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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 7 of 13  ·  257 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 IVZ INVESCO LTD Financial Services 73,645.0 $1.9M 0.10% -8K -10.3% $26.27 +12.4%
122 IWO RUSSELL 2000 GROWTH INDEX 5,889.0 $1.9M 0.10% -81.0 -1.4% $323.01 +19.6%
123 GILD GILEAD SCIENCES INC Healthcare 15,382.0 $1.9M 0.09% -437.0 -2.8% $122.74 +3.7%
124 ALAB ASTERA LABORATORIES INC Technology 11,212.0 $1.9M 0.09% -1K -10.9% $166.36 +131.3%
125 PHG KONINKLIJKE PHILIPS N V Healthcare 68,426.0 $1.9M 0.09% -10K -12.3% $27.08 -1.2%
126 BNS BK NOVA SCOTIA HALIFAX Financial Services 24,650.0 $1.8M 0.09% -3K -9.9% $73.69 +17.6%
127 NVS NOVARTIS AG ADR Healthcare 13,144.0 $1.8M 0.09% -1K -9.7% $137.87 +10.6%
128 RACE FERRARI NV NEW Consumer Cyclical 4,850.0 $1.8M 0.09% -550.0 -10.2% $369.56 -2.5%
129 LYB LYONDELLBASELL INDUSTRIES N V Basic Materials 41,055.0 $1.8M 0.09% -2K -4.7% $43.30 +46.1%
130 MCD MCDONALDS CORP Consumer Cyclical 5,797.0 $1.8M 0.09% -2K -25.0% $305.63 -6.6%
131 AER AERCAP HOLDINGS NV Industrials 12,250.0 $1.8M 0.09% -2K -11.2% $143.76 -0.2%
132 IWP RUSSELL MIDCAP GROWTH INDEX 12,497.0 $1.7M 0.09% -65.0 -0.5% $136.94 +4.5%
133 BK BANK OF NEW YORK MELLON CORP Financial Services 14,696.0 $1.7M 0.09% -343.0 -2.3% $116.09 +22.2%
134 TS TENARIS SA Energy 44,070.0 $1.7M 0.08% -5K -10.5% $38.45 +56.4%
135 HCA HCA HEALTHCARE INC Healthcare 3,621.0 $1.7M 0.08% -168.0 -4.4% $466.86 -15.6%
136 KNX KNIGHT-SWIFT TRANSPORTATION Industrials 32,024.0 $1.7M 0.08% -1K -4.5% $52.28 +44.6%
137 CPT CAMDEN PROPERTY TRUST Real Estate 15,083.0 $1.7M 0.08% -11K -42.2% $110.08 +0.2%
138 NKE NIKE INC Consumer Cyclical 25,725.0 $1.6M 0.08% -81K -75.8% $63.71 -28.8%
139 FERG FERGUSON PLC COMMON STOCK NEW Industrials 7,300.0 $1.6M 0.08% -900.0 -11.0% $222.63 +7.0%
140 AB ALLIANCEBERNSTEIN HOLDING L.P. Financial Services 41,911.0 $1.6M 0.08% -1K -3.3% $38.48 -4.8%
Page 7 of 13  ·  257 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 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%