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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 8 of 37  ·  734 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 ORCL ORACLE CORP COM Technology 527.0 $77K 0.03% NEW $146.61 +8.3%
142 AZN ASTRAZENECA PLC ORD Healthcare 404.0 $77K 0.03% NEW $189.82 -14.3%
143 WFC WELLS FARGO & CO COM Financial Services 913.0 $75K 0.03% NEW $82.65 +8.8%
144 FITB FIFTH THIRD BANCORP COM Financial Services 1,332.0 $75K 0.03% NEW $56.36 -2.6%
145 MRK MERCK & CO INC COM Healthcare 562.0 $72K 0.03% NEW $128.45 +17.0%
146 NEE NEXTERA ENERGY INC COM Utilities 800.0 $70K 0.03% NEW $87.82 -5.0%
147 GWX STATE STREET SPDR S&P INTERNATIONAL SMALL CAP ETF 1,597.0 $70K 0.03% NEW $43.76 +7.5%
148 GSLC TR ACTIVEBETA US LARGE CAP EQUITY ETF 484.0 $69K 0.03% NEW $141.90 +3.6%
149 ARCC ARES CAPITAL CORP COM Financial Services 3,693.0 $68K 0.03% NEW $18.53 +8.1%
150 PBTP INVESCO 0-5 YR US TIPS ETF 2,649.0 $68K 0.03% NEW $25.66 +0.3%
151 DVYE ISHARES EMERGING MARKETS DIVIDEND ETF 2,105.0 $68K 0.03% NEW $32.22 +12.3%
152 SII SPROTT INC COM NEW Financial Services 600.0 $67K 0.03% NEW $112.35 +15.3%
153 XLP STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF 806.0 $67K 0.03% NEW $83.07 +1.8%
154 KO COCA COLA CO COM Consumer Defensive 822.0 $67K 0.03% NEW $81.28 +8.4%
155 DOW DOW HLDGS INC COM Basic Materials 2,382.0 $65K 0.03% NEW $27.36 +7.6%
156 IWR ISHARES RUSSELL MIDCAP ETF 588.0 $65K 0.03% NEW $110.26 +1.4%
157 SMIN ISHARES MSCI INDIA SMALL CAP ETF 916.0 $65K 0.03% NEW $70.70 +2.4%
158 HD HOME DEPOT INC COM Consumer Cyclical 181.0 $64K 0.03% NEW $353.51 -9.2%
159 NOW SERVICENOW INC COM Technology 635.0 $63K 0.03% NEW $99.28 +42.3%
160 BMO BANK MONTREAL MEDIUM COM Financial Services 355.0 $63K 0.03% NEW $176.70 -0.7%
Page 8 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%