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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 9 of 17  ·  331 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 EXLS EXLSERVICE HLDGS INC COM Technology 140.0 $4K 0.00% NEW $30.45 -4.8%
162 WAL WESTERN ALLIANCE BANCORP COM Financial Services 59.0 $4K 0.00% NEW $70.85 +8.1%
163 VCV INVESCO CALIF VALUE MUN INCOME COM Financial Services 400.0 $4K 0.00% NEW $10.44 +0.3%
164 GNTX GENTEX CORP COM Consumer Cyclical 187.0 $4K 0.00% NEW $21.85 +3.8%
165 ILMN ILLUMINA INC COM Healthcare 33.0 $4K 0.00% NEW $123.27 +14.8%
166 GLOB GLOBANT S A COM Technology 85.0 $4K 0.00% NEW $46.11 -13.6%
167 CHTR CHARTER COMMUNICATIONS INC CL A Communication Services 18.0 $4K 0.00% NEW $215.89 -34.0%
168 AXS AXIS CAP HLDGS LTD SHS Financial Services 38.0 $4K 0.00% NEW $101.42 -1.3%
169 NBIX NEUROCRINE BIOSCIENCES INC COM Healthcare 29.0 $4K 0.00% NEW $131.72 +19.3%
170 OIA INVESCO MUNI INCOME OPP TRST COM Financial Services 600.0 $4K 0.00% NEW $6.14 -2.3%
171 LULU LULULEMON ATHLETICA INC COM Consumer Cyclical 24.0 $4K 0.00% NEW $153.08 -21.4%
172 WDS WOODSIDE ENERGY GROUP LTD SPONSORED ADR Energy 151.0 $4K 0.00% NEW $23.88 -3.3%
173 MMU WESTERN ASSET MANAGED MUNS FD COM Financial Services 350.0 $4K 0.00% NEW $10.28 -2.2%
174 CMU MFS HIGH YIELD MUN TR SH BEN INT Financial Services 1,000.0 $4K 0.00% NEW $3.58 -5.7%
175 MHD BLACKROCK MUNIHOLDINGS FD INC COM Financial Services 310.0 $3K 0.00% NEW $11.28 -0.2%
176 CORPAY INC COM SHS 12.0 $3K 0.00% NEW $291.00
177 CNC CENTENE CORP DEL COM Healthcare 100.0 $3K 0.00% NEW $32.74 +77.9%
178 DOCU DOCUSIGN INC COM Technology 68.0 $3K 0.00% NEW $47.41 +3.4%
179 FT FRANKLIN UNVL TR SH BEN INT Financial Services 400.0 $3K 0.00% NEW $8.01 -0.9%
180 SJNK STATE STREET SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF 127.0 $3K 0.00% NEW $24.98 -0.3%
Page 9 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%