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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 18 of 21  ·  412 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 KTOS KRATOS DEFENSE & SECURITY Industrials 3,469.0 $317K 0.02% NEW $91.37 -42.0%
342 AFG AMERICAN FINANCIAL GROUP INC Financial Services 2,143.0 $312K 0.02% NEW $145.72 -7.6%
343 ARCB ARCBEST CORP Industrials 4,441.0 $310K 0.01% NEW $69.87 +76.0%
344 OUSA APLS O'SHARES US QUALITY DIVID 5,434.0 $307K 0.01% NEW $56.54 +2.2%
345 TLN TALEN ENERGY CORP Utilities 715.0 $304K 0.01% NEW $425.38 -21.9%
346 PPC PILGRIMS PRIDE CORP Consumer Defensive 7,401.0 $301K 0.01% NEW $40.72 -31.9%
347 LRCX LAM RESEARCH CORP NEW Technology 2,230.0 $299K 0.01% NEW $133.90 +117.4%
348 IDCC INTERDIGITAL INC Technology 860.0 $297K 0.01% NEW $345.23 -24.4%
349 BTSG BRIGHTSPRING HEALTH SERVICES I Healthcare 10,003.0 $296K 0.01% NEW $29.56 +97.4%
350 GWRE GUIDEWIRE SOFTWARE INC Technology 1,275.0 $293K 0.01% NEW $229.86 -43.4%
351 HON HONEYWELL INTL INC Industrials 1,387.0 $292K 0.01% NEW $210.50 +1.7%
352 BEN FRANKLIN RES INC Financial Services 12,619.0 $292K 0.01% NEW $23.13 +37.8%
353 LEA LEAR CORP Consumer Cyclical 2,874.0 $289K 0.01% NEW $100.61 +30.2%
354 INTC INTEL CORP Technology 8,617.0 $289K 0.01% NEW $33.55 +234.8%
355 TPH TRI POINTE HOMES INC Consumer Cyclical 8,396.0 $285K 0.01% NEW $33.97 +38.2%
356 BCC BOISE CASCADE CP Basic Materials 3,654.0 $283K 0.01% NEW $77.32 -14.3%
357 KB KB FINANCIAL GROUP INC Financial Services 3,400.0 $282K 0.01% NEW $82.91 +25.3%
358 MCO MOODYS CORP Financial Services 590.0 $281K 0.01% NEW $476.48 -9.5%
359 WKC WORLD FUEL SVCS CORP Energy 10,826.0 $281K 0.01% NEW $25.95 +10.6%
360 LIFE360 INC 2,637.0 $280K 0.01% NEW $106.30
Page 18 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%