EADS & HEALD WEALTH MANAGEMENT

Position in DCI — DONALDSON Co INC

CIK 1035912 ATLANTA, GA

Position in DCI

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$1,240,621

+$16,966 QoQ

Shares Held

13,820

-4.1% QoQ

Ownership

0.012%

of shares outstanding

% of Portfolio

0.73%

of 13F equity value

Holder Rank

#266

of 626 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

EADS & HEALD WEALTH MANAGEMENT holds $8,967,063 across 6 Specialty Industrial Machinery names. DCI ranks #4 (13.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EMR	Emerson Electric Co	18,425	$2,637,538
2	ITW	Illinois Tool Works Inc	8,986	$2,430,443
3	DOV	DOVER Corp	7,648	$1,715,293
4	DCI	DONALDSON Co INC This page	13,820	$1,240,621
5	GEV	GE Vernova Inc.	602	$707,265
6	GGG	Graco Inc	3,120	$235,903

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,240,621	13,820	-4.1%	Shares	Sole	2026-07-31
2026-03-31	$1,223,655	14,418	-1.8%	Shares	Sole	2026-04-29
2025-12-31	$1,302,238	14,688	-3.5%	Shares	Sole	2026-01-29
2025-09-30	$1,245,593	15,218	+21.0%	Shares	Sole	2025-10-22
2025-06-30	$872,284	12,578	+25.9%	Shares	Sole	2025-07-22
2025-03-31	$669,795	9,988	+4.1%	Shares	Sole	2025-04-25
2024-12-31	$646,425	9,598	-1.6%	Shares	Sole	2025-01-17
2024-09-30	$719,164	9,758	0.0%	Shares	Sole	2024-10-28
2024-06-30	$698,282	9,758	+2.8%	Shares	Sole	2024-07-23
2024-03-31	$708,713	9,490	-10.6%	Shares	Sole	2024-04-23
2023-12-31	$694,017	10,620	-1.7%	Shares	Sole	2024-01-30
2023-09-30	$644,112	10,800	-4.3%	Shares	Sole	2023-10-27
2023-06-30	$705,737	11,290	+3.9%	Shares	Sole	2023-07-25
2023-03-31	$710,245	10,870	-1.5%	Shares	Sole	2023-04-21
2022-12-31	$649,630	11,035	+2.2%	Shares	Sole	2023-01-27
2022-09-30	$529,062	10,795	+3.4%	Shares	Sole	2022-10-27
2022-06-30	$502,581	10,440	+3.4%	Shares	Sole	2022-07-26
2022-03-31	$524,233	10,095	0.0%	Shares	Sole	2022-04-27
2021-12-31	$598,229	10,095	0.0%	Shares	Sole	2022-01-31
2021-09-30	$579,553	10,095	0.0%	Shares	Sole	2021-10-27
2021-06-30	$641,335	10,095	-1.3%	Shares	Sole	2021-07-30
2021-03-31	$594,686	10,225	-6.5%	Shares	Sole	2021-04-29
2020-12-31	$610,768	10,930	+8.8%	Shares	Sole	2021-02-02
2020-09-30	$466,428	10,048	-26.5%	Shares	Sole	2020-11-02
2020-06-30	$635,788	13,667	+0.8%	Shares	Sole	2020-07-29
2020-03-31	$523,513	13,552	—	Shares	Sole	2020-05-01
No filing history on record for this holder in this stock.