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| Headland Capital LLC
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|---|---|
| CRD # | 332277 |
| SEC # | 801-130923 |
| CIK # | 0002056637 |
| AUM | 559.3 M (2026-06-24) |
| Employees | 19 (63% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 843-388-4300 |
| Address | 300 West Coleman Blvd Mt Pleasant, SC 29464 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Progressive Corp/Oh/ | 40.0 | ||
| GE Vernova Inc | 23.3 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 14.7 | ||
| Apple Inc | 10.6 | ||
| Costco Wholesale Corp /NEW | 9.4 | ||
| Amazon Com Inc | 8.1 | ||
| AMB Property Corp | 6.7 | ||
| Microsoft Corp | 6.7 | ||
| Boston Scientific Corp | 5.9 | ||
| Huntington Ingalls Industries Inc | 5.0 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 521 | 198.2 |
| (b) Individuals (high net worth individuals) | 116 | 323.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 10 | 10.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 9 | 27.5 |
| (n) Other | 0 | 0.0 |
| Total | 2,281 | 559.3 |
| By Discretionary | ||
| Discretionary | 1,839 | 481.8 |
| Non-Discretionary | 442 | 77.5 |
| Total | 2,281 | 559.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 559.3 | |
| Total | 2,281 | 559.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002056637] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
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