Arkolith/Funds/Headland Capital, LLC

Headland Capital, LLC

CIK 2056637
Holdings as of Jun 30, 2026·disclosed Jul 29, 2026·~29-day 13F lag·13F-HR
Active Filer

Headland Capital, LLC holds a focused book of 64 stocks worth $405.5M as of Q2 2026 (disclosed Jul 29, 2026, a ~45-day 13F lag). This quarter they opened Micron Technology Inc and trimmed Ge Vernova Inc. Their largest long position is SS SPDR S&P 500 ETF Trust-US at 22% of the equity book. Cloning the disclosed picks since 2025 would be +13% (+9.1%/yr). That is a simulation of the disclosed long book, not audited returns.

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Use Arkolith to show Headland Capital, LLC's latest
holdings, largest changes, and filing provenance.
Opened
40
new positions
Added to
22
existing
Trimmed
24
reduced
Sold out
5
exited

Growth of $10,000: cloning the disclosed book

If you'd copied them
+13.4%
+9.1%/yr · since Feb '25
Their reported book
+18.2%
held from quarter-end
S&P 500
+23.3%
same window
$8K$9K$10K$12K$13KFeb '25May '25Sep '25Dec '25Apr '26Jul '26
Headland Capital, LLC (copied at disclosure) S&P 500

The reported book (valued from quarter-end) returned +18.2%, a 4.7-point gap that is the cost of the ~45-day 13F disclosure lag a real follower can't avoid.

Growth of $10,000 cloning Headland Capital, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

Concentration

Top-heavy: focused book

Top 5 holdings
54%
Top 10 holdings
77%
Top 20 holdings
95%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

40% mapped to company sectors

ETF / fund or unclassified
60%
Information Technology
19%
Financials
12%
Consumer Discretionary
5%
Real Estate
2%
Health Care
1%
Industrials
1%
Communication Services
0%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Headland Capital, LLC

Manager / fundShared namesTheir $ in those
MORGAN STANLEY79 / 64$591.8B
BANK OF AMERICA CORP /DE/79 / 64$413.6B
WELLS FARGO & COMPANY/MN79 / 64$172.8B
ROYAL BANK OF CANADA79 / 64$163.1B
UBS Group AG79 / 64$154.8B
LPL Financial LLC79 / 64$96.5B
RAYMOND JAMES FINANCIAL INC79 / 64$90.5B
ENVESTNET ASSET MANAGEMENT INC79 / 64$80.7B

Ranked by how many of Headland Capital, LLC's top 64 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

