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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 20 of 21  ·  407 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 SIRI SIRIUSXM HOLDINGS INC COMMON S Communication Services 11,000.0 $220K 0.01% $20.00 +39.3%
382 SCHG SCHWAB US LARGE CAP GROWTH ETF 6,700.0 $219K 0.01% -276.0 -4.0% $32.62 +4.1%
383 NXT NEXTPOWER INC CLASS A Technology 2,508.0 $218K 0.01% NEW $87.11 +44.2%
384 EHC ENCOMPASS HEALTH CORP Healthcare 2,035.0 $216K 0.01% $106.14 -5.9%
385 TDS TELEPHONE & DATA SYS INC Communication Services 5,255.0 $215K 0.01% -144.0 -2.7% $41.00 -4.0%
386 PTGX PROTAGONIST THERAPEUTICS INC Healthcare 2,462.0 $215K 0.01% NEW $87.34 +26.7%
387 ABG ASBURY AUTOMOTIVE GROUP INC Consumer Cyclical 915.0 $213K 0.01% -206.0 -18.4% $232.53 -14.1%
388 AVADEL PHARMACEUTICALS PLC 9,861.0 $213K 0.01% NEW $21.55
389 SAH SONIC AUTOMOTIVE INC Consumer Cyclical 3,433.0 $212K 0.01% -753.0 -18.0% $61.86 +35.2%
390 PERIMETER SOLUTIONS INC COMMON 7,684.0 $212K 0.01% NEW $27.53
391 VOYA VOYA FINANCIAL INC Financial Services 2,824.0 $210K 0.01% NEW $74.49 +22.4%
392 TGT TARGET CORP Consumer Defensive 2,144.0 $210K 0.01% -1K -39.5% $97.75 +36.5%
393 ADNT ADIENT PLC Consumer Cyclical 10,888.0 $209K 0.01% -2K -18.0% $19.17 +12.6%
394 WKC WORLD FUEL SVCS CORP Energy 8,893.0 $208K 0.01% -2K -17.9% $23.43 +33.5%
395 CALX CALIX INC Technology 3,930.0 $208K 0.01% NEW $52.93 -27.8%
396 AVT AVNET INC Technology 4,265.0 $205K 0.01% -904.0 -17.5% $48.08 +89.2%
397 VUG VANGUARD GROWTH ETF 418.0 $204K 0.01% -57.0 -12.0% $488.17 -82.2%
398 SCHA SCHWAB U.S. SMALL CAP ETF 7,085.0 $202K 0.01% -2K -20.7% $28.48 +22.2%
399 CPRI CAPRI HOLDINGS LTD Consumer Cyclical 8,200.0 $200K 0.01% NEW $24.40 -14.9%
400 DXC DXC TECHNOLOGY CO Technology 12,013.0 $176K 0.01% -3K -17.5% $14.65 -37.0%
Page 20 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%