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Home > Institutional Investor > Headinvest, Llc > Profile

Instuitional Investor - Headinvest, Llc

Fund Profile
Filing Period:
Fund Name: Headinvest, Llc
Portfolio Value $480,754,062
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 266,947 $28,897,038 6.01%
2.
Microsoft Corp
 MSFT 54,940 $20,659,655 4.29%
3.
Procter & Gamble Co
 PG 105,940 $15,524,448 3.22%
4.
Novo Nordisk A S
 NVO 136,611 $14,132,408 2.93%
5.
Vanguard Whitehall Funds
 114,744 $12,808,873 2.66%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)