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| Happy Holidays!! thanks for using AUM13F!! |
| Headland Capital LLC
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| CRD # | 332277 |
| SEC # | 801-130923 |
| CIK # | 0002056637 |
| AUM | $403.0 M (2025-07-24) |
| Employees | 19 (47% Investors, 68% Brokers) |
| Phone | 843-388-4300 |
| Address | 300 West Coleman Blvd Mt Pleasant, SC 29464 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002056637 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Progressive Corp/Oh/ | 53.0 | ||
| GE Vernova Inc | 15.6 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 10.2 | ||
| Boston Scientific Corp | 9.6 | ||
| Costco Wholesale Corp /NEW | 9.1 | ||
| Apple Inc | 8.6 | ||
| Microsoft Corp | 8.5 | ||
| Amazon Com Inc | 8.2 | ||
| Knife River Corp | 4.9 | ||
| AMB Property Corp | 4.9 | ||
| Nvidia Corp | 2.5 | ||
| Constellation Energy Corp | 0.5 | ||
| Alphabet Inc | 0.5 | ||
| Tesla Motors Inc | 0.4 | ||
| Autozone Inc | 0.4 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,172 | 90.4 |
| (b) Individuals (high net worth individuals) | 74 | 280.2 |
| (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 | 41 | 7.2 |
| (h) Charitable organizations | 6 | 2.9 |
| (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 | 14 | 22.4 |
| (n) Other | 0 | 0.0 |
| Total | 1,509 | 403.0 |
| By Discretionary | ||
| Discretionary | 1,509 | 403.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,509 | 403.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 403.0 | |
| Total | 1,509 | 403.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002056637] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Syrios Wealth Management Group Inc
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|
CA | 0.4 |
|
Murphy Middleton Hinkle & Parker Inc
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GA | 0.4 |
|
Rialto Wealth Management LLC
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NY | 0.4 |
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Arcataur Capital Management LLC
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WI | 0.4 |
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Landseer Advisors LLC
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NJ | 0.4 |
|
RBA Wealth Management LLC
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|
CA | 0.4 |
|
Private Wealth Solutions LLC
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|
CA | 0.4 |
|
Robinson Smith Wealth Advisors LLC
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|
ME | 0.4 |
|
Centered Wealth LLC
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|
TX | 0.4 |
|
Concorde Financial Corporation
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|
TX | 0.4 |