Spearhead Capital Advisors, LLC Closed Holding Positions

Spearhead Capital Advisors, LLC

  • $92.3 Million
  • Q3 2022
Stock Closed Quarter Shares Sold Price Range Trade History
COO
Cooper Companies, Inc.

Healthcare
Q4 2020 Filed on Feb 02, 2021
601
$319.05 - $363.32 $192K - $218K
Aspen Technology Inc
Q4 2020 Filed on Feb 02, 2021
1,809
N/A
DHR
Danaher Corp

Healthcare
Q4 2020 Filed on Feb 02, 2021
1,426
$212.5 - $245.46 $303K - $350K
EW
Edwards Lifesciences Corp

Healthcare
Q4 2020 Filed on Feb 02, 2021
2,838
$71.69 - $91.23 $203K - $259K
NSC
Norfolk Southern Corp

Industrials
Q4 2020 Filed on Feb 02, 2021
1,289
$198.11 - $246.77 $255K - $318K
FBHS
Fortune Brands Home & Security, Inc.

Industrials
Q4 2020 Filed on Feb 02, 2021
2,369
$79.7 - $90.26 $189K - $214K
NDSN
Nordson Corp

Industrials
Q4 2020 Filed on Feb 02, 2021
1,163
$190.48 - $211.17 $222K - $246K
Ihs Markit LTD
Q4 2020 Filed on Feb 02, 2021
3,395
N/A
LMT
Lockheed Martin Corp

Industrials
Q4 2020 Filed on Feb 02, 2021
800
$347.92 - $390.72 $278K - $313K
VDE
Vanguard Energy ETF

ETFs
Q3 2020 Filed on Oct 16, 2020
4,955
$40.31 - $52.03 $200K - $258K
Portola Pharmaceuticals Inc
Q3 2020 Filed on Oct 16, 2020
18,359
N/A
XOM
Exxon Mobil Corp

Energy
Q3 2020 Filed on Oct 16, 2020
120,608
$34.28 - $44.97 $4.13M - $5.42M
SPMD
Spdr Portfolio

ETFs
Q2 2020 Filed on Jul 16, 2020
323,162
$23.46 - $34.21 $7.58M - $11.1M
IWN
Ishares Russell2000 Val ETF

ETFs
Q2 2020 Filed on Jul 16, 2020
8,562
$74.44 - $109.12 $637K - $934K
IWP
Ishares Russell Mid Cap Growth

ETFs
Q2 2020 Filed on Jul 16, 2020
12,451
$57.59 - $81.27 $717K - $1.01M
VB
Vanguard Small Cap ETF

ETFs
Q2 2020 Filed on Jul 16, 2020
94,269
$106.26 - $156.76 $10M - $14.8M
BMY
Bristol Myers Squibb CO

Healthcare
Q1 2020 Filed on Apr 17, 2020
4,757
$46.4 - $67.43 $221K - $321K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
Q1 2020 Filed on Apr 17, 2020
295
$465.21 - $933.84 $137K - $275K
CTSH
Cognizant Technology Solutions Corp

Technology
Q1 2020 Filed on Apr 17, 2020
3,581
$41.61 - $71.42 $149K - $256K
CSCO
Cisco Systems, Inc.

Technology
Q1 2020 Filed on Apr 17, 2020
5,155
$33.2 - $49.93 $171K - $257K
ATO
Atmos Energy Corp

Utilities
Q1 2020 Filed on Apr 17, 2020
2,041
$80.5 - $120.57 $164K - $246K
SPLK
Splunk Inc

Technology
Q1 2020 Filed on Apr 17, 2020
1,660
$95.71 - $174.17 $159K - $289K
ALK
Alaska Air Group, Inc.

Industrials
Q1 2020 Filed on Apr 17, 2020
3,378
$23.56 - $68.17 $79.6K - $230K
APD
Air Products & Chemicals, Inc.

