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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 53 of 65  ·  1,298 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1041 THC TENET HEALTHCARE CORP COM NEW Healthcare 12.0 $2K 0.00% NEW $188.75 -0.7%
1042 JPC NUVEEN PFD & INCOME OPPORTUNIT COM Financial Services 300.0 $2K 0.00% $7.54 +3.1%
1043 SSD SIMPSON MFG INC COM Industrials 13.0 $2K 0.00% NEW $171.62 +7.8%
1044 XLV Health Care Select Sector SPDR ETF 15.0 $2K 0.00% -260.0 -94.5% $147.80 +0.2%
1045 CENTRAIS ELET BRAS SA SPON ADS PF CL C 203.0 $2K 0.00% $10.92
1046 APPF APPFOLIO INC COM CL A Technology 14.0 $2K 0.00% NEW $157.79 +2.9%
1047 CVNA CARVANA CO CL A Consumer Cyclical 7.0 $2K 0.00% -2.0 -22.2% $314.43 -79.5%
1048 BST BLACKROCK SCIENCE & TECHNOLOGY SHS Financial Services 60.0 $2K 0.00% NEW $36.35 +26.1%
1049 JOF JAPAN SMALLER CAPITALIZATION F COM Financial Services 200.0 $2K 0.00% -100.0 -33.3% $10.90 +5.9%
1050 SE SEA LTD SPONSORD ADS Consumer Cyclical 26.0 $2K 0.00% +8.0 +44.4% $82.81 +5.4%
1051 TNL TRAVEL PLUS LEISURE CO COM Consumer Cyclical 31.0 $2K 0.00% NEW $69.19 -6.2%
1052 VIRTUS ARTIFICIAL INTELLIGENCE COM 100.0 $2K 0.00% $21.41
1053 RYANAIR HOLDINGS PLC SPONSORED ADR 37.0 $2K 0.00% $57.81
1054 SBS COMPANHIA DE SANEAMENTO BASICO SPONSORED ADR Utilities 70.0 $2K 0.00% +1.0 +1.4% $30.51 -80.8%
1055 WIW WESTERN AST INFL LKD OPP & INM COM Financial Services 250.0 $2K 0.00% $8.46 -0.5%
1056 SMURFIT WESTROCK PLC SHS 53.0 $2K 0.00% NEW $39.85
1057 FIS FIDELITY NATL INFORMATION SVCS COM Technology 45.0 $2K 0.00% NEW $46.91 -7.0%
1058 Z ZILLOW GROUP INC CL C CAP STK Communication Services 51.0 $2K 0.00% +49.0 +2450.0% $41.37 -11.8%
1059 EFR EATON VANCE SR FLTNG RTE TR COM Financial Services 200.0 $2K 0.00% $10.54 -0.4%
1060 ULTA ULTA BEAUTY INC COM Consumer Cyclical 4.0 $2K 0.00% NEW $522.75 -5.7%
Page 53 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%