Spearhead Capital Advisors

Latest statistics and disclosures from Spearhead Capital Advisors's latest quarterly 13F-HR filing:

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Positions held by Spearhead Capital Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Spearhead Capital Advisors

Companies in the Spearhead Capital Advisors portfolio as of the March 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p Scp Etf (IJR) 5.1 $34M -11% 316k 108.53
Vanguard Index Fds Mcap Gr Idxvip (VOT) 4.0 $27M 126k 214.59
Vanguard Index Fds Sml Cp Grw Etf (VBK) 3.7 $25M -14% 91k 274.66
Vanguard Index Fds Mid Cap Etf (VO) 3.5 $24M 107k 221.34
Vanguard Index Fds Mcap Vl Idxvip (VOE) 2.6 $18M 132k 134.87
Facebook Cl A (FB) 2.5 $17M 57k 294.52
Alphabet Cap Stk Cl C (GOOG) 2.3 $16M -5% 7.6k 2068.62
Microsoft Corporation (MSFT) 2.3 $16M +3% 66k 235.77
Walt Disney Company (DIS) 2.3 $15M -16% 84k 184.52
Automatic Data Processing (ADP) 2.3 $15M +10% 82k 188.47
Adobe Systems Incorporated (ADBE) 2.3 $15M 32k 475.37
Amazon (AMZN) 2.1 $15M -2% 4.7k 3094.09
salesforce (CRM) 2.1 $14M +4% 68k 211.86
Visa Com Cl A (V) 2.1 $14M +11% 66k 211.73

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Apple (AAPL) 2.1 $14M -21% 114k 122.15
Bank of America Corporation (BAC) 1.4 $9.5M 245k 38.69
Boeing Company (BA) 1.4 $9.5M +6% 37k 254.71
Procter & Gamble Company (PG) 1.4 $9.4M +43% 69k 135.43
Home Depot (HD) 1.4 $9.2M +15% 30k 305.24
Roper Industries (ROP) 1.3 $9.1M NEW 23k 403.35
Costco Wholesale Corporation (COST) 1.3 $9.0M +3741% 26k 352.49
Cincinnati Financial Corporation (CINF) 1.3 $9.0M +27% 87k 103.09
CVS Caremark Corporation (CVS) 1.3 $8.9M +22% 118k 75.23
Stanley Black & Decker (SWK) 1.3 $8.9M 44k 199.67
Vanguard Index Fds Sm Cp Val Etf (VBR) 1.3 $8.8M -9% 53k 165.60
Chevron Corporation (CVX) 1.3 $8.8M +16% 84k 104.79
3M Company (MMM) 1.3 $8.8M +18% 46k 192.67
Amgen (AMGN) 1.3 $8.8M +30% 35k 248.82
McDonald's Corporation (MCD) 1.3 $8.8M +26% 39k 224.15
Emerson Electric (EMR) 1.3 $8.7M -5% 96k 90.22
JPMorgan Chase & Co. (JPM) 1.3 $8.6M 57k 152.23
Consolidated Edison (ED) 1.3 $8.5M +61% 114k 74.80
Peak (PEAK) 1.3 $8.5M +29% 267k 31.74
Wal-Mart Stores (WMT) 1.3 $8.5M +28% 62k 135.84
Mccormick & Co Com Non Vtg (MKC) 1.2 $8.4M +25% 95k 89.16
Charles Schwab Corporation (SCHW) 1.2 $8.4M -21% 129k 65.18
Clorox Company (CLX) 1.2 $8.3M +32% 43k 192.89
Dover Corporation (DOV) 1.2 $8.3M +2% 60k 137.14
UnitedHealth (UNH) 1.2 $8.2M +7% 22k 372.07
Hormel Foods Corporation (HRL) 1.2 $8.2M +36% 173k 47.78
Johnson & Johnson (JNJ) 1.2 $8.2M +16% 50k 164.35
S&p Global (SPGI) 1.2 $8.2M +6% 23k 352.85
