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Headinvest, LLC

CIK:0001372130
Investment Adviser
$970M AUM
206 holdings
Portland, ME, USA
Founded:2003
15 employees
Latest filing:Jun 30, 2025

HEADINVEST, LLC is an independent investment advisory and asset management firm headquartered in Portland, Maine. Founded in 2003, the firm manages investments primarily for high net worth individuals, families, and charitable organizations. With a staff of 15 employees as of 2025, HEADINVEST offers personalized portfolio management and investment advisory services to its clients throughout the United States.

Investment Strategy

HEADINVEST, LLC employs a client-focused investment strategy rooted in personalized portfolio construction, asset allocation, and long-term growth. The firm primarily manages discretionary accounts for high net worth individuals, charitable organizations, and select institutions, utilizing diversified holdings across public equities and fixed income. Their approach emphasizes risk management, tailored asset allocation, and disciplined investing guided by individual client goals and needs.

Latest 13F Filing Activity

Headinvest, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 206 equity positions with a total 13F market value of $469M. The fund increased holdings in Microsoft Corp., Oracle Corp., Vanguard Tax-managed FDS among other positions. Headinvest, LLC reduced exposure to Procter and Gamble Co., Fiserv Inc., Exxon Mobil Corp. among others.

Top Buys
M
MSFTMICROSOFT CORP
+$2.1M
O
ORCLORACLE CORP
+$2.1M
V
VEAVANGUARD TAX-MANAGED FDS
+$2.0M
V
VVVANGUARD INDEX FDS
+$1.5M
I
INTUINTUIT
+$1.2M
Top Sells
P
PGPROCTER AND GAMBLE CO
-$12.1M
F
FIFISERV INC
-$4.1M
X
XOMEXXON MOBIL CORP
-$3.1M
A
AAPLAPPLE INC
-$2.4M
P
PEPPEPSICO INC
-$1.7M

Top Holdings

I
IJRISHARES TR
+5.4%$25.3M
M
MSFTMICROSOFT CORP
+4.5%$21.0M
V
VYMVANGUARD WHITEHALL FDS
+2.9%$13.8M
V
VTIVANGUARD INDEX FDS
+2.9%$13.8M
V
VVVANGUARD INDEX FDS
+2.8%$13.3M

Equity Positions (206)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
ISHARES TR5.38%$25.3M231,279$52.88$109.29-$629.4K
MICROSOFT CORP4.48%$21.0M42,309$72.68$497.41+$2.1M
VANGUARD WHITEHALL FDS2.93%$13.8M103,308$73.62$133.31-$514.2K
VANGUARD INDEX FDS2.93%$13.8M45,243$161.22$303.93+$439.4K
VANGUARD INDEX FDS2.84%$13.3M46,663$121.65$285.30+$1.5M

Industry Allocation

SERVICES-PREPACKAGED SOFTWARE
+9.4%
SERVICES-BUSINESS SERVICES, NEC
+4.2%
PHARMACEUTICAL PREPARATIONS
+3.6%
SEMICONDUCTORS & RELATED DEVICES
+3.1%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+2.8%