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Portfolio (Quarterly) Guide ↗

Headlands Technologies LLC

· CIK 0001570271
13F Portfolio $943M AUM 695 positions Filed Aug 13, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 695 New
Page 17 of 35  ·  695 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 KOS KOSMOS ENERGY LTD Energy 344,019.0 $726K 0.08% NEW $2.11 +29.9%
322 JCI JOHNSON CONTROLS INTERNATION Industrials 4,950.0 $723K 0.08% NEW $146.11 +2.4%
323 TLRY TILRAY BRANDS INC Healthcare 160,665.0 $721K 0.08% NEW $4.49 -0.4%
324 SSRM SSR MINING IN Basic Materials 25,459.0 $720K 0.08% NEW $28.28 +12.1%
325 EQIX EQUINIX INC Real Estate 690.0 $719K 0.08% NEW $1042.39 +4.1%
326 HDB HDFC BANK LTD Financial Services 27,844.0 $719K 0.08% NEW $25.83 -10.3%
327 CCCC C4 THERAPEUTICS INC Healthcare 153,972.0 $719K 0.08% NEW $4.67 -10.5%
328 OTIS OTIS WORLDWIDE CORP Industrials 10,027.0 $718K 0.08% NEW $71.60 -1.7%
329 VNQ VANGUARD INDEX FDS 7,429.0 $716K 0.08% NEW $96.43 +1.2%
330 HTHT H WORLD GROUP LTD Consumer Cyclical 17,070.0 $712K 0.08% NEW $41.72 +10.1%
331 QXO QXO INC Industrials 40,985.0 $708K 0.07% NEW $17.28 -21.9%
332 ALRM ALARM COM HLDGS INC Technology 15,132.0 $707K 0.07% NEW $46.72 +18.9%
333 RR RICHTECH ROBOTICS INC Industrials 333,309.0 $703K 0.07% NEW $2.11 -23.7%
334 GDXU BANK MONTREAL MEDIUM Financial Services 8,206.0 $700K 0.07% NEW $85.27 +45.6%
335 LEGN LEGEND BIOTECH CORP Healthcare 23,995.0 $693K 0.07% NEW $28.88 -24.1%
336 FOXA FOX CORP Communication Services 13,194.0 $688K 0.07% NEW $52.16 +32.3%
337 ADUS ADDUS HOMECARE CORP Healthcare 6,841.0 $687K 0.07% NEW $100.47 +17.6%
338 WCC WESCO INTL INC Industrials 1,987.0 $686K 0.07% NEW $345.43 +1.1%
339 WAB WABTEC Industrials 2,537.0 $684K 0.07% NEW $269.60 +9.3%
340 BMI BADGER METER INC Technology 4,605.0 $683K 0.07% NEW $148.38 -15.2%
Page 17 of 35  ·  695 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 24.9%
Financial Services 15.9%
Healthcare 15.3%
Industrials 12.6%
Consumer Cyclical 11.4%
Communication Services 5.8%
Consumer Defensive 4.8%
Energy 3.7%
Basic Materials 2.5%
Real Estate 2.3%