BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 24 of 26  ·  519 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 A AGILENT TECHNOLOGIES INC COM Healthcare 24.0 $3K 0.00% +6.0 +33.3% $133.29 +11.4%
462 APOS APOLLO GLOBAL MGMT INC COM Financial Services 27.0 $3K 0.00% +5.0 +22.7% $118.30 -78.4%
463 CCI CROWN CASTLE INC COM Real Estate 42.0 $3K 0.00% +28.0 +200.0% $75.74 -1.7%
464 G GENPACT LIMITED SHS Technology 114.0 $3K 0.00% +32.0 +39.0% $27.50 +22.5%
465 VIRTUS ARTIFICIAL INTELLIGENCE COM 110.0 $3K 0.00% +10.0 +10.0% $28.07
466 VIRTUS CONVERTIBLE & INCOME FD COM NEW 175.0 $3K 0.00% +12.0 +7.4% $17.59
467 BCH BANCO DE CHILE SPONSORED ADS Financial Services 75.0 $3K 0.00% +35.0 +87.5% $39.76 +3.3%
468 NTRS NORTHERN TR CORP COM Financial Services 17.0 $3K 0.00% +7.0 +70.0% $173.82 +10.2%
469 EVRG EVERGY INC COM Utilities 34.0 $3K 0.00% +21.0 +161.5% $86.44 -2.9%
470 MCHP MICROCHIP TECHNOLOGY INC. COM Technology 32.0 $3K 0.00% +21.0 +190.9% $91.19 -12.0%
471 SE SEA LTD SPONSORD ADS Consumer Cyclical 30.0 $3K 0.00% +4.0 +15.4% $95.83 +24.6%
472 CNP CENTERPOINT ENERGY INC COM Utilities 64.0 $3K 0.00% +20.0 +45.5% $43.73 -7.1%
473 VNT VONTIER CORPORATION COM Technology 95.0 $3K 0.00% +13.0 +15.8% $29.00 +11.5%
474 NDSN NORDSON CORP COM Industrials 9.0 $3K 0.00% +5.0 +125.0% $301.67 +2.7%
475 KVUE KENVUE INC COM Consumer Defensive 140.0 $3K 0.00% +139.0 +10000.0% $19.11 -1.7%
476 ON ON SEMICONDUCTOR CORP COM Technology 27.0 $3K 0.00% +19.0 +237.5% $94.56 -11.8%
477 AGCO AGCO CORP COM Industrials 21.0 $3K 0.00% +5.0 +31.2% $119.71 -16.7%
478 CVNA CARVANA CO CL A Consumer Cyclical 35.0 $2K +28.0 +400.0% $65.83 +6.5%
479 WEX WEX INC COM Technology 16.0 $2K +7.0 +77.8% $141.06 +33.9%
480 FIS FIDELITY NATL INFORMATION SVCS COM Technology 56.0 $2K +11.0 +24.4% $38.88 +5.9%
Page 24 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%