EADS & HEALD WEALTH MANAGEMENT Diversified Active

Location: Atlanta, GA

CIK: 0001035912 · Show all filings

Period: Q1 2026 (← Previous) (Next →)

Filing Date: Apr 29, 2026

Total Value: $201M (100.0% shares, 0.0% debt)

Holdings (140)

NVDA Nvidia 3.2%
Value $6.468M Shares 37,088 Est. Cost $92.36 Unrealized +102.1%
WMT Walmart 2.1%
Value $4.139M Shares 33,304 Est. Cost $44.98 Unrealized +171.3%
LRCX Lam Research 2.0%
Value $4.046M Shares 18,937 Est. Cost $76.64 Unrealized +194.8%
COST Costco 1.8%
Value $3.556M Shares 3,569 Est. Cost $88.24 Unrealized +992.2%
AAPL Apple 1.7%
Value $3.464M Shares 13,650 Est. Cost $77.97 Unrealized +237.1%
JPM J.P. Morgan Chase 1.7%
Value $3.367M Shares 11,447 Est. Cost $46.72 Unrealized +566.5%
APH Amphenol 1.7%
Value $3.35M Shares 26,511 Est. Cost $38.42 Unrealized +281.0%
ADI Analog Devices 1.6%
Value $3.148M Shares 9,895 Est. Cost $106.30 Unrealized +197.4%
AMZN Amazon.com 1.5%
Value $3.057M Shares 14,680 Est. Cost $118.08 Unrealized +92.1%
GWW W.W. Grainger 1.4%
Value $2.896M Shares 2,655 Est. Cost $188.99 Unrealized +479.2%
CVX Chevron Corp. 1.4%
Value $2.871M Shares 13,876 Est. Cost $91.16 Unrealized +88.5%
CAT Caterpillar 1.4%
Value $2.861M Shares 4,039 Est. Cost $210.57 Unrealized +225.0%
Alphabet Class A 1.4%
Value $2.824M Shares 9,821 Est. Cost $130.33 Unrealized
XOM ExxonMobil 1.4%
Value $2.803M Shares 16,520 Est. Cost $65.05 Unrealized +113.3%
COR Cencora 1.4%
Value $2.8M Shares 8,912 Est. Cost $96.19 Unrealized +267.1%
Broadcom 1.4%
Value $2.731M Shares 8,823 Est. Cost $253.73 Unrealized
AXP American Express 1.3%
Value $2.705M Shares 8,944 Est. Cost $60.88 Unrealized +485.0%
AFL AFLAC 1.3%
Value $2.669M Shares 24,329 Est. Cost $28.81 Unrealized +286.1%
AMGN Amgen 1.3%
Value $2.665M Shares 7,574 Est. Cost $83.82 Unrealized +317.2%
ORLY O'Reilly Auto 1.3%
Value $2.569M Shares 27,826 Est. Cost $85.61 Unrealized +10.9%
SYK Stryker 1.3%
Value $2.561M Shares 7,793 Est. Cost $58.86 Unrealized +519.5%
EMR Emerson Electric 1.3%
Value $2.558M Shares 19,523 Est. Cost $45.63 Unrealized +225.4%
EXPD Expeditors Int'l 1.3%
Value $2.52M Shares 17,597 Est. Cost $67.58 Unrealized +132.1%
Visa 1.2%
Value $2.482M Shares 8,213 Est. Cost $99.57 Unrealized
ITW Illinois Tool Works 1.2%
Value $2.468M Shares 9,481 Est. Cost $55.95 Unrealized +388.4%
JNJ Johnson & Johnson 1.2%
Value $2.384M Shares 9,754 Est. Cost $68.50 Unrealized +232.7%
HUBB Hubbell 1.2%
Value $2.371M Shares 4,832 Est. Cost $407.53 Unrealized +21.5%
Netflix 1.2%
Value $2.319M Shares 24,120 Est. Cost $140.68 Unrealized
PEP PepsiCo 1.1%
Value $2.284M Shares 14,710 Est. Cost $69.42 Unrealized +122.9%
CSCO Cisco Systems 1.1%
Value $2.231M Shares 28,756 Est. Cost $20.57 Unrealized +278.7%
FAST Fastenal Co. 1.1%
Value $2.192M Shares 47,246 Est. Cost $26.84 Unrealized +64.9%
MCD McDonalds 1.1%
Value $2.192M Shares 7,053 Est. Cost $97.11 Unrealized +226.7%
MSFT Microsoft 1.1%
