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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 21 of 21  ·  407 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 STNE STONECO LTD CL A Technology 10,514.0 $156K 0.01% NEW $14.79 -25.7%
402 OGN ORGANON & COMPANY Healthcare 13,633.0 $98K 0.01% -104.0 -0.8% $7.17 +87.2%
403 SLI STANDARD LITHIUM LTD Basic Materials 20,000.0 $89K 0.00% $4.47 -21.5%
404 SENSTAR TECHNOLOGIES LTD 12,035.0 $58K 0.00% $4.83
405 GSM FERROGLOBE PLC Basic Materials 10,000.0 $46K 0.00% NEW $4.64 -17.2%
406 IQ IQIYI INC Communication Services 11,400.0 $22K 0.00% $1.92 -45.8%
407 CLEARSIGN COMBUSTION CORP 32,454.0 $18K 0.00% $0.56
Page 21 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%