Abbott Laboratories (ABT) 1.2 $8.2M 68k 119.84
Target Corporation (TGT) 1.2 $8.1M -21% 41k 198.07
Starbucks Corporation (SBUX) 1.2 $8.1M +13% 74k 109.27
Sherwin-Williams Company (SHW) 1.2 $8.1M 11k 738.00
Pepsi (PEP) 1.2 $8.0M +28% 57k 141.44
SYSCO Corporation (SYY) 1.2 $8.0M -8% 101k 78.74
BlackRock (BLK) 1.2 $7.9M -15% 11k 753.90
Medtronic SHS (MDT) 1.2 $7.9M +10% 67k 118.13
Ecolab (ECL) 1.1 $7.7M +10% 36k 214.08
Abbvie (ABBV) 1.1 $7.6M +2% 70k 108.22
Becton, Dickinson and (BDX) 1.1 $7.4M +25% 31k 243.15
V.F. Corporation (VFC) 1.1 $7.4M 93k 79.93
Kiniksa Pharmaceuticals Com Cl A (KNSA) 1.0 $7.0M +39% 377k 18.51
Pimco Etf Tr 15+ Yr Us Tips (LTPZ) 0.5 $3.6M +2% 45k 80.76
Spdr Ser Tr Ftse Int Gvt Etf (WIP) 0.3 $1.8M 32k 55.54
Ishares Tr Barclays 7 10 Yr (IEF) 0.3 $1.8M 16k 112.92
Ishares Tr Glb Infrastr Etf (IGF) 0.3 $1.7M 38k 45.07
Vanguard World Fds Inf Tech Etf (VGT) 0.2 $1.2M +2% 3.4k 358.40
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.2 $1.0M +23% 15k 67.23
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.2 $1.0M +18% 11k 93.01
Vanguard Bd Index Fds Intermed Term (BIV) 0.2 $1.0M +22% 12k 88.72
Ishares Tr Tips Bd Etf (TIP) 0.1 $906k 7.2k 125.48
First Tr Exchange-traded No Amer Energy (EMLP) 0.1 $886k 39k 22.82
Alphabet Cap Stk Cl A (GOOGL) 0.1 $879k +4% 426.00 2063.38
Vanguard World Fds Health Car Etf (VHT) 0.1 $840k +25% 3.7k 228.63
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.1 $785k 6.0k 129.82
Vanguard Index Fds Extend Mkt Etf (VXF) 0.1 $772k -6% 4.4k 176.98
Vanguard World Extended Dur (EDV) 0.1 $725k +18% 5.8k 125.50
Vanguard World Fds Industrial Etf (VIS) 0.1 $721k -6% 3.8k 189.19
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $720k +2% 3.5k 206.60
Vanguard World Fds Consum Dis Etf (VCR) 0.1 $696k +2% 2.4k 295.54
Vanguard World Fds Consum Stp Etf (VDC) 0.1 $679k +4% 3.8k 178.26
Ishares Tr Msci Usa Mmentm (MTUM) 0.1 $605k 3.8k 160.95
GenMark Diagnostics 0.1 $576k NEW 24k 23.92
Moderna (MRNA) 0.1 $570k +3% 4.4k 130.91
Seagen (SGEN) 0.1 $565k +11% 4.1k 138.96
Vanguard World Fds Financials Etf (VFH) 0.1 $555k 6.6k 84.42
Teladoc (TDOC) 0.1 $545k -12% 3.0k 181.73
Vanguard World Fds Comm Srvc Etf (VOX) 0.1 $544k -18% 4.2k 130.05
Vanguard Charlotte Fds Intl Bd Idx Etf (BNDX) 0.1 $534k +7% 9.4k 57.07
Fulgent Genetics (FLGT) 0.1 $503k NEW 5.2k 96.53
Glu Mobile 0.1 $503k NEW 40k 12.47
Owens Corning (OC) 0.1 $484k +4% 5.3k 92.10
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $481k +34% 5.7k 84.73
Invesco Exch Traded Fd Tr Ii S&p Gbl Water (CGW) 0.1 $468k 9.5k 49.13
