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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 40 of 65  ·  1,298 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
781 MSTR STRATEGY INC CL A NEW Technology 34.0 $4K 0.00% $124.79 +32.1%
782 CIBR FIRST TRUST NASDAQ CYBERSECURITY ETF 68.0 $4K 0.00% +1.0 +1.5% $62.31 +31.8%
783 ITUB ITAU UNIBANCO HLDG S A SPON ADR REP PFD Financial Services 503.0 $4K 0.00% -36.0 -6.7% $8.38 -4.5%
784 MTZ MASTEC INC COM Industrials 13.0 $4K 0.00% $321.77 +20.8%
785 WAL WESTERN ALLIANCE BANCORP COM Financial Services 59.0 $4K 0.00% NEW $70.85 +8.7%
786 DLY DOUBLELINE YIELD OPPORTUNITIES COM Financial Services 300.0 $4K 0.00% $13.92 +0.4%
787 VCV INVESCO CALIF VALUE MUN INCOME COM Financial Services 400.0 $4K 0.00% NEW $10.44 +0.6%
788 CCEP COCA-COLA EUROPACIFIC PARTNERS SHS Consumer Defensive 46.0 $4K 0.00% $90.67 +3.8%
789 URBN Urban Outfitters Inc/Com Consumer Cyclical 65.0 $4K 0.00% $63.35 +13.1%
790 GNTX GENTEX CORP COM Consumer Cyclical 187.0 $4K 0.00% NEW $21.85 +7.1%
791 ETJ EATON VANCE RISK-MANAGED DIVER COM Financial Services 500.0 $4K 0.00% $8.17 +3.1%
792 DXCM DEXCOM INC COM Healthcare 65.0 $4K 0.00% +56.0 +622.2% $62.80 +14.5%
793 VKI INVESCO ADVANTAGE MUN INCOME T SH BEN INT Financial Services 470.0 $4K 0.00% -1K -68.7% $8.66 +0.7%
794 ILMN ILLUMINA INC COM Healthcare 33.0 $4K 0.00% NEW $123.27 +17.5%
795 SCHI SCHWAB 5-10 YEAR CORPORATE BOND ETF 176.0 $4K 0.00% $22.68 -0.8%
796 ROL ROLLINS INC COM Consumer Cyclical 74.0 $4K 0.00% -28.0 -27.4% $53.41 -0.3%
797 GGT GABELLI MULTIMEDIA TR INC COM Financial Services 1,000.0 $4K 0.00% $3.93 +8.7%
798 GLOB GLOBANT S A COM Technology 85.0 $4K 0.00% NEW $46.11 -11.9%
799 SN SHARKNINJA INC COM SHS Consumer Cyclical 37.0 $4K 0.00% +33.0 +825.0% $105.89 -3.7%
800 EMBJ EMBRAER S.A. SPONSORED ADS Industrials 66.0 $4K 0.00% -6.0 -8.3% $59.33 -4.7%
Page 40 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%