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HIGHLAND GLOBAL ALLOCATION FUND

CIK: 0001622148 HGLB Balanced
Report date: 2026-03-02
AUM $285M
Expense Ratio
Category Balanced
State
Fiscal Year End
Inception Date
Manager
Latest Filing 2026-03-02

Holdings

From latest SEC N-PORT filing · US-listed stocks only

28 positions
# Security Name CUSIP Asset Type Weight % Value ($M) Quantity
1 ARE ALEXANDRIA REAL ESTATE EQUITIES, INC. Since 2026-05-10 N/A Equity (Common)
0.96%
$2.74 56,000
2 BHR BRAEMAR HOTELS & RESORTS INC. Since 2026-05-10 10482B200 Equity (Preferred)
1.24%
$3.55 239,774
3 CAT CATERPILLAR INC. Since 2026-05-10 149123101 Equity (Common)
-1.46%
$-4.17 -7,280
4 FRMI Fermi Inc Since 2026-05-10 314911108 Equity (Common)
2.97%
$8.46 1,058,010
5 GPRE GREEN PLAINS INC. Since 2026-05-10 393222104 Equity (Common)
0.86%
$2.45 250,000
6 HRTX HERON THERAPEUTICS, INC. Since 2026-05-10 427746102 Equity (Common)
0.11%
$0.30 232,800
7 HESM HESS MIDSTREAM LP Since 2026-05-10 428103105 Equity (Common)
2.03%
$5.78 167,500
8 IP INTERNATIONAL PAPER COMPANY Since 2026-05-10 460146103 Equity (Common)
0.80%
$2.27 57,750
9 CART Maplebear Inc Since 2026-05-10 565394103 Equity (Common)
-0.75%
$-2.14 -47,667
10 MPC MARATHON PETROLEUM CORPORATION Since 2026-05-10 56585A102 Equity (Common)
-0.51%
$-1.46 -8,981
11 NFLX NETFLIX, INC. Since 2026-05-10 64110L106 Equity (Common)
-2.45%
$-6.99 -74,520
12 NXDT NEXPOINT DIVERSIFIED REAL ESTATE TRUST Since 2026-05-10 65340G205 Equity (Common)
0.90%
$2.57 671,954
13 NREF Nexpoint Real Estate Finance Inc Since 2026-05-10 65342V101 Equity (Common)
4.45%
$12.69 901,385
14 NXRT NEXPOINT RESIDENTIAL TRUST, INC. Since 2026-05-10 65341D102 Equity (Common)
2.06%
$5.88 195,363
15 NXDT NEXPOINT DIVERSIFIED REAL ESTATE TRUST Since 2026-05-10 65340G304 Equity (Preferred)
0.07%
$0.19 13,831
16 RC READY CAPITAL CORPORATION Since 2026-05-10 75574U101 Equity (Common)
0.09%
$0.25 116,480
17 REYN REYNOLDS CONSUMER PRODUCTS INC. Since 2026-05-10 76171L106 Equity (Common)
1.51%
$4.30 187,800
18 SRG SERITAGE GROWTH PROPERTIES Since 2026-05-10 81752R100 Equity (Common)
0.48%
$1.36 417,500
19 SHC SOTERA HEALTH COMPANY Since 2026-05-10 83601L102 Equity (Common)
1.49%
$4.24 240,468
20 SPOT SPOTIFY TECHNOLOGY S.A. Since 2026-05-10 L8681T102 Equity (Common)
-0.72%
$-2.06 -3,551
21 TALO TALOS ENERGY INC. Since 2026-05-10 87484T108 Equity (Common)
1.38%
$3.94 357,484
22 TSAT Telesat Corporation Since 2026-05-10 879512309 Equity (Common)
1.94%
$5.53 189,945
23 TSLA TESLA, INC. Since 2026-05-10 88160R101 Equity (Common)
-1.32%
$-3.78 -8,400
24 RIG Transocean Ltd. Since 2026-05-10 H8817H100 Equity (Common)
0.00%
121
25 VLO VALERO ENERGY CORPORATION Since 2026-05-10 91913Y100 Equity (Common)
-0.67%
$-1.91 -11,713
26 VST VISTRA CORP. Since 2026-05-10 92840M102 Equity (Common)
3.76%
$10.73 66,500
27 WDFC WD-40 COMPANY Since 2026-05-10 929236107 Equity (Common)
-0.28%
$-0.79 -4,000
28 WSR WHITESTONE REIT Since 2026-05-10 966084204 Equity (Common)
4.26%
$12.16 875,255