Value $2.174M Shares 5,873 Est. Cost $26.70 Unrealized +1527.5%
CHD Church & Dwight 1.1%
Value $2.154M Shares 23,081 Est. Cost $36.85 Unrealized +157.3%
TMO Thermo Fisher Scientific 1.1%
Value $2.129M Shares 4,331 Est. Cost $80.23 Unrealized +616.2%
Oracle Corp. 1.1%
Value $2.113M Shares 14,360 Est. Cost $31.85 Unrealized
PG Procter & Gamble 1.1%
Value $2.112M Shares 14,624 Est. Cost $61.39 Unrealized +147.2%
NOC Northrop Grumman 1.0%
Value $2.085M Shares 3,057 Est. Cost $140.13 Unrealized +380.7%
SNA Snap-on 1.0%
Value $2.053M Shares 5,653 Est. Cost $180.90 Unrealized +105.3%
AbbVie 1.0%
Value $2.016M Shares 9,268 Est. Cost $106.79 Unrealized
SHW Sherwin-Williams 1.0%
Value $2M Shares 6,240 Est. Cost $198.20 Unrealized +79.3%
APD Air Products & Chem. 1.0%
Value $1.993M Shares 6,862 Est. Cost $129.05 Unrealized +110.4%
ECL Ecolab 1.0%
Value $1.989M Shares 7,476 Est. Cost $77.69 Unrealized +268.5%
AMD Advanced Micro 1.0%
Value $1.985M Shares 9,757 Est. Cost $57.93 Unrealized +282.7%
CSL Carlisle 1.0%
Value $1.953M Shares 5,855 Est. Cost $70.89 Unrealized +424.0%
RTX Corp. 1.0%
Value $1.948M Shares 10,096 Est. Cost $89.95 Unrealized
Booking Holdings 1.0%
Value $1.939M Shares 461 Est. Cost $2256.19 Unrealized
NextEra Energy 1.0%
Value $1.907M Shares 20,532 Est. Cost $74.43 Unrealized
CL Colgate Palmolive 0.9%
Value $1.816M Shares 21,303 Est. Cost $48.22 Unrealized +84.0%
ADP Automatic Data Processing 0.8%
Value $1.668M Shares 8,210 Est. Cost $62.09 Unrealized +287.8%
DOV Dover 0.8%
Value $1.645M Shares 7,894 Est. Cost $48.69 Unrealized +340.9%
IDXX IDEXX Laboratories 0.8%
Value $1.643M Shares 2,924 Est. Cost $228.79 Unrealized +193.0%
MAR Marriott Intl. Class A 0.8%
Value $1.574M Shares 4,812 Est. Cost $159.53 Unrealized +107.3%
Alphabet Class C 0.8%
Value $1.511M Shares 5,268 Est. Cost $127.15 Unrealized
VMC Vulcan Materials 0.7%
Value $1.501M Shares 5,514 Est. Cost $143.61 Unrealized +113.6%
ABT Abbott Laboratories 0.7%
Value $1.45M Shares 14,123 Est. Cost $39.41 Unrealized +192.9%
TSCO Tractor Supply Co. 0.7%
Value $1.441M Shares 31,814 Est. Cost $51.38 Unrealized +2.6%
CTAS Cintas 0.7%
Value $1.395M Shares 8,249 Est. Cost $157.31 Unrealized +22.9%
D.R. Horton 0.7%
Value $1.362M Shares 9,924 Est. Cost $42.01 Unrealized
Goldman Sachs Group 0.7%
Value $1.352M Shares 1,598 Est. Cost $521.20 Unrealized
LOW Lowes 0.7%
Value $1.335M Shares 5,650 Est. Cost $58.15 Unrealized +366.9%
HON Honeywell 0.7%
Value $1.335M Shares 5,905 Est. Cost $64.54 Unrealized +250.1%
DHR Danaher 0.7%
Value $1.314M Shares 6,933 Est. Cost $57.36 Unrealized +291.7%
BMY Bristol-Myers Squibb 0.6%
Value $1.3M Shares 21,429 Est. Cost $47.54 Unrealized +20.8%
AVY Avery Dennison 0.6%
Value $1.278M Shares 7,399 Est. Cost $86.52 Unrealized +118.6%
META Meta Platforms 0.6%
Value $1.267M Shares 2,215 Est. Cost $161.51 Unrealized +305.9%
HD Home Depot 0.6%
Value $1.263M Shares 3,840 Est. Cost $92.72 Unrealized +306.6%
