Long-term investor
Eads & Heald Wealth Management @eadshealdwealthmanagemen
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001035912).
Record
- Tracked since 2025-12-31 (261 days), 38 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +4.6%
- Max drawdown n/a · win rate 63% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- NVDA · 3.3% · long · since 2025-12-31
- LRCX · 3.0% · long · since 2025-12-31
- AMD · 2.2% · long · since 2025-12-31
- APH · 2.1% · long · since 2025-12-31
- CAT · 1.8% · long · since 2025-12-31
- AAPL · 1.8% · long · since 2025-12-31
- WMT · 1.7% · long · since 2025-12-31
- ADI · 1.7% · long · since 2025-12-31
- JPM · 1.7% · long · since 2025-12-31
- GWW · 1.7% · long · since 2025-12-31
- AMZN · 1.6% · long · since 2025-12-31
- GOOGL · 1.5% · long · since 2025-12-31