Headinvest as of June 30, 2011
Portfolio Holdings for Headinvest
Headinvest holds 72 positions in its portfolio as reported in the June 2011 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| iShares S&P SmallCap 600 Index (IJR) | 7.2 | $17M | 236k | 73.32 | |
| Vanguard Emerging Markets ETF (VWO) | 4.5 | $11M | 222k | 48.62 | |
| iShares MSCI EAFE Index Fund (EFA) | 3.5 | $8.4M | 140k | 60.14 | |
| Waters Corporation (WAT) | 3.4 | $8.1M | 84k | 95.74 | |
| Novo Nordisk A/S (NVO) | 3.0 | $7.3M | 58k | 125.27 | |
| 3M Company (MMM) | 3.0 | $7.2M | 76k | 94.85 | |
| Pepsi (PEP) | 3.0 | $7.2M | 103k | 70.43 | |
| Procter & Gamble Company (PG) | 3.0 | $7.1M | 112k | 63.57 | |
| Emerson Electric (EMR) | 2.9 | $7.0M | 125k | 56.25 | |
| ConocoPhillips (COP) | 2.9 | $7.0M | 93k | 75.18 | |
| Praxair | 2.9 | $7.0M | 65k | 108.39 | |
| Danaher Corporation (DHR) | 2.9 | $6.9M | 129k | 52.99 | |
| Schlumberger (SLB) | 2.8 | $6.8M | 78k | 86.41 | |
| DENTSPLY International | 2.8 | $6.6M | 174k | 38.08 | |
| BHP Billiton (BHP) | 2.6 | $6.3M | 66k | 94.63 | |
| American Express Company (AXP) | 2.6 | $6.3M | 121k | 51.70 | |
| Texas Instruments Incorporated (TXN) | 2.5 | $6.1M | 186k | 32.83 | |
| United Parcel Service (UPS) | 2.5 | $6.0M | 83k | 72.93 | |
| C.R. Bard | 2.5 | $6.0M | 55k | 109.86 | |
| Abb (ABBNY) | 2.5 | $6.0M | 233k | 25.95 | |
| Kinder Morgan Management | 2.5 | $5.9M | 90k | 65.59 | |
| Fiserv (FI) | 2.5 | $5.9M | 94k | 62.63 | |
| Occidental Petroleum Corporation (OXY) | 2.4 | $5.7M | 55k | 104.04 | |
| Microsoft Corporation (MSFT) | 2.3 | $5.6M | 215k | 26.00 | |
| Unilever | 2.3 | $5.6M | 170k | 32.85 | |
| Exxon Mobil Corporation (XOM) | 2.3 | $5.4M | 67k | 81.38 | |
| Devon Energy Corporation (DVN) | 2.2 | $5.4M | 69k | 78.81 | |
| Medtronic | 2.0 | $4.7M | 123k | 38.53 | |
| Target Corporation (TGT) | 2.0 | $4.7M | 100k | 46.91 | |
| Walgreen Company | 1.9 | $4.6M | 110k | 42.46 | |
| Cisco Systems (CSCO) | 1.7 | $4.1M | 261k | 15.61 | |
| Vale (VALE) | 1.6 | $3.9M | 123k | 31.95 | |
| Oracle Corporation (ORCL) | 1.3 | $3.2M | 97k | 32.91 | |
| Cenovus Energy (CVE) | 1.2 | $2.9M | 77k | 37.67 | |
| IDEXX Laboratories (IDXX) | 0.9 | $2.2M | 28k | 77.55 | |
| iShares MSCI Emerging Markets Indx (EEM) | 0.8 | $1.9M | 39k | 47.61 | |
| Chevron Corporation (CVX) | 0.7 | $1.8M | 17k | 102.83 | |
| United Technologies Corporation | 0.5 | $1.1M | 12k | 88.48 | |
| Apple (AAPL) | 0.4 | $1.0M | 3.1k | 335.79 | |
| General Electric Company | 0.4 | $1.0M | 55k | 18.86 | |
| Mbia (MBI) | 0.3 | $828k | 95k | 8.68 | |
| International Business Machines (IBM) | 0.3 | $792k | 4.6k | 171.54 | |
| Johnson & Johnson (JNJ) | 0.3 | $692k | 10k | 66.57 | |
| At&t (T) | 0.2 | $593k | 19k | 31.40 | |
| John Hancock Preferred Income Fund III (HPS) | 0.2 | $558k | 32k | 17.55 | |
| Morgan Stanley Emerging Markets Domestic (EDD) | 0.2 | $501k | 29k | 17.60 | |
| CurrencyShares Japanese Yen Trust | 0.2 | $504k | 4.1k | 122.48 | |
| Pfizer (PFE) | 0.2 | $485k | 24k | 20.60 | |
| Market Vectors Agribusiness | 0.2 | $488k | 9.1k | 53.81 | |
| Amgen (AMGN) | 0.2 | $427k | 7.3k | 58.36 | |
| iShares S&P 500 Index (IVV) | 0.2 | $422k | 3.2k | 132.29 | |
| Coca-Cola Company (KO) | 0.2 | $395k | 5.9k | 67.36 | |
| Air Products & Chemicals (APD) | 0.1 | $358k | 3.7k | 95.63 | |
| Merck & Co (MRK) | 0.1 | $353k | 10k | 35.31 | |
| iShares MSCI Canada Index (EWC) | 0.1 | $346k | 11k | 31.66 | |
| Berkshire Hathaway (BRK.B) | 0.1 | $313k | 4.1k | 77.28 | |
| Abbott Laboratories (ABT) | 0.1 | $313k | 5.9k | 52.69 | |
| Total (TTE) | 0.1 | $323k | 5.5k | 58.46 | |
| SYSCO Corporation (SYY) | 0.1 | $299k | 9.6k | 31.16 | |
| Verizon Communications (VZ) | 0.1 | $294k | 7.9k | 37.20 | |
| Statoil ASA | 0.1 | $280k | 11k | 25.45 | |
| Bristol Myers Squibb (BMY) | 0.1 | $270k | 9.3k | 28.92 | |
| iShares MSCI Australia Index Fund (EWA) | 0.1 | $270k | 10k | 26.04 | |
| Royal Dutch Shell | 0.1 | $248k | 3.5k | 71.06 | |
| Biogen Idec (BIIB) | 0.1 | $238k | 2.2k | 106.73 | |
| Norfolk Southern (NSC) | 0.1 | $200k | 2.7k | 74.77 | |
| Apache Corporation | 0.1 | $200k | 1.6k | 123.23 | |
| Mosaic (MOS) | 0.1 | $203k | 3.0k | 67.67 | |
| Bank of America Corporation (BAC) | 0.1 | $117k | 11k | 10.98 | |
| Newcastle Investment | 0.1 | $116k | 20k | 5.80 | |
| Huntington Bancshares Incorporated (HBAN) | 0.0 | $73k | 11k | 6.52 | |
| North Amern Palladium | 0.0 | $41k | 10k | 4.10 |