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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 36 of 65  ·  1,298 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
701 TAK TAKEDA PHARMACEUTICAL CO LTD SPONSORED ADS Healthcare 296.0 $5K 0.00% $18.52 -9.9%
702 TME TENCENT MUSIC ENTMT GROUP SPON ADS Communication Services 587.0 $5K 0.00% +81.0 +16.0% $9.28 -1.4%
703 IAE VOYA ASIA PAC HIGH DIV EQT INM COM Financial Services 736.0 $5K 0.00% +336.0 +84.0% $7.37 +13.0%
704 GDO WSTRN AST GLBL CORP OPP FD INC COM Financial Services 500.0 $5K 0.00% $10.76 -0.8%
705 VSEC VSE CORP COM Industrials 29.0 $5K 0.00% $184.41 -7.6%
706 EQT EQT CORP COM Energy 84.0 $5K 0.00% +41.0 +95.3% $63.64 -9.3%
707 CBOE CBOE GLOBAL MKTS INC COM Financial Services 19.0 $5K 0.00% $281.05 +25.2%
708 OKE ONEOK INC NEW COM Energy 59.0 $5K 0.00% -3.0 -4.8% $90.39 +2.5%
709 ARKQ ARK Autonomous Technology & Robotics ETF 47.0 $5K 0.00% -156.0 -76.8% $113.32 +17.8%
710 WEC WEC ENERGY GROUP INC COM Utilities 46.0 $5K 0.00% +15.0 +48.4% $115.76 -4.4%
711 ALNY ALNYLAM PHARMACEUTICALS INC COM Healthcare 16.0 $5K 0.00% +8.0 +100.0% $330.88 -9.2%
712 ODFL OLD DOMINION FREIGHT LINE INC COM Industrials 27.0 $5K 0.00% +24.0 +800.0% $195.41 +6.3%
713 GTES GATES INDL CORP PLC ORD SHS Industrials 233.0 $5K 0.00% +34.0 +17.1% $22.61 +6.5%
714 MYI BLACKROCK MUNIYIELD QUALITY FD COM Financial Services 500.0 $5K 0.00% $10.51 +1.6%
715 XPEV XPENG INC ADS Consumer Cyclical 307.0 $5K 0.00% +56.0 +22.3% $17.11 -11.5%
716 CROX CROCS INC COM Consumer Cyclical 63.0 $5K 0.00% NEW $83.02 +31.2%
717 PAC GRUPO AEROPORTUNARIO DEL PACIF SPON ADS B Industrials 21.0 $5K 0.00% $246.86 -1.1%
718 XFLT XAI OCTAGN FLT RAT & ALT INM T COM SHS BENF INT Financial Services 300.0 $5K 0.00% NEW $17.18 +10.1%
719 KRC KILROY REALTY CORP COM Real Estate 181.0 $5K 0.00% NEW $28.21 +21.0%
720 CCJ CAMECO CORP COM Energy 47.0 $5K 0.00% $108.62 -3.0%
Page 36 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%