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 8 of 26  ·  519 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 TRV TRAVELERS COMPANIES INC COM Financial Services 128.0 $42K 0.01% +45.0 +54.2% $330.29 +11.9%
142 CL Colgate Palmolive Co/Com Consumer Defensive 456.0 $42K 0.01% +23.0 +5.3% $91.75 -0.4%
143 SOXX ISHARES SEMICONDUCTOR ETF 65.0 $42K 0.01% +42.0 +182.6% $640.75 -16.5%
144 SHW SHERWIN WILLIAMS CO COM Basic Materials 119.0 $41K 0.01% +59.0 +98.3% $344.32 +1.2%
145 T AT&T Inc Com/Inv Communication Services 1,974.0 $41K 0.01% +314.0 +18.9% $20.70 +20.9%
146 ICE INTERCONTINENTAL EXCHANGE INC COM Financial Services 332.0 $41K 0.01% +84.0 +33.9% $122.98 +26.5%
147 SRE SEMPRA COM Utilities 438.0 $41K 0.01% +16.0 +3.8% $92.76 -6.5%
148 CRWD CROWDSTRIKE HLDGS INC CL A Technology 51.0 $39K 0.01% +4.0 +8.5% $190.78 +12.4%
149 GD GENERAL DYNAMICS CORP COM Industrials 108.0 $38K 0.01% +42.0 +63.6% $354.46 +11.4%
150 BKNG BOOKING HOLDINGS INC COM Consumer Cyclical 214.0 $38K 0.01% +211.0 +7033.3% $178.24 +16.5%
151 WELL WELLTOWER INC COM Real Estate 167.0 $38K 0.01% +20.0 +13.6% $227.37 +4.3%
152 CARR CARRIER GLOBAL CORPORATION COM Industrials 515.0 $38K 0.01% +14.0 +2.8% $73.35 -16.1%
153 ITW ILLINOIS TOOL WKS INC COM Industrials 138.0 $37K 0.01% +6.0 +4.5% $270.40 +6.4%
154 LOW Lowes Cos Inc/Com Consumer Cyclical 166.0 $37K 0.01% +96.0 +137.1% $221.11 -2.0%
155 BHP BHP BILLITON LIMITED SPONSORED ADS Basic Materials 440.0 $37K 0.01% +4.0 +0.9% $83.31 +7.5%
156 MO ALTRIA GROUP INC COM Consumer Defensive 507.0 $36K 0.01% +37.0 +7.9% $71.95 -9.9%
157 AMP AMERIPRISE FINL INC COM Financial Services 79.0 $36K 0.01% +63.0 +393.8% $459.54 +22.6%
158 EIX EDISON INTL COM Utilities 479.0 $36K 0.01% +32.0 +7.2% $74.37 -2.2%
159 FRT FEDERAL RLTY INVT TR NEW SH BEN INT NEW Real Estate 285.0 $35K 0.01% +210.0 +280.0% $123.44 -4.4%
160 PFL PIMCO INCOME STRATEGY FD COM Financial Services 4,370.0 $34K 0.01% +120.0 +2.8% $7.88 -3.0%
Page 8 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%