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Portfolio (Quarterly) Guide ↗

Highlander Partners, L.P.

· CIK 0001903866
13F Portfolio $256M AUM 47 positions Filed Apr 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 2 New 1 Added 6 Reduced 23 Exited
Page 3 of 3  ·  45 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 WES WESTERN MIDSTREAM PARTNERS L Energy 6,100.0 $251K 0.10% $41.17 +4.5%
42 ADBE ADOBE INC Technology 1,000.0 $243K 0.10% $243.08 -16.6%
43 FXI ISHARES TR 6,000.0 $215K 0.08% $35.90 -12.0%
44 V VISA INC Financial Services 700.0 $212K 0.08% $302.24 +11.2%
45 HD HOME DEPOT INC Consumer Cyclical 625.0 $206K 0.08% $328.89 +6.1%
Page 3 of 3  ·  45 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
Industrials 38.0%
Technology 18.8%
Financial Services 17.6%
Consumer Cyclical 13.4%
Healthcare 9.8%
Energy 1.8%
Communication Services 0.4%
Consumer Defensive 0.2%