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, LLC 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 September 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p Scp Etf (IJR) 4.3 $23M 323k 70.23
Vanguard Index Fds Sml Cp Grw Etf (VBK) 4.0 $21M 97k 214.93
Vanguard Index Fds Mcap Gr Idxvip (VOT) 3.9 $21M 115k 180.14
Apple (AAPL) 3.5 $19M +346% 160k 115.81
Vanguard Index Fds Mid Cap Etf (VO) 3.2 $17M 96k 176.26
salesforce (CRM) 3.0 $16M 62k 251.32
Adobe Systems Incorporated (ADBE) 2.9 $15M 31k 490.43
Amazon (AMZN) 2.7 $14M 4.6k 3148.79
Facebook Cl A (FB) 2.7 $14M 53k 261.90
Microsoft Corporation (MSFT) 2.4 $13M 61k 210.32
Vanguard Index Fds Mcap Vl Idxvip (VOE) 2.2 $12M 116k 101.37
Disney Walt Com Disney (DIS) 2.2 $12M 93k 124.08
Alphabet Cap Stk Cl C (GOOG) 2.2 $11M +2% 7.8k 1469.66
Visa Com Cl A (V) 2.1 $11M +2% 56k 199.97

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Automatic Data Processing (ADP) 1.8 $9.4M +4% 67k 139.49
At&t (T) 1.6 $8.6M +7% 301k 28.51
Target Corporation (TGT) 1.5 $7.9M 50k 157.42
S&p Global (SPGI) 1.4 $7.3M 20k 360.62
Sherwin-Williams Company (SHW) 1.3 $7.0M 10k 696.74
Home Depot (HD) 1.3 $7.0M +3% 25k 277.71
Mccormick & Co Com Non Vtg (MKC) 1.3 $6.8M 35k 194.09
Abbott Laboratories (ABT) 1.3 $6.8M 62k 108.83
Stanley Black & Decker (SWK) 1.3 $6.7M 41k 162.19
Amgen (AMGN) 1.3 $6.7M +8% 26k 254.15
BlackRock (BLK) 1.3 $6.6M 12k 563.54
SYSCO Corporation (SYY) 1.2 $6.4M 102k 62.22
Wal-Mart Stores (WMT) 1.2 $6.3M 45k 139.90
Clorox Company (CLX) 1.2 $6.3M 30k 210.16
McDonald's Corporation (MCD) 1.2 $6.2M 28k 219.48
Emerson Electric (EMR) 1.2 $6.2M 94k 65.57
Procter & Gamble Company (PG) 1.2 $6.2M 45k 138.99
UnitedHealth (UNH) 1.1 $6.0M +2% 19k 311.77
Ecolab (ECL) 1.1 $5.9M 30k 199.83
V.F. Corporation (VFC) 1.1 $5.9M 84k 70.25
Dover Corporation (DOV) 1.1 $5.9M 55k 108.34
Johnson & Johnson (JNJ) 1.1 $5.8M 39k 148.89
Vanguard Index Fds Sm Cp Val Etf (VBR) 1.1 $5.8M 53k 110.62
Medtronic SHS (MDT) 1.1 $5.8M 56k 103.93
Pepsi (PEP) 1.1 $5.6M +2% 41k 138.60
3M Company (MMM) 1.1 $5.6M 35k 160.18
Hormel Foods Corporation (HRL) 1.1 $5.6M 115k 48.89
Charles Schwab Corporation (SCHW) 1.0 $5.5M 152k 36.23
Starbucks Corporation (SBUX) 1.0 $5.5M NEW 64k 85.93
Abbvie (ABBV) 1.0 $5.5M 63k 87.60
Bank of America Corporation (BAC) 1.0 $5.4M +2% 225k 24.09
CVS Caremark Corporation (CVS) 1.0 $5.3M +4% 90k 58.40
Boeing Company (BA) 1.0 $5.2M +2% 32k 165.27
Coca-Cola Company (KO) 1.0 $5.1M +3% 104k 49.37
