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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 32 of 35  ·  695 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 BMBL BUMBLE INC Technology 51,703.0 $165K 0.02% NEW $3.20 -18.8%
622 CRITICAL METALS CORP 16,081.0 $165K 0.02% NEW $10.25
623 HUN HUNTSMAN CORP Basic Materials 15,504.0 $165K 0.02% NEW $10.62 -2.9%
624 F FORD MTR CO Consumer Cyclical 11,813.0 $164K 0.02% NEW $13.90 +1.1%
625 BMEA BIOMEA FUSION INC Healthcare 111,349.0 $164K 0.02% NEW $1.47 -8.2%
626 OPK OPKO HEALTH INC Healthcare 107,989.0 $162K 0.02% NEW $1.50 -9.3%
627 EVH EVOLENT HEALTH INC Healthcare 29,292.0 $159K 0.02% NEW $5.42 -18.6%
628 BTG B2GOLD CORP Basic Materials 42,427.0 $159K 0.02% NEW $3.74 +39.0%
629 ALTO ALTO INGREDIENTS INC Basic Materials 27,281.0 $156K 0.02% NEW $5.70 -26.0%
630 ADT ADT INC DEL Industrials 23,735.0 $154K 0.02% NEW $6.50 +10.5%
631 ARHS ARHAUS INC Consumer Cyclical 18,187.0 $153K 0.02% NEW $8.42 +13.2%
632 CNH INDL N V 13,469.0 $151K 0.02% NEW $11.23
633 PTIR GRANITESHARES ETF TR 16,068.0 $151K 0.02% NEW $9.38 +97.4%
634 EGHT 8X8 INC NEW Technology 87,727.0 $150K 0.02% NEW $1.71 +19.3%
635 PRTA PROTHENA CORP PLC Healthcare 15,077.0 $148K 0.02% NEW $9.79 -9.3%
636 XNET XUNLEI LTD Communication Services 25,937.0 $145K 0.01% NEW $5.59 -11.2%
637 UIS UNISYS CORP Technology 39,645.0 $145K 0.01% NEW $3.66 -23.5%
638 DDD 3D SYS CORP DEL Technology 47,786.0 $144K 0.01% NEW $3.02 +20.5%
639 CLNE CLEAN ENERGY FUELS CORP Energy 70,180.0 $144K 0.01% NEW $2.05 -19.0%
640 PSEC PROSPECT CAP CORP Financial Services 61,887.0 $143K 0.01% NEW $2.31 -4.3%
Page 32 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%