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Portfolio (Quarterly) Guide ↗

HIGHLINE WEALTH PARTNERS LLC

· CIK 0002042654
13F Portfolio $355M AUM Filed Jan 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1071 New
Page 5 of 54  ·  1,071 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 JNJ JOHNSON & JOHNSON COM Healthcare 605.0 $125K 0.04% NEW $206.79 +10.7%
82 KO Coca Cola Co/Com Consumer Defensive 1,755.0 $123K 0.04% NEW $69.90 +16.2%
83 V VISA INC COM CL A Financial Services 340.0 $119K 0.03% NEW $350.79 -5.2%
84 BIL SPDR Bloomberg Barclays 1-3 Month T-Bill 1,305.0 $119K 0.03% NEW $91.39 +0.2%
85 ESGG FLEXSHARES STOXX GLOBAL ESG SELECT INDEX FUND 560.0 $115K 0.03% NEW $205.14 +8.8%
86 IEF ISHARES 7-10 YEAR TREASURY BOND ETF 1,189.0 $114K 0.03% NEW $96.14 -3.2%
87 ISRG INTUITIVE SURGICAL INC COM NEW Healthcare 195.0 $110K 0.03% NEW $566.36 -22.3%
88 SBUX Starbucks Corp Com/Inv Consumer Cyclical 1,231.0 $104K 0.03% NEW $84.24 +26.5%
89 CVX Chevron Corp New/Com Energy 678.0 $103K 0.03% NEW $152.51 +28.6%
90 TE T1 ENERGY INC COM NEW Industrials 15,000.0 $100K 0.03% NEW $6.68 +4.8%
91 MA MASTERCARD INCORPORATED CL A Financial Services 171.0 $98K 0.03% NEW $571.50 -11.5%
92 TTAN SERVICETITAN INC SHS CL A Technology 900.0 $96K 0.03% NEW $106.50 -41.3%
93 PLTR PALANTIR TECHNOLOGIES INC CL A Technology 539.0 $96K 0.03% NEW $177.75 -24.0%
94 GEV GE VERNOVA INC COM Utilities 146.0 $95K 0.03% NEW $653.71 +54.8%
95 MU MICRON TECHNOLOGY INC COM Technology 319.0 $91K 0.03% NEW $285.71 +138.5%
96 AGG ISHARES CORE U.S. AGGREGATE BOND ETF 897.0 $90K 0.03% NEW $99.88 -2.3%
97 PECO PHILLIPS EDISON & CO INC COMMON STOCK Real Estate 2,507.0 $89K 0.03% NEW $35.57 +12.5%
98 XOM Exxon Mobile Corp/Com Energy 733.0 $88K 0.03% NEW $120.28 +33.4%
99 HVT HAVERTY FURNITURE COS INC COM Consumer Cyclical 3,700.0 $86K 0.02% NEW $23.36 -9.3%
100 BILS SPDR Bloomberg 3-12 Month T-Bill ETF 870.0 $86K 0.02% NEW $99.21 +0.1%
Page 5 of 54  ·  1,071 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 44.0%
Financial Services 23.1%
Communication Services 13.4%
Consumer Cyclical 11.8%
Consumer Defensive 2.5%
Industrials 1.8%
Real Estate 1.7%
Healthcare 1.0%
Utilities 0.3%
Energy 0.3%