GARLAND CAPITAL MANAGEMENT INC

HTTP://WWW.GARLANDCAPITAL.COM BELLEVUE, WA Investment Advisor How do I update this listing?

Garland Capital Management is based out of Bellevue. Garland Capital Management is a large advisory firm with 109 clients and discretionary assets under management (AUM) of $191,840,868 (Form ADV from 2019-03-22). Their last reported 13F filing for Q1 2019 included $144,275,000 in managed 13F securities and a top 10 holdings concentration of 40.42%. Garland Capital Management's largest holding is Cisco Systems, Inc. with shares held of 127,811. Garland Capital Management has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 67 13F filings

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03/31/2019

13F Sector Allocation Over Time

03/31/2019

13F Activity

  • Market Value $144.275 Million
  • Prior Market Value $138.452 Million
  • New Purchases0 stocks
  • Additional Purchases6 stocks
  • Sold out of5 stocks
  • Reduced holdings in22 stocks
  • Top 10 Holdings % 40.42 %
  • Turnover % [1]:14.71%
  • Turnover Alt % [2]: 5.97 %
  • Time Held Top20:17.80 quarters
  • Time Held Top10:8.90 quarters
  • Time Held All:27.44 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-05-15

Performance for Q1 2019: 3.16%
Performance Last 4 Quarters: 10.51%
Performance Metrics
Stdev (5-yrs): Subscription required BETA (5-yrs): Subscription required ALPHA (3-yrs): Subscription required
Max Drawdown (all-years): Subscription required Annualized Perf (3-yrs): Subscription required Batting Avg vs S&P. (3-yrs): Subscription required
Sortino (3-yrs): Subscription required Stutzer (3-yrs): Subscription required Treynor (3-yrs): Subscription required
Sterling (3-yrs): Subscription required Calmar (3-yrs): Subscription required Information Ratio (3-yrs): Subscription required
Tracking Error (3 yrs): Subscription required Stdev Down (3-yrs): Subscription required Winning Months %: Subscription required
Losing Months %: Subscription required Best 12 Months: Subscription required Worst 12 Months: Subscription required
Efficiency Ratio (3-yrs): Subscription required Sharpe: Subscription required Stdev Sectors: Subscription required
Skewness (3-yrs): Subscription required Kurtosis (3-yrs): Subscription required Upside Potential (3-yrs): Subscription required

