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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 39 of 71  ·  1,411 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
761 BIO BIO RAD LABS INC CL A Healthcare 23.0 $7K 0.00% -4.0 -14.8% $293.61 +24.1%
762 PTA COHEN & STEERS TAX ADVAN PFD S COM Financial Services 352.0 $7K 0.00% $19.18 -3.1%
763 ALGN ALIGN TECHNOLOGY INC COM Healthcare 40.0 $7K 0.00% -7.0 -14.9% $168.65 -3.3%
764 ELAN ELANCO ANIMAL HEALTH INC COM Healthcare 274.0 $7K 0.00% $24.61 -0.5%
765 ACA ARCOSA INC COM Industrials 46.0 $7K 0.00% $145.28 -0.0%
766 NVG NUVEEN AMT FREE MUN CR INC FD COM Financial Services 521.0 $7K 0.00% +156.0 +42.7% $12.80 -3.4%
767 CORPAY INC COM SHS 20.0 $7K 0.00% +8.0 +66.7% $333.25
768 RMM RIVERNORTH MANAGED DUR MUN INM COM Financial Services 450.0 $7K 0.00% $14.78 -2.7%
769 VSEC VSE CORP COM Industrials 29.0 $7K 0.00% $228.52 +0.8%
770 SU SUNCOR ENERGY INC NEW COM Energy 123.0 $7K 0.00% -24.0 -16.3% $53.68 +25.7%
771 FTV FORTIVE CORP COM Technology 108.0 $7K 0.00% +17.0 +18.7% $61.09 -3.6%
772 DBX DROPBOX INC CL A Technology 240.0 $7K 0.00% +151.0 +169.7% $27.47 +23.7%
773 VSNT VERSANT MEDIA GROUP INC COM CL A Industrials 183.0 $7K 0.00% $36.02 +9.0%
774 EA ELECTRONIC ARTS INC COM Communication Services 32.0 $7K 0.00% -2.0 -5.9% $205.56 +2.0%
775 NKX NUVEEN CALIF AMT FREE MUNI INC COM Financial Services 524.0 $7K 0.00% $12.53 -2.9%
776 GLPI GAMING & LEISURE P COM Real Estate 147.0 $7K 0.00% -15.0 -9.3% $44.53 -3.7%
777 NMCO NUVEEN MUN CR OPPORTUNITIES FD COM Financial Services 600.0 $7K 0.00% $10.89 -4.3%
778 WTW WILLIS TOWERS WATSON PLC LTD SHS Financial Services 25.0 $7K 0.00% +8.0 +47.1% $261.36 +28.4%
779 KEX KIRBY CORP COM Industrials 48.0 $7K 0.00% $135.98 +2.0%
780 PRU PRUDENTIAL FINL INC COM Financial Services 60.0 $7K 0.00% +10.0 +20.0% $108.68 +12.5%
Page 39 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%