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Islay Capital Management, LLC

CIK:0001738560
Investment Adviser
$306M AUM
201 holdings
Lubbock, TX, United States
Founded:2011
2 employees
Latest filing:Jun 30, 2025

Islay Capital Management, LLC is an independent investment advisory firm headquartered in Lubbock, Texas. Founded in 2011, the firm manages assets for high net worth individuals, non-profit organizations, and other institutions. With approximately 2 employees (100% investment professionals), Islay Capital Management focuses on delivering tailored investment solutions and fiduciary management to United States-based clients.

Investment Strategy

Islay Capital Management, LLC employs a multifactor and diversified investment approach, focusing on constructing portfolios with individual equities, ETFs, and pooled investment vehicles spread across sectors and asset classes. The firm emphasizes discretionary portfolio management, aligning with client objectives and generating long-term, risk-managed growth primarily for high net worth individuals and select institutions, using both fundamental and quantitative analyses to inform holdings.

Top Buys
I
IEMGISHARES INC
+$2.6M
B
BNDXVANGUARD CHARLOTTE FDS
+$2.1M
I
IEFAISHARES TR
+$1.6M
S
SPTLSPDR SERIES TRUST
+$1.4M
D
DFHDREAM FINDERS HOMES INC
+$1.2M
Top Sells
B
BJBJS WHSL CLUB HLDGS INC
-$1.5M
E
EMBISHARES TR
-$1.4M
S
SIGSIGNET JEWELERS LIMITED
-$1.4M
S
SYYSYSCO CORP
-$1.3M
T
THCTENET HEALTHCARE CORP
-$1.3M

Top Holdings

S
SCHDSCHWAB STRATEGIC TR
+6.4%$10.0M
A
AVUVAMERICAN CENTY ETF TR
+4.2%$6.6M
S
SCHBSCHWAB STRATEGIC TR
+4.0%$6.1M
R
RSPTINVESCO EXCHANGE TRADED FD T
+3.3%$5.2M
S
SCHOSCHWAB STRATEGIC TR
+3.2%$5.0M

Equity Positions (199)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
S
SCHD
SCHWAB STRATEGIC TR6.43%$10.0M376,129$23.10$26.50-$22.5K
A
AVUV
AMERICAN CENTY ETF TR4.24%$6.6M72,267$79.56$91.10-$128.0K
S
SCHB
SCHWAB STRATEGIC TR3.95%$6.1M257,185$16.17$23.83-$387.8K
R
RSPT
INVESCO EXCHANGE TRADED FD T3.34%$5.2M126,979$33.21$40.78-$493.2K
S
SCHO
SCHWAB STRATEGIC TR3.21%$5.0M204,292$24.58$24.38-$1.0M

Industry Allocation

FIRE, MARINE & CASUALTY INSURANCE
+4.0%
SERVICES-PREPACKAGED SOFTWARE
+4.0%
PETROLEUM REFINING
+3.2%
RETAIL-AUTO DEALERS & GASOLINE STATIONS
+2.9%
NATIONAL COMMERCIAL BANKS
+2.6%