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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 8 of 9  ·  171 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 CHI CALAMOS CONV OPPORTUNITIES & I SH BEN INT Financial Services 250.0 $3K 0.00% -150.0 -37.5% $10.74 +8.8%
142 HIGHLAND OPPS & INCOME FD HIGHLAND INCOME 470.0 $3K 0.00% -30.0 -6.0% $5.71
143 BEKE KE HLDGS INC SPONSORED ADS Real Estate 178.0 $3K 0.00% -166.0 -48.3% $14.97 +25.0%
144 CRF CORNERSTONE TOTAL RETURN FD COM Financial Services 375.0 $3K 0.00% -125.0 -25.0% $6.95 +1.9%
145 TEI TEMPLETON EMERGING MKTS INCOME COM Financial Services 430.0 $3K 0.00% -70.0 -14.0% $6.01 +2.7%
146 GAP GAP INC COM Consumer Cyclical 106.0 $3K 0.00% -649.0 -86.0% $24.20 -14.3%
147 AXON AXON ENTERPRISE INC COM Industrials 6.0 $3K 0.00% -3.0 -33.3% $424.67 -7.6%
148 GOF GUGGENHEIM STRATEGIC OPPORTUN COM SBI Financial Services 230.0 $3K 0.00% -20.0 -8.0% $11.02 -0.0%
149 APOS APOLLO GLOBAL MGMT INC COM Financial Services 22.0 $2K 0.00% -65.0 -74.7% $111.41 -76.8%
150 TDG TRANSDIGM GROUP INC COM Industrials 2.0 $2K 0.00% -7.0 -77.8% $1159.00 +2.0%
151 XLV Health Care Select Sector SPDR ETF 15.0 $2K 0.00% -260.0 -94.5% $147.80 -0.3%
152 CVNA CARVANA CO CL A Consumer Cyclical 7.0 $2K 0.00% -2.0 -22.2% $314.43 -79.0%
153 JOF JAPAN SMALLER CAPITALIZATION F COM Financial Services 200.0 $2K 0.00% -100.0 -33.3% $10.90 +4.0%
154 A AGILENT TECHNOLOGIES INC COM Healthcare 18.0 $2K 0.00% -6.0 -25.0% $114.39 -3.3%
155 AIG AMERICAN INTL GROUP INC COM NEW Financial Services 25.0 $2K -6.0 -19.4% $75.24 +3.0%
156 RMD RESMED INC COM Healthcare 8.0 $2K -1.0 -11.1% $224.50 -9.1%
157 IJH ISHARES CORE S&P MID-CAP ETF 24.0 $2K -77.0 -76.2% $67.54 +5.8%
158 XLK STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF 12.0 $2K -60.0 -83.3% $132.92 +30.3%
159 RELX RELX PLC SPONSORED ADR Communication Services 47.0 $2K -107.0 -69.5% $33.15 +2.4%
160 DB DEUTSCHE BK AG NAMEN AKT Financial Services 51.0 $2K -94.0 -64.8% $29.78 +5.3%
Page 8 of 9  ·  171 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%