HEADINVEST, LLC Diversified Active

Location: Portland, ME

CIK: 0001372130 · Show all filings

Period: Q2 2013 (Next →)

Filing Date: Jul 30, 2013

Total Value: $227M (100.0% shares, 0.0% debt)

Holdings (105)

IJR iShares: S&P Small Cap 600 Idx 6.9%
Value $15.57M Shares 172,383 Est. Cost $90.31 Unrealized
VWO Vanguard MSCI Emerging Market 3.5%
Value $7.99M Shares 205,953 Est. Cost $38.80 Unrealized
PG Procter & Gamble 3.0%
Value $6.85M Shares 88,974 Est. Cost $55.00 Unrealized 0.0%
PEP PepsiCo 2.9%
Value $6.489M Shares 79,334 Est. Cost $56.00 Unrealized 0.0%
EMR Emerson Electric 2.8%
Value $6.298M Shares 115,468 Est. Cost $40.02 Unrealized 0.0%
3M Company 2.7%
Value $6.165M Shares 56,383 Est. Cost $109.34 Unrealized
AXP American Express 2.6%
Value $5.994M Shares 80,183 Est. Cost $59.62 Unrealized 0.0%
WAT Waters 2.5%
Value $5.74M Shares 57,371 Est. Cost $95.76 Unrealized 0.0%
Kinder Morgan Management 2.4%
Value $5.539M Shares 66,269 Est. Cost $83.58 Unrealized
Praxair 2.4%
Value $5.427M Shares 47,122 Est. Cost $115.17 Unrealized
UPS United Parcel Service 2.4%
Value $5.375M Shares 62,147 Est. Cost $55.38 Unrealized 0.0%
ExxonMobil 2.3%
Value $5.319M Shares 58,874 Est. Cost $90.35 Unrealized
DHR Danaher Corp 2.3%
Value $5.313M Shares 83,929 Est. Cost $25.01 Unrealized 0.0%
Unilever 2.3%
Value $5.243M Shares 133,374 Est. Cost $39.31 Unrealized
FISV Fiserv 2.2%
Value $5.087M Shares 58,202 Est. Cost $21.93 Unrealized 0.0%
NSRGY Nestle S A Reg B ADR 2.2%
Value $4.915M Shares 74,715 Est. Cost $65.78 Unrealized
Dentsply Intl 2.2%
Value $4.908M Shares 119,817 Est. Cost $40.96 Unrealized
C R Bard 2.1%
Value $4.704M Shares 43,282 Est. Cost $108.68 Unrealized
EFA iShares: MSCI EAFE Index 2.0%
Value $4.621M Shares 80,646 Est. Cost $57.30 Unrealized
Cisco Systems 2.0%
Value $4.573M Shares 187,936 Est. Cost $24.33 Unrealized
MET Metlife 2.0%
Value $4.528M Shares 98,942 Est. Cost $24.43 Unrealized 0.0%
MSFT Microsoft 2.0%
Value $4.521M Shares 130,863 Est. Cost $26.70 Unrealized 0.0%
ConocoPhillips 1.9%
Value $4.306M Shares 71,179 Est. Cost $60.50 Unrealized
SLB Schlumberger Ltd 1.9%
Value $4.256M Shares 59,396 Est. Cost $52.90 Unrealized 0.0%
Medtronic 1.9%
Value $4.226M Shares 82,098 Est. Cost $51.48 Unrealized
NVO Novo-Nordisk 1.8%
Value $4.109M Shares 26,518 Est. Cost $154.95 Unrealized
TXN Texas Instruments 1.8%
Value $4.036M Shares 115,822 Est. Cost $25.31 Unrealized 0.0%
QCOM Qualcomm 1.7%
Value $3.866M Shares 63,284 Est. Cost $45.06 Unrealized 0.0%
OXY Occidental Pete 1.7%
Value $3.852M Shares 43,171 Est. Cost $57.83 Unrealized 0.0%
ABBNY ABB Ltd ADR 1.7%
Value $3.833M Shares 176,955 Est. Cost $21.66 Unrealized
ACN Accenture Plc 1.5%
Value $3.411M Shares 47,405 Est. Cost $63.81 Unrealized 0.0%
Walgreen 1.5%
Value $3.406M Shares 77,058 Est. Cost $44.20 Unrealized
BHP BHP Billiton Ltd ADR 1.3%
Value $2.874M Shares 49,851 Est. Cost $57.65 Unrealized
VEA Vanguard MSCI EAFE 1.2%
