Home / Leaderboard / Highlands Residual Corporation
Highlands Residual Corporation
Alice L. Walton · Family Office · Value
Highlands Residual Corporation is a private investment firm and holding company based in Bentonville, Arkansas. Primarily serving as an investment vehicle for the Walton family, the founders of Walmart, the corporation manages a significant portion of the family's diversified equity holdings and residual business interests. It operates as a strategic entity within the broader Walton family office ecosystem, focused on long-term wealth stewardship and the management of major stakes in both public and private enterprises. The firm is characterized by its low-profile operations and its role in preserving the financial legacy of one of the world's wealthiest families.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +18.3% |
| YTD return | +12.0% |
| Sharpe ratio | 3.21 |
| Win rate | 59% |
| AUM | $2.3B |
| Inception | Oct 1, 2025 |
| Updated | Sep 4, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $2.3B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | N/A |
Current Holdings
Updated on Sep 4, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| MSFT | Microsoft Corporation | 14.2% | +0.9% |
| NVDA | NVIDIA Corporation | 12.8% | +20.2% |
| AAPL | Apple Inc | 11.8% | +22.5% |
| GOOGL | Alphabet Inc Class A | 9.4% | +31.9% |
| AMZN | Amazon.com Inc | 7.3% | +14.9% |
| LLY | Eli Lilly and Company | 4.6% | +28.0% |
| JPM | JPMorgan Chase & Co | 4.2% | +15.3% |
| COST | Costco Wholesale Corp | 3.7% | -2.0% |
| BRK-A | Berkshire Hathaway Inc | 3.6% | +2.5% |
| V | Visa Inc. Class A | 3.3% | +9.1% |
| AVGO | Broadcom Inc | 3.2% | +2.6% |
| META | Meta Platforms Inc. | 3.0% | -10.8% |
| PANW | Palo Alto Networks Inc | 3.0% | +25.9% |
| LRCX | Lam Research Corp | 2.7% | +58.7% |
| MS | Morgan Stanley | 2.6% | +32.9% |
| VLO | Valero Energy Corporation | 2.3% | +31.1% |
| CSCO | Cisco Systems Inc | 2.2% | +18.9% |
| CAT | Caterpillar Inc | 2.2% | +52.8% |
| COLM | Columbia Sportswear Company | 1.9% | -0.7% |
| BAC | Bank of America Corp | 1.9% | -2.6% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Aug 31, 2026 | SELL | WMT | 1.9% → 0.0% |
| Aug 31, 2026 | BUY | GOOGL | 9.4% → 9.4% |
| Aug 31, 2026 | SELL | PANW | 3.1% → 3.0% |
| Aug 31, 2026 | BUY | MS | 2.6% → 2.6% |
| Aug 31, 2026 | SELL | V | 3.2% → 3.3% |
Investment Style Analysis
Highlands Residual Corporation is widely recognized for employing a Value strategy. As of Sep 4, 2026, the firm oversees approximately $2.3B in assets under management (AUM). The portfolio demonstrates a clear preference for the Software - Infrastructure and Semiconductors sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Aug 31, Highlands Residual Corporation made a significant move by reducing the position in WMT. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
The corporation's investment philosophy is centered on multi-generational wealth preservation and the disciplined management of concentrated, long-term equity positions. Its strategy emphasizes a buy-and-hold approach, focusing on high-quality companies with sustainable competitive advantages and stable growth profiles. By maintaining significant interests in core legacy assets and industry-leading enterprises, the corporation seeks to provide long-term capital appreciation and stability while supporting the broader philanthropic and financial goals of its principals.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with Highlands Residual Corporation.
Similar Investment Style
Based on Value.
- Corstar Holdings, Inc. — Jeffrey J. Michael · 3M +14.0%
- Systematic Financial Management LP — Kenneth Burgess · 3M -7.0%
- Penn Capital Management Company, LLC — Richard A. Hocker · 3M -3.9%
- Reinhart Partners, LLC — James Reinhart · 3M +5.5%
Frequently asked questions
How is the simulated portfolio for Highlands Residual Corporation constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is Highlands Residual Corporation's largest holding?
As of the latest filing, Highlands Residual Corporation's top position is Microsoft Corporation (MSFT), representing 14.2% of the portfolio. This reflects a high-conviction bet by the institution.
What is Highlands Residual Corporation's historical performance and risk profile?
Our simulation indicates a total return of +18.3% with a win rate of 59%. Notably, the portfolio maintains a Sharpe Ratio of 3.21, suggesting an exceptional level of risk-adjusted returns compared to the broader market.
What sectors does Highlands Residual Corporation primarily invest in?
Highlands Residual Corporation has a strong preference for the Software - Infrastructure sector, which makes up 17.2% of their disclosed assets. The portfolio also has exposure to Semiconductors, indicating a specific thematic focus.
Is Highlands Residual Corporation's portfolio concentrated or diversified?
Highlands Residual Corporation runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 38.9% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has Highlands Residual Corporation performed in 2026?
Our AI-simulated model portfolio for Highlands Residual Corporation tracks a Year-to-Date (YTD) return of +12.0%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Alice L. Walton manage Highlands Residual Corporation directly?
Yes, Alice L. Walton serves as the key portfolio manager for Highlands Residual Corporation, overseeing the investment strategy and final capital allocation decisions.