Becton, Dickinson and (BDX) 1.0 $5.1M +3% 22k 232.69
Peak (PEAK) 1.0 $5.0M +3% 186k 27.15
JPMorgan Chase & Co. (JPM) 1.0 $5.0M +2% 52k 96.28
General Dynamics Corporation (GD) 1.0 $5.0M +3% 36k 138.43
Consolidated Edison (ED) 0.9 $4.9M +5% 63k 77.80
Cincinnati Financial Corporation (CINF) 0.9 $4.8M +4% 61k 77.97
Chevron Corporation (CVX) 0.9 $4.6M +4% 64k 71.99
Kiniksa Pharmaceuticals Com Cl A (KNSA) 0.8 $4.1M 270k 15.32
Pimco Etf Tr 15+ Yr Us Tips (LTPZ) 0.6 $3.4M +43% 39k 87.52
Ishares Tr Barclays 7 10 Yr (IEF) 0.3 $1.6M +56% 13k 121.86
Spdr Ser Tr Ftse Int Gvt Etf (WIP) 0.3 $1.6M +49% 30k 54.24
Ishares Tr Glb Infrastr Etf (IGF) 0.3 $1.4M +62% 36k 38.57
Ishares Tr Core S&p500 Etf (IVV) 0.2 $1.0M NEW 3.0k 336.13
Barclays Bank Djubs Cmdt Etn36 (DJP) 0.2 $925k NEW 48k 19.48
Ishares Tr Tips Bd Etf (TIP) 0.2 $792k +49% 6.3k 126.42
Alphabet Cap Stk Cl A (GOOGL) 0.1 $731k +31% 499.00 1464.93
Teladoc (TDOC) 0.1 $723k +4% 3.3k 219.36
Vanguard World Fds Inf Tech Etf (VGT) 0.1 $718k -13% 2.3k 311.50
Seattle Genetics (SGEN) 0.1 $709k +7% 3.6k 195.64
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.1 $698k +57% 5.2k 133.61
First Tr Exchange-traded No Amer Energy (EMLP) 0.1 $683k +73% 36k 19.05
Vanguard World Extended Dur (EDV) 0.1 $674k +53% 4.1k 165.60
Vanguard World Fds Consum Stp Etf (VDC) 0.1 $664k -10% 4.1k 163.39
Vanguard World Fds Industrial Etf (VIS) 0.1 $622k -9% 4.3k 144.85
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.1 $619k 6.5k 95.73
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $613k +6% 3.6k 170.28
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.1 $613k 8.7k 70.52
Irhythm Technologies (IRTC) 0.1 $611k +6% 2.6k 238.30
Vanguard Bd Index Fds Intermed Term (BIV) 0.1 $609k 6.5k 93.40
Vanguard Index Fds Extend Mkt Etf (VXF) 0.1 $604k -11% 4.7k 129.78
Vanguard World Fds Comm Srvc Etf (VOX) 0.1 $601k -11% 5.9k 101.88
Docusign (DOCU) 0.1 $591k +3% 2.7k 215.30
Vanguard World Fds Health Car Etf (VHT) 0.1 $578k -11% 2.8k 203.81
Invitae (NVTA) 0.1 $539k +4% 12k 43.36
Vanguard World Fds Consum Dis Etf (VCR) 0.1 $521k -12% 2.2k 234.47
Zscaler Incorporated (ZS) 0.1 $504k +4% 3.6k 140.74
Square Cl A (SQ) 0.1 $502k +4% 3.1k 162.46
Ishares Tr Msci Usa Mmentm (MTUM) 0.1 $501k +30% 3.4k 147.27
Twilio Cl A (TWLO) 0.1 $471k +4% 1.9k 246.98
Servicenow (NOW) 0.1 $466k -15% 961.00 484.91
Oracle Corporation (ORCL) 0.1 $455k NEW 7.6k 59.67
Vanguard Charlotte Fds Intl Bd Idx Etf (BNDX) 0.1 $454k +34% 7.8k 58.14
