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Portfolio (Quarterly) Guide ↗

First Heartland Consultants, Inc.

· CIK 0001428793
13F Portfolio $1.5B AUM 589 positions Filed Jul 8, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 119 New 241 Added 190 Reduced 63 Exited
Page 4 of 4  ·  63 positions
# Ticker Company Sector Shares Value ↓ % Port Status
61 EFT EATON VANCE FLTING RATE INC Financial Services 16,175 $183K 0.01% SOLD
62 SVM SILVERCORP METALS INC Basic Materials 14,448 $120K 0.01% SOLD
63 UPLD UPLAND SOFTWARE INC Technology 17,829 $25K 0.00% SOLD
Page 4 of 4  ·  63 positions
Sector Allocation
Financial Services 46.7%
Technology 21.7%
Consumer Cyclical 8.6%
Industrials 6.7%
Consumer Defensive 5.0%
Healthcare 4.4%
Communication Services 3.4%
Energy 1.5%
Real Estate 1.0%
Utilities 0.8%