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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 8 of 54  ·  1,071 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 MS MORGAN STANLEY COM NEW Financial Services 260.0 $46K 0.01% NEW $177.79 +8.4%
142 NEE NEXTERA ENERGY INC COM Utilities 573.0 $46K 0.01% NEW $80.34 +16.2%
143 ASML ASML HOLDING N V N Y REGISTRY SHS Technology 43.0 $46K 0.01% NEW $1069.86 +36.4%
144 EFV ISHARES MSCI EAFE VALUE ETF 642.0 $46K 0.01% NEW $71.41 +8.8%
145 SHV ISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF 402.0 $44K 0.01% NEW $110.15 +0.1%
146 BAC BANK AMERICA CORP COM Financial Services 801.0 $44K 0.01% NEW $54.99 -7.8%
147 TJX TJX COS INC NEW COM Consumer Cyclical 279.0 $43K 0.01% NEW $153.63 -2.2%
148 XLV Health Care Select Sector SPDR ETF 275.0 $43K 0.01% NEW $154.81 -4.8%
149 IBM International Business Machs/Com Technology 142.0 $42K 0.01% NEW $296.21 -24.8%
150 NEM NEWMONT CORP COM Basic Materials 421.0 $42K 0.01% NEW $99.75 +10.1%
151 TMO THERMO FISHER SCIENTIFIC INC COM Healthcare 68.0 $39K 0.01% NEW $580.18 -23.8%
152 CWB STATE STREET SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF 440.0 $39K 0.01% NEW $89.20 +14.8%
153 TLT ISHARES 20 YEAR TREASURY BOND ETF 450.0 $39K 0.01% NEW $87.16 -4.7%
154 GSG ISHARES S&P GSCI COMMODITY INDEXED TRUST Financial Services 1,700.0 $39K 0.01% NEW $23.06 +50.8%
155 DBEF XTRACKERS MSCI EAFE HEDGED EQUITY ETF 809.0 $39K 0.01% NEW $48.11 +7.7%
156 IBB iShares Biotechnology ETF 230.0 $39K 0.01% NEW $168.77 -2.7%
157 BCS BARCLAYS PLC ADR Financial Services 1,485.0 $38K 0.01% NEW $25.45 -11.1%
158 KLAC KLA CORP COM NEW Technology 31.0 $38K 0.01% NEW $1216.65 +44.4%
159 HSBC HSBC HLDGS PLC SPON ADR NEW Financial Services 477.0 $38K 0.01% NEW $78.67 +14.6%
160 ICE INTERCONTINENTAL EXCHANGE INC COM Financial Services 229.0 $37K 0.01% NEW $162.15 -3.8%
Page 8 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%