Value $2.67M Shares 75,003 Est. Cost $35.60 Unrealized
Idexx Labs 1.1%
Value $2.587M Shares 28,841 Est. Cost $89.70 Unrealized
Oracle 1.1%
Value $2.492M Shares 81,144 Est. Cost $30.71 Unrealized
VYM Vanguard High Dividend Yield 1.0%
Value $2.355M Shares 41,780 Est. Cost $56.37 Unrealized
Devon Energy 1.0%
Value $2.323M Shares 44,770 Est. Cost $51.89 Unrealized
INTU Intuit 1.0%
Value $2.221M Shares 36,385 Est. Cost $54.39 Unrealized 0.0%
CVX Chevron Corporation 0.9%
Value $2.129M Shares 17,991 Est. Cost $71.30 Unrealized 0.0%
JNJ Johnson & Johnson 0.8%
Value $1.74M Shares 20,271 Est. Cost $59.66 Unrealized 0.0%
Cenovus Energy 0.7%
Value $1.567M Shares 54,952 Est. Cost $28.52 Unrealized
AAPL Apple 0.6%
Value $1.458M Shares 3,676 Est. Cost $13.16 Unrealized 0.0%
EEM iShares: MSCI Emrg Mkts 0.6%
Value $1.426M Shares 37,044 Est. Cost $38.49 Unrealized
Vodafone Group New ADR 0.6%
Value $1.326M Shares 46,132 Est. Cost $28.74 Unrealized
MBI MBIA 0.6%
Value $1.269M Shares 95,339 Est. Cost $5.48 Unrealized 0.0%
General Electric 0.5%
Value $1.222M Shares 52,712 Est. Cost $23.18 Unrealized
Merck 0.5%
Value $1.107M Shares 23,830 Est. Cost $46.45 Unrealized
United Technologies 0.5%
Value $1.054M Shares 11,340 Est. Cost $92.95 Unrealized
MCD McDonalds 0.5%
Value $1.036M Shares 10,461 Est. Cost $71.80 Unrealized 0.0%
A T & T New 0.4%
Value $1.019M Shares 28,789 Est. Cost $35.40 Unrealized
VALE Vale SA ADR 0.4%
Value $953K Shares 72,438 Est. Cost $13.16 Unrealized
PFE Pfizer 0.4%
Value $892K Shares 31,840 Est. Cost $16.46 Unrealized 0.0%
RHHBY Roche Hldg Ltd Spon ADR 0.4%
Value $851K Shares 13,755 Est. Cost $61.87 Unrealized
Vanguard S&P 500 0.4%
Value $820K Shares 11,176 Est. Cost $73.37 Unrealized
VB Vanguard Small Cap 0.3%
Value $783K Shares 8,356 Est. Cost $93.71 Unrealized
VO Vanguard Mid Cap 0.3%
Value $776K Shares 8,160 Est. Cost $95.10 Unrealized
IBM Intl Business Machines 0.3%
Value $774K Shares 4,052 Est. Cost $118.94 Unrealized 0.0%
Royal Dutch Shell A 0.3%
Value $710K Shares 11,125 Est. Cost $63.82 Unrealized
VNQ Vanguard REIT 0.3%
Value $704K Shares 10,241 Est. Cost $68.74 Unrealized
BMY Bristol-Myers Squibb 0.3%
Value $606K Shares 13,554 Est. Cost $28.67 Unrealized 0.0%
Market Vectors ETF Tr Agrib 0.3%
Value $582K Shares 11,360 Est. Cost $51.23 Unrealized
VTI Vanguard Total Stock Mkt 0.3%
Value $577K Shares 6,985 Est. Cost $82.61 Unrealized
KO Coca Cola 0.2%
Value $563K Shares 14,034 Est. Cost $27.85 Unrealized 0.0%
AMGN Amgen Incorporated 0.2%
Value $528K Shares 5,350 Est. Cost $73.34 Unrealized 0.0%
VV Vanguard Lg Cap Index 0.2%
Value $523K Shares 7,124 Est. Cost $73.41 Unrealized
IVV iShares: S&P 500 Idx 0.2%
Value $515K Shares 3,204 Est. Cost $160.74 Unrealized
Verizon Communications 0.2%
Value $497K Shares 9,876 Est. Cost $50.32 Unrealized
Kraft Foods Group 0.2%
Value $489K Shares 8,750 Est. Cost $55.89 Unrealized
Total S A ADR 0.2%
Value $482K Shares 9,900 Est. Cost $48.69 Unrealized
