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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 18 of 26  ·  519 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 ZION ZIONS BANCORPORATION NATL ASSN COM Financial Services 137.0 $9K 0.00% +55.0 +67.1% $69.19 +3.5%
342 TTEK TETRA TECH INC NEW COM Industrials 328.0 $9K 0.00% +275.0 +518.9% $28.89 +24.0%
343 STE STERIS PLC SHS USD Healthcare 45.0 $9K 0.00% +40.0 +800.0% $210.58 +9.1%
344 CART MAPLEBEAR INC COM Consumer Cyclical 200.0 $9K 0.00% +15.0 +8.1% $47.35 +3.2%
345 ZM ZOOM COMMUNICATIONS INC CL A Technology 109.0 $9K 0.00% +27.0 +32.9% $86.31 +22.3%
346 RHI ROBERT HALF INC. COM Industrials 306.0 $9K 0.00% +72.0 +30.8% $30.70 +38.3%
347 NFG NATIONAL FUEL GAS CO COM Energy 121.0 $9K 0.00% +15.0 +14.2% $77.21 +6.0%
348 EPAM EPAM SYS INC COM Technology 117.0 $9K 0.00% +54.0 +85.7% $79.35 +24.4%
349 HPF HANCOCK JOHN PFD INCOME FD II COM Financial Services 585.0 $9K 0.00% +185.0 +46.2% $15.87 -0.7%
350 SAP SAP SE SPON ADR Technology 60.0 $9K 0.00% +16.0 +36.4% $154.62 +34.4%
351 FLO FLOWERS FOODS INC COM Consumer Defensive 1,174.0 $9K 0.00% +1K +603.0% $7.90 -7.5%
352 WEC WEC ENERGY GROUP INC COM Utilities 79.0 $9K 0.00% +33.0 +71.7% $116.77 -5.4%
353 BR BROADRIDGE FINL SOLUTIONS INC COM Technology 67.0 $9K 0.00% +52.0 +346.7% $136.96 +22.6%
354 KRC KILROY REALTY CORP COM Real Estate 242.0 $9K 0.00% +61.0 +33.7% $37.47 -3.8%
355 ANGLOGOLD ASHANTI PLC COM SHS 112.0 $9K 0.00% +54.0 +93.1% $80.89
356 TECH BIO-TECHNE CORP COM Healthcare 128.0 $9K 0.00% +118.0 +1180.0% $70.65 +2.5%
357 MSCI MSCI INC COM Financial Services 16.0 $9K 0.00% +2.0 +14.3% $562.69 -2.1%
358 COLM COLUMBIA SPORTSWEAR CO COM Consumer Cyclical 145.0 $9K 0.00% +32.0 +28.3% $61.82 -7.7%
359 EXPD EXPEDITORS INTL WASH INC COM Industrials 55.0 $9K 0.00% +2.0 +3.8% $162.98 +15.5%
360 SLM SLM CORP COM Financial Services 344.0 $9K 0.00% +319.0 +1276.0% $25.94 +5.2%
Page 18 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%