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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 35 of 65  ·  1,298 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
681 DBL DOUBLELINE OPPORTUNISTIC CR FD COM Financial Services 400.0 $6K 0.00% $14.60 -2.3%
682 INCY INCYTE CORP COM Healthcare 62.0 $6K 0.00% +56.0 +933.3% $94.11 +3.5%
683 MHK MOHAWK INDS INC COM Consumer Cyclical 59.0 $6K 0.00% +21.0 +55.3% $98.46 +3.9%
684 COHEN & STEERS LTD DURATION PF COM 290.0 $6K 0.00% +150.0 +107.1% $19.97
685 MKL MARKEL GROUP INC COM Financial Services 3.0 $6K 0.00% NEW $1914.00 -3.2%
686 ACI ALBERTSONS COS INC COMMON STOCK Consumer Defensive 336.0 $6K 0.00% NEW $17.04 -4.5%
687 IIM INVESCO VALUE MUN INCOME TR COM Financial Services 470.0 $6K 0.00% -530.0 -53.0% $12.16 -1.3%
688 HAYW HAYWARD HLDGS INC COM Industrials 427.0 $6K 0.00% NEW $13.38 +2.2%
689 NRO NEUBERGER R/EST SECS INC FD COM Financial Services 2,000.0 $6K 0.00% -1K -33.3% $2.84 +4.6%
690 AIZ ASSURANT INC COM Financial Services 26.0 $6K 0.00% NEW $217.81 +17.4%
691 ANGLOGOLD ASHANTI PLC COM SHS 58.0 $6K 0.00% +35.0 +152.2% $97.36
692 VGM INVESCO TR INVT GRADE MUNS COM Financial Services 570.0 $6K 0.00% -430.0 -43.0% $9.87 +1.1%
693 CTAS CINTAS CORP COM Industrials 33.0 $6K 0.00% -3.0 -8.3% $169.42 +1.7%
694 DG DOLLAR GEN CORP COM Consumer Defensive 47.0 $6K 0.00% +37.0 +370.0% $118.91 -11.7%
695 NAN NUVEEN NY DIVI ADV COM Financial Services 500.0 $6K 0.00% $11.15 +0.9%
696 CHT CHUNGHWA TELECOM CO LTD SPON ADR NEW11 Communication Services 131.0 $6K 0.00% -27.0 -17.1% $42.24 +3.7%
697 IRIDIUM COMMUNICATIONS INC COM 199.0 $6K 0.00% NEW $27.74
698 MPA BLACKROCK MUNIYIELD PA QUALITY COM Financial Services 500.0 $6K 0.00% $11.03 +0.8%
699 CAH CARDINAL HEALTH INC COM Healthcare 26.0 $5K 0.00% +1.0 +4.0% $211.31 -5.1%
700 STX SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS Technology 14.0 $5K 0.00% +12.0 +600.0% $391.79 +91.7%
Page 35 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%