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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 22 of 35  ·  695 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 SATS ECHOSTAR CORP Technology 4,711.0 $478K 0.05% NEW $101.50 -9.5%
422 TWLO TWILIO INC Communication Services 2,312.0 $477K 0.05% NEW $206.33 +12.5%
423 MP MP MATERIALS CORP Basic Materials 8,480.0 $475K 0.05% NEW $56.01 +1.2%
424 WIX WIX COM LTD Technology 10,464.0 $475K 0.05% NEW $45.37 +70.1%
425 WATT ENERGOUS CORP Technology 19,653.0 $473K 0.05% NEW $24.05 -40.8%
426 CXW CORECIVIC INC Real Estate 15,538.0 $472K 0.05% NEW $30.38 +6.6%
427 LUNR INTUITIVE MACHINES INC Industrials 22,029.0 $471K 0.05% NEW $21.39 -9.7%
428 SHOO MADDEN STEVEN LTD Consumer Cyclical 11,130.0 $469K 0.05% NEW $42.10 +11.0%
429 AEM AGNICO EAGLE MINES LTD Basic Materials 3,011.0 $467K 0.05% NEW $155.13 +20.5%
430 AIQ GLOBAL X FDS 7,087.0 $465K 0.05% NEW $65.61 -4.7%
431 DHR DANAHER CORP DEL Healthcare 2,440.0 $465K 0.05% NEW $190.48 +4.8%
432 MGNX MACROGENICS INC Healthcare 99,188.0 $458K 0.05% NEW $4.62 -11.5%
433 BCRX BIOCRYST PHARMACEUTICALS INC Healthcare 45,351.0 $454K 0.05% NEW $10.00 -3.0%
434 BURL BURLINGTON STORES INC Consumer Cyclical 1,423.0 $451K 0.05% NEW $316.80 +6.4%
435 WAL WESTERN ALLIANCE BANCORP Financial Services 5,462.0 $449K 0.05% NEW $82.20 -1.8%
436 TPG TPG INC Financial Services 11,049.0 $448K 0.05% NEW $40.55 +28.3%
437 SLV ISHARES SILVER TR Financial Services 8,347.0 $446K 0.05% NEW $53.47 +7.4%
438 TJX TJX COS INC NEW Consumer Cyclical 2,913.0 $441K 0.05% NEW $151.50 -0.4%
439 CVE CENOVUS ENERGY INC Energy 17,707.0 $439K 0.05% NEW $24.81 +31.1%
440 CIGI COLLIERS INTL GROUP INC Real Estate 4,659.0 $437K 0.05% NEW $93.79 +11.7%
Page 22 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%