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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 8 of 9  ·  163 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 SPLV POWERSHARES S&P 500 LOW VOLATI 6,618.0 $496K 0.02% -787.0 -10.6% $74.90 +1.0%
142 AB ALLIANCEBERNSTEIN HOLDING L.P. Financial Services 14,054.0 $495K 0.02% -28K -66.5% $35.22 +4.0%
143 ELV ELEVANCE HEALTH INC Healthcare 1,180.0 $456K 0.02% -20.0 -1.7% $386.73 +3.1%
144 IJK iSHARES S&P MIDCAP GROWTH INDE 3,854.0 $453K 0.02% -1K -27.5% $117.50 -2.6%
145 OEF iSHARES S&P 100 INDEX FUND 1,212.0 $443K 0.02% -69.0 -5.4% $365.87 +3.4%
146 VZ VERIZON COMMUNICATIONS INC Communication Services 9,129.0 $387K 0.02% -1K -11.7% $42.34 +18.7%
147 VHT VANGUARD HEALTH CARE 1,213.0 $363K 0.02% -148.0 -10.9% $299.01 +10.0%
148 EFG iSHARES MSCI EAFE GROWTH INDEX 2,782.0 $346K 0.02% -274.0 -9.0% $124.40 +1.5%
149 SANM SANMINA CORP Technology 1,366.0 $346K 0.02% -2K -56.7% $253.08 -24.5%
150 IEUR THE iSHARES CORE MSCI EUROPE E 4,578.0 $344K 0.02% -727.0 -13.7% $75.17 +4.8%
151 AZO AUTOZONE INC Consumer Cyclical 105.0 $336K 0.01% -1.0 -0.9% $3195.94 -5.3%
152 VIG VANGUARD DIVIDEND APP INDEX FU 1,417.0 $335K 0.01% -1K -48.0% $236.62 +3.2%
153 PM PHILIP MORRIS INTL INC Consumer Defensive 1,838.0 $332K 0.01% -139.0 -7.0% $180.86 +7.2%
154 KMB KIMBERLY CLARK CORP Consumer Defensive 2,998.0 $329K 0.01% -27K -90.0% $109.77 +1.1%
155 CME CME GROUP INC Financial Services 1,263.0 $279K 0.01% -4K -73.6% $220.83 +25.6%
156 OUSA APLS O'SHARES US QUALITY DIVID 4,780.0 $279K 0.01% -570.0 -10.7% $58.33 +7.5%
157 ENB ENBRIDGE INC Energy 4,801.0 $260K 0.01% -99.0 -2.0% $54.21 -8.2%
158 MCD MCDONALDS CORP Consumer Cyclical 957.0 $259K 0.01% -5K -83.5% $270.31 -0.8%
159 TRV TRAVELERS COS INC Financial Services 762.0 $252K 0.01% -150.0 -16.4% $330.12 +12.0%
160 MAA MID-AMERICA APARTMENT COMMUNIT Real Estate 1,781.0 $247K 0.01% -83.0 -4.5% $138.94 -5.0%
Page 8 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%