Cost $19.77 Unrealized +65.3%
Visa 1.3%
Value ($000) $1,960 Shares 26,431 Est. Cost $96.64 Unrealized
CVX Chevron Corp. 1.3%
Value ($000) $1,907 Shares 18,191 Est. Cost $70.30 Unrealized -5.0%
AFL AFLAC 1.3%
Value ($000) $1,893 Shares 26,230 Est. Cost $20.11 Unrealized +35.6%
DIS Walt Disney 1.3%
Value ($000) $1,890 Shares 19,324 Est. Cost $57.10 Unrealized +61.4%
JPM J.P. Morgan Chase 1.3%
Value ($000) $1,875 Shares 30,167 Est. Cost $36.24 Unrealized +33.3%
MMM 3M Co. 1.3%
Value ($000) $1,867 Shares 10,662 Est. Cost $61.26 Unrealized +67.2%
United Technologies 1.3%
Value ($000) $1,856 Shares 18,094 Est. Cost $92.63 Unrealized
PG Procter & Gamble 1.3%
Value ($000) $1,851 Shares 21,864 Est. Cost $55.09 Unrealized +15.0%
ECL Ecolab 1.3%
Value ($000) $1,846 Shares 15,565 Est. Cost $73.48 Unrealized +42.8%
CTSH Cognizant Tech 1.3%
Value ($000) $1,845 Shares 32,239 Est. Cost $36.71 Unrealized +45.9%
AT&T 1.2%
Value ($000) $1,816 Shares 42,034 Est. Cost $35.33 Unrealized
AMGN Amgen 1.2%
Value ($000) $1,791 Shares 11,774 Est. Cost $73.34 Unrealized +59.1%
Oracle Corp. 1.2%
Value ($000) $1,773 Shares 43,327 Est. Cost $30.81 Unrealized
Walgreens Alliance Boots 1.2%
Value ($000) $1,757 Shares 21,095 Est. Cost $76.21 Unrealized
Cerner 1.2%
Value ($000) $1,750 Shares 29,866 Est. Cost $57.90 Unrealized
ADP Automatic Data Processing 1.2%
Value ($000) $1,742 Shares 18,957 Est. Cost $45.70 Unrealized +57.0%
EMR Emerson Electric 1.2%
Value ($000) $1,714 Shares 32,851 Est. Cost $39.58 Unrealized +5.0%
APH Amphenol 1.2%
Value ($000) $1,702 Shares 29,690 Est. Cost $10.19 Unrealized +28.9%
NKE Nike 1.2%
Value ($000) $1,688 Shares 30,588 Est. Cost $41.21 Unrealized +22.1%
IBM IBM 1.1%
Value ($000) $1,670 Shares 11,001 Est. Cost $113.16 Unrealized -15.9%
Express Scripts 1.1%
Value ($000) $1,665 Shares 21,963 Est. Cost $61.73 Unrealized
SLB Schlumberger Ltd. 1.1%
Value ($000) $1,641 Shares 20,756 Est. Cost $53.60 Unrealized +8.7%
AAPL Apple 1.1%
Value ($000) $1,629 Shares 17,044 Est. Cost $19.29 Unrealized +17.2%
DOV Dover 1.1%
Value ($000) $1,617 Shares 23,321 Est. Cost $40.22 Unrealized +14.0%
HON Honeywell 1.1%
Value ($000) $1,584 Shares 13,619 Est. Cost $62.75 Unrealized +34.2%
NWL Newell Rubbermaid 1.1%
Value ($000) $1,567 Shares 32,254 Est. Cost $31.35 Unrealized 0.0%
GPC Genuine Parts 1.1%
Value ($000) $1,557 Shares 15,378 Est. Cost $59.44 Unrealized +23.4%
BA Boeing 1.1%
Value ($000) $1,529 Shares 11,777 Est. Cost $125.53 Unrealized -5.6%
VZ Verizon 1.0%
Value ($000) $1,525 Shares 27,317 Est. Cost $27.17 Unrealized +15.8%
