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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 33 of 71  ·  1,411 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
641 FNB F N B CORP COM Financial Services 487.0 $9K 0.00% -91.0 -15.7% $19.08 -2.6%
642 EPAM EPAM SYS INC COM Technology 117.0 $9K 0.00% +54.0 +85.7% $79.35 +38.9%
643 HPF HANCOCK JOHN PFD INCOME FD II COM Financial Services 585.0 $9K 0.00% +185.0 +46.2% $15.87 -0.9%
644 JBT MAREL CORPORATION COM 64.0 $9K 0.00% $145.00
645 SAP SAP SE SPON ADR Technology 60.0 $9K 0.00% +16.0 +36.4% $154.62 +41.1%
646 FLO FLOWERS FOODS INC COM Consumer Defensive 1,174.0 $9K 0.00% +1K +603.0% $7.90 -9.9%
647 JBL JABIL INC COM Technology 24.0 $9K 0.00% NEW $385.50 -18.2%
648 HIW HIGHWOODS PPTYS INC COM Real Estate 306.0 $9K 0.00% $30.16 +4.5%
649 WEC WEC ENERGY GROUP INC COM Utilities 79.0 $9K 0.00% +33.0 +71.7% $116.77 -8.4%
650 BR BROADRIDGE FINL SOLUTIONS INC COM Technology 67.0 $9K 0.00% +52.0 +346.7% $136.96 +31.3%
651 KRC KILROY REALTY CORP COM Real Estate 242.0 $9K 0.00% +61.0 +33.7% $37.47 -3.0%
652 ANGLOGOLD ASHANTI PLC COM SHS 112.0 $9K 0.00% +54.0 +93.1% $80.89
653 TECH BIO-TECHNE CORP COM Healthcare 128.0 $9K 0.00% +118.0 +1180.0% $70.65 +2.4%
654 VERSIGENT PLC ORDINARY SHARES 215.0 $9K 0.00% NEW $42.01
655 MSCI MSCI INC COM Financial Services 16.0 $9K 0.00% +2.0 +14.3% $562.69 +0.3%
656 CRDO CREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARES Technology 33.0 $9K 0.00% $271.94 -15.6%
657 COLM COLUMBIA SPORTSWEAR CO COM Consumer Cyclical 145.0 $9K 0.00% +32.0 +28.3% $61.82 -2.3%
658 EXPD EXPEDITORS INTL WASH INC COM Industrials 55.0 $9K 0.00% +2.0 +3.8% $162.98 +15.6%
659 IGF iShares Global Infrastructure ETF 134.0 $9K 0.00% $66.60 -1.6%
660 SLM SLM CORP COM Financial Services 344.0 $9K 0.00% +319.0 +1276.0% $25.94 +1.8%
Page 33 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%