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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 61 of 71  ·  1,411 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1201 CPB THE CAMPBELLS COMPANY COM Consumer Defensive 78.0 $2K NEW $22.27 +2.7%
1202 TIGO MILLICOM INTL CELLULAR S A COM STK Communication Services 19.0 $2K NEW $90.74 -3.9%
1203 L LOEWS CORP COM Financial Services 15.0 $2K +1.0 +7.1% $113.20 -0.7%
1204 EEFT EURONET WORLDWIDE INC COM Technology 23.0 $2K -105.0 -82.0% $73.17 -5.4%
1205 Z ZILLOW GROUP INC CL C CAP STK Communication Services 53.0 $2K +2.0 +3.9% $31.53 +9.6%
1206 PDI PIMCO DYNAMIC INCOME FD SHS Financial Services 100.0 $2K $16.70 -9.3%
1207 STZ CONSTELLATION BRANDS INC CL A Consumer Defensive 12.0 $2K NEW $139.08 -5.8%
1208 FE FIRSTENERGY CORP COM Utilities 35.0 $2K +5.0 +16.7% $47.54 -0.6%
1209 GPK GRAPHIC PACKAGING HLDG CO COM Consumer Cyclical 155.0 $2K +36.0 +30.2% $10.57 +3.8%
1210 RCS PIMCO STRATEGIC INCOME FD COM Financial Services 300.0 $2K $5.45 -3.7%
1211 ADT ADT INC DEL COM Industrials 251.0 $2K -709.0 -73.8% $6.50 +11.0%
1212 VICI VICI PPTYS INC COM Real Estate 61.0 $2K +24.0 +64.9% $26.38 -1.8%
1213 TSN TYSON FOODS INC CL A Consumer Defensive 28.0 $2K +18.0 +180.0% $57.25 +1.3%
1214 HLNE HAMILTON LANE INC CL A Financial Services 20.0 $2K NEW $78.85 +28.2%
1215 KD KYNDRYL HLDGS INC COMMON STOCK Technology 139.0 $2K +68.0 +95.8% $11.31 +9.0%
1216 TEVA TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS Healthcare 46.0 $2K $33.87 +8.0%
1217 TOP SHIPS INC SHS NEW 2,000.0 $2K NEW $0.77
1218 EIC EAGLE POINT INCOME COMPANY INC COM Financial Services 150.0 $2K $10.07 -0.3%
1219 WISDOMTREE PHYSICAL AI, HUMANOIDS AND DRONES FUND 50.0 $1K NEW $29.82
1220 U UNITY SOFTWARE INC COM Technology 52.0 $1K $28.58 +63.6%
Page 61 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%