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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 24 of 35  ·  695 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 BAYTEX ENERGY CORP 100,570.0 $402K 0.04% NEW $4.00
462 LXRX LEXICON PHARMACEUTICALS INC Healthcare 167,198.0 $401K 0.04% NEW $2.40 +0.6%
463 ARQT ARCUTIS BIOTHERAPEUTICS INC Healthcare 15,290.0 $401K 0.04% NEW $26.22 +1.3%
464 XLG INVESCO EXCHANGE TRADED FD T 6,541.0 $401K 0.04% NEW $61.23 +1.9%
465 BCPC BALCHEM CORP Basic Materials 2,366.0 $400K 0.04% NEW $168.95 +5.0%
466 ALB ALBEMARLE CORP Basic Materials 2,959.0 $400K 0.04% NEW $135.03 -2.1%
467 SYNA SYNAPTICS INC Technology 3,204.0 $398K 0.04% NEW $124.23 -15.9%
468 RDVY FIRST TR EXCHANGE TRADED FD 4,885.0 $396K 0.04% NEW $81.06 +2.3%
469 HIFS HINGHAM INSTN SVGS MASS Financial Services 1,284.0 $394K 0.04% NEW $307.15 +0.6%
470 TRMD TORM PLC Energy 15,130.0 $394K 0.04% NEW $26.06 +15.8%
471 NEE NEXTERA ENERGY INC Utilities 4,466.0 $392K 0.04% NEW $87.77 -1.4%
472 BIOHAVEN LTD 26,339.0 $392K 0.04% NEW $14.88
473 NAIL DIREXION SHARES ETF TRUST 7,524.0 $391K 0.04% NEW $51.99 -24.1%
474 KRNT KORNIT DIGITAL LTD Industrials 24,010.0 $390K 0.04% NEW $16.25 +6.0%
475 ACAD ACADIA PHARMACEUTICALS INC Healthcare 15,273.0 $386K 0.04% NEW $25.30 +18.5%
476 IART INTEGRA LIFESCIENCES HLDGS C Healthcare 21,462.0 $385K 0.04% NEW $17.96 -1.5%
477 NTR NUTRIEN LTD Basic Materials 6,122.0 $385K 0.04% NEW $62.95 +10.0%
478 FCX FREEPORT MCMORAN INC Basic Materials 6,119.0 $385K 0.04% NEW $62.89 +5.5%
479 PERI PERION NETWORK LTD Communication Services 39,577.0 $384K 0.04% NEW $9.71 -0.4%
480 ITB ISHARES TR 3,671.0 $384K 0.04% NEW $104.48 -7.2%
Page 24 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%