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Portfolio (Quarterly) Guide ↗

HIGHLINE WEALTH PARTNERS LLC

· CIK 0002042654
13F Portfolio $355M AUM Filed Jan 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1071 New
Page 53 of 54  ·  1,071 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1041 PEG PUBLIC SVC ENTERPRISE GRP INC COM Utilities 3.0 $241.0 NEW $80.33 -4.3%
1042 ALV AUTOLIV INC COM Consumer Cyclical 2.0 $237.0 NEW $118.50 -2.5%
1043 RIVN RIVIAN AUTOMOTIVE INC COM CL A Consumer Cyclical 12.0 $237.0 NEW $19.75 -32.4%
1044 HOPE HOPE BANCORP INC COM Financial Services 21.0 $230.0 NEW $10.95 +10.7%
1045 AMER SPORTS INC COM SHS 6.0 $224.0 NEW $37.33
1046 LSCC LATTICE SEMICONDUCTOR CORP COM Technology 3.0 $221.0 NEW $73.67 +67.2%
1047 FLUTTER ENTMT PLC SHS 1.0 $215.0 NEW $215.00
1048 DOW DOW INC COM Basic Materials 9.0 $207.0 NEW $23.00 +67.7%
1049 EXACT SCIENCES CORP COM 2.0 $203.0 NEW $101.50
1050 VFC V F Corp/Com Consumer Cyclical 11.0 $199.0 NEW $18.09 -6.6%
1051 FIVE FIVE BELOW INC COM Consumer Cyclical 1.0 $188.0 NEW $188.00 +16.1%
1052 ZM ZOOM COMMUNICATIONS INC CL A Technology 2.0 $173.0 NEW $86.50 +14.3%
1053 GGG GRACO INC COM Industrials 2.0 $164.0 NEW $82.00 -7.7%
1054 MSOS ADVISORSHARES PURE US CANNABIS ETF 32.0 $151.0 NEW $4.72 -6.8%
1055 BND VANGUARD TOTAL BOND MARKET ETF 2.0 $148.0 NEW $74.00 -2.1%
1056 GFF GRIFFON CORP COM Industrials 2.0 $147.0 NEW $73.50 +12.7%
1057 DINO HF SINCLAIR CORP COM Energy 3.0 $138.0 NEW $46.00 +52.8%
1058 Z ZILLOW GROUP INC CL C CAP STK Communication Services 2.0 $136.0 NEW $68.00 -45.3%
1059 GT GOODYEAR TIRE & RUBR CO COM Consumer Cyclical 13.0 $114.0 NEW $8.77 -35.7%
1060 AGCO AGCO CORP COM Industrials 1.0 $104.0 NEW $104.00 +7.2%
Page 53 of 54  ·  1,071 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 44.0%
Financial Services 23.1%
Communication Services 13.4%
Consumer Cyclical 11.8%
Consumer Defensive 2.5%
Industrials 1.8%
Real Estate 1.7%
Healthcare 1.0%
Utilities 0.3%
Energy 0.3%