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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 9 of 13  ·  257 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 DEO DIAGEO PLC Consumer Defensive 11,790.0 $1.0M 0.05% -1K -11.2% $86.27 -6.6%
162 GTES GATES INDUSTRIAL CORP PLC Industrials 47,350.0 $1.0M 0.05% -6K -10.5% $21.47 +32.7%
163 NGG NATIONAL GRID PLC Utilities 12,229.0 $946K 0.05% -2K -11.2% $77.35 +5.4%
164 DB DEUTSCHE BANK AG Financial Services 24,190.0 $933K 0.05% -3K -10.3% $38.56 -7.1%
165 MT ARCELORMITTAL S A Basic Materials 20,177.0 $919K 0.05% -2K -10.6% $45.57 +47.3%
166 HOOD ROBINHOOLD MARKETS INC Financial Services 7,934.0 $897K 0.04% -6K -43.8% $113.10 -6.0%
167 IJH CORE S&P MIDCAP 13,380.0 $883K 0.04% -270.0 -2.0% $66.00 +15.7%
168 FMS FRESENIUS MEDICAL CARE AG SPON Healthcare 36,800.0 $877K 0.04% -4K -10.2% $23.82 +0.4%
169 ICICI BANK LIMITED 28,900.0 $861K 0.04% -5K -14.9% $29.80
170 TAK TAKEDA PHARMACEUTIC COMPANY Healthcare 54,800.0 $854K 0.04% -7K -11.1% $15.59 -0.6%
171 STWD STARWOOD PROPERTY TRUST INC Real Estate 46,350.0 $835K 0.04% -35K -43.0% $18.01 -6.3%
172 GSK GSK PLC Healthcare 16,642.0 $816K 0.04% -2K -12.1% $49.04 +7.5%
173 BP BP PLC Energy 22,543.0 $783K 0.04% -2K -8.6% $34.73 +17.3%
174 TFC TRUIST FINANCIAL CORP Financial Services 15,828.0 $779K 0.04% -112K -87.6% $49.21 +0.8%
175 TJX TJX COS INC NEW Consumer Cyclical 5,000.0 $768K 0.04% -10K -67.6% $153.61 +8.3%
176 ASML ASML HOLDING N.V. Technology 700.0 $749K 0.04% -300.0 -30.0% $1069.86 +79.0%
177 IBM INTERNATIONAL BUSINESS MACHINE Technology 2,508.0 $743K 0.04% -381.0 -13.2% $296.21 -10.3%
178 NVO NOVO NORDISK A/S Healthcare 14,500.0 $738K 0.04% -2K -10.5% $50.88 -12.8%
179 BIDU BAIDU INC Communication Services 5,530.0 $723K 0.04% -570.0 -9.3% $130.66 -13.3%
180 NWS NEWS CORP Communication Services 23,320.0 $691K 0.03% -4K -13.7% $29.63 +1.7%
Page 9 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%