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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 6 of 37  ·  734 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 UAL UNITED AIRLS HLDGS INC COM Industrials 879.0 $120K 0.05% NEW $135.99 -18.1%
102 TSLA TESLA INC COM Consumer Cyclical 283.0 $119K 0.05% NEW $420.60 -15.8%
103 DUPONT DE NEMOURS INC COMMON STOCK 863.0 $117K 0.05% NEW $135.64
104 GE GE AEROSPACE COM NEW Industrials 307.0 $115K 0.05% NEW $373.96 -9.9%
105 VEA VANGUARD FTSE DEVELOPED MARKETS ETF 1,566.0 $112K 0.05% NEW $71.24 +3.5%
106 STIP ISHARES 0-5 YEAR TIPS BOND ETF 1,092.0 $112K 0.05% NEW $102.12 -1.3%
107 RTX RTX CORPORATION COM Industrials 576.0 $109K 0.05% NEW $189.68 +5.9%
108 VUG VANGUARD MORNINGSTAR GROWTH ETF 1,248.0 $107K 0.05% NEW $86.12 +2.7%
109 NXTG FIRST TRUST INDXX NEXTG ETF 699.0 $107K 0.05% NEW $153.36 +0.9%
110 ACWX ISHARES MSCI ACWI EX U.S. ETF 1,373.0 $104K 0.05% NEW $76.11 +3.1%
111 XLB STATE STREET MATERIALS SELECT SECTOR SPDR ETF 2,026.0 $103K 0.04% NEW $50.83 +3.2%
112 USMV ISHARES MSCI USA MIN VOL FACTOR ETF 1,066.0 $103K 0.04% NEW $96.44 +4.5%
113 DUHP DIMENSIONAL US HIGH PROFITABILITY ETF 2,400.0 $100K 0.04% NEW $41.73 +1.8%
114 ETN EATON CORP PLC SHS Industrials 231.0 $98K 0.04% NEW $426.12 -3.6%
115 PEP PEPSICO INC COM Consumer Defensive 725.0 $98K 0.04% NEW $135.41 +1.6%
116 CRWD CROWDSTRIKE HLDGS INC CL A Technology 125.0 $95K 0.04% NEW $190.79 +11.7%
117 VZ VERIZON COMMUNICATIONS INC COM Communication Services 2,252.0 $95K 0.04% NEW $42.34 +18.4%
118 ISRG INTUITIVE SURGICAL INC COM NEW Healthcare 239.0 $95K 0.04% NEW $397.68 -7.8%
119 HPE HEWLETT PACKARD ENTERPRISE CO COM Technology 2,089.0 $94K 0.04% NEW $45.11 +15.3%
120 DSI ISHARES ESG MSCI KLD 400 ETF 658.0 $94K 0.04% NEW $142.35 +3.6%
Page 6 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%