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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 10 of 65  ·  1,298 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 EFV ISHARES MSCI EAFE VALUE ETF 642.0 $48K 0.01% $74.35 +5.7%
182 CRSP CRISPR THERAPEUTICS AG NAMEN AKT Healthcare 1,000.0 $48K 0.01% $47.57 +2.8%
183 VZ Verizon Communications Inc/Com Communication Services 919.0 $46K 0.01% +353.0 +62.4% $50.21 -5.1%
184 COP CONOCOPHILLIPS COM Energy 339.0 $45K 0.01% +96.0 +39.5% $132.06 -7.0%
185 SHEL SHELL PLC SPON ADS Energy 480.0 $45K 0.01% +59.0 +14.0% $93.00 -6.3%
186 SHV ISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF 402.0 $44K 0.01% $110.39 -0.1%
187 REXR REXFORD INDL RLTY INC COM Real Estate 1,316.0 $43K 0.01% $32.73 +8.8%
188 INTC Intel Corp Com/Inv Technology 955.0 $42K 0.01% +438.0 +84.7% $44.13 +163.6%
189 PEP PEPSICO INC COM Consumer Defensive 270.0 $42K 0.01% +20.0 +8.0% $155.07 -3.3%
190 PHYS SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD TR Financial Services 1,162.0 $41K 0.01% +812.0 +232.0% $35.44 -3.2%
191 SRE SEMPRA COM Utilities 422.0 $41K 0.01% +255.0 +152.7% $97.15 -6.1%
192 NVS Novartis A G/S Healthcare 263.0 $40K 0.01% $152.75 -1.3%
193 DBEF XTRACKERS MSCI EAFE HEDGED EQUITY ETF 809.0 $40K 0.01% $49.40 +6.0%
194 TLTD FLEXSHARES MORNINGSTAR DEVELOPED MARKETS EX-US FACTOR TILT INDEX FUND 420.0 $39K 0.01% NEW $93.99 +5.9%
195 GOP UNUSUAL WHALES SUBVERSIVE REPUBLICAN TRADING ETF 1,036.0 $39K 0.01% NEW $37.65 +16.0%
196 ICE INTERCONTINENTAL EXCHANGE INC COM Financial Services 248.0 $39K 0.01% +19.0 +8.3% $157.20 -2.8%
197 SCHW SCHWAB CHARLES CORP COM Financial Services 408.0 $38K 0.01% +41.0 +11.2% $93.89 -3.6%
198 PNC PNC FINL SVCS GROUP INC COM Financial Services 184.0 $38K 0.01% +23.0 +14.3% $207.68 +4.4%
199 AEE AMEREN CORP COM Utilities 346.0 $38K 0.01% +78.0 +29.1% $109.79 -0.9%
200 RIVN RIVIAN AUTOMOTIVE INC COM CL A Consumer Cyclical 2,524.0 $38K 0.01% +3K +10000.0% $15.05 -10.4%
Page 10 of 65  ·  1,298 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%