CSL Carlisle 1.0%
Value ($000) $1,518 Shares 14,363 Est. Cost $56.79 Unrealized +58.3%
MSFT Microsoft 1.0%
Value ($000) $1,492 Shares 29,151 Est. Cost $26.70 Unrealized +72.2%
CLX Clorox 1.0%
Value ($000) $1,459 Shares 10,546 Est. Cost $63.64 Unrealized +55.1%
NextEra Energy 1.0%
Value ($000) $1,411 Shares 10,819 Est. Cost $82.18 Unrealized
C.R. Bard 1.0%
Value ($000) $1,402 Shares 5,960 Est. Cost $108.70 Unrealized
ORLY O'Reilly Auto 1.0%
Value ($000) $1,393 Shares 5,137 Est. Cost $7.82 Unrealized +126.2%
AXP American Express 1.0%
Value ($000) $1,390 Shares 22,877 Est. Cost $59.31 Unrealized -6.8%
CVS CVS Health 1.0%
Value ($000) $1,385 Shares 14,463 Est. Cost $42.17 Unrealized +76.7%
BDX Becton Dickinson 0.9%
Value ($000) $1,324 Shares 7,806 Est. Cost $79.49 Unrealized +74.0%
COR AmerisourceBergen 0.9%
Value ($000) $1,315 Shares 16,577 Est. Cost $43.42 Unrealized +37.9%
SHW Sherwin-Williams 0.9%
Value ($000) $1,314 Shares 4,474 Est. Cost $60.26 Unrealized +47.9%
WFC Wells Fargo 0.9%
Value ($000) $1,283 Shares 27,115 Est. Cost $30.42 Unrealized +22.4%
LOW Lowes 0.9%
Value ($000) $1,275 Shares 16,105 Est. Cost $32.23 Unrealized +101.0%
ConocoPhillips 0.9%
Value ($000) $1,267 Shares 29,057 Est. Cost $58.07 Unrealized
Allergan, Inc. 0.8%
Value ($000) $1,229 Shares 5,317 Est. Cost $303.44 Unrealized
GWW W.W. Grainger 0.8%
Value ($000) $1,209 Shares 5,318 Est. Cost $199.35 Unrealized -1.6%
NOC Northrop Grumman 0.8%
Value ($000) $1,184 Shares 5,328 Est. Cost $62.64 Unrealized +187.7%
MCD McDonalds 0.8%
Value ($000) $1,163 Shares 9,668 Est. Cost $71.78 Unrealized +38.1%
Alphabet Class A 0.8%
Value ($000) $1,159 Shares 1,648 Est. Cost $777.78 Unrealized
ROP Roper Industries 0.8%
Value ($000) $1,115 Shares 6,540 Est. Cost $113.86 Unrealized +44.9%
Stericycle 0.7%
Value ($000) $1,047 Shares 10,052 Est. Cost $111.57 Unrealized
SO Southern Company 0.7%
Value ($000) $1,039 Shares 19,367 Est. Cost $26.33 Unrealized +27.7%
META Facebook 0.7%
Value ($000) $1,023 Shares 8,948 Est. Cost $98.19 Unrealized +16.5%
Alphabet Class C 0.7%
Value ($000) $1,019 Shares 1,473 Est. Cost $758.90 Unrealized
CSCO Cisco Systems 0.7%
Value ($000) $1,013 Shares 35,308 Est. Cost $15.24 Unrealized +36.9%
WMT Wal-Mart 0.7%
Value ($000) $1,011 Shares 13,846 Est. Cost $20.00 Unrealized -2.4%
TXN Texas Instruments 0.7%
Value ($000) $991 Shares 15,816 Est. Cost $25.31 Unrealized +80.4%
Priceline Group 0.7%
Value ($000) $989 Shares 792 Est. Cost $1165.19 Unrealized
Royal Dutch Shell 'A' 0.7%
Value ($000) $986 Shares 17,859 Est. Cost $62.48 Unrealized
