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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 2 of 11  ·  211 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 UPS UNITED PARCEL SVCS INC CL B Industrials 1,102.0 $118K 0.02% -550.0 -33.3% $107.48 -5.1%
22 IEF ISHARES 7-10 YEAR TREASURY BOND ETF 1,242.0 $117K 0.02% -43.0 -3.4% $94.58 -1.8%
23 TE T1 ENERGY INC COM NEW Industrials 11,500.0 $109K 0.02% -9K -45.2% $9.48 -48.5%
24 IWM ISHARES RUSSELL 2000 ETF 329.0 $99K 0.02% -4.0 -1.2% $300.67 +1.1%
25 KWEB KRANESHARES CSI CHINA INTERNET ETF 3,650.0 $89K 0.02% -783.0 -17.7% $24.47 +10.1%
26 ACN Accenture PLC Ireland/C Technology 596.0 $74K 0.01% -21.0 -3.4% $124.44 +36.6%
27 PM PHILIP MORRIS INTL INC COM Consumer Defensive 410.0 $74K 0.01% -15.0 -3.5% $180.80 +2.1%
28 PGR PROGRESSIVE CORP COM Financial Services 319.0 $70K 0.01% -5.0 -1.5% $218.50 -6.7%
29 NTES NETEASE COM INC SPONSORED ADS Technology 515.0 $66K 0.01% -8.0 -1.5% $128.14 -2.9%
30 PFE Pfizer Inc Com/Inv Healthcare 2,356.0 $57K 0.01% -784.0 -25.0% $24.08 +11.6%
31 IGSB ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF 1,005.0 $53K 0.01% -2K -71.0% $52.41 -0.5%
32 ISRG INTUITIVE SURGICAL INC COM NEW Healthcare 129.0 $51K 0.01% -233.0 -64.4% $397.68 -1.8%
33 DELL DELL TECHNOLOGIES INC CL C Technology 114.0 $49K 0.01% -12.0 -9.5% $431.46 +11.2%
34 LVS LAS VEGAS SANDS CORP COM Consumer Cyclical 1,000.0 $46K 0.01% -119.0 -10.6% $46.19 -1.6%
35 NEM NEWMONT CORP COM Basic Materials 477.0 $45K 0.01% -40.0 -7.7% $93.41 +28.8%
36 SHV ISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF 399.0 $44K 0.01% -3.0 -0.8% $110.35 -0.1%
37 ADBE ADOBE INC COM Technology 197.0 $40K 0.01% -30.0 -13.2% $205.02 +23.9%
38 CRWV COREWEAVE INC COM CL A Technology 400.0 $40K 0.01% -250.0 -38.5% $99.54 +6.5%
39 BABA Alibaba Grp Hldg LTD Sponsrd ADS Consumer Cyclical 414.0 $40K 0.01% -22.0 -5.0% $95.98 +29.9%
40 NVS Novartis A G/S Healthcare 253.0 $40K 0.01% -10.0 -3.8% $156.72 -3.0%
Page 2 of 11  ·  211 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%