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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 44 of 65  ·  1,298 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
861 PDX PIMCO DYNAMIC INCOME STRATEGY COM SHS BEN INT Financial Services 150.0 $3K 0.00% $22.06 -1.5%
862 BLACKROCK TECH AND PRIVATE EQU SHS BEN INT 500.0 $3K 0.00% $6.60
863 PHM PULTE GROUP INC COM Consumer Cyclical 28.0 $3K 0.00% +21.0 +300.0% $117.61 -1.1%
864 THQ ABRDN HEALTHCARE OPPORTUNITIES SHS Financial Services 195.0 $3K 0.00% $16.80 +9.9%
865 CNC CENTENE CORP DEL COM Healthcare 100.0 $3K 0.00% NEW $32.74 +76.5%
866 LNGX GLOBAL X U.S. NATURAL GAS ETF 70.0 $3K 0.00% $46.69 -4.8%
867 WIA WESTERN ASSET INFLT LNK INC FD COM SH BEN INT Financial Services 400.0 $3K 0.00% $8.08 -0.2%
868 ROK ROCKWELL AUTOMATION INC COM Industrials 9.0 $3K 0.00% +3.0 +50.0% $358.89 +21.6%
869 DOCU DOCUSIGN INC COM Technology 68.0 $3K 0.00% NEW $47.41 +3.3%
870 VVR INVESCO SR INCOME TR COM Financial Services 1,000.0 $3K 0.00% $3.22 -7.1%
871 FT FRANKLIN UNVL TR SH BEN INT Financial Services 400.0 $3K 0.00% NEW $8.01 -0.1%
872 NIKL SPROTT NICKEL MINERS ETF 200.0 $3K 0.00% $16.01 -6.2%
873 OEF ISHARES S&P 100 ETF 10.0 $3K 0.00% $318.10 +16.4%
874 PHG KONINKLIJKE PHILIPS N V NY REGIS SHS NEW Healthcare 116.0 $3K 0.00% $27.40 -2.4%
875 SJNK STATE STREET SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF 127.0 $3K 0.00% NEW $24.98 +0.2%
876 TBLD THORNBURG INCM BUILDER OPP TR COM Financial Services 150.0 $3K 0.00% NEW $21.15 +5.3%
877 FITB FIFTH THIRD BANCORP COM Financial Services 68.0 $3K 0.00% +1.0 +1.5% $46.46 +5.8%
878 REGCO REGENCY CTRS CORP COM Real Estate 42.0 $3K 0.00% +33.0 +366.7% $74.86 -69.5%
879 CM CANADIAN IMPERIAL BANK OF COMM COM Financial Services 33.0 $3K 0.00% $94.76 +21.2%
880 EVN EATON VANCE MUN INCOME TR SH BEN INT Financial Services 300.0 $3K 0.00% NEW $10.41 +1.3%
Page 44 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%