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Portfolio (Quarterly) Guide ↗

HIGHLINE WEALTH PARTNERS LLC

· CIK 0002042654
13F Portfolio $392M AUM 1,298 positions Filed Apr 6, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 331 New 422 Added 171 Reduced 104 Exited
Page 56 of 65  ·  1,298 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1101 SNSR Global X Internet of Things ETF 40.0 $1K $37.35 +38.8%
1102 L LOEWS CORP COM Financial Services 14.0 $1K +6.0 +75.0% $106.71 -1.5%
1103 WSC WILLSCOT HLDGS CORP COM CL A Industrials 86.0 $1K NEW $17.36 +49.4%
1104 BCH BANCO DE CHILE SPONSORED ADS Financial Services 40.0 $1K +7.0 +21.2% $37.05 +3.1%
1105 TER TERADYNE INC COM Technology 5.0 $1K NEW $296.40 +24.5%
1106 RBLX ROBLOX CORP CL A Technology 26.0 $1K -7.0 -21.2% $56.58 -17.6%
1107 ARGX ARGENX SE SPONSORED ADR Healthcare 2.0 $1K -4.0 -66.7% $730.50 +15.1%
1108 AOS SMITH A O CORP COM Industrials 22.0 $1K NEW $65.95 -13.5%
1109 WTS WATTS WATER TECHNOLOGIES INC CL A Industrials 5.0 $1K $290.20 +7.1%
1110 OCCI OFS CREDIT COMPANY INC COM Financial Services 500.0 $1K $2.89 +17.1%
1111 DOX AMDOCS LTD SHS Technology 22.0 $1K NEW $65.27 -4.1%
1112 VNQ VANGUARD REAL ESTATE ETF 16.0 $1K $88.69 +8.5%
1113 EIC EAGLE POINT INCOME COMPANY INC COM Financial Services 150.0 $1K $9.44 +13.0%
1114 GTLB GITLAB INC CLASS A COM Technology 65.0 $1K $21.65 +36.4%
1115 J JACOBS SOLUTIONS INC COM Industrials 11.0 $1K NEW $127.27 -5.3%
1116 NTRS NORTHERN TR CORP COM Financial Services 10.0 $1K +4.0 +66.7% $139.60 +19.8%
1117 TEVA TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS Healthcare 46.0 $1K $30.13 +15.9%
1118 TLK TELEKOMUNIKASI IND SPONSORED ADR Communication Services 74.0 $1K -77.0 -51.0% $18.68 -12.2%
1119 WEX WEX INC COM Technology 9.0 $1K NEW $153.00 -4.8%
1120 PCG PG&E CORP COM Utilities 78.0 $1K NEW $17.56 -7.0%
Page 56 of 65  ·  1,298 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 41.4%
Financial Services 23.1%
Communication Services 13.7%
Consumer Cyclical 11.5%
Consumer Defensive 3.2%
Industrials 2.6%
Real Estate 1.7%
Healthcare 1.4%
Utilities 0.6%
Energy 0.5%