DCI Donaldson 0.6%
Value $1.224M Shares 14,418 Est. Cost $48.78 Unrealized +108.9%
TXN Texas Instruments 0.6%
Value $1.201M Shares 6,184 Est. Cost $33.14 Unrealized +522.3%
EW Edwards Lifesciences 0.6%
Value $1.198M Shares 14,961 Est. Cost $60.19 Unrealized +36.1%
INTU Intuit 0.6%
Value $1.175M Shares 2,718 Est. Cost $111.58 Unrealized +345.9%
SBUX Starbucks 0.6%
Value $1.146M Shares 12,789 Est. Cost $55.67 Unrealized +68.2%
CI Cigna 0.6%
Value $1.146M Shares 4,295 Est. Cost $260.67 Unrealized +7.7%
CTSH Cognizant Tech 0.6%
Value $1.137M Shares 18,529 Est. Cost $43.59 Unrealized +76.2%
LLY Eli Lilly 0.6%
Value $1.122M Shares 1,220 Est. Cost $300.57 Unrealized +248.4%
LMT Lockheed Martin 0.5%
Value $1.073M Shares 1,776 Est. Cost $198.32 Unrealized +203.0%
Valero Energy Corp 0.5%
Value $1.061M Shares 4,295 Est. Cost $78.33 Unrealized
Freeport-McMoRan 0.5%
Value $1.052M Shares 17,895 Est. Cost $41.19 Unrealized
BALL Ball Corp. 0.5%
Value $1.029M Shares 17,415 Est. Cost $32.48 Unrealized +85.6%
CBRE Group 0.5%
Value $1.018M Shares 7,515 Est. Cost $74.43 Unrealized
DIS Walt Disney 0.5%
Value $1.002M Shares 10,397 Est. Cost $71.57 Unrealized +52.9%
EOG Resources 0.5%
Value $972K Shares 6,721 Est. Cost $74.44 Unrealized
MS Morgan Stanley 0.5%
Value $942K Shares 5,723 Est. Cost $67.57 Unrealized +165.9%
PCAR PACCAR Inc. 0.5%
Value $924K Shares 7,998 Est. Cost $61.32 Unrealized +100.6%
ROP Roper Technologies 0.4%
Value $891K Shares 2,519 Est. Cost $138.80 Unrealized +172.4%
Globe Life 0.4%
Value $880K Shares 6,320 Est. Cost $110.57 Unrealized
GILD Gilead Sciences 0.4%
Value $854K Shares 6,128 Est. Cost $138.38 Unrealized 0.0%
DE Deere 0.4%
Value $840K Shares 1,491 Est. Cost $126.46 Unrealized +336.0%
ADSK Autodesk 0.4%
Value $804K Shares 3,358 Est. Cost $220.70 Unrealized +15.0%
IBM IBM 0.4%
Value $797K Shares 3,290 Est. Cost $199.04 Unrealized +42.6%
CVS CVS Health 0.4%
Value $780K Shares 10,863 Est. Cost $54.36 Unrealized +43.4%
SHEL Shell 0.4%
Value $757K Shares 8,141 Est. Cost $67.35 Unrealized
CLX Clorox 0.4%
Value $754K Shares 7,275 Est. Cost $110.01 Unrealized +4.0%
MTD Mettler-Toledo Int'l 0.4%
Value $726K Shares 576 Est. Cost $1067.18 Unrealized +32.4%
SJM J.M. Smucker 0.4%
Value $716K Shares 7,427 Est. Cost $100.00 Unrealized +4.2%
BDX Becton Dickinson 0.4%
Value $713K Shares 4,533 Est. Cost $117.51 Unrealized +42.8%
DLTR Dollar Tree 0.3%
Value $702K Shares 6,406 Est. Cost $108.08 Unrealized +18.8%
ANET Arista Networks 0.3%
Value $697K Shares 5,677 Est. Cost $130.04 Unrealized +3.9%
VZ Verizon 0.3%
Value $696K Shares 13,859 Est. Cost $31.97 Unrealized +37.0%
NKE Nike 0.3%
Value $680K Shares 12,873 Est. Cost $58.57 Unrealized +9.2%
ADM Archer Daniels Midland 0.3%
Value $644K Shares 8,858 Est. Cost $56.89 Unrealized +15.4%
GPC Genuine Parts 0.3%
Value $630K Shares 5,962 Est. Cost $64.31 Unrealized +107.6%
ITT Corporation 0.3%
Value $629K Shares 3,301 Est. Cost $68.11 Unrealized
