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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 5 of 11  ·  211 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 AMLP ALERIAN MLP ETF 204.0 $11K 0.00% -146.0 -41.7% $51.80 +5.6%
82 TLTD FLEXSHARES MORNINGSTAR DEVELOPED MARKETS EX-US FACTOR TILT INDEX FUND 104.0 $10K 0.00% -316.0 -75.2% $98.08 +6.6%
83 KR KROGER CO COM Consumer Defensive 182.0 $10K 0.00% -91.0 -33.3% $55.53 +1.0%
84 TOTALENERGIES SE ACT 127.0 $10K 0.00% -8.0 -5.9% $77.76
85 SFM SPROUTS FMRS MKT INC COM Consumer Defensive 113.0 $10K 0.00% -9.0 -7.4% $84.58 -4.7%
86 BALL BALL CORP COM Consumer Cyclical 150.0 $9K 0.00% -4.0 -2.6% $62.40 -2.0%
87 TKR TIMKEN CO COM Industrials 64.0 $9K 0.00% -10.0 -13.5% $145.31 -7.8%
88 FNB F N B CORP COM Financial Services 487.0 $9K 0.00% -91.0 -15.7% $19.08 +1.7%
89 INVH INVITATION HOMES INC COM Real Estate 279.0 $8K 0.00% -12.0 -4.1% $30.21 -1.7%
90 YUMC YUM CHINA HLDGS INC COM Consumer Cyclical 206.0 $8K 0.00% -22.0 -9.7% $40.87 +15.3%
91 TTC TORO CO COM Industrials 86.0 $8K 0.00% -7.0 -7.5% $97.42 +0.1%
92 CRUS CIRRUS LOGIC INC COM Technology 56.0 $8K 0.00% -2.0 -3.5% $148.54 -19.3%
93 MCO MOODYS CORP COM Financial Services 18.0 $8K 0.00% -14.0 -43.8% $455.33 +4.8%
94 BBY BEST BUY INC COM Consumer Cyclical 107.0 $8K 0.00% -7.0 -6.1% $76.15 +12.2%
95 BRX BRIXMOR PPTY GROUP INC COM Real Estate 253.0 $8K 0.00% -44.0 -14.8% $31.53 -5.6%
96 SON SONOCO PRODS CO COM Consumer Cyclical 140.0 $8K 0.00% -27.0 -16.2% $56.35 +0.7%
97 LYG LLOYDS BANKING GROUP PLC SPONSORED ADR Financial Services 1,326.0 $8K 0.00% -80.0 -5.7% $5.83 +5.5%
98 PRMB PRIMO BRANDS CORPORATION CLASS A COM SHS Consumer Defensive 314.0 $8K 0.00% -76.0 -19.5% $24.44 -0.2%
99 EQR EQUITY RESIDENTIAL SH BEN INT Real Estate 110.0 $7K 0.00% -53.0 -32.5% $67.93 -6.3%
100 HPQ HP INC COM Technology 331.0 $7K 0.00% -21.0 -6.0% $21.94 +34.0%
Page 5 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%