GARLAND CAPITAL MANAGEMENT INC
Regulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
Portfolio style
Measured from the filed 13F common-share book for Sep 30, 2025, never from the firm's own description.
Closest benchmark: the Dow Jones Industrial Average as of 2025-10-31, active share 83.5%; sector active share 43.0% against the combined 13F book's sector weights.
Over time 23 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
21 tracked positions · as of Sep 30, 2025 · Δ vs Jun 30, 2025Portfolio Trend
Sector Breakdown
As of Sep 30, 2025| Sector | % Portfolio | Value |
|---|---|---|
| Healthcare | 25.5% | $1,817,181 |
| Financial Services | 20.7% | $1,475,148 |
| Real Estate | 12.2% | $871,141 |
| Technology | 11.7% | $831,274 |
| Consumer Defensive | 9.9% | $702,801 |
| Industrials | 6.6% | $468,524 |
| Unclassified | 5.6% | $402,048 |
| Energy | 4.2% | $299,195 |
| Utilities | 3.5% | $250,875 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increasedTrimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| CSCO | Cisco Systems, Inc. | −17,200 | 5,675 | $388,283 | |
| BNY | Bank of New York Mellon Corp | −14,370 | 5,425 | $591,108 | |
| TOT | TotalEnergies SE | −10,057 | 3,885 | $81,013 | |
| MRK | Merck & Co., Inc. | −10,035 | 3,590 | $301,308 | |
| MDT | Medtronic plc | −8,735 | 2,980 | $283,815 | |
| NVS | Novartis AG | −8,330 | 3,170 | $406,520 | |
| PRU | Prudential Financial Inc | −7,735 | 2,775 | $287,878 | |
| AEP | American Electric Power Co Inc | −7,350 | 2,230 | $250,875 | |
| ABBV | AbbVie Inc. | −7,123 | 2,160 | $500,126 | |
| RTX | RTX Corp | −6,790 | 2,800 | $468,524 | |
| PG | PROCTER & GAMBLE Co | −6,695 | 2,225 | $341,871 | |
| ARE | Alexandria Real Estate Equities, Inc. | −6,510 | 4,410 | $367,529 | |
| JPM | Jpmorgan Chase & Co | −6,180 | 1,890 | $596,162 | |
| PEP | Pepsico Inc | −5,727 | 2,570 | $360,930 | |
| JNJ | Johnson & Johnson | −5,110 | 1,755 | $325,412 | |
| CVX | Chevron Corp | −5,063 | 1,405 | $218,182 | |
| PLD | Prologis, Inc. | −4,965 | 2,390 | $273,702 | |
| IBM | International Business Machines Corp | −4,242 | 1,570 | $442,991 | |
| VTV | VANGUARD VALUE INDEX FUND | −810 | 1,899 | $354,144 | |
| VNQ | VANGUARD REAL ESTATE INDEX FUND | −305 | 524 | $47,904 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarterSold Out
Positions the filer fully exited| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| WELL | Welltower Inc. | 9,005 | $1,384,338 | |
| TRV | Travelers Companies, Inc. | 5,072 | $1,356,962 | |
| NTRS | Northern Trust Corp | 8,555 | $1,084,688 | |
| ROK | Rockwell Automation, Inc | 2,940 | $976,579 | |
| UPS | United Parcel Service Inc | 9,640 | $973,061 | |
| CMCSA | Comcast Corp | 26,820 | $957,205 | |
| PFE | Pfizer Inc | 36,542 | $885,778 | |
| VOO | VANGUARD 500 INDEX FUND | 36 | $20,449 | |
| No positions match the current search. | ||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 1,890 | $596,162 | 8.38% | |
| BNY |
Bank of New York Mellon Corp
Financial Services
|
Reduced | 5,425 | $591,108 | 8.30% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Reduced | 2,160 | $500,126 | 7.03% | |
| RTX |
RTX Corp
Industrials
|
Reduced | 2,800 | $468,524 | 6.58% | |
| IBM |
International Business Machines Corp
Technology
|
Reduced | 1,570 | $442,991 | 6.22% | |
| NVS |
Novartis AG
Healthcare
|
Reduced | 3,170 | $406,520 | 5.71% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Reduced | 5,675 | $388,283 | 5.45% | |
| ARE |
Alexandria Real Estate Equities, Inc.
Real Estate
|
Reduced | 4,410 | $367,529 | 5.16% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Reduced | 2,570 | $360,930 | 5.07% | |
| VTV |
VANGUARD VALUE INDEX FUND
|
Reduced | 1,899 | $354,144 | 4.98% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Reduced | 2,225 | $341,871 | 4.80% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Reduced | 1,755 | $325,412 | 4.57% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Reduced | 3,590 | $301,308 | 4.23% | |
| PRU |
Prudential Financial Inc
Financial Services
|
Reduced | 2,775 | $287,878 | 4.04% | |
| MDT |
Medtronic plc
Healthcare
|
Reduced | 2,980 | $283,815 | 3.99% | |
| PLD |
Prologis, Inc.
Real Estate
|
Reduced | 2,390 | $273,702 | 3.85% | |
| AEP |
American Electric Power Co Inc
Utilities
|
Reduced | 2,230 | $250,875 | 3.52% | |
| PK |
Park Hotels & Resorts Inc.
Real Estate
|
Held | 20,750 | $229,910 | 3.23% | |
| CVX |
Chevron Corp
Energy
|
Reduced | 1,405 | $218,182 | 3.07% | |
| TOT |
TotalEnergies SE
Energy
|
Reduced | 3,885 | $81,013 | 1.14% | |
| VNQ |
VANGUARD REAL ESTATE INDEX FUND
|
Reduced | 524 | $47,904 | 0.67% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.