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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 11 of 54  ·  1,071 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 MDLZ MONDELEZ INTL INC CL A Consumer Defensive 523.0 $28K 0.01% NEW $53.85 +13.8%
202 GM GENERAL MTRS CO COM Consumer Cyclical 345.0 $28K 0.01% NEW $81.24 -10.6%
203 PFN PIMCO INCOME STRATEGY FD II COM Financial Services 3,730.0 $28K 0.01% NEW $7.50 -8.5%
204 ISHARES MSCI INTL QUALITY FACTOR ETF 609.0 $28K 0.01% NEW $45.45
205 AEP AMERICAN ELEC PWR CO INC COM Utilities 238.0 $27K 0.01% NEW $115.32 +11.7%
206 CVS CVS HEALTH CORP COM Healthcare 344.0 $27K 0.01% NEW $79.36 +18.7%
207 UBS UBS GROUP AG SHS Financial Services 579.0 $27K 0.01% NEW $46.31 -1.6%
208 CARR CARRIER GLOBAL CORPORATION COM Industrials 507.0 $27K 0.01% NEW $52.84 +16.3%
209 ENB ENBRIDGE INC COM Energy 560.0 $27K 0.01% NEW $47.83 +18.7%
210 AEE AMEREN CORP COM Utilities 268.0 $27K 0.01% NEW $99.85 +8.9%
211 SONY SONY GROUP CORP SPONSORED ADR Technology 1,037.0 $27K 0.01% NEW $25.60 -11.1%
212 HYGH iShares Interest Rate Hedged High Yield Bond ETF 305.0 $26K 0.01% NEW $86.20 +0.5%
213 VLO VALERO ENERGY CORP COM Energy 161.0 $26K 0.01% NEW $162.30 +61.8%
214 BHP BHP GROUP LTD SPONSORED ADS Basic Materials 431.0 $26K 0.01% NEW $60.37 +38.4%
215 GSK GSK PLC SPONSORED ADR Healthcare 525.0 $26K 0.01% NEW $49.04 +4.1%
216 VIG VANGUARD DIVIDEND APPRECIATION ETF 117.0 $26K 0.01% NEW $219.50 +5.1%
217 SPYV STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF 451.0 $26K 0.01% NEW $56.81 +6.5%
218 ING ING GROEP N.V. SPONSORED ADR Financial Services 905.0 $25K 0.01% NEW $28.00 +4.4%
219 NKE NIKE INC CL B Consumer Cyclical 394.0 $25K 0.01% NEW $63.66 -33.4%
220 BTC GRAYSCALE BITCOIN MINI TRUST ETF Financial Services 647.0 $25K 0.01% NEW $38.73 -11.4%
Page 11 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%