Five9 (FIVN) 0.1 $436k +14% 3.4k 129.76
The Trade Desk Com Cl A (TTD) 0.1 $434k +5% 836.00 519.14
Repligen Corporation (RGEN) 0.1 $419k +30% 2.8k 147.69
Vanguard World Fds Financials Etf (VFH) 0.1 $401k -6% 6.9k 58.45
Workday Cl A (WDAY) 0.1 $401k +5% 1.9k 215.01
Invesco Exch Traded Fd Tr Ii S&p Gbl Water (CGW) 0.1 $388k +46% 9.4k 41.31
Veeva Sys Cl A Com (VEEV) 0.1 $387k +5% 1.4k 281.05
Dex (DXCM) 0.1 $387k +4% 938.00 412.58
Medifast (MED) 0.1 $384k +5% 2.3k 164.38
Accenture Plc Ireland Shs Class A (ACN) 0.1 $383k NEW 1.7k 226.23
Coupa Software (COUP) 0.1 $378k +4% 1.4k 274.31
Caredx (CDNA) 0.1 $377k +5% 9.9k 37.97
Hubspot (HUBS) 0.1 $376k +6% 1.3k 292.38
Spdr Gold Tr Gold Shs (GLD) 0.1 $374k NEW 2.1k 177.25
Owens Corning (OC) 0.1 $370k 5.4k 68.76
Inspire Med Sys (INSP) 0.1 $363k +3% 2.8k 129.04
Epam Systems (EPAM) 0.1 $361k +6% 1.1k 323.19
Snap Cl A (SNAP) 0.1 $356k +5% 14k 26.11
Okta Cl A (OKTA) 0.1 $353k +5% 1.7k 213.81
Tandem Diabetes Care Com New (TNDM) 0.1 $351k +6% 3.1k 113.48
Crispr Therapeutics Namen Akt (CRSP) 0.1 $346k 4.1k 83.64
Moderna (MRNA) 0.1 $346k 4.9k 70.70
Mongodb Cl A (MDB) 0.1 $345k +5% 1.5k 231.23
TJX Companies (TJX) 0.1 $341k NEW 6.1k 55.68
Roku Com Cl A (ROKU) 0.1 $339k NEW 1.8k 188.54
NVIDIA Corporation (NVDA) 0.1 $337k 624.00 540.06
Avalara (AVLR) 0.1 $335k +5% 2.6k 127.42
Comcast Corp Cl A (CMCSA) 0.1 $335k NEW 7.3k 46.21
Charter Communications Inc N Cl A (CHTR) 0.1 $335k NEW 536.00 625.00
Align Technology (ALGN) 0.1 $334k +29% 1.0k 327.77
Costco Wholesale Corporation (COST) 0.1 $328k +33% 924.00 354.98
Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $328k 4.3k 75.45
Neogenomics Com New (NEO) 0.1 $322k +26% 8.7k 36.88
Ringcentral Cl A (RNG) 0.1 $320k +6% 1.2k 274.44
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $319k -4% 3.6k 88.34
Lululemon Athletica (LULU) 0.1 $319k 970.00 328.87
Blackline (BL) 0.1 $312k +6% 3.5k 89.66
Lockheed Martin Corporation (LMT) 0.1 $307k NEW 800.00 383.75
Danaher Corporation (DHR) 0.1 $307k NEW 1.4k 215.29
Paylocity Holding Corporation (PCTY) 0.1 $305k +7% 1.9k 161.21
Corcept Therapeutics Incorporated (CORT) 0.1 $304k +7% 18k 17.39
Stitch Fix Com Cl A (SFIX) 0.1 $296k +6% 11k 27.13
Alnylam Pharmaceuticals (ALNY) 0.1 $295k +6% 2.0k 145.82
Take-Two Interactive Software (TTWO) 0.1 $294k +7% 1.8k 165.45
Anaplan (PLAN) 0.1 $294k NEW 4.7k 62.62
Ishares Tr Short Treas Bd (SHV) 0.1 $290k -6% 2.6k 110.60
EXACT Sciences Corporation (EXAS) 0.1 $288k +7% 2.8k 102.02
