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Portfolio (Quarterly) Guide ↗

HIGHLINE WEALTH PARTNERS LLC

· CIK 0002042654
13F Portfolio $392M AUM 1,298 positions Filed Apr 6, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 331 New 422 Added 171 Reduced 104 Exited
Page 10 of 22  ·  422 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 REGN REGENERON PHARMACEUTICALS COM Healthcare 23.0 $18K 0.01% +8.0 +53.3% $773.13 -16.8%
182 EMR EMERSON ELEC CO COM Industrials 136.0 $18K 0.01% +30.0 +28.3% $130.59 +1.7%
183 DHR DANAHER CORP DEL COM Healthcare 93.0 $18K 0.01% +11.0 +13.4% $189.87 -11.0%
184 ECL ECOLAB INC COM Basic Materials 66.0 $18K 0.00% +4.0 +6.5% $266.20 -6.6%
185 TROW Price T Rowe/I Financial Services 193.0 $17K 0.00% +114.0 +144.3% $90.13 +13.5%
186 GFI GOLD FIELDS LTD SPONSORED ADR Basic Materials 382.0 $17K 0.00% +9.0 +2.4% $45.40 -10.6%
187 SMFG SUMITOMO MITSUI FIN GRP INC SPONSORED ADR Financial Services 868.0 $17K 0.00% +20.0 +2.4% $19.75 +15.3%
188 PH PARKER-HANNIFIN CORP COM Industrials 19.0 $17K 0.00% +7.0 +58.3% $896.84 -4.5%
189 TPR TAPESTRY INC COM Consumer Cyclical 119.0 $17K 0.00% +40.0 +50.6% $141.11 -4.4%
190 CTVA CORTEVA INC COM Basic Materials 193.0 $16K 0.00% +19.0 +10.9% $83.71 -6.0%
191 EXC EXELON CORP COM Utilities 326.0 $16K 0.00% +16.0 +5.2% $49.04 -8.3%
192 YUM YUM BRANDS INC COM Consumer Cyclical 103.0 $16K 0.00% +58.0 +128.9% $154.97 -1.2%
193 TMUS T-MOBILE US INC COM Communication Services 76.0 $16K 0.00% +23.0 +43.4% $209.07 -8.9%
194 SNOW SNOWFLAKE INC COM SHS Technology 104.0 $16K 0.00% +6.0 +6.1% $150.82 +8.7%
195 CFG CITIZENS FINL GROUP INC COM Financial Services 260.0 $16K 0.00% +174.0 +202.3% $60.00 +4.3%
196 OTIS OTIS WORLDWIDE CORP COM Industrials 202.0 $16K 0.00% +26.0 +14.8% $77.08 -7.8%
197 ED CONSOLIDATED EDISON INC COM Utilities 136.0 $15K 0.00% +81.0 +147.3% $113.18 -5.9%
198 BN BROOKFIELD CORP CL A LTD VT SH Financial Services 380.0 $15K 0.00% +218.0 +134.6% $40.47 +11.4%
199 CCL CARNIVAL CORP COMMON STOCK Consumer Cyclical 581.0 $15K 0.00% +81.0 +16.2% $25.88 +0.4%
200 ACCO ACCO BRANDS CORP COM Industrials 5,000.0 $15K 0.00% +2K +66.7% $3.00 +25.5%
Page 10 of 22  ·  422 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 41.4%
Financial Services 23.1%
Communication Services 13.7%
Consumer Cyclical 11.5%
Consumer Defensive 3.2%
Industrials 2.6%
Real Estate 1.7%
Healthcare 1.4%
Utilities 0.6%
Energy 0.5%