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Portfolio (Quarterly) Guide ↗

HIGHLAND CAPITAL MANAGEMENT, LLC

· CIK 0000860486
13F Portfolio $2.2B AUM 413 positions Filed Jul 21, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 75 New 102 Added 163 Reduced 71 Exited
Page 6 of 6  ·  102 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 ADNT ADIENT PLC Consumer Cyclical 14,139.0 $260K 0.01% +3K +29.9% $18.38 +1.4%
102 HL HECLA MINING CO Basic Materials 16,610.0 $256K 0.01% +4K +37.0% $15.43 +35.6%
Page 6 of 6  ·  102 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 38.3%
Financial Services 14.8%
Industrials 10.2%
Healthcare 7.9%
Consumer Cyclical 7.3%
Communication Services 7.2%
Consumer Defensive 5.4%
Energy 3.0%
Utilities 2.4%
Basic Materials 2.1%