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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 15 of 21  ·  412 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 NICE NICE LTD Technology 3,900.0 $565K 0.03% NEW $144.78 -35.7%
282 MA MASTERCARD INC Financial Services 967.0 $550K 0.03% NEW $568.81 -12.1%
283 SPLV POWERSHARES S&P 500 LOW VOLATI 7,430.0 $546K 0.03% NEW $73.48 -0.6%
284 UNP UNION PACIFIC CORP Industrials 2,305.0 $545K 0.03% NEW $236.37 +16.7%
285 TXN TEXAS INSTRUMENTS INC Technology 2,962.0 $544K 0.03% NEW $183.73 +63.9%
286 IWS RUSSELL MIDCAP VALUE INDEX 3,779.0 $528K 0.03% NEW $139.68 +11.2%
287 MTD METTLER-TOLEDO INTL Healthcare 420.0 $516K 0.03% NEW $1227.61 -13.5%
288 IJK iSHARES S&P MIDCAP GROWTH INDE 5,314.0 $510K 0.03% NEW $95.89 +14.4%
289 IESC IES HOLDINGS INC Industrials 1,230.0 $489K 0.02% NEW $397.65 +64.3%
290 DAN DANA INC Consumer Cyclical 24,226.0 $485K 0.02% NEW $20.04 +67.2%
291 VV VANGUARD LARGE CAP ETF 1,576.0 $485K 0.02% NEW $307.86 +10.0%
292 AEGON N.V. 60,512.0 $483K 0.02% NEW $7.99
293 SFNC SIMMONS FIRST NATIONAL CORP CL Financial Services 25,205.0 $483K 0.02% NEW $19.17 +9.3%
294 EFG iSHARES MSCI EAFE GROWTH INDEX 4,124.0 $470K 0.02% NEW $113.87 +4.2%
295 UL UNILEVER PLC Consumer Defensive 7,901.0 $468K 0.02% NEW $59.28 -3.7%
296 VZ VERIZON COMMUNICATIONS INC Communication Services 10,480.0 $461K 0.02% NEW $43.95 +6.4%
297 EME EMCOR GROUP INC Industrials 702.0 $456K 0.02% NEW $649.54 +36.0%
298 M MACYS INC Consumer Cyclical 25,196.0 $452K 0.02% NEW $17.93 +3.3%
299 SCHX SCHWAB US LARGE CAP ETF 16,141.0 $425K 0.02% NEW $26.34 +9.8%
300 SSRM SSR MINING INC Basic Materials 17,359.0 $424K 0.02% NEW $24.42 +27.8%
Page 15 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%