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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 5 of 65  ·  1,298 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 NFRA FLEXSHARES STOXX GLOBAL BROAD INFRASTRUCTURE INDEX FUND 3,078.0 $197K 0.05% NEW $63.95 +1.9%
82 PCOR PROCORE TECHNOLOGIES INC COM Technology 3,407.0 $194K 0.05% -83.0 -2.4% $57.00 -16.0%
83 CATY CATHAY GEN BANCORP COM Financial Services 3,817.0 $190K 0.05% +31.0 +0.8% $49.86 +12.4%
84 WMT WALMART INC COM Consumer Defensive 1,513.0 $188K 0.05% +99.0 +7.0% $124.26 +7.3%
85 SMH VANECK SEMICONDUCTOR ETF 483.0 $185K 0.05% NEW $383.40 +41.9%
86 IGSB ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF 3,463.0 $182K 0.05% +2K +243.9% $52.56 -0.7%
87 GE General Electric Co/Com Industrials 638.0 $181K 0.05% +38.0 +6.3% $283.99 +0.7%
88 NFLX NETFLIX INC. COM Communication Services 1,807.0 $174K 0.04% +417.0 +30.0% $96.15 -6.8%
89 INTU PUT INTUIT COM Technology 400.0 $173K 0.04% NEW $432.38 -6.8%
90 CVX Chevron Corp New/Com Energy 810.0 $168K 0.04% +132.0 +19.5% $206.84 -5.2%
91 QDF FlexShrs Quality Dividend Index ETF 2,114.0 $167K 0.04% NEW $79.09 +10.2%
92 QCOM QUALCOMM INC COM Technology 1,296.0 $167K 0.04% +99.0 +8.3% $128.81 +58.1%
93 ISRG INTUITIVE SURGICAL INC COM NEW Healthcare 362.0 $167K 0.04% +167.0 +85.6% $460.99 -4.6%
94 HD HOME DEPOT INC COM Consumer Cyclical 505.0 $166K 0.04% +44.0 +9.5% $328.95 -8.9%
95 UPS UNITED PARCEL SVCS INC CL B Industrials 1,652.0 $163K 0.04% +2K +1443.9% $98.40 -2.9%
96 JNJ JOHNSON & JOHNSON COM Healthcare 661.0 $162K 0.04% +56.0 +9.3% $244.41 -6.3%
97 XOM Exxon Mobile Corp/Com Energy 938.0 $159K 0.04% +205.0 +28.0% $169.62 -5.4%
98 PLTR PALANTIR TECHNOLOGIES INC CL A Technology 1,062.0 $155K 0.04% +523.0 +97.0% $146.28 -7.6%
99 V VISA INC COM CL A Financial Services 510.0 $154K 0.04% +170.0 +50.0% $302.39 +10.0%
100 VRTX VERTEX PHARMACEUTICALS INC COM Healthcare 322.0 $144K 0.04% +297.0 +1188.0% $446.54 -2.2%
Page 5 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%