Basic Materials
Q1 2020 Filed on Apr 17, 2020
958
$176.73 - $256.01 $169K - $245K
LEG
Leggett & Platt Inc

Consumer Cyclical
Q1 2020 Filed on Apr 17, 2020
110,256
$22.47 - $51.58 $2.48M - $5.69M
ITW
Illinois Tool Works Inc

Industrials
Q1 2020 Filed on Apr 17, 2020
30,553
$118.09 - $190.0 $3.61M - $5.81M
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
Q1 2020 Filed on Apr 17, 2020
48,607
$35.18 - $83.45 $1.71M - $4.06M
COP
Conocophillips

Energy
Q1 2020 Filed on Apr 17, 2020
3,521
$22.67 - $66.48 $79.8K - $234K
CMI
Cummins Inc

Industrials
Q1 2020 Filed on Apr 17, 2020
1,267
$102.76 - $179.32 $130K - $227K
ACWI
Ishares Msci Acwi ETF

ETFs
Q1 2020 Filed on Apr 17, 2020
2,552
$54.33 - $81.73 $139K - $209K
NVRO
Nevro Corp

Healthcare
Q1 2020 Filed on Apr 17, 2020
2,110
$70.23 - $144.31 $148K - $304K
VPU
Vanguard Utilities ETF

ETFs
Q1 2020 Filed on Apr 17, 2020
1,414
$98.62 - $156.1 $139K - $221K
AOS
Smith A O Corp

Industrials
Q1 2020 Filed on Apr 17, 2020
4,567
$34.75 - $48.54 $159K - $222K
Raytheon CO
Q1 2020 Filed on Apr 17, 2020
1,233
N/A
OEF
Ishares S&P 100 ETF

ETFs
Q1 2020 Filed on Apr 17, 2020
3,496
$104.41 - $152.28 $365K - $532K
TROW
Price T Rowe Group Inc

Financial Services
Q1 2020 Filed on Apr 17, 2020
1,952
$85.42 - $139.06 $167K - $271K
MNST
Monster Beverage Corp

Consumer Defensive
Q1 2020 Filed on Apr 17, 2020
3,359
$50.97 - $70.4 $171K - $236K
EL
Estee Lauder Companies Inc

Consumer Defensive
Q1 2020 Filed on Apr 17, 2020
1,177
$144.38 - $219.88 $170K - $259K
IPGP
Ipg Photonics Corp

Technology
Q1 2020 Filed on Apr 17, 2020
1,393
$105.36 - $149.97 $147K - $209K
FFIV
F5, Inc.

Technology
Q1 2020 Filed on Apr 17, 2020
1,487
$90.55 - $140.76 $135K - $209K
GRMN
Garmin LTD

Technology
Q1 2020 Filed on Apr 17, 2020
2,703
$63.63 - $103.67 $172K - $280K
TWTR
Twitter, Inc.

Communication Services
Q4 2019 Filed on Feb 06, 2020
6,220
$28.89 - $40.8 $180K - $254K
Hcp Inc
Q4 2019 Filed on Feb 06, 2020
135,216
N/A
PSA
Public Storage

Real Estate
Q4 2019 Filed on Feb 06, 2020
902
$204.25 - $247.33 $184K - $223K
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
Q3 2019 Filed on Oct 21, 2019
648
$225.45 - $366.39 $146K - $237K
TRIP
Trip Advisor, Inc.

Consumer Cyclical
Q3 2019 Filed on Oct 21, 2019
4,694
$35.81 - $47.57 $168K - $223K
Array Biopharma Inc
Q3 2019 Filed on Oct 21, 2019
4,363
N/A
PPG
Ppg Industries Inc

Basic Materials
Q3 2019 Filed on Oct 21, 2019
36,911
$106.54 - $120.69 $3.93M - $4.45M
WBA
Walgreens Boots Alliance, Inc.

Healthcare
Q2 2019 Filed on Jul 17, 2019
52,887
$49.34 - $63.49 $2.61M - $3.36M
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