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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 12 of 71  ·  1,411 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 TMO THERMO FISHER SCIENTIFIC INC COM Healthcare 109.0 $55K 0.01% +41.0 +60.3% $501.88 +16.7%
222 CRSP CRISPR THERAPEUTICS AG NAMEN AKT Healthcare 1,000.0 $55K 0.01% $54.54 -0.5%
223 ABT Abbott Labs Com/Inv Healthcare 593.0 $54K 0.01% +24.0 +4.2% $90.76 +21.6%
224 IGSB ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF 1,005.0 $53K 0.01% -2K -71.0% $52.41 -0.5%
225 TTD THE TRADE DESK INC COM CL A Technology 2,894.0 $52K 0.01% +1K +94.4% $18.08 -25.9%
226 TRUC VANECK COMMUNICATION SERVICES TRUSECTOR ETF 2,093.0 $52K 0.01% NEW $24.82 +1.4%
227 ENB ENBRIDGE INC COM Energy 957.0 $52K 0.01% +416.0 +76.9% $54.21 -6.7%
228 ISRG INTUITIVE SURGICAL INC COM NEW Healthcare 129.0 $51K 0.01% -233.0 -64.4% $397.68 -1.8%
229 MS MORGAN STANLEY COM NEW Financial Services 240.0 $50K 0.01% +48.0 +25.0% $209.41 +4.2%
230 CSWC CAPITAL SOUTHWEST CORP COM Financial Services 2,094.0 $50K 0.01% NEW $23.78 +3.6%
231 PNC PNC FINL SVCS GROUP INC COM Financial Services 202.0 $50K 0.01% +18.0 +9.8% $246.32 +3.3%
232 DELL DELL TECHNOLOGIES INC CL C Technology 114.0 $49K 0.01% -12.0 -9.5% $431.46 +11.2%
233 EFV ISHARES MSCI EAFE VALUE ETF 642.0 $49K 0.01% $76.55 +6.6%
234 GSG ISHARES S&P GSCI COMMODITY INDEXED TRUST Financial Services 1,700.0 $49K 0.01% $28.60 +15.7%
235 WY WEYERHAEUSER CO COM NEW Real Estate 2,031.0 $49K 0.01% +2K +7711.5% $23.94 +0.6%
236 VOYG VOYAGER TECHNOLOGIES INC COM CL A Industrials 1,496.0 $48K 0.01% $32.25 +36.4%
237 NSC NORFOLK SOUTHN CORP COM Industrials 152.0 $48K 0.01% +27.0 +21.6% $314.53 +8.5%
238 SNDK SANDISK CORP COM Technology 21.0 $48K 0.01% +8.0 +61.5% $2273.71 -21.4%
239 BIIB BIOGEN INC COM Healthcare 219.0 $47K 0.01% +62.0 +39.5% $216.06 -3.2%
240 GOP UNUSUAL WHALES SUBVERSIVE REPUBLICAN TRADING ETF 1,036.0 $46K 0.01% $44.88 +1.9%
Page 12 of 71  ·  1,411 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%