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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 21 of 35  ·  695 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 COP CONOCOPHILLIPS Energy 4,999.0 $520K 0.06% NEW $103.96 +24.8%
402 CERS CERUS CORP Healthcare 176,752.0 $516K 0.06% NEW $2.92 -5.5%
403 OLMA OLEMA PHARMACEUTICALS INC Healthcare 41,242.0 $516K 0.06% NEW $12.51 -14.9%
404 KLIC KULICKE & SOFFA INDS INC Technology 3,855.0 $516K 0.06% NEW $133.76 -31.2%
405 EL LAUDER ESTEE COS INC Consumer Defensive 6,529.0 $515K 0.06% NEW $78.95 +6.7%
406 CBRE CBRE GROUP INC Real Estate 3,796.0 $511K 0.05% NEW $134.69 +9.4%
407 TEL TE CONNECTIVITY PLC Technology 2,535.0 $511K 0.05% NEW $201.61 +1.7%
408 AMPX AMPRIUS TECHNOLOGIES INC Industrials 36,716.0 $509K 0.05% NEW $13.86 -22.7%
409 MELI MERCADOLIBRE INC Consumer Cyclical 299.0 $508K 0.05% NEW $1697.39 +4.8%
410 ITUB ITAU UNIBANCO HLDG S A Financial Services 62,048.0 $507K 0.05% NEW $8.17 -11.0%
411 ARVN ARVINAS INC Healthcare 60,436.0 $502K 0.05% NEW $8.31 +11.4%
412 XOP SPDR SERIES TRUST 3,251.0 $501K 0.05% NEW $154.26 +20.2%
413 MSTR STRATEGY INC Technology 5,750.0 $500K 0.05% NEW $86.93 +6.4%
414 PGNY PROGYNY INC Healthcare 17,324.0 $499K 0.05% NEW $28.83 -10.8%
415 VIST VISTA ENERGY S.A.B. DE C.V. Energy 7,627.0 $487K 0.05% NEW $63.80 +9.3%
416 LOCO EL POLLO LOCO HLDGS INC Consumer Cyclical 28,665.0 $486K 0.05% NEW $16.96 -9.9%
417 ONDS ONDAS INC Technology 58,920.0 $486K 0.05% NEW $8.24 +10.0%
418 FANG DIAMONDBACK ENERGY INC Energy 2,761.0 $485K 0.05% NEW $175.78 +19.5%
419 UAMY UNITED STATES ANTIMONY CORP Basic Materials 66,314.0 $481K 0.05% NEW $7.26 -28.4%
420 MZTI MARZETTI COMPANY Consumer Defensive 4,216.0 $481K 0.05% NEW $114.16 +1.2%
Page 21 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%