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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 12 of 22  ·  422 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 DAL DELTA AIR LINES INC COM NEW Industrials 185.0 $12K 0.00% +156.0 +537.9% $66.48 +11.5%
222 WDC WESTERN DIGITAL CORP COM Technology 45.0 $12K 0.00% +43.0 +2150.0% $270.49 +70.6%
223 CI THE CIGNA GROUP COM Healthcare 45.0 $12K 0.00% +19.0 +73.1% $266.76 +6.8%
224 HUBS HUBSPOT INC COM Technology 49.0 $12K 0.00% +28.0 +133.3% $244.10 -16.4%
225 CDNS CADENCE DESIGN SYSTEM INC COM Technology 43.0 $12K 0.00% +19.0 +79.2% $277.86 +25.2%
226 AMERICA MOVIL SAB DE CV SPON ADS RP CL B 467.0 $12K 0.00% +165.0 +54.6% $25.48
227 SYY SYSCO CORP COM Consumer Defensive 167.0 $12K 0.00% +18.0 +12.1% $71.13 +6.0%
228 FCX FREEPORT MCMORAN INC CL B Basic Materials 202.0 $12K 0.00% +2.0 +1.0% $58.74 +2.6%
229 IDXX IDEXX LABS INC COM Healthcare 21.0 $12K 0.00% +16.0 +320.0% $561.90 -2.3%
230 EVEREST GROUP LTD COM 36.0 $12K 0.00% +35.0 +3500.0% $327.22
231 LHX L3HARRIS TECHNOLOGIES INC COM Industrials 32.0 $11K 0.00% +4.0 +14.3% $346.22 -11.5%
232 BDX Becton Dickinson & Co/Com Healthcare 70.0 $11K 0.00% +17.0 +32.1% $157.23 -5.7%
233 HPI HANCOCK JOHN PFD INCOME FD SH BEN INT Financial Services 700.0 $11K 0.00% +200.0 +40.0% $15.69 +2.1%
234 EXPE EXPEDIA GROUP INC COM NEW Consumer Cyclical 47.0 $11K 0.00% +39.0 +487.5% $231.04 -6.5%
235 SPOT SPOTIFY TECHNOLOGY S A SHS Communication Services 22.0 $11K 0.00% +9.0 +69.2% $484.91 -10.8%
236 CBRE CBRE GROUP INC CL A Real Estate 77.0 $10K 0.00% +18.0 +30.5% $135.45 -3.0%
237 CENCORA INC COM 33.0 $10K 0.00% +19.0 +135.7% $314.15
238 BLOCK INC CL A 170.0 $10K 0.00% +115.0 +209.1% $60.18
239 ES EVERSOURCE ENERGY COM Utilities 147.0 $10K 0.00% +110.0 +297.3% $69.28 -0.3%
240 SCCO SOUTHERN COPPER CORP COM Basic Materials 59.0 $10K 0.00% +25.0 +73.5% $172.07 +1.1%
Page 12 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%