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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 3 of 4  ·  71 positions
# Ticker Company Sector Shares Value ↓ % Port Status
41 DNOW DNOW INC COM Energy 20,792 $275K 0.01% SOLD
42 ANYWHERE REAL ESTATE INC 19,303 $273K 0.01% SOLD
43 AHR AMERICAN HEALTHCARE REIT INC Real Estate 5,803 $273K 0.01% SOLD
44 HON HONEYWELL INTL INC Industrials 1,387 $271K 0.01% SOLD
45 IDCC INTERDIGITAL INC Technology 840 $267K 0.01% SOLD
46 CIEN CIENA CORPORATION Technology 1,124 $263K 0.01% SOLD
47 TLN TALEN ENERGY CORP Utilities 694 $260K 0.01% SOLD
48 KTOS KRATOS DEFENSE & SECURITY Industrials 3,402 $258K 0.01% SOLD
49 TPH TRI POINTE HOMES INC Consumer Cyclical 8,135 $256K 0.01% SOLD
50 VYM VANGUARD HIGH DIVIDEND YIELD E 1,757 $252K 0.01% SOLD
51 PPC PILGRIMS PRIDE CORP Consumer Defensive 6,468 $252K 0.01% SOLD
52 URBN URBAN OUTFITTERS INC Consumer Cyclical 3,330 $251K 0.01% SOLD
53 REV GROUP INC 3,891 $237K 0.01% SOLD
54 EYE NATIONAL VISION HOLDINGS INC Consumer Cyclical 9,137 $236K 0.01% SOLD
55 CELH CELSIUS HOLDINGS INC Consumer Defensive 5,057 $231K 0.01% SOLD
56 CRK COMSTOCK RES INC COM NEW Energy 9,946 $231K 0.01% SOLD
57 ARWR ARROWHEAD PHARMACEUTICALS INC Healthcare 3,453 $229K 0.01% SOLD
58 TEL TE CONNECTIVITY PLC Technology 984 $224K 0.01% SOLD
59 XMTR XOMETRY INC CLASS A Industrials 3,756 $223K 0.01% SOLD
60 TDS TELEPHONE & DATA SYS INC Communication Services 5,255 $215K 0.01% SOLD
Page 3 of 4  ·  71 positions
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%