Digital Turbine Com New (APPS) 0.1 $468k NEW 5.8k 80.29
Crispr Therapeutics Namen Akt (CRSP) 0.1 $452k +4% 3.7k 121.96
Hubspot (HUBS) 0.1 $442k -25% 973.00 454.27
eHealth (EHTH) 0.1 $431k NEW 5.9k 72.77
Evolent Health Cl A (EVH) 0.1 $428k NEW 21k 20.20
BioCryst Pharmaceuticals (BCRX) 0.1 $428k NEW 42k 10.17
Freshpet (FRPT) 0.1 $418k NEW 2.6k 158.69
Xpel (XPEL) 0.1 $413k NEW 8.0k 51.90
Workday Cl A (WDAY) 0.1 $413k -12% 1.7k 248.50
Square Cl A (SQ) 0.1 $400k -43% 1.8k 226.89
Ishares Tr Short Treas Bd (SHV) 0.1 $397k +46% 3.6k 110.65
Guardant Health (GH) 0.1 $397k NEW 2.6k 152.52
Upwork (UPWK) 0.1 $396k NEW 8.9k 44.74
Zynga Cl A (ZNGA) 0.1 $387k NEW 38k 10.21
Inspire Med Sys (INSP) 0.1 $386k -34% 1.9k 207.19
Blueprint Medicines (BPMC) 0.1 $385k NEW 4.0k 97.25
Slack Technologies Com Cl A (WORK) 0.1 $381k NEW 9.4k 40.60
Etsy (ETSY) 0.1 $379k NEW 1.9k 201.81
Snap Cl A (SNAP) 0.1 $376k -48% 7.2k 52.35
Proofpoint (PFPT) 0.1 $373k +56% 3.0k 125.84
Vertex Pharmaceuticals Incorporated (VRTX) 0.1 $372k +75% 1.7k 214.90
Servicenow (NOW) 0.1 $371k -23% 742.00 500.00
Appfolio Com Cl A (APPF) 0.1 $369k NEW 2.6k 141.43
Veeva Sys Cl A Com (VEEV) 0.1 $367k 1.4k 261.40
Dex (DXCM) 0.1 $365k +4% 1.0k 359.25
Repligen Corporation (RGEN) 0.1 $363k -21% 1.9k 194.22
Sailpoint Technlgies Hldgs I (SAIL) 0.1 $363k NEW 7.2k 50.70
2u (TWOU) 0.1 $361k NEW 9.4k 38.21
Five9 (FIVN) 0.1 $360k -26% 2.3k 156.32
Alarm Com Hldgs (ALRM) 0.1 $357k NEW 4.1k 86.44
Tandem Diabetes Care Com New (TNDM) 0.1 $356k +24% 4.0k 88.23
Zillow Group Cl C Cap Stk (Z) 0.1 $354k NEW 2.7k 129.72
Editas Medicine (EDIT) 0.1 $354k +4% 8.4k 42.01
Cloudflare Cl A Com (NET) 0.1 $353k NEW 5.0k 70.32
Twilio Cl A (TWLO) 0.1 $352k -46% 1.0k 341.09
Nike CL B (NKE) 0.1 $349k +25% 2.6k 132.75
Smartsheet Com Cl A (SMAR) 0.1 $348k +7% 5.4k 63.94
Yext (YEXT) 0.1 $348k +49% 24k 14.46
Biolife Solutions Com New (BLFS) 0.1 $347k NEW 9.6k 35.99
Everbridge, Inc. Cmn (EVBG) 0.1 $347k +26% 2.9k 121.24
Medifast (MED) 0.1 $345k -31% 1.6k 211.66
4068594 Enphase Energy (ENPH) 0.1 $344k NEW 2.1k 162.11
Alnylam Pharmaceuticals (ALNY) 0.1 $343k +14% 2.4k 141.33
Cerus Corporation (CERS) 0.1 $343k NEW 57k 6.00
Everquote Com Cl A (EVER) 0.1 $342k NEW 9.4k 36.28
NVIDIA Corporation (NVDA) 0.1 $341k +5% 638.00 534.48
The Trade Desk Com Cl A (TTD) 0.1 $341k -38% 523.00 652.01
Corcept Therapeutics Incorporated (CORT) 0.0 $338k -20% 14k 23.79
Axon Enterprise (AXON) 0.0 $337k NEW 2.4k 142.49
Crowdstrike Hldgs Cl A (CRWD) 0.0 $334k NEW 1.8k 182.41
Ocular Therapeutix (OCUL) 0.0 $333k NEW 20k 16.42
General Motors Company (GM) 0.0 $332k NEW 5.8k 57.47
