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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 5 of 37  ·  734 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 DEXC DIMENSIONAL EMERGING MARKETS EX CHINA CORE EQUITY ETF 2,507.0 $207K 0.09% NEW $82.60 -1.5%
82 Q QNITY ELECTRONICS INC COMMON STOCK Technology 1,235.0 $202K 0.09% NEW $163.30 -26.2%
83 ADI ANALOG DEVICES INC COM Technology 504.0 $200K 0.09% NEW $397.21 -8.8%
84 IAU ISHARES GOLD TRUST Financial Services 2,503.0 $189K 0.08% NEW $75.51 +10.4%
85 MDLZ MONDELEZ INTL INC CL A Consumer Defensive 3,250.0 $188K 0.08% NEW $57.84 +6.0%
86 SPTM STATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF 2,069.0 $188K 0.08% NEW $90.78 +2.9%
87 LMBS FIRST TRUST LOW DURATION OPPORTUNITIES ETF 3,499.0 $174K 0.08% NEW $49.77 -0.6%
88 XLI STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF 912.0 $169K 0.07% NEW $185.23 -5.4%
89 JETS U.S. GLOBAL JETS ETF 5,041.0 $167K 0.07% NEW $33.22 -13.3%
90 XLU STATE STREET UTILITIES SELECT SECTOR SPDR ETF 3,588.0 $163K 0.07% NEW $45.34 -5.0%
91 QQQ INVESCO QQQ TRUST SERIES I Financial Services 215.0 $159K 0.07% NEW $737.74 -2.5%
92 TT TRANE TECHNOLOGIES PLC SHS Industrials 310.0 $152K 0.07% NEW $490.55 -8.7%
93 GM GENERAL MTRS CO COM Consumer Cyclical 1,928.0 $149K 0.07% NEW $77.08 +13.9%
94 DTM DT MIDSTREAM INC COMMON STOCK Energy 1,000.0 $147K 0.06% NEW $146.74 -11.7%
95 IGSB ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF 2,695.0 $141K 0.06% NEW $52.41 -1.1%
96 BKLN INVESCO SENIOR LOAN ETF 6,888.0 $140K 0.06% NEW $20.37 +1.2%
97 XLV STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF 864.0 $137K 0.06% NEW $158.59 +8.1%
98 CEF SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD AN Financial Services 3,400.0 $137K 0.06% NEW $40.23 +12.5%
99 DFAS DIMENSIONAL U.S. SMALL CAP ETF 1,624.0 $134K 0.06% NEW $82.36 -0.2%
100 AMLP ALERIAN MLP ETF 2,467.0 $128K 0.06% NEW $51.85 +7.5%
Page 5 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%