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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 16 of 17  ·  331 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 SJM SMUCKER J M CO COM NEW Consumer Defensive 6.0 $579.0 NEW $96.50 +7.3%
302 AGO ASSURED GUARANTY LTD COM Financial Services 7.0 $570.0 NEW $81.43 -4.5%
303 IEX IDEX CORP COM Industrials 3.0 $569.0 NEW $189.67 +8.7%
304 EXP EAGLE MATLS INC COM Basic Materials 3.0 $568.0 NEW $189.33 +5.1%
305 RRX REGAL REXNORD CORPORATION COM Industrials 3.0 $562.0 NEW $187.33 +0.9%
306 RH RH COM Consumer Cyclical 4.0 $559.0 NEW $139.75 -14.4%
307 TRU TRANSUNION COM Industrials 8.0 $554.0 NEW $69.25 -3.5%
308 TOL TOLL BROTHERS INC COM Consumer Cyclical 4.0 $546.0 NEW $136.50 -8.7%
309 SLM SLM CORP COM Financial Services 25.0 $535.0 NEW $21.40 +0.9%
310 MIDD MIDDLEBY CORP COM Industrials 4.0 $530.0 NEW $132.50 +7.9%
311 TECH BIO-TECHNE CORP COM Healthcare 10.0 $523.0 NEW $52.30 -12.7%
312 MORN MORNINGSTAR INC COM Financial Services 3.0 $507.0 NEW $169.00 +3.8%
313 MKC MCCORMICK & CO INC COM NON VTG Consumer Defensive 10.0 $504.0 NEW $50.40 -6.6%
314 COTY COTY INC COM CL A Consumer Defensive 247.0 $496.0 NEW $2.01 -2.9%
315 ON ON SEMICONDUCTOR CORP COM Technology 8.0 $495.0 NEW $61.88 +74.5%
316 WING WINGSTOP INC COM Consumer Cyclical 3.0 $465.0 NEW $155.00 -17.1%
317 CNXC CONCENTRIX CORP COM Technology 16.0 $438.0 NEW $27.38 -10.8%
318 CACC CREDIT ACCEP CORP MICH COM Financial Services 1.0 $423.0 NEW $423.00 +30.6%
319 AMCOR PLC COM NEW 10.0 $398.0 NEW $39.80
320 CIEN CIENA CORP COM NEW Technology 1.0 $388.0 NEW $388.00 +36.7%
Page 16 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%