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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 9  ·  163 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 XLF FINANCIAL SELECT SECTOR SPDR 42,358.0 $2.3M 0.10% -1K -3.2% $53.61 +8.5%
102 ABNB AIRBNB INC -CL A Consumer Cyclical 15,149.0 $2.2M 0.10% -153.0 -1.0% $143.10 +32.0%
103 BNS BK NOVA SCOTIA HALIFAX Financial Services 24,500.0 $2.1M 0.10% -150.0 -0.6% $86.84 +8.3%
104 RCL ROYAL CARIBBEAN CRUISES LTD Consumer Cyclical 6,670.0 $2.1M 0.10% -3K -28.4% $317.53 -8.3%
105 IWO RUSSELL 2000 GROWTH INDEX 5,367.0 $2.1M 0.10% -522.0 -8.9% $393.96 -2.4%
106 VOO VANGUARD S&P 500 INDEX FUND 2,927.0 $2.0M 0.09% -3K -52.1% $686.81 +2.6%
107 IWP RUSSELL MIDCAP GROWTH INDEX 12,297.0 $1.8M 0.08% -200.0 -1.6% $146.41 -2.8%
108 IWM iSHARES RUSSELL 2000 INDEX FUN 5,934.0 $1.8M 0.08% -3K -29.7% $300.45 -0.6%
109 MDT MEDTRONIC PLC Healthcare 22,239.0 $1.7M 0.08% -22K -49.5% $78.23 +17.1%
110 ACN ACCENTURE PLC Technology 13,810.0 $1.7M 0.08% -4K -22.5% $124.44 +46.2%
111 VONV VANGUARD RUSSELL 1000 VALUE 15,682.0 $1.7M 0.08% -100K -86.5% $106.31 +6.7%
112 IVW iSHARES S&P 500 GROWTH INDEX 12,086.0 $1.7M 0.08% -2K -16.0% $137.53 +0.8%
113 SHEL SHELL PLC Energy 21,436.0 $1.7M 0.08% -210.0 -1.0% $77.54 +18.6%
114 AFL AFLAC INC Financial Services 13,596.0 $1.6M 0.07% -499.0 -3.5% $117.25 +0.1%
115 RSP INVESCO S&P 500 EQUAL WEIGHT 7,451.0 $1.6M 0.07% -10K -57.5% $212.77 +4.4%
116 VWO VANGUARD EMERGING MARKETS ETF 25,948.0 $1.5M 0.07% -149.0 -0.6% $59.69 +1.8%
117 EFA MSCI EAFE INDEX 14,058.0 $1.5M 0.07% -322.0 -2.2% $103.88 +4.4%
118 VNQ VANGUARD REAL ESTATE ETF 14,383.0 $1.4M 0.06% -6K -30.6% $96.43 +2.9%
119 SHOP SHOPIFY INC CL A Technology 12,090.0 $1.4M 0.06% -3K -21.4% $114.18 +32.6%
120 IWN RUSSELL 2000 VALUE INDEX 5,716.0 $1.3M 0.06% -125.0 -2.1% $221.20 +1.4%
Page 6 of 9  ·  163 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%