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Portfolio (Quarterly) Guide ↗

HIGHLAND CAPITAL MANAGEMENT, LLC

· CIK 0000860486
13F Portfolio $2.0B AUM 409 positions Filed Feb 2, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 50 New 40 Added 257 Reduced 55 Exited
Page 3 of 3  ·  55 positions
# Ticker Company Sector Shares Value ↓ % Port Status
41 GVA GRANITE CONSTRUCTION INC Industrials 2,279 $250K 0.01% SOLD
42 MD MEDNAX INC Healthcare 13,983 $234K 0.01% SOLD
43 CWST CASELLA WASTE SYSTEMS INC CL A Industrials 2,445 $232K 0.01% SOLD
44 SNEX STONEX GROUP INC Financial Services 2,266 $229K 0.01% SOLD
45 VGK VANGUARD MSCI EUROPEAN ETF 2,849 $227K 0.01% SOLD
46 NSA NATIONAL STORAGE AFFILIATES TR Real Estate 7,303 $221K 0.01% SOLD
47 ROOT INC CL A NEW 2,437 $218K 0.01% SOLD
48 ACI ALBERTSONS COMPANIES INC Consumer Defensive 12,143 $213K 0.01% SOLD
49 DXPE DXP ENTERPRISES INC Industrials 1,783 $212K 0.01% SOLD
50 CORT CORCEPT THERAPEUTICS INC Healthcare 2,512 $209K 0.01% SOLD
51 ARW ARROW ELECTRONICS INC Technology 1,697 $205K 0.01% SOLD
52 SFM SPROUTS FARMERS MARKET INC Consumer Defensive 1,879 $204K 0.01% SOLD
53 SO SOUTHERN CO Utilities 2,150 $204K 0.01% SOLD
54 AVPT AVEPOINT INC CL A Technology 11,781 $177K 0.01% SOLD
55 F FORD MOTOR CO Consumer Cyclical 10,545 $126K 0.01% SOLD
Page 3 of 3  ·  55 positions
Sector Allocation
Technology 32.8%
Financial Services 17.0%
Communication Services 9.7%
Industrials 9.3%
Consumer Cyclical 8.9%
Healthcare 8.7%
Consumer Defensive 5.6%
Energy 2.8%
Basic Materials 2.1%
Utilities 1.7%