Check Point Software 0.3%
Value $629K Shares 4,400 Est. Cost $107.97 Unrealized
ConocoPhillips 0.3%
Value $593K Shares 4,489 Est. Cost $91.33 Unrealized
HP Helmerich & Payne 0.3%
Value $565K Shares 15,680 Est. Cost $18.33 Unrealized +81.5%
KMB Kimberly Clark 0.3%
Value $553K Shares 5,736 Est. Cost $103.03 Unrealized +0.1%
Truist Financial 0.3%
Value $530K Shares 11,530 Est. Cost $41.45 Unrealized
FDS Factset Research 0.3%
Value $516K Shares 2,376 Est. Cost $168.74 Unrealized +46.4%
FITB Fifth Third Bancorp 0.2%
Value $500K Shares 10,760 Est. Cost $29.33 Unrealized +74.8%
FISV Fiserv 0.2%
Value $497K Shares 8,908 Est. Cost $50.32 Unrealized +27.1%
Merck 0.2%
Value $483K Shares 4,013 Est. Cost $83.44 Unrealized
WAT Waters Corp. 0.2%
Value $482K Shares 1,620 Est. Cost $333.52 Unrealized +10.1%
AVT Avnet 0.2%
Value $460K Shares 7,457 Est. Cost $48.81 Unrealized +19.4%
UNH UnitedHealth Group 0.2%
Value $449K Shares 1,660 Est. Cost $164.29 Unrealized +87.9%
PPG PPG Industries 0.2%
Value $448K Shares 4,190 Est. Cost $100.11 Unrealized +16.7%
Accenture plc 0.2%
Value $441K Shares 2,225 Est. Cost $324.99 Unrealized
Mastercard 0.2%
Value $436K Shares 872 Est. Cost $221.66 Unrealized
ELV Elevance 0.2%
Value $433K Shares 1,480 Est. Cost $362.73 Unrealized -3.1%
Adobe Systems 0.2%
Value $427K Shares 1,758 Est. Cost $467.43 Unrealized
GIS General Mills 0.2%
Value $412K Shares 11,077 Est. Cost $45.34 Unrealized +0.3%
CDNS Cadence Design 0.2%
Value $398K Shares 1,432 Est. Cost $325.93 Unrealized -6.9%
PHM Pulte Corp 0.2%
Value $381K Shares 3,242 Est. Cost $97.08 Unrealized +35.4%
RIO Rio Tinto Group 0.2%
Value $373K Shares 3,997 Est. Cost $63.22 Unrealized
MRSH Marsh 0.2%
Value $364K Shares 2,096 Est. Cost $152.75 Unrealized +18.7%
Apache Corp. 0.2%
Value $357K Shares 8,406 Est. Cost $24.54 Unrealized
Constellation Brands 0.2%
Value $345K Shares 2,301 Est. Cost $196.62 Unrealized
Salesforce 0.2%
Value $321K Shares 1,722 Est. Cost $224.85 Unrealized
Quest Diagnostics 0.2%
Value $304K Shares 1,549 Est. Cost $115.10 Unrealized
PFE Pfizer 0.2%
Value $303K Shares 10,806 Est. Cost $24.35 Unrealized +7.5%
MDLZ Mondelez International 0.1%
Value $280K Shares 4,860 Est. Cost $50.60 Unrealized +14.9%
CCK Crown Holdings 0.1%
Value $279K Shares 2,781 Est. Cost $97.34 Unrealized +11.0%
BP BP 0.1%
Value $278K Shares 5,925 Est. Cost $35.07 Unrealized
AT&T 0.1%
Value $271K Shares 9,362 Est. Cost $22.01 Unrealized
GGG Graco Inc. 0.1%
Value $264K Shares 3,120 Est. Cost $62.71 Unrealized +42.2%
Duke Energy 0.1%
Value $261K Shares 1,994 Est. Cost $115.64 Unrealized
TOL Toll Brothers 0.1%
Value $247K Shares 1,812 Est. Cost $103.77 Unrealized +44.5%
PAYX Paychex 0.1%
Value $237K Shares 2,574 Est. Cost $101.98 Unrealized 0.0%
LNC Lincoln National Corp. 0.1%
Value $234K Shares 6,598 Est. Cost $25.09 Unrealized +62.9%
GSK PLC 0.1%
Value $219K Shares 3,971 Est. Cost $49.04 Unrealized