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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 62 of 71  ·  1,411 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1221 ARE ALEXANDRIA REAL ESTATE EQ INC COM Real Estate 28.0 $1K NEW $52.86 -13.3%
1222 DTM DT MIDSTREAM INC COMMON STOCK Energy 10.0 $1K $146.70 -7.5%
1223 LYV LIVE NATION ENTERTAINMENT INC COM Communication Services 8.0 $1K $183.12 -1.8%
1224 HBAN HUNTINGTON BANCSHARES INC COM Financial Services 82.0 $1K +30.0 +57.7% $17.73 -0.4%
1225 JOBY JOBY AVIATION INC COMMON STOCK Industrials 163.0 $1K $8.92 -14.2%
1226 TCBI TEXAS CAP BANCSHARES INC COM Financial Services 14.0 $1K $103.29 -3.3%
1227 SCHQ SCHWAB LONG-TERM U.S. TREASURY ETF 46.0 $1K NEW $31.30 -4.8%
1228 IONQ IONQ INC COM Technology 27.0 $1K $53.26 -17.2%
1229 RDY DR REDDYS LABS LTD ADR Healthcare 98.0 $1K $14.49 -16.1%
1230 RBLX ROBLOX CORP CL A Technology 26.0 $1K $54.38 -30.7%
1231 PPLT ABRDN PHYSICAL PLATINUM SHARES ETF Financial Services 100.0 $1K NEW $14.13 +10.1%
1232 DXC DXC TECHNOLOGY CO COM Technology 159.0 $1K NEW $8.85 +18.7%
1233 CNM CORE & MAIN INC CL A Industrials 29.0 $1K -92.0 -76.0% $48.24 -5.8%
1234 BRZE BRAZE INC COM CL A Technology 64.0 $1K $21.69 +34.3%
1235 STLD STEEL DYNAMICS INC COM Basic Materials 6.0 $1K NEW $229.50 +8.8%
1236 TOST TOAST INC CL A Technology 48.0 $1K +4.0 +9.1% $27.81 +25.7%
1237 ALLY ALLY FINL INC COM Financial Services 28.0 $1K +13.0 +86.7% $45.96 -5.1%
1238 ENSG ENSIGN GROUP INC COM Healthcare 8.0 $1K $160.25 +13.9%
1239 INFY INFOSYS LTD SPONSORED ADR Technology 122.0 $1K NEW $10.49 +12.8%
1240 OCCI OFS CREDIT COMPANY INC COM Financial Services 500.0 $1K $2.56 -2.3%
Page 62 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%