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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 6 of 11  ·  215 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 REZI RESIDEO TECHNOLOGIES INC COM Industrials 198.0 $6K 0.00% NEW $31.10 -33.6%
102 CQQQ INVESCO CHINA TECHNOLOGY ETF 104.0 $6K 0.00% NEW $57.21 -9.5%
103 LEVERAGE SHARES 2X LONG CBRS DAILY ETF 1,000.0 $6K 0.00% NEW $5.82
104 ESTC ELASTIC N V ORD SHS Technology 101.0 $6K 0.00% NEW $57.02 +46.3%
105 REYN REYNOLDS CONSUMER PRODS INC COM Consumer Cyclical 214.0 $6K 0.00% NEW $26.85 -3.5%
106 NCNO NCINO INC COM Technology 327.0 $5K 0.00% NEW $16.35 +23.7%
107 CLOZ ELDRIDGE BBB-B CLO ETF 200.0 $5K 0.00% NEW $26.42 -0.3%
108 RECS COLUMBIA RESEARCH ENHANCED CORE ETF 102.0 $4K 0.00% NEW $43.28 +4.9%
109 GTX GARRETT MOTION INC COM Consumer Cyclical 119.0 $4K 0.00% NEW $36.23 -21.1%
110 TKO TKO GROUP HOLDINGS INC CL A Communication Services 21.0 $4K 0.00% NEW $201.33 -3.1%
111 DDS DILLARDS INC CL A Consumer Cyclical 8.0 $4K 0.00% NEW $528.38 +9.7%
112 MOAT VANECK MORNINGSTAR WIDE MOAT ETF 41.0 $4K 0.00% NEW $102.78 +8.9%
113 PSKY PARAMOUNT SKYDANCE CORP COM CL B Communication Services 420.0 $4K 0.00% NEW $9.86 +4.3%
114 NYT NEW YORK TIMES CO MTN BE CL A Communication Services 56.0 $4K 0.00% NEW $69.98 -6.7%
115 GGN GAMCO GLOBAL GOLD NAT RES & COM SH BEN INT Financial Services 800.0 $4K 0.00% NEW $4.84 +11.6%
116 MFM ABERDEEN MUN INCOME FD SH BEN INT Financial Services 682.0 $4K 0.00% NEW $5.62 -3.2%
117 DUPONT DE NEMOURS INC COMMON STOCK 28.0 $4K 0.00% NEW $135.64
118 PINS PINTEREST INC CL A Communication Services 176.0 $4K 0.00% NEW $21.03 +9.7%
119 SNA SNAP ON INC COM Industrials 9.0 $4K 0.00% NEW $402.44 -0.3%
120 FICO FAIR ISAAC CORP COM Technology 3.0 $4K 0.00% NEW $1194.67 -10.9%
Page 6 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%