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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 23 of 65  ·  1,298 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 NDMO NUVEEN DYNAMIC MUN OPPORTUNITI COM SHS Financial Services 1,000.0 $10K 0.00% $10.29 -1.6%
442 EDF VIRTUS STONE HBR EMRG MKTS INC COM Financial Services 2,150.0 $10K 0.00% $4.78 +10.3%
443 VDC VANGUARD CONSUMER STAPLES ETF 46.0 $10K 0.00% NEW $223.37 +2.9%
444 BLOCK INC CL A 170.0 $10K 0.00% +115.0 +209.1% $60.18
445 URI UNITED RENTALS INC COM Industrials 14.0 $10K 0.00% -5.0 -26.3% $728.57 +28.5%
446 NPCT NUVEEN CORE PLUS IMPACT FUND COM BEN INT Financial Services 1,000.0 $10K 0.00% $10.19 -2.5%
447 ES EVERSOURCE ENERGY COM Utilities 147.0 $10K 0.00% +110.0 +297.3% $69.28 +0.5%
448 RCL ROYAL CARIBBEAN GROUP COM Consumer Cyclical 37.0 $10K 0.00% -8.0 -17.8% $275.19 -7.7%
449 SCCO SOUTHERN COPPER CORP COM Basic Materials 59.0 $10K 0.00% +25.0 +73.5% $172.07 +1.2%
450 MFC MANULIFE FINL CORP COM Financial Services 294.0 $10K 0.00% -2.0 -0.7% $34.44 +13.4%
451 ADM ARCHER DANIELS MIDLAND CO COM Consumer Defensive 139.0 $10K 0.00% +91.0 +189.6% $72.73 +6.0%
452 HST HOST HOTELS & RESORTS INC COM Real Estate 525.0 $10K 0.00% +497.0 +1775.0% $19.16 +17.0%
453 LQD ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF 92.0 $10K 0.00% $108.99 -0.8%
454 M MACYS INC COM Consumer Cyclical 554.0 $10K 0.00% NEW $18.09 +14.0%
455 FDS FACTSET RESH SYS INC COM Financial Services 46.0 $10K 0.00% +43.0 +1433.3% $217.00 +3.7%
456 NFG NATIONAL FUEL GAS CO COM Energy 106.0 $10K 0.00% +98.0 +1225.0% $93.96 -13.5%
457 INGERSOLL RAND INC COM 123.0 $10K 0.00% $80.19
458 ZTS ZOETIS INC CL A Healthcare 83.0 $10K 0.00% +48.0 +137.1% $118.59 -32.8%
459 MTG MGIC INVT CORP WIS COM Financial Services 374.0 $10K 0.00% +356.0 +1977.8% $26.25 -0.3%
460 PEG PUBLIC SVC ENTERPRISE GROUP COM Utilities 121.0 $10K 0.00% +118.0 +3933.3% $80.95 -3.1%
Page 23 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%