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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 9 of 26  ·  519 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 SPG SIMON PPTY GROUP INC NEW COM Real Estate 147.0 $33K 0.01% +70.0 +90.9% $223.35 -0.7%
162 AEP AMERICAN ELEC PWR CO INC COM Utilities 237.0 $32K 0.01% +19.0 +8.7% $136.62 -7.0%
163 UNP UNION PAC CORP COM Industrials 119.0 $32K 0.01% +16.0 +15.5% $271.77 +10.5%
164 ANET ARISTA NETWORKS INC COM SHS Technology 190.0 $32K 0.01% +18.0 +10.5% $169.88 +13.3%
165 APP APPLOVIN CORP COM CL A Technology 61.0 $31K 0.01% +4.0 +7.0% $515.23 -39.7%
166 BK BANK OF NY MELLON CORP COM Financial Services 217.0 $31K 0.01% +52.0 +31.5% $144.61 -1.9%
167 SOLS SOLSTICE ADVANCED MATLS INC COM SHS Basic Materials 353.0 $31K 0.01% +314.0 +805.1% $88.60 -31.8%
168 GEHC GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK Healthcare 472.0 $30K 0.01% +429.0 +997.7% $64.02 +13.6%
169 WDC WESTERN DIGITAL CORP COM Technology 47.0 $30K 0.01% +2.0 +4.4% $638.72 -21.8%
170 MCK MCKESSON CORP COM Healthcare 39.0 $30K 0.01% +11.0 +39.3% $756.64 +16.2%
171 RKLB ROCKET LAB CORP COM Industrials 286.0 $29K 0.01% +4.0 +1.4% $101.65 -21.4%
172 CEG CONSTELLATION ENERGY CORP COM Utilities 116.0 $29K 0.01% +20.0 +20.8% $249.25 +10.3%
173 CSX CSX CORP COM Industrials 606.0 $29K 0.01% +23.0 +4.0% $47.51 +5.9%
174 ADI ANALOG DEVICES INC COM Technology 72.0 $29K 0.01% +6.0 +9.1% $397.17 -6.3%
175 PFN PIMCO INCOME STRATEGY FD II COM Financial Services 3,835.0 $27K 0.01% +105.0 +2.8% $7.13 -1.2%
176 WMB WILLIAMS COS INC COM Energy 357.0 $27K 0.01% +81.0 +29.4% $74.34 +1.4%
177 QQQD DIREXION DAILY MAGNIFICENT 7 BEAR 1X ETF 2,000.0 $26K 0.01% +1K +185.7% $13.20 -3.8%
178 FCX FREEPORT MCMORAN INC CL B Basic Materials 419.0 $26K 0.01% +217.0 +107.4% $62.89 +4.8%
179 LMT Lockheed Martin Corp/Com Industrials 51.0 $26K 0.01% +2.0 +4.1% $512.16 +19.3%
180 AMT AMERICAN TOWER CORP COM Real Estate 159.0 $26K 0.01% +1.0 +0.6% $163.92 +6.6%
Page 9 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%