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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 23 of 37  ·  734 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 GFS GLOBALFOUNDRIES INC ORDINARY SHARES Technology 47.0 $4K 0.00% NEW $82.40 -45.1%
442 NFRA FLEXSHARES STOXX GLOBAL BROAD INFRASTRUCTURE INDEX FUND 60.0 $4K 0.00% NEW $64.05 +2.6%
443 BHP BHP BILLITON LIMITED SPONSORED ADS Basic Materials 45.0 $4K 0.00% NEW $83.31 +8.5%
444 ZROZ PIMCO 25 YEAR ZERO COUPON US TREASURY INDEX EXCHANGE-TRADED FUND 58.0 $4K 0.00% NEW $64.10 -8.1%
445 SAN BANCO SANTANDER SA ADR Financial Services 268.0 $4K 0.00% NEW $13.80 +8.2%
446 GQRE FLEXSHARES GLOBAL QUALITY REAL ESTATE INDEX FUND 57.0 $4K 0.00% NEW $64.07 -1.2%
447 UPS UNITED PARCEL SVCS INC CL B Industrials 34.0 $4K 0.00% NEW $107.06 -4.4%
448 BNOV INNOVATOR U.S. EQUITY BUFFER ETF - NOVEMBER 73.0 $3K 0.00% NEW $47.81 +3.0%
449 NUE NUCOR CORP COM Basic Materials 15.0 $3K 0.00% NEW $226.73 +15.1%
450 TOST TOAST INC CL A Technology 122.0 $3K 0.00% NEW $27.82 +22.0%
451 HOG HARLEY DAVIDSON INC COM Consumer Cyclical 138.0 $3K 0.00% NEW $24.54 +15.3%
452 QTJA INNOVATOR GROWTH ACCELERATED PLUS ETF - JANUARY 100.0 $3K 0.00% NEW $32.98 +2.9%
453 LRCX LAM RESEARCH CORP COM NEW Technology 8.0 $3K 0.00% NEW $407.38 -24.5%
454 BRO BROWN & BROWN INC COM Financial Services 51.0 $3K 0.00% NEW $63.55 +12.4%
455 QTOC INNOVATOR GROWTH ACCELERATED PLUS ETF - OCTOBER 85.0 $3K 0.00% NEW $37.99 +2.8%
456 INNOVATOR GROWTH-100 POWER BUFFER ETF - NOVEMBER 100.0 $3K 0.00% NEW $31.45
457 ACN ACCENTURE PLC IRELAND SHS CLASS A Technology 25.0 $3K 0.00% NEW $124.44 +50.0%
458 GS GOLDMAN SACHS GROUP INC COM Financial Services 3.0 $3K 0.00% NEW $1035.67 +0.3%
459 SMFG SUMITOMO MITSUI FIN GRP INC SPONSORED ADR Financial Services 131.0 $3K 0.00% NEW $23.58 +15.8%
460 OVV OVINTIV INC COM Energy 58.0 $3K 0.00% NEW $52.66 +23.0%
Page 23 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%