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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 13 of 21  ·  411 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 IJH CORE S&P MIDCAP 12,564.0 $969K 0.04% -816.0 -6.1% $77.11 -0.6%
242 DEO DIAGEO PLC Consumer Defensive 11,740.0 $944K 0.04% $80.38 +17.0%
243 BTSG BRIGHTSPRING HEALTH SERVICES I Healthcare 13,456.0 $938K 0.04% +4K +40.9% $69.74 -13.3%
244 KB KB FINANCIAL GROUP INC Financial Services 8,800.0 $924K 0.04% +6K +193.3% $104.96 +15.0%
245 AGX ARGAN INC Industrials 1,150.0 $918K 0.04% +331.0 +40.4% $798.55 -43.0%
246 ARCB ARCBEST CORP Industrials 6,372.0 $915K 0.04% +2K +48.4% $143.54 -2.8%
247 TAK TAKEDA PHARMACEUTIC COMPANY Healthcare 54,700.0 $877K 0.04% $16.03 +13.8%
248 GSK GSK PLC Healthcare 16,642.0 $872K 0.04% $52.42 -1.7%
249 SNX SYNNEX CORPORATION Technology 3,191.0 $853K 0.04% +915.0 +40.2% $267.34 -4.2%
250 DE DEERE & CO Industrials 1,332.0 $845K 0.04% $634.33 +0.1%
251 ICICI BANK LIMITED 28,900.0 $839K 0.04% $29.03
252 ABT ABBOTT LABORATORIES Healthcare 9,148.0 $830K 0.04% -38K -80.6% $90.74 +26.4%
253 FMS FRESENIUS MEDICAL CARE AG SPON Healthcare 36,700.0 $830K 0.04% $22.61 +3.8%
254 BX BLACKSTONE INC Financial Services 6,970.0 $820K 0.04% -115.0 -1.6% $117.67 +22.1%
255 CSTM CONSTELLIUM SE CL A Basic Materials 25,734.0 $820K 0.04% +6K +32.1% $31.87 -14.1%
256 DB DEUTSCHE BANK AG Financial Services 24,140.0 $815K 0.04% $33.76 +19.3%
257 AMN AMN HEALTHCARE SERVICES INC Healthcare 24,558.0 $795K 0.04% NEW $32.37 +6.7%
258 DAN DANA INC Consumer Cyclical 28,753.0 $782K 0.04% +5K +22.5% $27.21 +9.7%
259 OSCR OSCAR HEALTH INC CL A Healthcare 27,419.0 $782K 0.04% NEW $28.52 +9.3%
260 BWA BORGWARNER INC Consumer Cyclical 11,639.0 $773K 0.04% +3K +39.7% $66.40 -2.2%
Page 13 of 21  ·  411 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%