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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 8 of 22  ·  422 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 RIO RIO TINTO PLC SPONSORED ADR Basic Materials 303.0 $28K 0.01% +74.0 +32.3% $93.29 +10.8%
142 AMT AMERICAN TOWER CORP COM Real Estate 158.0 $27K 0.01% +21.0 +15.3% $173.07 +5.7%
143 SNX TD SYNNEX CORPORATION COM Technology 160.0 $27K 0.01% +43.0 +36.8% $168.71 +35.1%
144 CEG CONSTELLATION ENERGY CORP COM Utilities 96.0 $27K 0.01% +33.0 +52.4% $280.32 -7.0%
145 CMCSA COMCAST CORP NEW CL A Communication Services 923.0 $26K 0.01% +453.0 +96.4% $28.71 -13.6%
146 TZA DIREXION DAILY SMALL CAP BEAR 3X ETF 3,700.0 $26K 0.01% +1K +37.0% $7.02 -25.8%
147 CVS CVS HEALTH CORP COM Healthcare 354.0 $25K 0.01% +10.0 +2.9% $71.82 +33.7%
148 SONY SONY GROUP CORP SPONSORED ADR Technology 1,207.0 $25K 0.01% +170.0 +16.4% $20.70 +9.7%
149 UNP UNION PAC CORP COM Industrials 103.0 $25K 0.01% +54.0 +110.2% $242.17 +13.6%
150 MCK MCKESSON CORP COM Healthcare 28.0 $24K 0.01% +4.0 +16.7% $866.82 -10.5%
151 NKE NIKE INC CL B Consumer Cyclical 459.0 $24K 0.01% +65.0 +16.5% $52.82 -19.4%
152 TRV TRAVELERS COMPANIES INC COM Financial Services 83.0 $24K 0.01% +4.0 +5.1% $291.88 +4.8%
153 CSX CSX CORP COM Industrials 583.0 $24K 0.01% +105.0 +22.0% $41.06 +12.5%
154 TECHNIPFMC PLC COM 345.0 $24K 0.01% +132.0 +62.0% $69.13
155 PLD PROLOGIS INC. COM Real Estate 176.0 $23K 0.01% +42.0 +31.3% $132.18 +7.7%
156 UNILEVER PLC SPON ADR NEW 403.0 $23K 0.01% +77.0 +23.6% $56.97
157 PBR PETROLEO BRASILEIRO S A SPONSORED ADR Energy 1,102.0 $23K 0.01% +49.0 +4.7% $20.75 -0.2%
158 CME CME GROUP INC COM Financial Services 77.0 $23K 0.01% +1.0 +1.3% $295.35 +2.4%
159 APP APPLOVIN CORP COM CL A Technology 57.0 $23K 0.01% +26.0 +83.9% $398.00 +19.8%
160 GD GENERAL DYNAMICS CORP COM Industrials 66.0 $23K 0.01% +6.0 +10.0% $343.55 -0.1%
Page 8 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%