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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 11 of 11  ·  215 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 JMTG JPMORGAN MORTGAGE-BACKED SECURITIES ETF 6.0 $316.0 NEW $52.67 -4.9%
202 VYX NCR VOYIX CORPORATION COM Technology 38.0 $310.0 NEW $8.16 -5.6%
203 GNRC GENERAC HLDGS INC COM Industrials 1.0 $293.0 NEW $293.00 -24.5%
204 ZBRA ZEBRA TECHNOLOGIES CORPORATION CL A Technology 1.0 $263.0 NEW $263.00 +41.2%
205 IFF INTERNATIONAL FLAVORS&FRAGRANC COM Basic Materials 3.0 $238.0 NEW $79.33 +3.1%
206 FSLR FIRST SOLAR INC COM Energy 1.0 $236.0 NEW $236.00 -7.7%
207 COOPER COS INC COM 3.0 $215.0 NEW $71.67
208 BUNGE GLOBAL SA COM SHS 2.0 $213.0 NEW $106.50
209 LNT ALLIANT ENERGY CORP COM Utilities 2.0 $153.0 NEW $76.50 -8.0%
210 AKAM AKAMAI TECHNOLOGIES INC COM Technology 1.0 $118.0 NEW $118.00 +4.2%
211 SPCE VIRGIN GALACTIC HOLDINGS INC COM NEW Industrials 15.0 $43.0 NEW $2.87 +9.2%
212 RIG TRANSOCEAN LTD REGISTERED SHS Energy 8.0 $39.0 NEW $4.88 +20.4%
213 DRMA DERMATA THERAPEUTICS INC COM Healthcare 26.0 $34.0 NEW $1.31 +11.6%
214 ONL ORION PROPERTIES INC COM Real Estate 10.0 $29.0 NEW $2.90 -2.1%
215 CDL VictoryShares US Large Cap High Dividend Volatility WTD ETF $11.0 NEW
Page 11 of 11  ·  215 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%