64 positions
#SecurityValueShares% PortLast moveHistory
1State Street SPDR S&P 500 ETF
ETF
$88.9M119.1K
21.9%
+2.3%
Added · +3K sh
2Progressive Corp Com
Stock
$44.5M203.7K
11.0%
+1.1%
Added · +2K sh
3State Street SPDR Portfolio Developed World Ex-US ETF
ETF
$31.3M621.3K
7.7%
+7.0%
Added · +41K sh
4Ge Vernova Inc Com
Stock
$30.2M25.7K
7.4%
−3.8%
Reduced · −1K sh
5Ishares Core S&P 500 ETF
ETF
$25.0M33.4K
6.2%
+7.6%
Added · +2K sh
6Invesco Bulletshares 2031 Corporate Bond ETF
ETF
$21.4M1.30M
5.3%
+9.6%
Added · +114K sh
7Taiwan Semiconductor Manufact Sponsored Ads
ADR
$20.1M42.1K
5.0%
−3.0%
Reduced · −1K sh
8Invesco Bulletshares 2029 Corporate Bond ETF
ETF
$19.0M1.02M
4.7%
+6.0%
Added · +58K sh
9Wisdomtree Floating Rate Treasury Fund
ETF
$15.5M307.8K
3.8%
+7.2%
Added · +21K sh
10Invesco S&P 500 Quality ETF
ETF
$14.8M163.7K
3.6%
+5.0%
Added · +8K sh
11Apple Inc Com
Stock
$12.1M41.9K
3.0%
+0.2%
Added · +95 sh
12Amazon Com Inc Com
Stock
$9.4M39.5K
2.3%
+1.7%
Added · +668 sh
13Costco Wholesale Corporation Com
Stock
$9.0M9.6K
2.2%
+1.9%
Added · +176 sh
14Ishares Ibonds Dec 2031 Term Treasury ETF
ETF
$8.2M405.4K
2.0%
+8.1%
Added · +31K sh
15Ishares Ibonds Dec 2033 Term Treasury ETF
ETF
$8.1M336.0K
2.0%
+7.5%
Added · +23K sh
16Prologis Inc. Com
REIT
$7.2M52.8K
1.8%
+4.0%
Added · +2K sh
17Microsoft Corp Com
Stock
$7.0M18.9K
1.7%
+4.8%
Added · +869 sh
18Boston Scientific Corp Com
Stock
$4.5M105.1K
1.1%
+12%
Added · +11K sh
19Huntington Ingalls Inds Inc Com
Stock
$4.2M15.0K
1.0%
+13%
Added · +2K sh
20Vanguard Total International Stock ETF
ETF
$3.9M45.1K
1.0%
−9.6%
Reduced · −5K sh
21Nvidia Corporation Com
Stock
$3.0M15.2K
0.7%
−0.7%
Reduced · −111 sh
22State Street SPDR Portfolio S&P 500 Value ETF
ETF
$980K16.1K
0.2%
−0.1%
Reduced · −11 sh
23Cisco Sys Inc Com
Stock
$960K8.2K
0.2%
Held
24Tesla Inc Com
Stock
$929K2.2K
0.2%
+2.0%
Added · +43 sh
25Bank Of Amer Corp Com
Stock
$885K15.5K
0.2%
−6.0%
Reduced · −1K sh
26Ishares Russell 1000 Growth ETF
ETF
$851K6.9K
0.2%
+300%
Added · +5K sh
27Ciena Corp Com New
Stock
$850K1.7K
0.2%
−1.1%
Reduced · −20 sh
28Alphabet Inc Cap STK CL C
Stock
$844K2.4K
0.2%
−18%
Reduced · −537 sh
29Invesco QQQ Trust Series I
ETF
$702K953
0.2%
+3.0%
Added · +28 sh
30Micron Technology Inc Com
Stock
$601K521
0.1%
New
New position
31ExxonMobil Holdings Corp Com SHS
Stock
$595K4.4K
0.1%
New
New position
32Vanguard Small-Cap Growth ETF
ETF
$523K1.4K
0.1%
Held
33Interdigital Inc Com
Stock
$495K1.7K
0.1%
−1.2%
Reduced · −22 sh
34Broadcom Inc Com
Stock
$479K1.3K
0.1%
Held
35Eaton Corp PLC SHS
Stock
$405K951
0.1%
+1.1%
Added · +10 sh
36Allstate Corp Com
Stock
$401K1.7K
0.1%
Held
37Xtrackers Msci Eafe High Dividend Yield Equity ETF
ETF
$389K12.1K
0.1%
Held
38Invesco S&P 500 Low Volatility ETF
ETF
$379K5.1K
0.1%
−3.8%
Reduced · −202 sh
39Alphabet Inc Cap STK CL A
Stock
$375K1.1K
0.1%
−0.1%
Reduced · −1 sh
40Autozone Inc Com
Stock
$371K116
0.1%
−0.8%
Reduced · −1 sh
41McDonalds Corp Com
Stock
$353K1.3K
0.1%
−1.4%
Reduced · −19 sh
42First Trust Global Tactical Commodity Strategy Fund
ETF
$348K12.9K
0.1%
−32%
Reduced · −6K sh
43Vanguard Mid-Cap Growth ETF
ETF
$343K1.1K
0.1%
Held
44Ishares Core Msci Eafe ETF
ETF
$342K3.5K
0.1%
−1.4%
Reduced · −52 sh
45Palantir Technologies Inc CL A
Stock
$335K2.9K
0.1%
−15%
Reduced · −520 sh
46Visa Inc Com CL A
Stock
$327K954
0.1%
−0.1%
Reduced · −1 sh
47Vanguard Total Stock Market ETF
ETF
$308K832
0.1%
Held
48Johnson & Johnson Com
Stock
$294K1.2K
0.1%
Held
49Constellation Energy Corp Com
Stock
$288K1.2K
0.1%
−1.9%
Reduced · −22 sh
50JPMorgan Chase & Co Com
Stock
$266K812
0.1%
+0.1%
Added · +1 sh
Showing 50 of 64 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 29, 202664$405.5M13F-HR
Q1 2026Mar 31, 2026May 4, 202661$354.9M13F-HR
Q4 2025Dec 31, 2025Jan 28, 202668$359.3M13F-HR
Q3 2025Sep 30, 2025Nov 12, 202571$356.2M13F-HR
Q2 2025Jun 30, 2025Aug 6, 202557$330.9M13F-HR/A
Q1 2025Mar 31, 2025May 8, 202559$300.7M13F-HR
Q4 2024Dec 31, 2024Feb 14, 202556$292.1M13F-HR
Amended / restated
  • Q2 2025 · filed Jul 22, 202513F-HR · superseded

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.