BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 13 of 71  ·  1,411 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 LVS LAS VEGAS SANDS CORP COM Consumer Cyclical 1,000.0 $46K 0.01% -119.0 -10.6% $46.19 -0.8%
242 NEM NEWMONT CORP COM Basic Materials 477.0 $45K 0.01% -40.0 -7.7% $93.41 +25.1%
243 SPHQ INVESCO S&P 500 QUALITY ETF 493.0 $44K 0.01% $90.10 -3.6%
244 DBEF XTRACKERS MSCI EAFE HEDGED EQUITY ETF 809.0 $44K 0.01% $54.63 +2.2%
245 REXR REXFORD INDL RLTY INC COM Real Estate 1,316.0 $44K 0.01% $33.50 +9.1%
246 SHV ISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF 399.0 $44K 0.01% -3.0 -0.8% $110.35 -0.1%
247 VT VANGUARD TOTAL WORLD STOCK ETF 280.0 $44K 0.01% NEW $156.95 +2.2%
248 MARB FIRST TRUST EQUITY MARKET NEUTRAL ETF 2,129.0 $44K 0.01% NEW $20.64 +2.2%
249 VCR VANGUARD CONSUMER DISCRETIONARY ETF 110.0 $44K 0.01% NEW $396.61 -0.4%
250 BOTZ GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETF 1,140.0 $43K 0.01% NEW $37.94 -3.2%
251 SNX TD SYNNEX CORPORATION COM Technology 160.0 $43K 0.01% $267.34 -3.8%
252 TT TRANE TECHNOLOGIES PLC SHS Industrials 87.0 $43K 0.01% +6.0 +7.4% $491.16 -5.9%
253 XJR ISHARES ESG SELECT SCREENED S&P SMALL-CAP ETF 810.0 $43K 0.01% $52.75 -0.6%
254 NCLH NORWEGIAN CRUISE LINE HLDGS LT SHS Consumer Cyclical 2,021.0 $43K 0.01% +20.0 +1.0% $21.11 -15.5%
255 TRV TRAVELERS COMPANIES INC COM Financial Services 128.0 $42K 0.01% +45.0 +54.2% $330.29 +11.2%
256 CL Colgate Palmolive Co/Com Consumer Defensive 456.0 $42K 0.01% +23.0 +5.3% $91.75 -0.1%
257 SOXX ISHARES SEMICONDUCTOR ETF 65.0 $42K 0.01% +42.0 +182.6% $640.75 -17.6%
258 SHW SHERWIN WILLIAMS CO COM Basic Materials 119.0 $41K 0.01% +59.0 +98.3% $344.32 +1.6%
259 RL RALPH LAUREN CORP CL A Consumer Cyclical 102.0 $41K 0.01% NEW $401.41 -4.8%
260 T AT&T Inc Com/Inv Communication Services 1,974.0 $41K 0.01% +314.0 +18.9% $20.70 +21.2%
Page 13 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%