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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 37 of 37  ·  734 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
721 EQT EQT CORP COM Energy 1.0 $53.0 NEW $53.00 +4.1%
722 IONQ IONQ INC COM Technology 1.0 $53.0 NEW $53.00 -25.4%
723 VICI VICI PPTYS INC COM Real Estate 2.0 $53.0 NEW $26.50 -4.1%
724 OXY OCCIDENTAL PETE CORP COM Energy 1.0 $49.0 NEW $49.00 +22.5%
725 LVS LAS VEGAS SANDS CORP COM Consumer Cyclical 1.0 $46.0 NEW $46.00 -3.5%
726 TPG TPG INC COM CL A Financial Services 1.0 $41.0 NEW $41.00 +28.4%
727 VANI VIVANI MEDICAL INC COMMON STOCK Healthcare 32.0 $40.0 NEW $1.25 +19.2%
728 CTSH COGNIZANT TECHNOLOGY SOLUTIONS CL A Technology 1.0 $39.0 NEW $39.00 +59.8%
729 MDLN MEDLINE INC COM CL A Healthcare 1.0 $39.0 NEW $39.00 -6.2%
730 PPL PPL CORP COM Utilities 1.0 $36.0 NEW $36.00 -2.5%
731 VSNT VERSANT MEDIA GROUP INC COM CL A Industrials 1.0 $36.0 NEW $36.00 +7.2%
732 INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR NOVEMBER 1.0 $27.0 NEW $27.00
733 HL HECLA MINING COMPANY COM Basic Materials 1.0 $15.0 NEW $15.00 +37.9%
734 HNDL STRATEGY SHARES NASDAQ 7HANDL INDEX ETF 1.0 $12.0 NEW $12.00 +87.7%
Page 37 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%