Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Headland Capital, LLC 13F Holdings -- Portfolio & Top Positions (2026-03-31)

Headland Capital, LLC (CIK 2056637) reported $354.9M across 61 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SPY ($75.7M, 21.33%), PGR ($40.0M, 11.26%), SPDW ($26.5M, 7.46%), GEV ($23.3M, 6.57%), IVV ($20.2M, 5.70%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1SPYSTATE STREET SPDR S&P 500 ETF$75.7M21.33%116,407Added
2PGRPROGRESSIVE CORP COM$40.0M11.26%201,569Added
3SPDWSTATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF$26.5M7.46%580,365Added
4GEVGE VERNOVA INC COM$23.3M6.57%26,716Trimmed
5IVVISHARES CORE S&P 500 ETF$20.2M5.70%30,995Added
6BSCVINVESCO BULLETSHARES 2031 CORPORATE BOND ETF$19.6M5.52%1.2MAdded
7BSCTINVESCO BULLETSHARES 2029 CORPORATE BOND ETF$18.0M5.08%965,340Added
8TSMTAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS$14.7M4.14%43,448Trimmed
9USFRWISDOMTREE FLOATING RATE TREASURY FUND$14.5M4.07%287,202Added
10SPHQINVESCO S&P 500 QUALITY ETF$11.7M3.30%155,922Added
11AAPLAPPLE INC COM$10.6M2.99%41,834Added
12COSTCOSTCO WHOLESALE CORPORATION COM$9.4M2.66%9,464Added
13AMZNAMAZON COM INC COM$8.1M2.28%38,812Added
14IBTLISHARES IBONDS DEC 2031 TERM TREASURY ETF$7.6M2.15%374,930Added
15IBTOISHARES IBONDS DEC 2033 TERM TREASURY ETF$7.6M2.15%312,598Added
16PLDPROLOGIS INC. COM$6.7M1.89%50,767Added
17MSFTMICROSOFT CORP COM$6.7M1.88%18,001Added
18BSXBOSTON SCIENTIFIC CORP COM$5.9M1.67%94,257Added
19HIIHUNTINGTON INGALLS INDS INC COM$5.0M1.42%13,248Added
20VXUSVANGUARD TOTAL INTERNATIONAL STOCK ETF$3.8M1.08%49,885Trimmed
21NVDANVIDIA CORPORATION COM$2.7M0.75%15,294Trimmed
22SPYVSTATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF$912,9330.26%16,135Trimmed
23GOOGALPHABET INC CAP STK CL C$839,1270.24%2,925Trimmed
24TSLATESLA INC COM$804,8390.23%2,165Added
25BACBANK OF AMER CORP COM$805,6910.23%16,527Trimmed

Source: SEC Form 13F filings · as of 2026-03-31