AGL Resources 0.7%
Value ($000) $956 Shares 14,493 Est. Cost $43.44 Unrealized
R Ryder System 0.6%
Value ($000) $931 Shares 15,228 Est. Cost $71.11 Unrealized -6.9%
UNH UnitedHealth Group 0.6%
Value ($000) $929 Shares 6,576 Est. Cost $52.83 Unrealized +116.1%
HD Home Depot 0.6%
Value ($000) $921 Shares 7,209 Est. Cost $60.45 Unrealized +73.6%
LMT Lockheed Martin 0.6%
Value ($000) $842 Shares 3,392 Est. Cost $79.82 Unrealized +128.4%
INTU Intuit 0.6%
Value ($000) $830 Shares 7,441 Est. Cost $54.79 Unrealized +77.5%
FAST Fastenal Co. 0.6%
Value ($000) $805 Shares 18,144 Est. Cost $8.46 Unrealized +4.8%
Celgene 0.5%
Value ($000) $757 Shares 7,674 Est. Cost $106.66 Unrealized
DLTR Dollar Tree 0.5%
Value ($000) $740 Shares 7,855 Est. Cost $49.81 Unrealized +69.8%
SBUX Starbucks 0.5%
Value ($000) $739 Shares 12,934 Est. Cost $33.80 Unrealized +37.4%
BUD Anheuser-Busch InBev 0.5%
Value ($000) $735 Shares 5,583 Est. Cost $90.97 Unrealized
ABT Abbott Laboratories 0.5%
Value ($000) $727 Shares 18,498 Est. Cost $29.86 Unrealized +11.7%
Dominion Resources 0.5%
Value ($000) $713 Shares 9,145 Est. Cost $56.86 Unrealized
PYPL PayPal 0.5%
Value ($000) $711 Shares 19,484 Est. Cost $35.85 Unrealized +6.4%
IDXX IDEXX Laboratories 0.5%
Value ($000) $704 Shares 7,581 Est. Cost $67.00 Unrealized +28.2%
St. Jude Medical 0.5%
Value ($000) $696 Shares 8,923 Est. Cost $46.78 Unrealized
Bemis 0.5%
Value ($000) $695 Shares 13,490 Est. Cost $39.53 Unrealized
SNA Snap-on 0.5%
Value ($000) $678 Shares 4,297 Est. Cost $127.03 Unrealized -0.9%
Duke Energy 0.5%
Value ($000) $667 Shares 7,770 Est. Cost $75.48 Unrealized
NVO Novo Nordisk 0.4%
Value ($000) $624 Shares 11,600 Est. Cost $67.77 Unrealized
GILD Gilead Sciences 0.4%
Value ($000) $614 Shares 7,359 Est. Cost $74.04 Unrealized -15.2%
LLY Eli Lilly 0.4%
Value ($000) $595 Shares 7,559 Est. Cost $45.17 Unrealized +41.9%
DCI Donaldson 0.4%
Value ($000) $584 Shares 16,990 Est. Cost $29.15 Unrealized -2.0%
APD Air Products & Chem. 0.4%
Value ($000) $577 Shares 4,064 Est. Cost $62.03 Unrealized +69.1%
QCOM Qualcomm 0.4%
Value ($000) $574 Shares 10,708 Est. Cost $46.78 Unrealized -13.9%
EW Edwards Lifesciences 0.4%
Value ($000) $560 Shares 5,618 Est. Cost $18.75 Unrealized +82.4%
Unilever N.V. 0.4%
Value ($000) $559 Shares 11,905 Est. Cost $39.34 Unrealized
HAL Halliburton 0.4%
Value ($000) $549 Shares 12,115 Est. Cost $36.05 Unrealized -5.3%
SJM J.M. Smucker 0.4%
Value ($000) $543 Shares 3,560 Est. Cost $72.59 Unrealized +36.6%
MKC McCormick 0.4%
