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Portfolio (Quarterly) Guide ↗

Highland Investment Advisors LLC

· CIK 0002149882
13F Portfolio $229M AUM 734 positions Filed Aug 13, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 734 New
Page 13 of 37  ·  734 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 PNC PNC FINL SVCS GROUP INC COM Financial Services 108.0 $27K 0.01% NEW $245.94 -0.1%
242 ACRE ARES COML REAL ESTATE CORP COM Real Estate 5,893.0 $27K 0.01% NEW $4.50 +1.5%
243 MMM 3M CO COM Industrials 164.0 $26K 0.01% NEW $161.44 +4.4%
244 BA BOEING CO COM Industrials 121.0 $26K 0.01% NEW $216.47 -1.9%
245 CB CHUBB LIMITED COM Financial Services 76.0 $26K 0.01% NEW $341.63 -0.0%
246 RSP INVESCO S&P 500 EQUAL WEIGHT ETF 122.0 $26K 0.01% NEW $212.24 +3.2%
247 BAPR INNOVATOR U.S. EQUITY BUFFER ETF - APRIL 485.0 $26K 0.01% NEW $53.26 +2.5%
248 WTPI WISDOMTREE EQUITY PREMIUM INCOME FUND 783.0 $26K 0.01% NEW $32.81 +1.0%
249 SLQD ISHARES 0-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF 503.0 $25K 0.01% NEW $50.37 -0.9%
250 NVS NOVARTIS AG SPONSORED ADR Healthcare 161.0 $25K 0.01% NEW $156.72 +2.1%
251 SYK STRYKER CORPORATION COM Healthcare 79.0 $25K 0.01% NEW $314.87 -3.7%
252 SPACE EXPLORATION TECHN CORP CLASS A COM STK 145.0 $25K 0.01% NEW $170.86
253 ONTO ONTO INNOVATION INC COM Technology 65.0 $25K 0.01% NEW $378.45 -29.2%
254 DIS DISNEY WALT CO COM Communication Services 255.0 $25K 0.01% NEW $96.13 +9.5%
255 TER TERADYNE INC COM Technology 50.0 $24K 0.01% NEW $483.84 -26.2%
256 HYGV FLEXSHARES HIGH YIELD VALUE-SCORED BOND INDEX FUND 599.0 $24K 0.01% NEW $40.28 -0.9%
257 RSPT INVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETF 369.0 $24K 0.01% NEW $64.51 -0.5%
258 SPTS STATE STREET SPDR PORTFOLIO SHORT TERM TREASURY ETF 819.0 $24K 0.01% NEW $29.02 -0.6%
259 QDPL PACER METAURUS US LARGE CAP DIVIDEND MULTIPLIER 400 ETF 524.0 $24K 0.01% NEW $45.03 +3.1%
260 FIW FIRST TRUST WATER ETF 211.0 $23K 0.01% NEW $109.74 -0.8%
Page 13 of 37  ·  734 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
Financial Services 33.2%
Technology 24.4%
Industrials 11.7%
Healthcare 6.8%
Consumer Defensive 6.7%
Utilities 5.1%
Consumer Cyclical 4.9%
Communication Services 2.6%
Energy 2.0%
Basic Materials 1.5%