Hancock John Pfd Incm Fd 0.2%
Value $460K Shares 25,270 Est. Cost $18.20 Unrealized
ETN Eaton Corp PLC 0.2%
Value $458K Shares 6,965 Est. Cost $46.59 Unrealized 0.0%
DUK Duke Energy Corp New 0.2%
Value $443K Shares 6,570 Est. Cost $41.83 Unrealized 0.0%
HON Honeywell International 0.2%
Value $402K Shares 5,070 Est. Cost $53.13 Unrealized 0.0%
BRK/B Berkshire Hathaway B 0.2%
Value $397K Shares 3,550 Est. Cost $110.02 Unrealized 0.0%
ADP Auto Data Processing 0.2%
Value $395K Shares 5,740 Est. Cost $45.09 Unrealized 0.0%
NSC Norfolk Southern Corp 0.2%
Value $393K Shares 5,408 Est. Cost $57.67 Unrealized 0.0%
Potash 0.2%
Value $381K Shares 10,000 Est. Cost $38.10 Unrealized
NVS Novartis ADR 0.2%
Value $378K Shares 5,340 Est. Cost $70.79 Unrealized
WFC Wells Fargo & Co New 0.2%
Value $350K Shares 8,471 Est. Cost $27.36 Unrealized 0.0%
CPB Campbell Soup 0.2%
Value $346K Shares 7,722 Est. Cost $30.86 Unrealized 0.0%
ABBV Abbvie Inc 0.1%
Value $326K Shares 7,891 Est. Cost $26.55 Unrealized 0.0%
MDLZ Mondelez International Inc 0.1%
Value $318K Shares 11,150 Est. Cost $23.16 Unrealized 0.0%
APD Air Prod & Chemicals 0.1%
Value $311K Shares 3,400 Est. Cost $61.55 Unrealized 0.0%
PFF iShares: S&P U S Pfd Fund 0.1%
Value $305K Shares 7,752 Est. Cost $39.34 Unrealized
NEM Newmont Mining 0.1%
Value $299K Shares 10,000 Est. Cost $25.34 Unrealized 0.0%
BALL Ball Corporation 0.1%
Value $299K Shares 7,200 Est. Cost $19.77 Unrealized 0.0%
Morgan Stanley Emg Mkts Domest 0.1%
Value $285K Shares 19,770 Est. Cost $14.42 Unrealized
EPD Enterprise Prod Ptnrs LP 0.1%
Value $282K Shares 4,536 Est. Cost $62.17 Unrealized
PAA Plains All Amn Pipeline LP 0.1%
Value $279K Shares 4,999 Est. Cost $55.81 Unrealized
NextEra Energy 0.1%
Value $274K Shares 3,359 Est. Cost $81.57 Unrealized
Vertex Pharm 0.1%
Value $274K Shares 3,423 Est. Cost $80.05 Unrealized
VGK Vanguard Intl Equity Index 0.1%
Value $266K Shares 5,530 Est. Cost $48.10 Unrealized
GIS General Mills 0.1%
Value $265K Shares 5,464 Est. Cost $31.98 Unrealized 0.0%
UNP Union Pacific 0.1%
Value $253K Shares 1,638 Est. Cost $57.06 Unrealized 0.0%
CL Colgate-Palmolive 0.1%
Value $229K Shares 3,990 Est. Cost $44.38 Unrealized 0.0%
Google 0.1%
Value $220K Shares 250 Est. Cost $880.00 Unrealized
KMB Kimberly Clark 0.1%
Value $215K Shares 2,212 Est. Cost $63.06 Unrealized 0.0%
Anadarko Petroleum 0.1%
Value $211K Shares 2,452 Est. Cost $86.05 Unrealized
ABT Abbott Laboratories 0.1%
Value $211K Shares 6,054 Est. Cost $28.85 Unrealized 0.0%
INTC Intel Corp 0.1%
Value $202K Shares 8,333 Est. Cost $17.18 Unrealized 0.0%
New Residential Investment 0.1%
Value $168K Shares 25,000 Est. Cost $6.72 Unrealized
Reckitt Benckiser ADR 0.1%
Value $143K Shares 10,000 Est. Cost $14.30 Unrealized
JFBC Jeffersonville Bancorp 0.1%
Value $131K Shares 12,035 Est. Cost $11.21 Unrealized 0.0%
Newcastle Investment 0.1%
Value $131K Shares 25,000 Est. Cost $5.24 Unrealized