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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 27 of 71  ·  1,411 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 ETSY INC COM 159.0 $12K 0.00% +121.0 +318.4% $75.33
522 RS RELIANCE INC COM Basic Materials 32.0 $12K 0.00% +9.0 +39.1% $373.59 +1.8%
523 LHX L3HARRIS TECHNOLOGIES INC COM Industrials 41.0 $12K 0.00% +9.0 +28.1% $291.39 -7.2%
524 VNO VORNADO RLTY TR SH BEN INT Real Estate 304.0 $12K 0.00% -4.0 -1.3% $39.30 -1.6%
525 MFC MANULIFE FINL CORP COM Financial Services 294.0 $12K 0.00% $40.51 +4.8%
526 VTRS VIATRIS INC COM Healthcare 750.0 $12K 0.00% +289.0 +62.7% $15.88 +1.5%
527 FIX COMFORT SYS USA INC COM Industrials 6.0 $12K 0.00% $1982.00 -15.6%
528 PAVE Global X U.S. Infrastructure Development ETF 200.0 $12K 0.00% NEW $58.92 -4.9%
529 ROKU ROKU INC COM CL A Communication Services 85.0 $12K 0.00% $138.14 +13.7%
530 MTUM ISHARES MSCI USA MOMENTUM FACTOR ETF 34.0 $12K 0.00% NEW $345.24 -11.6%
531 MSM MSC INDL DIRECT INC CL A Industrials 98.0 $12K 0.00% +5.0 +5.4% $118.95 -1.1%
532 ED CONSOLIDATED EDISON INC COM Utilities 105.0 $12K 0.00% -31.0 -22.8% $110.63 -2.1%
533 JAZZ JAZZ PHARMACEUTICALS PLC SHS USD Healthcare 48.0 $12K 0.00% $240.98 +3.2%
534 PWR QUANTA SVCS INC COM Industrials 16.0 $12K 0.00% +2.0 +14.3% $720.06 -8.0%
535 HUM HUMANA INC COM Healthcare 29.0 $12K 0.00% +23.0 +383.3% $397.21 -4.1%
536 BMO BANK MONTREAL MEDIUM COM Financial Services 65.0 $11K 0.00% $176.71 -2.2%
537 DBJP XTRACKERS MSCI JAPAN HEDGED EQUITY ETF 100.0 $11K 0.00% NEW $114.79 -0.7%
538 CBRE CBRE GROUP INC CL A Real Estate 85.0 $11K 0.00% +8.0 +10.4% $134.69 +12.7%
539 EQT EQT CORP COM Energy 215.0 $11K 0.00% +131.0 +155.9% $53.17 +1.4%
540 HPI HANCOCK JOHN PFD INCOME FD SH BEN INT Financial Services 700.0 $11K 0.00% $16.21 -1.3%
Page 27 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%