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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 14 of 21  ·  407 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 DE DEERE & CO Industrials 1,332.0 $620K 0.03% $465.57 +27.6%
262 DELL DELL TECHNOLOGIES INC Technology 4,906.0 $618K 0.03% -12K -70.8% $125.88 +226.1%
263 MMM 3M CO Industrials 3,758.0 $602K 0.03% -116.0 -3.0% $160.10 +1.9%
264 VIG VANGUARD DIVIDEND APP INDEX FU 2,724.0 $599K 0.03% -1K -28.4% $219.78 +8.2%
265 QQQ INVESCO QQQ TRUST SER 1 Financial Services 964.0 $592K 0.03% -47.0 -4.7% $614.31 +19.6%
266 MTD METTLER-TOLEDO INTL Healthcare 419.0 $584K 0.03% $1394.19 -17.9%
267 JBL JABIL INC Technology 2,553.0 $582K 0.03% -56.0 -2.1% $228.02 +72.4%
268 EPP iSHARES MSCI PACIFIC EX JAPAN 11,468.0 $579K 0.03% $50.47 +8.7%
269 EFX EQUIFAX INC Industrials 2,666.0 $578K 0.03% $216.98 -23.8%
270 OVV OVINTIV INC Energy 14,460.0 $567K 0.03% $39.19 +36.1%
271 GDMN WISDOMTREE EFFICIENT GOLD PLUS 6,000.0 $558K 0.03% -3K -33.3% $93.02 -2.2%
272 SLVR SPROTT SILVER MINERS & PHYSICA 10,000.0 $558K 0.03% NEW $55.80 +8.2%
273 DAN DANA INC Consumer Cyclical 23,476.0 $558K 0.03% -750.0 -3.1% $23.76 +23.5%
274 ROP ROPER TECHNOLOGIES INC Industrials 1,230.0 $548K 0.03% $445.13 -24.2%
275 COPX GLOBAL X COPPER MINERS ETF 7,600.0 $546K 0.03% NEW $71.79 +26.2%
276 UNP UNION PACIFIC CORP Industrials 2,305.0 $533K 0.03% $231.32 +13.7%
277 SE SEA LTD Consumer Cyclical 4,165.0 $531K 0.03% -250.0 -5.7% $127.57 -28.7%
278 SPLV POWERSHARES S&P 500 LOW VOLATI 7,405.0 $529K 0.03% $71.42 +3.9%
279 IWS RUSSELL MIDCAP VALUE INDEX 3,671.0 $518K 0.03% -108.0 -2.9% $141.03 +16.4%
280 IJK iSHARES S&P MIDCAP GROWTH INDE 5,314.0 $515K 0.03% $96.88 +19.6%
Page 14 of 21  ·  407 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%