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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 27 of 37  ·  734 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 RELX RELX PLC SPONSORED ADR Communication Services 48.0 $2K 0.00% NEW $31.67 +12.1%
522 LYG LLOYDS BANKING GROUP PLC SPONSORED ADR Financial Services 256.0 $1K 0.00% NEW $5.83 +4.3%
523 MDT MEDTRONIC PLC SHS Healthcare 19.0 $1K 0.00% NEW $78.21 +20.4%
524 ZG ZILLOW GROUP INC CL A 46.0 $1K 0.00% NEW $31.37
525 BDEC INNOVATOR U.S. EQUITY BUFFER ETF - DECEMBER 27.0 $1K 0.00% NEW $53.19 +3.0%
526 STM STMICROELECTRONICS N V NY REGISTRY Technology 19.0 $1K 0.00% NEW $74.89 -30.2%
527 WBD WARNER BROS DISCOVERY INC COM SER A Communication Services 52.0 $1K 0.00% NEW $26.65 +6.0%
528 NEBIUS GROUP N.V. SHS CLASS A 5.0 $1K 0.00% NEW $276.20
529 BIL STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF 15.0 $1K 0.00% NEW $91.67 -0.2%
530 CALM CAL MAINE FOODS INC COM NEW Consumer Defensive 16.0 $1K 0.00% NEW $82.25 -9.3%
531 TDOC TELADOC HEALTH INC COM Healthcare 150.0 $1K 0.00% NEW $8.48 -25.9%
532 EVRG EVERGY INC COM Utilities 15.0 $1K 0.00% NEW $84.40 -3.4%
533 NGG NATIONAL GRID PLC SPONSORED ADR NE Utilities 15.0 $1K 0.00% NEW $82.87 -5.7%
534 NATWEST GROUP PLC SPONS ADR 70.0 $1K 0.00% NEW $17.63
535 TAK TAKEDA PHARMACEUTICAL CO LTD SPONSORED ADS Healthcare 76.0 $1K 0.00% NEW $16.03 +15.1%
536 ARKK ARK INNOVATION ETF 15.0 $1K 0.00% NEW $80.80 +6.7%
537 CWT CALIFORNIA WTR SVC GROUP COM Utilities 25.0 $1K 0.00% NEW $48.32 +3.5%
538 NOK NOKIA CORP SPONSORED ADR Technology 91.0 $1K 0.00% NEW $13.27 -24.4%
539 SNY SANOFI SA SPONSORED ADR Healthcare 28.0 $1K 0.00% NEW $42.64 +3.7%
540 DB DEUTSCHE BK AG NAMEN AKT Financial Services 35.0 $1K 0.00% NEW $33.77 +22.4%
Page 27 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%