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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 2 of 17  ·  331 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 GOP UNUSUAL WHALES SUBVERSIVE REPUBLICAN TRADING ETF 1,036.0 $39K 0.01% NEW $37.65 +16.0%
22 NCLH NORWEGIAN CRUISE LINE HLDGS LT SHS Consumer Cyclical 2,001.0 $37K 0.01% NEW $18.70 -20.9%
23 CASY CASEYS GENERAL Consumer Cyclical 50.0 $36K 0.01% NEW $727.86 +17.1%
24 XOP STATE STREET SPDR S&P OIL & GAS EXPLORATION & PRODUCTION ETF 200.0 $36K 0.01% NEW $181.83 -3.9%
25 JEPQ JPMorgan NASDAQ Equity Premium Income ETF 545.0 $30K 0.01% NEW $55.52 +8.0%
26 BIIB BIOGEN INC COM Healthcare 157.0 $29K 0.01% NEW $183.33 +2.4%
27 UUP INVESCO DB US DOLLAR INDEX BULLISH FUND Financial Services 1,000.0 $28K 0.01% NEW $27.78 -0.2%
28 PFIX SIMPLIFY INTEREST RATE HEDGE ETF 600.0 $28K 0.01% NEW $46.23 +9.8%
29 TILT FLEXSHARES MORNINGSTAR US MARKET FACTOR TILT INDEX FUND 112.0 $27K 0.01% NEW $241.37 +11.6%
30 DFUV DIMENSIONAL US MARKETWIDE VALUE ETF 498.0 $24K 0.01% NEW $48.46 +8.6%
31 COM DIREXION AUSPICE BROAD COMMODITY STRATEGY ETF 700.0 $23K 0.01% NEW $33.57 +3.5%
32 TPYP TORTOISE NORTH AMERICAN PIPELINE FUND 500.0 $21K 0.01% NEW $42.36 +3.5%
33 EQRR PROSHARES EQUITIES FOR RISING RATES ETF 300.0 $21K 0.01% NEW $69.52 +12.0%
34 XTL STATE STREET SPDR S&P TELECOM ETF 100.0 $19K 0.01% NEW $188.06 +19.2%
35 AMLP ALERIAN MLP ETF 350.0 $18K 0.01% NEW $52.64 +3.3%
36 CORN TEUCRIUM CORN FUND Financial Services 1,000.0 $18K 0.01% NEW $18.40 +0.1%
37 BAH BOOZ ALLEN HAMILTON HLDG CORP CL A Industrials 228.0 $18K 0.01% NEW $78.03 -0.7%
38 PSQ PROSHARES SHORT QQQ 500.0 $16K 0.00% NEW $32.19 -18.7%
39 IMMUNITYBIO INC COM 2,000.0 $15K 0.00% NEW $7.67
40 ZETA ZETA GLOBAL HOLDINGS CORP CL A Technology 950.0 $15K 0.00% NEW $15.92 +14.9%
Page 2 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%