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Portfolio (Quarterly) Guide ↗

HIGHLINE WEALTH PARTNERS LLC

· CIK 0002042654
13F Portfolio $392.1B 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 17 of 17  ·  331 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 KMB KIMBERLY-CLARK CORP COM Consumer Defensive 4.0 $386.0 NEW $96.50 +0.0%
322 CTGO CONTANGO SILVER & GOLD INC COM Basic Materials 16.0 $300.0 NEW $18.75 +9.5%
323 OHI OMEGA HEALTHCARE INVS INC COM Real Estate 6.0 $263.0 NEW $43.83 +11.3%
324 FERROVIAL SE ORD SHS 4.0 $260.0 NEW $65.00
325 MDU MDU RES GROUP INC COM Industrials 6.0 $124.0 NEW $20.67 +8.6%
326 NI NISOURCE INC COM Utilities 1.0 $47.0 NEW $47.00 +1.2%
327 MOS MOSAIC CO COM Basic Materials 1.0 $26.0 NEW $26.00 -17.3%
328 BEN FRANKLIN RESOURCES INC COM Financial Services 1.0 $24.0 NEW $24.00 +31.2%
329 IVZ INVESCO LTD SHS Financial Services 1.0 $24.0 NEW $24.00 +12.5%
330 KVUE KENVUE INC COM Consumer Defensive 1.0 $17.0 NEW $17.00 +1.1%
331 AES AES CORP COM Utilities 1.0 $14.0 NEW $14.00 +4.0%
Page 17 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%