Holdings
Highland Investment Advisors LLC
As of Jun 30, 2026, Highland Investment Advisors LLC reported 439 positions worth US$19.2M. Largest: Microsoft Corp., Apple Inc and Caterpillar, Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Microsoft Corp. | 4,135 | US$1.54M | first report | Jun 30, 2026 |
| Apple Inc | 5,179 | US$1.5M | first report | Jun 30, 2026 |
| Caterpillar, Inc. | 1,094 | US$1.17M | first report | Jun 30, 2026 |
| Broadcom Inc. | 3,065 | US$1.16M | first report | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 1,721 | US$615K | first report | Jun 30, 2026 |
| Nvidia Corporation | 2,913 | US$583K | first report | Jun 30, 2026 |
| Wec Energy Group, Inc. | 4,255 | US$497K | first report | Jun 30, 2026 |
| Philip Morris International Inc | 2,673 | US$484K | first report | Jun 30, 2026 |
| Abbvie Inc. | 1,921 | US$483K | first report | Jun 30, 2026 |
| Amazon.com, Inc. | 1,689 | US$403K | first report | Jun 30, 2026 |