Headland Capital, LLC
Headland Capital, LLC is an SEC-registered investment advisory firm based in Mt. Pleasant, South Carolina. Founded in Wyoming, the firm is owned by Tyler Corn, Eric Cox, and David Upchurch. With 19 employees as of July 2025, Headland Capital provides investment management and financial planning services to individuals—including high net worth clients—as well as family offices, trusts, estates, foundations, corporations, and qualified retirement plans. They emphasize personalized portfolio management and holistic wealth advice.
Investment Strategy
Headland Capital employs a customized, client-centric investment strategy, offering both discretionary and non-discretionary investment management tailored to individual goals, risk profiles, and tax situations. The firm uses fundamental analysis and a long-term investment approach, investing client portfolios primarily in mutual funds and ETFs, but also in equities, fixed income, REITs, annuities, closed-end funds, structured notes, and alternative investments as appropriate. They may also recommend third-party managers when in the client’s best interest. Each portfolio is uniquely constructed based on each client's overall financial circumstances, with a focus on achieving defined objectives and maintaining alignment with personal values and goals.
Top Holdings
Equity Positions (57)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPY | SPDR S&P | 20.93% | $69.3M | 112,108 | $587.25 | $617.85 | +$10.2M |
P PGR | PROGRESSIVE CORP | 16.03% | $53.0M | 198,784 | $239.69 | $266.86 | -$3.1M |
S SPDW | SPDR DEVELOPED | 6.66% | $22.1M | 544,588 | $34.57 | $40.49 | +$3.3M |
B BSCV | INVESCO BULLETSHARES | 5.18% | $17.2M | 1,037,817 | $16.32 | $16.53 | +$898.5K |
I IVV | ISHARES CORE | 5.18% | $17.1M | 27,612 | $620.90 | $620.90 | +$17.1M |