GARLAND CAPITAL MANAGEMENT INC

CIK 1181544 · View on SEC EDGAR ↗

Portfolio value
$7.3M
#8,998 of 9,443 by 13F value · top 95.3%
Positions
21
As of
Sept. 30, 2025 Data as of Q3 2025

Portfolio value QoQ: -76.9% 13F does not disclose cash

Top 10 holdings weight
61.58%
Top 25 holdings weight
100.00%
Positions above 1%
20
Effective number of positions
18.5

Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)

Turnover Q3 2025: 0.0% Est. buys $0 · sells $26,142,152

Median holding: 4.0 quarters Tracked Q4 2024–Q3 2025 · 60.0% still held

New positions
0
Increased
0
Decreased
20
Closed
8
On this page

Performance vs S&P 500

Tracked Q4 2024–Q3 2025
+14.5%
S&P 500 total return (same window)
+13.4%
Excess return
+1.2%

Annualized: +19.9% · S&P 500: +18.3%

Approximates a buy-and-hold portfolio built from quarterly SEC 13F snapshots. Excludes cash, short positions, options/derivatives, and non-13(f) securities — reflects the disclosed long-equity book only, not total fund AUM. SEC filing lag is up to 45 days; this is not a real-time-copyable timing.

Priceable coverage: 97.7% · Options excluded: 0.0%

Sector breakdown

Healthcare
25.0%
Financials
12.2%
Real Estate
12.0%
Financial Services
8.1%
Industrials
6.4%
Energy
6.2%
Technology
6.1%
Communications
5.3%
Consumer Staples
5.0%
Consumer products
4.7%
Utilities
3.5%
Other/Unmapped
5.5%

Full portfolio 21 positions

Type Streak 8Q trend
JPM JP Morgan Chase & Co. Common Stock $596,163 8.20% 1,890 $-1,743,411 Down ×3
BK The Bank of New York Mellon Corporation Common Stock $591,108 8.13% 5,425 $-1,212,414 Down ×3
ABBV AbbVie Inc. Common Stock $500,126 6.88% 2,160 $-1,222,984 Down ×3
RTX RTX Corporation Common Stock $468,524 6.45% 2,800 $-931,808 Down ×3
IBM International Business Machines Corporation Common Stock $442,991 6.09% 1,570 $-1,270,270 Down ×3
NVS Novartis AG Common Stock $406,521 5.59% 3,170 $-985,094 Down ×2
CSCO Cisco Systems, Inc. - Common Stock $388,284 5.34% 5,675 $-1,198,784 Down ×3
ARE Alexandria Real Estate Equities, Inc. Common Stock $367,529 5.06% 4,410 $-425,591 Down ×2
PEP PepsiCo, Inc. - Common Stock $360,931 4.97% 2,570 $-734,605 Down ×3
VTV $354,145 4.87% 1,899 $-124,644 Down ×2
PG Procter & Gamble Company (The) Common Stock $341,871 4.70% 2,225 $-1,079,263 Down ×3
JNJ Johnson & Johnson Common Stock $325,412 4.48% 1,755 $-723,217 Down ×3
MRK Merck & Company, Inc. Common Stock (new) $301,309 4.15% 3,590 $-777,246 Down ×3
PRU Prudential Financial, Inc. Common Stock $287,879 3.96% 2,775 $-841,315 Down ×3
MDT Medtronic plc. Ordinary Shares $283,815 3.90% 2,980 $-737,382 Down ×3
PLD Prologis, Inc. Common Stock $273,703 3.77% 2,390 $-499,455 Down ×3
AEP American Electric Power Company, Inc. - Common Stock $250,875 3.45% 2,230 $-743,146 Down ×3
TTE TotalEnergies SE Ordinary Shares $231,896 3.19% 3,885 $-624,003 Down ×3
PK Park Hotels & Resorts Inc. Common Stock $229,910 3.16% 20,750 $17,637
CVX Chevron Corporation Common Stock $218,182 3.00% 1,405 $-707,971 Down ×3
VNQ $47,904 0.66% 524 $-25,927 Down ×2

Top movers (QoQ)

Security Action Shares Δ Value Δ
JPM Trimmed -6K -$1.7M
IBM Trimmed -4K -$1.3M
ABBV Trimmed -7K -$1.2M
BK Trimmed -14K -$1.2M
CSCO Trimmed -17K -$1.2M
PG Trimmed -7K -$1.1M
NVS Trimmed -8K -$985K
RTX Trimmed -7K -$932K
PRU Trimmed -8K -$841K
MRK Trimmed -10K -$777K

Exited positions

Includes corporate events (mergers, delistings) — not all exits are sells

Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.

SecurityQuarter Shares before Value before Price since exit
DLR March 31, 2025 24,695 $4,379,164 37.0%
IFF March 31, 2025 38,535 $3,258,134 8.6%
WELL Sept. 30, 2025 9,005 $1,384,339 33.8%
TRV Sept. 30, 2025 5,072 $1,356,963 31.2%
NTRS Sept. 30, 2025 8,555 $1,084,688 37.9%
ROK Sept. 30, 2025 2,940 $976,580 24.9%
UPS Sept. 30, 2025 9,640 $973,062 23.7%
CMCSA Sept. 30, 2025 26,820 $957,206 -15.8%
PFE Sept. 30, 2025 36,542 $885,778 10.1%
GOOG March 31, 2025 3,500 $666,540 117.0%
GOOGL March 31, 2025 3,500 $662,550 121.2%
MSFT March 31, 2025 675 $284,513 28.4%
VOO Sept. 30, 2025 36 $20,449 No longer tracked