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Portfolio (Quarterly) Guide ↗

HIGHLINE WEALTH PARTNERS LLC

· CIK 0002042654
13F Portfolio $493M AUM 1,411 positions Filed Jul 15, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 215 New 519 Added 211 Reduced 101 Exited
Page 11 of 26  ·  519 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 ECL ECOLAB INC COM Basic Materials 75.0 $21K 0.00% +9.0 +13.6% $278.81 +0.4%
202 COF CAPITAL ONE FINL CORP COM Financial Services 104.0 $21K 0.00% +14.0 +15.6% $200.84 +10.3%
203 ROST ROSS STORES INC COM Consumer Cyclical 97.0 $21K 0.00% +10.0 +11.5% $212.85 +11.1%
204 KMI KINDER MORGAN INC DEL COM Energy 629.0 $20K 0.00% +205.0 +48.4% $31.97 +2.8%
205 MSI MOTOROLA SOLUTIONS INC COM NEW Technology 48.0 $20K 0.00% +1.0 +2.1% $417.00 +12.6%
206 JCI JOHNSON CTLS INTL PLC SHS Industrials 136.0 $20K 0.00% +29.0 +27.1% $146.11 +2.4%
207 CFG CITIZENS FINL GROUP INC COM Financial Services 284.0 $20K 0.00% +24.0 +9.2% $69.96 +5.0%
208 CRH PLC ORD 185.0 $20K 0.00% +8.0 +4.5% $107.00
209 NXPI NXP SEMICONDUCTORS N V COM Technology 70.0 $20K 0.00% +5.0 +7.7% $281.03 -18.7%
210 CAH CARDINAL HEALTH INC COM Healthcare 82.0 $19K 0.00% +56.0 +215.4% $237.56 -1.1%
211 XSOE WisdomTree EmgMkts Ex-Stat ETF 396.0 $19K 0.00% +2.0 +0.5% $49.17 -5.2%
212 EOG EOG RES INC COM Energy 149.0 $19K 0.00% +102.0 +217.0% $129.90 +14.5%
213 PSX PHILLIPS 66 COM Energy 114.0 $19K 0.00% +44.0 +62.9% $169.71 +43.5%
214 STX SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS Technology 20.0 $19K 0.00% +6.0 +42.9% $965.00 -6.4%
215 HWM HOWMET AEROSPACE INC COM Industrials 71.0 $19K 0.00% +16.0 +29.1% $269.18 +8.7%
216 UBS UBS GROUP AG SHS Financial Services 382.0 $19K 0.00% +22.0 +6.1% $49.56 +6.9%
217 SPOT SPOTIFY TECHNOLOGY S A SHS Communication Services 41.0 $19K 0.00% +19.0 +86.4% $459.12 +12.4%
218 PSA PUBLIC STORAGE COM Real Estate 59.0 $19K 0.00% +32.0 +118.5% $318.76 +1.4%
219 COIN COINBASE GLOBAL INC COM CL A Financial Services 128.0 $19K 0.00% +7.0 +5.8% $146.19 +0.0%
220 MRSH MARSH & MCLENNAN COS INC COM Financial Services 112.0 $19K 0.00% +27.0 +31.8% $166.95 +11.6%
Page 11 of 26  ·  519 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 41.7%
Financial Services 22.9%
Communication Services 13.4%
Consumer Cyclical 11.6%
Industrials 3.2%
Consumer Defensive 2.5%
Healthcare 1.9%
Real Estate 1.0%
Utilities 0.9%
Energy 0.5%