HCM
Highlander Capital Management Portfolio holdings
AUM
$292M
1-Year Est. Return
22.24%
1 Year Est. Return
+22.24%
AUM
$292M
AUM Growth
+$11.5M
(+4.1%)
Holding
1,023
Top Buys
| 1 | +$871K | |
| 2 | +$656K | |
| 3 | +$639K | |
| 4 |
UMH
UMH Properties
UMH
|
+$374K |
| 5 |
United Parcel Service
UPS
|
+$342K |
Top Sells
| 1 | +$536K | |
| 2 | +$418K | |
| 3 | +$347K | |
| 4 |
AutoZone
AZO
|
+$284K |
| 5 |
Constellation Brands
STZ
|
+$266K |
Sector Composition
| 1 | Healthcare | 18.04% |
| 2 | Financials | 15.11% |
| 3 | Technology | 12.33% |
| 4 | Consumer Discretionary | 7.07% |
| 5 | Industrials | 6.77% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Oaktree Specialty Lending
OCSL
$1.17B
| $2.3M | 0.79% |
116,754
-1,666
|
|
||
27
Boeing
BA
$164B
| $2.2M | 0.75% |
11,396
+150
|
|
||
28
PepsiCo
PEP
$210B
| $2.17M | 0.74% |
12,424
-400
|
|
||
29
Procter & Gamble
PG
$356B
| $2.09M | 0.72% |
12,903
|
|
||
30
Coca-Cola
KO
$295B
| $2.07M | 0.71% |
33,880
+300
|
|
||
31
Bank of America
BAC
$381B
| $2.04M | 0.7% |
53,732
-187
|
|
||
32
U-Haul Holding Co Series N
UHAL.B
$9.52B
| $2M | 0.68% |
29,980
|
|
||
33
Brookfield
BN
$101B
| $1.97M | 0.67% |
46,969
|
|
||
34
Alphabet (Google) Class A
GOOGL
$3.1T
| $1.91M | 0.65% |
12,650
-400
|
|
||
35
McDonald's
MCD
$220B
| $1.9M | 0.65% |
6,737
-100
|
|
||
36
Walmart
WMT
$853B
| $1.82M | 0.62% |
30,250
+250
|
|
||
37
Pfizer
PFE
$140B
| $1.7M | 0.58% |
61,324
+23,655
|
|
||
38
Camping World
CWH
$956M
| $1.64M | 0.56% |
58,925
-2,000
|
|
||
|
39
AutoZone
AZO
$66.1B
| $1.58M | 0.54% |
500
-90
|
|
||
40
Medtronic
MDT
$123B
| $1.57M | 0.54% |
18,006
|
|
||
41
Williams Companies
WMB
$77B
| $1.52M | 0.52% |
39,082
-700
|
|
||
42
Starwood Property Trust
STWD
$6.86B
| $1.49M | 0.51% |
73,068
-602
|
|
||
|
LBAI
43
DELISTED
Lakeland Bancorp Inc
LBAI
| $1.47M | 0.5% |
121,525
|
|
||
44
Blackstone
BX
$125B
| $1.38M | 0.47% |
10,505
-1,000
|
|
||
45
Kinder Morgan
KMI
$61.2B
| $1.33M | 0.46% |
72,589
+1,821
|
|
||
46
Meta Platforms (Facebook)
META
$1.84T
| $1.32M | 0.45% |
2,710
-860
|
|
||
47
Merck
MRK
$216B
| $1.29M | 0.44% |
9,782
-1,200
|
|
||
48
Bristol-Myers Squibb
BMY
$88.7B
| $1.25M | 0.43% |
23,109
-200
|
|
||
49
MGIC Investment
MTG
$6.24B
| $1.25M | 0.43% |
55,830
-790
|
|
||
50
Invitation Homes
INVH
$17.5B
| $1.24M | 0.43% |
34,947
+159
|
|