Eads & Heald Wealth Management Q3 2026 Portfolio Activity: Strategic Shifts in Tech and Consumer Stocks

Eads & Heald Wealth Management, a prominent investment firm, reported substantial changes to its portfolio holdings as of September 30, 2026. The firm's portfolio, valued at $198.1 million, reflected a mix of strategic new positions, significant increases in existing holdings, and reductions across various sectors.

New Positions and Significant Buys

This quarter, Eads & Heald Wealth Management established new positions or significantly increased stakes in several companies, signaling confidence in certain growth areas. Notably, the firm acquired a large position in Amphenol (APH), adding 21,850 shares, which represented a 91.3% increase from the previous period. Similarly, the firm made a fresh purchase of McCormick (MKC) and Salesforce (CRM), acquiring 13,465 and 3,768 shares respectively, indicating a 100% and 143.57% increase. The investor also initiated a position in Palantir Technologies (PLTR), adding 3,856 shares, and increased holdings in Ford (F) and HP, Inc. (HPQ) by 100% in each case, acquiring 13,465 and 7,595 shares respectively.

Strategic Increases

Alongside new acquisitions, the firm bolstered its existing portfolio through substantial purchases. The most significant increase was in Amphenol (APH), where the share count jumped by 91.3%. Other notable additions include Amphenol itself (despite being a new position, its increase was substantial), Mattel (MAT) (0.38% allocation), Palantir (PLTR) (0.36% allocation), and Regeneron (REGN) (0.36% allocation). These moves suggest a focus on companies with strong recent performance and potential for continued growth.

Reductions in Holdings

Eads & Heald also reduced its positions in several key holdings during the quarter. The largest reduction was in Nvidia (NVDA), where the firm decreased its share count by 8.99%. Similarly, Lam Research (LRCX) saw a reduction of 11.77%, and Advanced Micro Devices (AMD) was reduced by 16.49%. The firm also trimmed its stake in J.P. Morgan Chase (JPM) (3.51% allocation) by 2.17%, and reduced positions in Amazon (AMZN) (1.69% allocation), Analog Devices (ADI) (1.65% allocation), and Walmart (WMT) (1.62% allocation). These reductions, while not eliminating the stocks entirely, indicate a strategic rebalancing or perhaps a shift in near-term outlook.

No Observable Exits

The investor data does not indicate any complete exits from positions during this quarter. While there were reductions in share count for several holdings, the firm maintained exposure to these companies. No such activity is disclosed in this filing.

Overall Portfolio Changes

The portfolio's total value stood at $198.1 million as of September 30, 2026. The changes observed reflect a dynamic investment strategy focused on capitalizing on recent performance and growth potential. The investor holds 148 stocks, with the top five holdings representing 11.6% of the total portfolio value. These shifts highlight the firm's active management approach.