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13F Filings Available:
  • 2019-03-31 - 13F-HR (Subscription required)
  • 2018-12-31 - 13F-HR (Subscription required)
  • 2018-09-30 - 13F-HR/A (Subscription required)
  • 2018-09-30 - 13F-HR (Subscription required)
  • 2018-06-30 - 13F-HR (Subscription required)
  • 2018-03-31 - 13F-HR (Subscription required)
  • 2017-12-31 - 13F-HR (Subscription required)
  • 2017-09-30 - 13F-HR (Subscription required)
  • 2017-06-30 - 13F-HR (Subscription required)
  • 2017-03-31 - 13F-HR (Subscription required)
  • 2016-12-31 - 13F-HR (Subscription required)
  • 2016-09-30 - 13F-HR (Subscription required)
  • 2016-06-30 - 13F-HR (Subscription required)
  • 2016-03-31 - 13F-HR (Subscription required)
  • 2015-12-31 - 13F-HR (Subscription required)
  • 2015-09-30 - 13F-HR (Subscription required)
  • 2015-06-30 - 13F-HR (Subscription required)
  • 2015-03-31 - 13F-HR (Subscription required)
  • 2014-12-31 - 13F-HR (Subscription required)
  • 2014-09-30 - 13F-HR (Subscription required)
  • 2014-06-30 - 13F-HR (Subscription required)
  • 2014-03-31 - 13F-HR (Subscription required)
  • 2013-12-31 - 13F-HR (Subscription required)
  • 2013-09-30 - 13F-HR (Subscription required)
  • 2013-06-30 - 13F-HR (Subscription required)
  • 2013-03-31 - 13F-HR (Subscription required)
  • 2012-12-31 - 13F-HR (Subscription required)
  • 2012-09-30 - 13F-HR (Subscription required)
  • 2012-06-30 - 13F-HR (Subscription required)
  • 2012-03-31 - 13F-HR (Subscription required)
  • 2011-12-31 - 13F-HR (Subscription required)
  • 2011-09-30 - 13F-HR (Subscription required)
  • 2011-06-30 - 13F-HR (Subscription required)
  • 2011-03-31 - 13F-HR (Subscription required)
  • 2010-12-31 - 13F-HR (Subscription required)
  • 2010-09-30 - 13F-HR (Subscription required)
  • 2010-06-30 - 13F-HR (Subscription required)
  • 2010-03-31 - 13F-HR (Subscription required)
  • 2009-12-31 - 13F-HR (Subscription required)
  • 2009-09-30 - 13F-HR (Subscription required)
  • 2009-06-30 - 13F-HR (Subscription required)
  • 2009-03-31 - 13F-HR (Subscription required)
  • 2008-12-31 - 13F-HR (Subscription required)
  • 2008-09-30 - 13F-HR (Subscription required)
  • 2008-06-30 - 13F-HR (Subscription required)
  • 2008-03-31 - 13F-HR (Subscription required)
  • 2007-12-31 - 13F-HR (Subscription required)
  • 2007-09-30 - 13F-HR (Subscription required)
  • 2007-06-30 - 13F-HR (Subscription required)
  • 2007-03-31 - 13F-HR (Subscription required)
  • 2006-12-31 - 13F-HR (Subscription required)
  • 2006-09-30 - 13F-HR (Subscription required)
  • 2006-06-30 - 13F-HR (Subscription required)
  • 2006-03-31 - 13F-HR (Subscription required)
  • 2005-12-31 - 13F-HR (Subscription required)
  • 2005-09-30 - 13F-HR (Subscription required)
  • 2005-06-30 - 13F-HR (Subscription required)
  • 2005-03-31 - 13F-HR (Subscription required)
  • 2004-12-31 - 13F-HR (Subscription required)
  • 2004-09-30 - 13F-HR (Subscription required)
  • 2004-06-30 - 13F-HR (Subscription required)
  • 2004-03-31 - 13F-HR (Subscription required)
  • 2003-12-31 - 13F-HR (Subscription required)
  • 2003-09-30 - 13F-HR (Subscription required)
  • 2003-06-30 - 13F-HR (Subscription required)
  • 2003-03-31 - 13F-HR (Subscription required)
  • 2002-12-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

GARLAND CAPITAL MANAGEMENT INC
500 108TH AVE NE, #955
BELLEVUE WA    98004
Country: United States

Business Phone: 425-646-7366
Fax: 425-646-7395
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Corporation
Organized in: WA
Number of employees: 3
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management
Amount of client funds and securities:
Total Number of Clients: 109
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

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GARLAND CAPITAL MANAGEMENT INC

ownership team - last updated 2019-03-22
Name Title Start Date Direct/Indirect % Ownership
GARLAND, JOHN, THOMAS PRESIDENT, DIRECTOR 03/01/1998 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
GARLAND CAPITAL MANAGEMENT INC PRESIDENT, DIRECTOR direct 1998-03-01
GARLAND, JOYCE, MARY SECRETARY 03/01/1998 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
GARLAND CAPITAL MANAGEMENT INC SECRETARY direct 1998-03-01
GARLAND, ANDREA, LYNN VP, CHIEF COMPLIANCE OFFICER 05/01/2011 Direct less than 5%
Fund Name Position direct/indirect start date end date
GARLAND CAPITAL MANAGEMENT INC VP, CHIEF COMPLIANCE OFFICER direct 2011-05-01

GARLAND CAPITAL MANAGEMENT INC

ownership team - last updated 2017-03-14
Name Title Start Date Direct/Indirect % Ownership
GARLAND, JOHN, THOMAS PRESIDENT, DIRECTOR 03/01/1998 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
GARLAND CAPITAL MANAGEMENT INC PRESIDENT, DIRECTOR direct 1998-03-01
GARLAND, JOYCE, MARY SECRETARY 03/01/1998 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
GARLAND CAPITAL MANAGEMENT INC SECRETARY direct 1998-03-01
GARLAND, ANDREA, LYNN VP, CHIEF COMPLIANCE OFFICER 05/01/2011 Direct less than 5%
Fund Name Position direct/indirect start date end date
GARLAND CAPITAL MANAGEMENT INC VP, CHIEF COMPLIANCE OFFICER direct 2011-05-01

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