Value ($000) $541 Shares 5,070 Est. Cost $29.13 Unrealized +39.6%
Baker Hughes 0.4%
Value ($000) $540 Shares 11,962 Est. Cost $46.12 Unrealized
Praxair 0.4%
Value ($000) $536 Shares 4,771 Est. Cost $118.51 Unrealized
TGT Target 0.4%
Value ($000) $534 Shares 7,649 Est. Cost $51.00 Unrealized +10.0%
Valspar 0.3%
Value ($000) $509 Shares 4,710 Est. Cost $83.01 Unrealized
BIIB Biogen IDEC Inc. 0.3%
Value ($000) $432 Shares 1,785 Est. Cost $286.52 Unrealized -8.0%
FDX FedEx 0.3%
Value ($000) $395 Shares 2,602 Est. Cost $90.98 Unrealized +53.0%
FDS Factset Research 0.3%
Value ($000) $385 Shares 2,383 Est. Cost $83.78 Unrealized +67.0%
Varian Med Sys Inc 0.3%
Value ($000) $364 Shares 4,423 Est. Cost $70.76 Unrealized
BB&T Corp. 0.2%
Value ($000) $341 Shares 9,570 Est. Cost $35.62 Unrealized
MAR Marriott Intl. Class A 0.2%
Value ($000) $338 Shares 5,081 Est. Cost $36.65 Unrealized +67.3%
DE Deere 0.2%
Value ($000) $336 Shares 4,140 Est. Cost $70.31 Unrealized -0.5%
ADI Analog Devices 0.2%
Value ($000) $313 Shares 5,521 Est. Cost $48.01 Unrealized -1.0%
GlaxoSmithkline PLC 0.2%
Value ($000) $308 Shares 7,104 Est. Cost $42.69 Unrealized
Principal Financial Group 0.2%
Value ($000) $289 Shares 7,020 Est. Cost $44.92 Unrealized
TOL Toll Brothers 0.2%
Value ($000) $286 Shares 10,628 Est. Cost $35.68 Unrealized -21.2%
Anadarko Petroleum 0.2%
Value ($000) $278 Shares 5,222 Est. Cost $85.79 Unrealized
D.R. Horton 0.2%
Value ($000) $268 Shares 8,504 Est. Cost $31.51 Unrealized
ITT Corporation 0.2%
Value ($000) $260 Shares 8,125 Est. Cost $32.00 Unrealized
KMB Kimberly Clark 0.2%
Value ($000) $252 Shares 1,835 Est. Cost $63.34 Unrealized +48.3%
HSY Hershey Foods 0.2%
Value ($000) $223 Shares 1,966 Est. Cost $74.40 Unrealized 0.0%
Quest Diagnostics 0.1%
Value ($000) $209 Shares 2,565 Est. Cost $81.48 Unrealized
EFX Equifax 0.1%
Value ($000) $209 Shares 1,630 Est. Cost $98.15 Unrealized +12.8%
VMC Vulcan Materials 0.1%
Value ($000) $208 Shares 1,730 Est. Cost $104.21 Unrealized 0.0%
Avista 0.1%
Value ($000) $203 Shares 4,540 Est. Cost $40.85 Unrealized
ORI Old Republic Int'l 0.1%
Value ($000) $201 Shares 10,435 Est. Cost $9.08 Unrealized 0.0%
General Electric 0.1%
Value ($000) $200 Shares 6,362 Est. Cost $31.12 Unrealized
HP, Inc. 0.1%
Value ($000) $165 Shares 13,110 Est. Cost $12.36 Unrealized
F Ford Motor Company 0.1%
Value ($000) $132 Shares 10,475 Est. Cost $7.94 Unrealized 0.0%
Staples, Inc. 0.1%
Value ($000) $119 Shares 13,780 Est. Cost $11.03 Unrealized
Frontier Communications 0.1%
Value ($000) $93 Shares 18,850 Est. Cost $6.23 Unrealized