Exelixis (EXEL) 0.1 $284k +6% 12k 24.49
Nike CL B (NKE) 0.1 $277k +2% 2.2k 125.62
Ameriprise Financial (AMP) 0.1 $277k NEW 1.8k 153.89
Norfolk Southern (NSC) 0.1 $276k NEW 1.3k 214.12
Planet Fitness Cl A (PLNT) 0.1 $275k +10% 4.5k 61.60
Veracyte (VCYT) 0.1 $275k +7% 8.5k 32.49
Everbridge, Inc. Cmn (EVBG) 0.1 $274k +6% 2.2k 125.69
Brooks Automation (BRKS) 0.1 $269k +7% 5.8k 46.19
Ihs Markit SHS (INFO) 0.1 $267k NEW 3.4k 78.65
Paycom Software (PAYC) 0.1 $265k +7% 852.00 311.03
Q2 Holdings (QTWO) 0.1 $263k +7% 2.9k 91.16
Sarepta Therapeutics (SRPT) 0.1 $263k +6% 1.9k 140.57
Steris Shs Usd (STE) 0.0 $259k NEW 1.5k 176.07
Cloudera (CLDR) 0.0 $255k +7% 24k 10.87
Ishares Esg Awr Msci Em (ESGE) 0.0 $255k NEW 7.2k 35.64
Vertex Pharmaceuticals Incorporated (VRTX) 0.0 $254k +7% 935.00 271.66
Vanguard World Fds Materials Etf (VAW) 0.0 $253k -11% 1.9k 134.79
Editas Medicine (EDIT) 0.0 $251k 9.0k 28.03
Smartsheet Com Cl A (SMAR) 0.0 $243k +8% 4.9k 49.42
Dropbox Cl A (DBX) 0.0 $243k +7% 13k 19.27
Palo Alto Networks (PANW) 0.0 $238k +8% 972.00 244.86
Mercury Computer Systems (MRCY) 0.0 $237k +8% 3.1k 77.50
Glaukos (GKOS) 0.0 $235k NEW 4.7k 49.54
Proofpoint (PFPT) 0.0 $234k NEW 2.2k 105.41
Penumbra (PEN) 0.0 $233k NEW 1.2k 194.00
Southern Company (SO) 0.0 $233k 4.3k 54.19
Cardlytics (CDLX) 0.0 $232k +7% 3.3k 70.71
Yext (YEXT) 0.0 $231k +7% 15k 15.19
Progressive Corporation (PGR) 0.0 $231k NEW 2.4k 94.71
Aptiv SHS (APTV) 0.0 $231k NEW 2.5k 91.49
Aspen Technology (AZPN) 0.0 $229k NEW 1.8k 126.59
Edwards Lifesciences (EW) 0.0 $227k NEW 2.8k 79.99
Nextera Energy (NEE) 0.0 $225k -10% 810.00 277.78
Nordson Corporation (NDSN) 0.0 $223k NEW 1.2k 191.75
Arista Networks (ANET) 0.0 $222k +8% 1.1k 207.09
Smith & Nephew Group Spdn Adr New (SNN) 0.0 $222k 5.7k 39.06
ACADIA Pharmaceuticals (ACAD) 0.0 $222k +7% 5.4k 41.24
Northrop Grumman Corporation (NOC) 0.0 $221k NEW 700.00 315.71
Ptc (PTC) 0.0 $215k NEW 2.6k 82.88
Pure Storage Cl A (PSTG) 0.0 $211k +8% 14k 15.36
Neurocrine Biosciences (NBIX) 0.0 $210k +7% 2.2k 96.07
Fortune Brands (FBHS) 0.0 $205k NEW 2.4k 86.53
New Relic (NEWR) 0.0 $205k -15% 3.6k 56.47
Alteryx Com Cl A (AYX) 0.0 $204k +6% 1.8k 113.33
Cooper Cos Com New (COO) 0.0 $203k NEW 601.00 337.77
Illumina (ILMN) 0.0 $202k +4% 655.00 308.40
Cactus Cl A (WHD) 0.0 $195k NEW 10k 19.16
Zuora Com Cl A (ZUO) 0.0 $182k +9% 18k 10.34

Past Filings by Spearhead Capital Advisors

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