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 32 of 71  ·  1,411 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 CGNX COGNEX CORP COM Technology 133.0 $10K 0.00% NEW $72.42 -16.8%
622 SAM BOSTON BEER INC CL A Consumer Defensive 54.0 $10K 0.00% +14.0 +35.0% $177.04 +5.5%
623 SFM SPROUTS FMRS MKT INC COM Consumer Defensive 113.0 $10K 0.00% -9.0 -7.4% $84.58 -4.3%
624 MILLROSE PPTYS INC COM CL A 318.0 $10K 0.00% +308.0 +3080.0% $30.05
625 RFMZ RIVERNORTH FLEXIBLE MUNI INCME COM Financial Services 700.0 $10K 0.00% $13.63 -3.6%
626 VIKING HOLDINGS LTD ORD SHS 91.0 $10K 0.00% $104.67
627 ZION ZIONS BANCORPORATION NATL ASSN COM Financial Services 137.0 $9K 0.00% +55.0 +67.1% $69.19 -1.5%
628 STE STERIS PLC SHS USD Healthcare 45.0 $9K 0.00% +40.0 +800.0% $210.58 +12.7%
629 TTEK TETRA TECH INC NEW COM Industrials 328.0 $9K 0.00% +275.0 +518.9% $28.89 +28.3%
630 CART MAPLEBEAR INC COM Consumer Cyclical 200.0 $9K 0.00% +15.0 +8.1% $47.35 +5.2%
631 ZM ZOOM COMMUNICATIONS INC CL A Technology 109.0 $9K 0.00% +27.0 +32.9% $86.31 +23.8%
632 RHI ROBERT HALF INC. COM Industrials 306.0 $9K 0.00% +72.0 +30.8% $30.70 +45.6%
633 ATR APTARGROUP INC COM Healthcare 75.0 $9K 0.00% NEW $125.20 +7.2%
634 AGIX KRANESHARES PUBLIC-PRIVATE AI & TECHNOLOGY ETF 200.0 $9K 0.00% $46.89 -4.4%
635 EVV EATON VANCE LIMITED DURATION I COM Financial Services 1,000.0 $9K 0.00% $9.37 -3.5%
636 BALL BALL CORP COM Consumer Cyclical 150.0 $9K 0.00% -4.0 -2.6% $62.40 +1.7%
637 NHS NEUBERGER HIGH YIELD ST FD INC COM Financial Services 1,500.0 $9K 0.00% $6.24 -4.7%
638 NFG NATIONAL FUEL GAS CO COM Energy 121.0 $9K 0.00% +15.0 +14.2% $77.21 +7.8%
639 CHE CHEMED CORP NEW COM Healthcare 20.0 $9K 0.00% NEW $465.75 +15.9%
640 TKR TIMKEN CO COM Industrials 64.0 $9K 0.00% -10.0 -13.5% $145.31 -13.5%
Page 32 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 43.5%
Financial Services 23.9%
Consumer Cyclical 12.0%
Communication Services 9.8%
Industrials 3.4%
Consumer Defensive 2.6%
Healthcare 2.0%
Real Estate 1.1%
Utilities 1.0%
Energy 0.5%