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Portfolio (Quarterly) Guide ↗

Headland Capital, LLC

· CIK 0002056637
13F Portfolio $406M AUM 64 positions Filed Jul 29, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 64 New
Page 4 of 4  ·  64 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 ORCL ORACLE CORP COM Technology 1,431.0 $210K 0.05% NEW $146.53 +3.4%
62 NVS NOVARTIS AG SPONSORED ADR Healthcare 1,302.0 $204K 0.05% NEW $156.72 -1.3%
63 SPSB STATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF 6,725.0 $202K 0.05% NEW $30.01 -0.1%
64 JOBY JOBY AVIATION INC COMMON STOCK Industrials 12,100.0 $108K 0.03% NEW $8.92 -18.8%
Page 4 of 4  ·  64 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 54.3%
Technology 18.5%
Utilities 12.2%
Consumer Cyclical 4.4%
Consumer Defensive 3.6%
Real Estate 2.9%
Healthcare 2.1%
Industrials 1.9%
Communication Services 0.1%