You're signed outSign in or to get full access.
Garland Capital Management Inc.
Garland Capital Management Inc is an independent, privately owned investment management firm headquartered in Bellevue, Washington. Founded in 1998, the firm is an SEC-registered Investment Adviser serving primarily high net worth individuals and retail clients. Garland Capital provides customized investment management services focused on long-term client relationships, with a staff of 2 employees, both investors. The firm does not operate as a broker and maintains a focused client base in the United States.
Investment Strategy
Garland Capital Management adopts a client-centric, long-term investment approach, analyzing each client's unique financial situation and designing diversified portfolios primarily comprising publicly traded equities. Their strategy emphasizes active management tailored for individuals, aiming to deliver steady, risk-adjusted returns through careful security selection and continuous portfolio monitoring. The firm invests across various sectors and adjusts holdings based on market conditions and client objectives, with a particular focus on safeguarding and growing client assets over time.
Latest 13F Filing Activity
Garland Capital Management Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 29 equity positions with a total 13F market value of $31M. The fund increased holdings in Park Hotels & Resorts Inc., Vanguard Index FDS, Vanguard Index FDS among other positions. Garland Capital Management Inc. reduced exposure to Abbvie Inc., Travelers Companies Inc., Welltower Inc. among others.
Top Holdings
Equity Positions (29)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
J JPM | JPMORGAN CHASE & CO. | 7.43% | $2.3M | 8,070 | $48.08 | $289.91 | -$4.0M |
B BK | BANK NEW YORK MELLON CORP | 5.73% | $1.8M | 19,795 | $48.54 | $91.11 | -$3.8M |
A ABBV | ABBVIE INC | 5.47% | $1.7M | 9,283 | $59.58 | $185.62 | -$5.1M |
I IBM | INTERNATIONAL BUSINESS MACHS | 5.44% | $1.7M | 5,812 | $117.37 | $294.78 | -$3.6M |
C CSCO | CISCO SYS INC | 5.04% | $1.6M | 22,875 | $27.18 | $69.38 | -$3.5M |
Industry Allocation
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more