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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 22 of 26  ·  519 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 HAL HALLIBURTON CO COM Energy 182.0 $6K 0.00% +104.0 +133.3% $33.93 +2.3%
422 CTSH COGNIZANT TECHNOLOGY SOLUTIONS CL A Technology 159.0 $6K 0.00% +89.0 +127.1% $38.73 +46.2%
423 OXY OCCIDENTAL PETE CORP COM Energy 125.0 $6K 0.00% +19.0 +17.9% $48.57 +21.6%
424 WAB WABTEC COM Industrials 22.0 $6K 0.00% +5.0 +29.4% $269.59 +11.5%
425 FNV FRANCO NEV CORP COM Basic Materials 28.0 $6K 0.00% +25.0 +833.3% $208.43 +14.5%
426 OKE ONEOK INC NEW COM Energy 67.0 $6K 0.00% +8.0 +13.6% $86.94 +9.6%
427 KEY KEYCORP COM Financial Services 249.0 $6K 0.00% +215.0 +632.4% $23.05 -0.0%
428 RF REGIONS FINANCIAL CORP NEW COM Financial Services 189.0 $6K 0.00% +59.0 +45.4% $30.20 +5.0%
429 CPER UNITED STATES COPPER INDEX FUND Financial Services 150.0 $6K 0.00% +61.0 +68.5% $37.73 +6.4%
430 VTR VENTAS INC COM Real Estate 63.0 $6K 0.00% +10.0 +18.9% $89.35 +2.0%
431 AR ANTERO RESOURCES CORP COM Energy 157.0 $6K 0.00% +148.0 +1644.4% $35.14 +3.6%
432 RMD RESMED INC COM Healthcare 28.0 $5K 0.00% +20.0 +250.0% $194.89 +13.1%
433 ALNY ALNYLAM PHARMACEUTICALS INC COM Healthcare 18.0 $5K 0.00% +2.0 +12.5% $301.06 -25.4%
434 COPX GLOBAL X COPPER MINERS ETF 70.0 $5K 0.00% +25.0 +55.6% $76.97 +13.5%
435 SLB SLB LIMITED COM STK Energy 114.0 $5K 0.00% +28.0 +32.6% $46.49 +15.8%
436 AVB AVALONBAY CMNTYS INC COM Real Estate 27.0 $5K 0.00% +8.0 +42.1% $188.70 -2.5%
437 FANG DIAMONDBACK ENERGY INC COM Energy 29.0 $5K 0.00% +4.0 +16.0% $173.55 +18.9%
438 PODD INSULET CORP COM Healthcare 33.0 $5K 0.00% +31.0 +1550.0% $152.24 -8.2%
439 WPM WHEATON PRECIOUS METALS CORP COM Basic Materials 44.0 $5K 0.00% +40.0 +1000.0% $112.32 +21.6%
440 DOW DOW HLDGS INC COM Basic Materials 174.0 $5K 0.00% +165.0 +1833.3% $27.36 +14.5%
Page 22 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%