HCM
Highlander Capital Management Portfolio holdings
AUM
$292M
1-Year Est. Return
22.24%
1 Year Est. Return
+22.24%
AUM
$281M
AUM Growth
+$26.3M
(+10%)
Holding
1,043
Top Buys
| 1 | +$1.42M | |
| 2 | +$445K | |
| 3 | +$366K | |
| 4 |
Vestis
VSTS
|
+$332K |
| 5 |
Reaves Utility Income Fund
UTG
|
+$332K |
Top Sells
| 1 | +$629K | |
| 2 | +$412K | |
| 3 | +$405K | |
| 4 |
MGIC Investment
MTG
|
+$383K |
| 5 |
Home Depot
HD
|
+$191K |
Sector Composition
| 1 | Healthcare | 17.7% |
| 2 | Financials | 14.85% |
| 3 | Technology | 12.94% |
| 4 | Consumer Discretionary | 6.88% |
| 5 | Industrials | 6.62% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
UnitedHealth
UNH
$300B
| $13.6M | 4.85% |
25,840
|
|
||
2
Apple
AAPL
$4.12T
| $13M | 4.62% |
67,304
-885
|
|
||
3
Microsoft
MSFT
$3.59T
| $12.6M | 4.49% |
33,521
+3,766
|
|
||
4
Berkshire Hathaway Class B
BRK.B
$1.09T
| $11.4M | 4.06% |
31,950
-475
|
|
||
5
Stryker
SYK
$139B
| $8.22M | 2.93% |
27,435
|
|
||
6
Amgen
AMGN
$178B
| $6.72M | 2.39% |
23,315
|
|
||
|
7
Home Depot
HD
$353B
| $5.16M | 1.84% |
14,900
-551
|
|
||
8
CNX Resources
CNX
$5.51B
| $5.14M | 1.83% |
256,900
-5,000
|
|
||
9
Alphabet (Google) Class C
GOOG
$3.89T
| $4.39M | 1.56% |
31,140
-200
|
|
||
10
Parker-Hannifin
PH
$111B
| $4.18M | 1.49% |
9,070
|
|
||
11
Costco
COST
$397B
| $4.08M | 1.45% |
6,187
|
|
||
12
JPMorgan Chase
JPM
$858B
| $3.88M | 1.38% |
22,787
+590
|
|
||
13
Ingredion
INGR
$6.88B
| $3.74M | 1.33% |
34,472
-978
|
|
||
14
Bank of New York Mellon
BK
$79.5B
| $3.64M | 1.3% |
69,974
-792
|
|
||
15
Cisco
CSCO
$308B
| $3.14M | 1.12% |
62,124
+350
|
|
||
16
CVS Health
CVS
$96B
| $3.13M | 1.11% |
39,600
+150
|
|
||
17
Intuitive Surgical
ISRG
$204B
| $3.06M | 1.09% |
9,075
|
|
||
18
Boeing
BA
$153B
| $2.93M | 1.04% |
11,246
-1,555
|
|
||
19
Amazon
AMZN
$2.45T
| $2.89M | 1.03% |
19,040
-480
|
|
||
20
Johnson & Johnson
JNJ
$487B
| $2.68M | 0.95% |
17,094
-100
|
|
||
21
Walt Disney
DIS
$188B
| $2.68M | 0.95% |
29,643
+4,930
|
|
||
22
Novo Nordisk
NVO
$213B
| $2.6M | 0.92% |
25,100
+100
|
|
||
23
Builders FirstSource
BLDR
$12.2B
| $2.5M | 0.89% |
14,984
|
|
||
24
Oaktree Specialty Lending
OCSL
$1.2B
| $2.42M | 0.86% |
118,420
-4,772
|
|
||
25
PepsiCo
PEP
$198B
| $2.18M | 0.78% |
12,824
|
|