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Portfolio (Quarterly) Guide ↗

HIGHLAND CAPITAL MANAGEMENT, LLC

· CIK 0000860486
13F Portfolio $2.0B AUM Filed Oct 16, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 412 New
Page 13 of 21  ·  412 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 CME CME GROUP INC Financial Services 4,254.0 $1.1M 0.06% NEW $270.19 +12.9%
242 CEF SPROTT PHYSICAL GOLD & SILVER Financial Services 30,928.0 $1.1M 0.06% NEW $36.69 +31.3%
243 APLS APELLIS PHARMACEUTICALS INC Healthcare 50,133.0 $1.1M 0.06% NEW $22.63 +81.3%
244 PANW PALO ALTO NETWORKS INC Technology 5,334.0 $1.1M 0.05% NEW $203.62 +19.3%
245 FMS FRESENIUS MEDICAL CARE AG SPON Healthcare 41,000.0 $1.1M 0.05% NEW $26.33 -18.0%
246 IWN RUSSELL 2000 VALUE INDEX 5,861.0 $1.0M 0.05% NEW $176.81 +16.6%
247 ICICI BANK LIMITED 33,950.0 $1.0M 0.05% NEW $30.23
248 RF REGIONS FINANCIAL CORP Financial Services 38,000.0 $1.0M 0.05% NEW $26.37 +1.1%
249 NGG NATIONAL GRID PLC Utilities 13,769.0 $1.0M 0.05% NEW $72.67 +11.0%
250 ASML ASML HOLDING N.V. Technology 1,000.0 $968K 0.05% NEW $968.09 +52.1%
251 DB DEUTSCHE BANK AG Financial Services 26,980.0 $955K 0.05% NEW $35.41 -12.7%
252 BABA ALIBABA GROUP HOLDING LTD Consumer Cyclical 5,340.0 $954K 0.05% NEW $178.73 -25.4%
253 NWS NEWS CORP Communication Services 27,020.0 $934K 0.05% NEW $34.55 -13.9%
254 TAK TAKEDA PHARMACEUTIC COMPANY Healthcare 61,650.0 $903K 0.04% NEW $14.64 +13.5%
255 BTI BRITISH AMERICAN TOBACCO PLC Consumer Defensive 17,000.0 $902K 0.04% NEW $53.08 +25.0%
256 NVO NOVO NORDISK A/S Healthcare 16,200.0 $899K 0.04% NEW $55.49 -19.4%
257 IJH CORE S&P MIDCAP 13,650.0 $891K 0.04% NEW $65.26 +10.6%
258 BP BP PLC Energy 24,653.0 $850K 0.04% NEW $34.46 +32.6%
259 AMAT APPLIED MATERIALS INC Technology 4,053.0 $830K 0.04% NEW $204.74 +102.0%
260 VIG VANGUARD DIVIDEND APP INDEX FU 3,806.0 $821K 0.04% NEW $215.79 +6.8%
Page 13 of 21  ·  412 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
Technology 34.4%
Financial Services 16.1%
Communication Services 9.3%
Industrials 9.2%
Consumer Cyclical 9.1%
Healthcare 7.9%
Consumer Defensive 5.8%
Energy 2.9%
Basic Materials 2.0%
Utilities 2.0%