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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 26 of 65  ·  1,298 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 BMO BANK MONTREAL MEDIUM COM Financial Services 65.0 $9K 0.00% +19.0 +41.3% $135.34 +18.0%
502 CPT CAMDEN PPTY TR SH BEN INT Real Estate 90.0 $9K 0.00% NEW $97.66 +8.7%
503 GWW WW GRAINGER INC COM Industrials 8.0 $9K 0.00% +4.0 +100.0% $1096.75 +13.0%
504 FISV FISERV INC COM Technology 157.0 $9K 0.00% +97.0 +161.7% $55.80 +0.0%
505 DVN DEVON ENERGY CORP NEW COM Energy 174.0 $9K 0.00% +150.0 +625.0% $50.32 -6.4%
506 NAC NUVEEN CA DIVI ADV MUN COM Financial Services 750.0 $9K 0.00% -250.0 -25.0% $11.65 +0.7%
507 DFIV DIMENSIONAL INTERNATIONAL VALUE ETF 165.0 $9K 0.00% NEW $52.78 +5.7%
508 TTC TORO CO COM Industrials 93.0 $9K 0.00% NEW $93.44 -4.6%
509 AFL AFLAC INC COM Financial Services 79.0 $9K 0.00% $109.71 +7.4%
510 VIRTUS EQUITY & CONV INCM FD COM 371.0 $9K 0.00% $23.36
511 MELI MERCADOLIBRE INC COM Consumer Cyclical 5.0 $9K 0.00% -7.0 -58.3% $1729.00 -3.0%
512 NRG NRG ENERGY INC COM NEW Utilities 59.0 $9K 0.00% +47.0 +391.7% $146.14 -6.3%
513 UMC UNITED MICROELECTRONICS CORP SPON ADR NEW Technology 960.0 $9K 0.00% +165.0 +20.8% $8.98 +95.5%
514 GLOBUS MED INC CL A 100.0 $9K 0.00% NEW $86.16
515 HRB BLOCK H & R INC COM Consumer Cyclical 271.0 $9K 0.00% NEW $31.74 +19.4%
516 MSM MSC INDL DIRECT INC CL A Industrials 93.0 $9K 0.00% NEW $92.27 +14.9%
517 USFD US FOODS HLDG CORP COM Consumer Defensive 93.0 $9K 0.00% +87.0 +1450.0% $92.22 -12.0%
518 BRX BRIXMOR PPTY GROUP INC COM Real Estate 297.0 $9K 0.00% NEW $28.80 +7.1%
519 TGT TARGET CORP COM Consumer Defensive 70.0 $9K 0.00% +58.0 +483.3% $121.97 +0.3%
520 EPAM EPAM SYS INC COM Technology 63.0 $9K 0.00% NEW $135.40 -23.8%
Page 26 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%