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 (2026-06-30)

Headland Capital, LLC (CIK 2056637) reported $405.5M across 64 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: SPY ($88.9M, 21.93%), PGR ($44.5M, 10.97%), SPDW ($31.3M, 7.72%), GEV ($30.2M, 7.44%), IVV ($25.0M, 6.16%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1SPYSTATE STREET SPDR S&P 500 ETF$88.9M21.93%119,098Added
2PGRPROGRESSIVE CORP COM$44.5M10.97%203,727Added
3SPDWSTATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF$31.3M7.72%621,262Added
4GEVGE VERNOVA INC COM$30.2M7.44%25,697Trimmed
5IVVISHARES CORE S&P 500 ETF$25.0M6.16%33,358Added
6BSCVINVESCO BULLETSHARES 2031 CORPORATE BOND ETF$21.4M5.27%1.3MAdded
7TSMTAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS$20.1M4.96%42,120Trimmed
8BSCTINVESCO BULLETSHARES 2029 CORPORATE BOND ETF$19.0M4.69%1.0MAdded
9USFRWISDOMTREE FLOATING RATE TREASURY FUND$15.5M3.82%307,821Added
10SPHQINVESCO S&P 500 QUALITY ETF$14.8M3.64%163,748Added
11AAPLAPPLE INC COM$12.1M2.99%41,929Added
12AMZNAMAZON COM INC COM$9.4M2.32%39,480Added
13COSTCOSTCO WHOLESALE CORPORATION COM$9.0M2.22%9,640Added
14IBTLISHARES IBONDS DEC 2031 TERM TREASURY ETF$8.2M2.02%405,441Added
15IBTOISHARES IBONDS DEC 2033 TERM TREASURY ETF$8.1M2.00%335,965Added
16PLDPROLOGIS INC. COM$7.2M1.76%52,806Added
17MSFTMICROSOFT CORP COM$7.0M1.74%18,870Added
18BSXBOSTON SCIENTIFIC CORP COM$4.5M1.11%105,113Added
19HIIHUNTINGTON INGALLS INDS INC COM$4.2M1.03%14,968Added
20VXUSVANGUARD TOTAL INTERNATIONAL STOCK ETF$3.9M0.95%45,087Trimmed
21NVDANVIDIA CORPORATION COM$3.0M0.75%15,183Trimmed
22SPYVSTATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF$980,1780.24%16,124Trimmed
23CSCOCISCO SYS INC COM$959,5310.24%8,169Hold
24TSLATESLA INC COM$928,6850.23%2,208Added
25BACBANK OF AMER CORP COM$884,7280.22%15,527Trimmed

Source: SEC Form 13F filings · as of 2026-06-30