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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 7 of 37  ·  734 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 XLF STATE STREET FINANCIAL SELECT SECTOR SPDR ETF 1,734.0 $93K 0.04% NEW $53.61 +8.4%
122 META META PLATFORMS INC CL A Communication Services 164.0 $92K 0.04% NEW $563.29 +9.5%
123 PCN PIMCO CORPORATE & INCM STRG FD COM Financial Services 7,702.0 $92K 0.04% NEW $11.95 -1.8%
124 GEV GE VERNOVA INC COM Utilities 78.0 $92K 0.04% NEW $1177.78 -20.0%
125 AJG GALLAGHER ARTHUR J & CO COM Financial Services 398.0 $91K 0.04% NEW $229.62 +14.4%
126 ASB ASSOCIATED BANC-CORP COM Financial Services 2,966.0 $91K 0.04% NEW $30.77 +1.0%
127 BERKSHIRE HATHAWAY INC DEL CL B NEW 182.0 $91K 0.04% NEW $500.39
128 RRX REGAL REXNORD CORPORATION COM Industrials 380.0 $90K 0.04% NEW $237.96 -31.6%
129 BJAN INNOVATOR U.S. EQUITY BUFFER ETF - JANUARY 1,500.0 $88K 0.04% NEW $58.87 +2.9%
130 INTC INTEL CORP COM Technology 632.0 $88K 0.04% NEW $139.63 -31.4%
131 VBK VANGUARD MORNINGSTAR SMALL-CAP GROWTH ETF 238.0 $87K 0.04% NEW $366.07 -4.5%
132 IJH ISHARES CORE S&P MID-CAP ETF 1,124.0 $87K 0.04% NEW $77.11 -1.6%
133 SO SOUTHERN CO COM Utilities 894.0 $86K 0.04% NEW $95.70 -7.9%
134 COST COSTCO WHOLESALE CORPORATION COM Consumer Defensive 90.0 $84K 0.04% NEW $934.51 -2.0%
135 SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF 2,433.0 $82K 0.04% NEW $33.85 +5.0%
136 PG PROCTER & GAMBLE CO COM Consumer Defensive 560.0 $82K 0.04% NEW $146.58 -0.1%
137 IYE ISHARES U.S. ENERGY ETF 1,433.0 $81K 0.04% NEW $56.60 +19.7%
138 SCHD SCHWAB US DIVIDEND EQUITY ETF 2,525.0 $80K 0.04% NEW $31.71 +9.7%
139 JNJ JOHNSON & JOHNSON COM Healthcare 311.0 $79K 0.03% NEW $254.20 +8.3%
140 COPX GLOBAL X COPPER MINERS ETF 1,006.0 $77K 0.03% NEW $76.98 +17.8%
Page 7 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%