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 4 of 71  ·  1,411 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 GEV GE VERNOVA INC COM Utilities 715.0 $840K 0.17% +318.0 +80.1% $1174.94 -8.2%
62 AME AMETEK INC COM Industrials 3,420.0 $827K 0.17% +3K +10000.0% $241.94 +5.1%
63 QCOM QUALCOMM INC COM Technology 4,252.0 $786K 0.16% +3K +228.1% $184.77 -12.2%
64 AVGO BROADCOM INC COM Technology 2,046.0 $773K 0.16% +304.0 +17.4% $377.75 +3.9%
65 VTV VANGUARD VALUE ETF 3,520.0 $767K 0.16% +1K +54.2% $217.90 +4.0%
66 RSP Invesco S&P 500 Equal Weight ETF 3,538.0 $753K 0.15% +1K +45.1% $212.77 +3.8%
67 SLV iShares Silver Trust Financial Services 14,029.0 $750K 0.15% NEW $53.47 +11.4%
68 IGV ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF 8,247.0 $747K 0.15% +2K +25.8% $90.60 +12.6%
69 GE General Electric Co/Com Industrials 1,869.0 $699K 0.14% +1K +192.9% $373.79 -1.2%
70 TEMA ELECTRIFICATION ETF 16,551.0 $693K 0.14% NEW $41.89
71 PANW PALO ALTO NETWORKS INC COM Technology 2,030.0 $692K 0.14% +45.0 +2.3% $341.02 +10.2%
72 AESR ANFIELD U.S. EQUITY SECTOR ROTATION ETF 31,891.0 $662K 0.13% NEW $20.75 -1.0%
73 ETHW Bitwise Ethereum ETF Financial Services 51,037.0 $576K 0.12% +2K +5.0% $11.28 +20.8%
74 BXSL BLACKSTONE SECD LENDING FD COMMON STOCK Financial Services 24,098.0 $571K 0.12% NEW $23.71 +2.1%
75 DIA STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST Financial Services 1,017.0 $531K 0.11% +147.0 +16.9% $522.19 +2.3%
76 XLK STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF 2,650.0 $505K 0.10% +3K +10000.0% $190.52 -0.1%
77 XLU Utilities Select Sector SPDR ETF 10,071.0 $457K 0.09% +287.0 +2.9% $45.34 -2.6%
78 MU MICRON TECHNOLOGY INC COM Technology 366.0 $423K 0.09% +24.0 +7.0% $1155.79 -12.5%
79 JNJ JOHNSON & JOHNSON COM Healthcare 1,635.0 $415K 0.08% +974.0 +147.3% $253.93 +3.3%
80 IWD ISHARES RUSSELL 1000 VALUE ETF 1,704.0 $413K 0.08% -301.0 -15.0% $242.39 +5.9%
Page 4 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%