Neurocrine Biosciences (NBIX) 0.0 $331k +46% 3.4k 97.21
Zoom Video Communications In Cl A (ZM) 0.0 $331k NEW 1.0k 321.36
Avalara (AVLR) 0.0 $331k -7% 2.5k 133.41
Blackline (BL) 0.0 $329k -14% 3.0k 108.37
Peloton Interactive Cl A Com (PTON) 0.0 $329k NEW 2.9k 112.48
Okta Cl A (OKTA) 0.0 $328k -11% 1.5k 220.13
Vanguard World Fds Materials Etf (VAW) 0.0 $326k 1.9k 173.13
Acm Research Com Cl A (ACMR) 0.0 $326k NEW 4.0k 80.75
Zscaler Incorporated (ZS) 0.0 $325k -47% 1.9k 171.41
Bluebird Bio (BLUE) 0.0 $322k NEW 11k 30.18
Caredx (CDNA) 0.0 $322k -52% 4.7k 68.00
Invitae (NVTA) 0.0 $321k -33% 8.4k 38.19
Sarepta Therapeutics (SRPT) 0.0 $321k +122% 4.3k 74.44
Quanterix Ord (QTRX) 0.0 $318k NEW 5.4k 58.51
Beyond Meat (BYND) 0.0 $318k NEW 2.4k 130.01
Anaplan (PLAN) 0.0 $318k +22% 5.9k 53.82
Celsius Hldgs Com New (CELH) 0.0 $318k NEW 6.6k 47.99
Ultragenyx Pharmaceutical (RARE) 0.0 $315k NEW 2.8k 113.80
Lululemon Athletica (LULU) 0.0 $314k +7% 1.0k 306.94
Coherus Biosciences (CHRS) 0.0 $313k NEW 21k 14.61
Ishares Esg Awr Msci Em (ESGE) 0.0 $312k 7.2k 43.26
Twist Bioscience Corp (TWST) 0.0 $311k NEW 2.5k 124.05
Roku Com Cl A (ROKU) 0.0 $311k -47% 955.00 325.65
Cryoport Com Par $0.001 (CYRX) 0.0 $309k NEW 5.9k 52.04
Ptc Therapeutics I (PTCT) 0.0 $308k NEW 6.5k 47.39
Regenxbio Inc equity us cm (RGNX) 0.0 $307k NEW 9.0k 34.08
Vanguard Scottsdale Fds Long Term Treas (VGLT) 0.0 $300k +42% 3.6k 82.71
Tenable Hldgs (TENB) 0.0 $299k NEW 8.3k 36.15
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) 0.0 $298k +18% 2.9k 101.39
Elastic N V Ord Shs (ESTC) 0.0 $287k NEW 2.6k 111.03
Karyopharm Therapeutics (KPTI) 0.0 $284k NEW 27k 10.51
Illumina (ILMN) 0.0 $281k +3% 732.00 383.88
Nextera Energy (NEE) 0.0 $277k +7% 3.7k 75.56
Irhythm Technologies (IRTC) 0.0 $275k -24% 2.0k 138.96
Vanguard Index Fds Real Estate Etf (VNQ) 0.0 $275k +16% 3.0k 91.73
Liveramp Holdings (RAMP) 0.0 $271k NEW 5.2k 51.93
Southern Company (SO) 0.0 $267k 4.3k 62.09
Ontrak (OTRK) 0.0 $258k NEW 7.9k 32.61
Smith & Nephew Spdn Adr New (SNN) 0.0 $256k +7% 6.7k 37.95
Amicus Therapeutics (FOLD) 0.0 $248k NEW 25k 9.87
Ford Motor Company (F) 0.0 $221k NEW 18k 12.23
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.0 $207k NEW 3.4k 61.59
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.0 $204k NEW 2.5k 82.36
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 0.0 $201k NEW 4.1k 49.19
Vanguard Whitehall Fds Emerg Mkt Bd Etf (VWOB) 0.0 $201k NEW 2.6k 77.52
Athenex (ATNX) 0.0 $186k NEW 43k 4.30

Past Filings by Spearhead Capital Advisors

SEC 13F filings are viewable for Spearhead Capital Advisors going back to 2017