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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 45 of 65  ·  1,298 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
881 KMX CARMAX INC COM Consumer Cyclical 75.0 $3K 0.00% NEW $41.59 -6.4%
882 AVB AVALONBAY CMNTYS INC COM Real Estate 19.0 $3K 0.00% NEW $163.37 +12.7%
883 FFC FLAHERTY & CRUMRIN PFD & INM S COM Financial Services 200.0 $3K 0.00% $15.49 +1.9%
884 CRDO CREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARES Technology 33.0 $3K 0.00% +8.0 +32.0% $93.88 +106.0%
885 HTD HANCOCK JOHN TAX-ADVANTAGED DI COM Financial Services 125.0 $3K 0.00% -15.0 -10.7% $24.77 +1.9%
886 OKTA OKTA INC CL A Technology 39.0 $3K 0.00% -3.0 -7.1% $78.72 +13.6%
887 GEHC GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK Healthcare 43.0 $3K 0.00% -36.0 -45.6% $71.26 -9.7%
888 CPER UNITED STATES COPPER INDEX FUND Financial Services 89.0 $3K 0.00% -361.0 -80.2% $34.43 +12.1%
889 JGH NUVEEN GLOBAL HIGH INCOME FD SHS Financial Services 250.0 $3K 0.00% $12.22 +2.8%
890 G GENPACT LIMITED SHS Technology 82.0 $3K 0.00% NEW $37.26 -14.1%
891 PFFA VIRTUS INFRACAP U.S. PREFERRED STOCK ETF 150.0 $3K 0.00% $20.36 +4.5%
892 DHF BNY MELLON HIGH YIELD STRATEGI SH BEN INT Financial Services 1,250.0 $3K 0.00% NEW $2.44 -1.2%
893 ARDC ARES DYNAMIC CR ALLOCATION FD COM Financial Services 250.0 $3K 0.00% $12.16 +4.4%
894 HAL HALLIBURTON CO COM Energy 78.0 $3K 0.00% +18.0 +30.0% $38.79 +8.2%
895 ERH ALLSPRING UTILITIES AND HIGH I WF UTILITIES INC Financial Services 250.0 $3K 0.00% $12.10 -2.3%
896 HQH ABRDN HEALTHCARE INVESTORS SH BEN INT Financial Services 170.0 $3K 0.00% NEW $17.79 +10.1%
897 ETG EATON VANCE TX ADV GLBL DIV FD COM Financial Services 150.0 $3K 0.00% NEW $20.12 +12.8%
898 SOFI SOFI TECHNOLOGIES INC COM Financial Services 190.0 $3K 0.00% -19.0 -9.1% $15.88 -1.2%
899 ICICI BANK LIMITED ADR 116.0 $3K 0.00% -691.0 -85.6% $25.90
900 Q QNITY ELECTRONICS INC COMMON STOCK Technology 26.0 $3K 0.00% NEW $115.46 +32.5%
Page 45 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%