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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 17  ·  331 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 BBWI BATH & BODY WORKS INC COM Consumer Cyclical 141.0 $3K 0.00% NEW $18.67 -13.7%
222 ISD PGIM HIGH YIELD BOND FUND INC COM Financial Services 200.0 $3K 0.00% NEW $13.16 -2.7%
223 AWP ABRDN GLOBAL PREMIER PPTYS FD COM SH BEN INT Financial Services 238.0 $3K 0.00% NEW $11.05 +6.2%
224 BDJ BLACKROCK ENHANCED EQUITY DIVI COM Financial Services 300.0 $3K 0.00% NEW $8.62 +4.2%
225 RLI RLI CORP COM Financial Services 44.0 $3K 0.00% NEW $57.05 -7.1%
226 CNA CNA FINL CORP COM Financial Services 53.0 $2K 0.00% NEW $45.92 -3.3%
227 VIRTUS DIVERSIFIED INCM & CONV COM 100.0 $2K 0.00% NEW $24.30
228 SPXX NUVEEN S&P 500 DYNAMIC OVERWRI COM Financial Services 150.0 $2K 0.00% NEW $16.07 +10.4%
229 EVR EVERCORE INC CLASS A Financial Services 8.0 $2K 0.00% NEW $298.50 +11.7%
230 HEQ JOHN HANCOCK DIVERSIFIED INCOM COM Financial Services 217.0 $2K 0.00% NEW $10.86 +5.4%
231 CSL CARLISLE COS INC COM Industrials 7.0 $2K 0.00% NEW $333.57 -0.0%
232 LW LAMB WESTON HLDGS INC COM Consumer Defensive 55.0 $2K 0.00% NEW $42.25 +3.3%
233 CLVT CLARIVATE PLC ORD SHS Technology 913.0 $2K 0.00% NEW $2.53 -2.0%
234 TDC TERADATA CORP DEL COM Technology 89.0 $2K 0.00% NEW $25.63 +27.9%
235 THC TENET HEALTHCARE CORP COM NEW Healthcare 12.0 $2K 0.00% NEW $188.75 +2.0%
236 SSD SIMPSON MFG INC COM Industrials 13.0 $2K 0.00% NEW $171.62 +6.1%
237 APPF APPFOLIO INC COM CL A Technology 14.0 $2K 0.00% NEW $157.79 +1.3%
238 BST BLACKROCK SCIENCE & TECHNOLOGY SHS Financial Services 60.0 $2K 0.00% NEW $36.35 +21.6%
239 TNL TRAVEL PLUS LEISURE CO COM Consumer Cyclical 31.0 $2K 0.00% NEW $69.19 -9.6%
240 SMURFIT WESTROCK PLC SHS 53.0 $2K 0.00% NEW $39.85
Page 12 of 17  ·  331 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%