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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 58 of 71  ·  1,411 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1141 HEQ JOHN HANCOCK DIVERSIFIED INCOM COM Financial Services 217.0 $2K 0.00% $11.48 +3.0%
1142 CF CF INDUSTRIES HOLD COM Basic Materials 23.0 $2K 0.00% -50.0 -68.5% $108.26 +10.6%
1143 LKQ LKQ CORP COM Consumer Cyclical 93.0 $2K -107.0 -53.5% $26.33 -4.5%
1144 GLO CLOUGH GLOBAL OPPORTUNITIES FD SH BEN INT Financial Services 400.0 $2K NEW $6.12 -2.9%
1145 HGLB HIGHLAND GLOBAL ALLOCATION FD COM Financial Services 325.0 $2K $7.52 +0.1%
1146 MYN BLACKROCK MUNIYIELD N Y QUALIT COM Financial Services 240.0 $2K NEW $10.15 -3.6%
1147 GHY PGIM GLOBAL HIGH YIELD FD FORM COM Financial Services 200.0 $2K $12.10 -3.3%
1148 CPT CAMDEN PPTY TR SH BEN INT Real Estate 21.0 $2K -69.0 -76.7% $114.48 -6.3%
1149 RYANAIR HOLDINGS PLC SPONSORED ADR 37.0 $2K $64.76
1150 JPC NUVEEN PFD & INCOME OPPORTUNIT COM Financial Services 300.0 $2K $7.88 -3.0%
1151 JOF JAPAN SMALLER CAPITALIZATION F COM Financial Services 200.0 $2K $11.78 +5.3%
1152 CVNA CARVANA CO CL A Consumer Cyclical 35.0 $2K +28.0 +400.0% $65.83 -1.3%
1153 BRW SABA CAPITAL INCOME & OPRNT FD SHS NEW Financial Services 350.0 $2K $6.57 -1.1%
1154 SRPT SAREPTA THERAPEUTICS INC COM Healthcare 127.0 $2K NEW $17.97 +0.3%
1155 MIR MIRION TECHNOLOGIES INC COM CL A Industrials 126.0 $2K $17.93 -14.5%
1156 WEX WEX INC COM Technology 16.0 $2K +7.0 +77.8% $141.06 +35.9%
1157 SBSW SIBANYE STILLWATER LTD SPONSORED ADR Basic Materials 265.0 $2K -116.0 -30.4% $8.49 +24.4%
1158 SF STIFEL FINL CORP COM Financial Services 32.0 $2K $69.78 +20.0%
1159 EDD MORGAN STANLEY EMERGING MKTS COM Financial Services 379.0 $2K $5.88 +0.5%
1160 PSTG EVERPURE INC CL A 28.0 $2K $78.79
Page 58 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%