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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 6 of 65  ·  1,298 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 JEPI JPMorgan Equity Premium Income ETF 2,503.0 $142K 0.04% $56.68 -1.1%
102 SCZ iShares MSCI EAFE SmCap ETF 1,766.0 $138K 0.04% -277.0 -13.6% $78.43 +6.7%
103 LLY ELI LILLY & CO COM Healthcare 149.0 $137K 0.04% +17.0 +12.9% $921.29 +7.3%
104 KO Coca Cola Co/Com Consumer Defensive 1,790.0 $136K 0.04% +35.0 +2.0% $76.04 +6.8%
105 OPK OPKO HEALTH INC COM Healthcare 116,680.0 $133K 0.03% $1.14 -0.9%
106 SHOP SHOPIFY INC CL A SUB VTG SHS Technology 1,108.0 $131K 0.03% +10.0 +0.9% $118.62 -13.7%
107 FDX FEDEX CORP COM Industrials 360.0 $128K 0.03% +332.0 +1185.7% $356.31 +3.8%
108 CRM SALESFORCE INC COM Technology 677.0 $126K 0.03% +46.0 +7.3% $186.77 -3.9%
109 KWEB KRANESHARES CSI CHINA INTERNET ETF 4,433.0 $126K 0.03% -4K -44.5% $28.43 -0.5%
110 IEF ISHARES 7-10 YEAR TREASURY BOND ETF 1,285.0 $123K 0.03% +96.0 +8.1% $95.41 -2.4%
111 ACN Accenture PLC Ireland/C Technology 617.0 $122K 0.03% +10.0 +1.6% $198.29 -10.8%
112 BA BOEING CO COM Industrials 612.0 $122K 0.03% +548.0 +856.2% $199.03 +8.0%
113 PG Procter and Gamble Co Com Consumer Defensive 823.0 $119K 0.03% +316.0 +62.3% $144.51 -1.5%
114 MU MICRON TECHNOLOGY INC COM Technology 342.0 $116K 0.03% +23.0 +7.2% $338.24 +101.5%
115 MRK MERCK & CO INC COM Healthcare 954.0 $115K 0.03% +186.0 +24.2% $120.24 -6.4%
116 GBTC Grayscale Bitcoin Trust Financial Services 2,168.0 $114K 0.03% $52.76 +13.0%
117 ESGG FLEXSHARES STOXX GLOBAL ESG SELECT INDEX FUND 561.0 $112K 0.03% $199.76 +11.7%
118 GUNR FLEXSHARES MORNINGSTAR GLOBAL UPSTREAM NATURAL RESOURCES INDEX FUND 1,837.0 $101K 0.03% NEW $55.16 -1.5%
119 TXN Texas Instrs Inc/Com Technology 514.0 $100K 0.03% +61.0 +13.5% $194.22 +54.8%
120 CSCO Cisco Sys Inc/Com Technology 1,283.0 $100K 0.03% +248.0 +24.0% $77.60 +53.2%
Page 6 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%