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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 13 of 35  ·  695 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 ERIC TELEFONAKTIEBOLAGET LM ERICS Technology 90,475.0 $1.0M 0.11% NEW $11.15 -8.8%
242 NWE NORTHWESTERN ENERGY GROUP IN Utilities 14,071.0 $1.0M 0.11% NEW $71.62 -1.1%
243 C CITIGROUP INC Financial Services 7,194.0 $1.0M 0.11% NEW $139.96 -1.0%
244 ADTRAN HOLDINGS INC 72,358.0 $1.0M 0.11% NEW $13.90
245 PCTY PAYLOCITY HLDG CORP Technology 9,594.0 $1.0M 0.11% NEW $104.53 +39.2%
246 SHLS SHOALS TECHNOLOGIES GROUP IN Energy 100,704.0 $997K 0.11% NEW $9.90 -16.9%
247 HIVE HIVE DIGITAL TECHNOLOGIES LT Financial Services 273,640.0 $996K 0.11% NEW $3.64 -15.7%
248 KEY KEYCORP Financial Services 42,573.0 $981K 0.10% NEW $23.05 -0.0%
249 CELC CELCUITY INC Healthcare 9,368.0 $980K 0.10% NEW $104.62 -11.6%
250 IAUM ISHARES GOLD TRUST MICRO Financial Services 23,891.0 $956K 0.10% NEW $40.01 +10.1%
251 EW EDWARDS LIFESCIENCES CORP Healthcare 10,451.0 $945K 0.10% NEW $90.46 +0.4%
252 PENN PENN ENTERTAINMENT INC Consumer Cyclical 44,165.0 $943K 0.10% NEW $21.36 -12.7%
253 JJSF J & J SNACK FOODS CORP Consumer Defensive 12,795.0 $940K 0.10% NEW $73.45 +19.1%
254 AEIS ADVANCED ENERGY INDS Industrials 2,516.0 $938K 0.10% NEW $372.87 -6.5%
255 WSFS WSFS FINL CORP Financial Services 12,096.0 $928K 0.10% NEW $76.73 +6.6%
256 GD GENERAL DYNAMICS CORP Industrials 2,607.0 $924K 0.10% NEW $354.24 +10.4%
257 JBSS SANFILIPPO JOHN B & SON INC Consumer Defensive 10,650.0 $916K 0.10% NEW $85.99 -2.6%
258 PAAS PAN AMERN SILVER CORP Basic Materials 20,430.0 $915K 0.10% NEW $44.79 +7.4%
259 IAG IAMGOLD CORP Basic Materials 57,744.0 $915K 0.10% NEW $15.84 +20.3%
260 GM GENERAL MTRS CO Consumer Cyclical 11,842.0 $913K 0.10% NEW $77.08 +9.5%
Page 13 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%