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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 63 of 71  ·  1,411 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1241 MTD METTLER TOLEDO INTERNATIONAL COM Healthcare 1.0 $1K $1278.00 +9.5%
1242 FOXA FOX CORP CL A COM Communication Services 24.0 $1K -108.0 -81.8% $52.17 +32.3%
1243 GL GLOBE LIFE INC COM Financial Services 7.0 $1K $178.71 -0.3%
1244 AES AES CORP COM Utilities 85.0 $1K +84.0 +8400.0% $14.66 +0.6%
1245 ATO ATMOS ENERGY CORP COM Utilities 7.0 $1K NEW $172.29 -1.0%
1246 DOC HEALTHPEAK PROPERTIES INC COM Real Estate 56.0 $1K NEW $21.39 -4.4%
1247 AXTA AXALTA COATING SYS LTD COM Basic Materials 35.0 $1K $34.23 +3.5%
1248 DB DEUTSCHE BK AG NAMEN AKT Financial Services 35.0 $1K -16.0 -31.4% $33.77 +12.8%
1249 REGCO REGENCY CTRS CORP COM Real Estate 15.0 $1K -27.0 -64.3% $77.87 -71.8%
1250 OMC Omnicom Group Inc/Com Communication Services 16.0 $1K +10.0 +166.7% $72.81 +18.6%
1251 EXR EXTRA SPACE STORAGE INC COM Real Estate 8.0 $1K +4.0 +100.0% $145.25 +1.1%
1252 VLTO VERALTO CORP COM SHS Industrials 13.0 $1K +7.0 +116.7% $88.92 +8.1%
1253 MGM MGM RESORTS INTERNATIONAL COM Consumer Cyclical 24.0 $1K +5.0 +26.3% $47.79 -9.4%
1254 KDP KEURIG DR PEPPER INC COM Consumer Defensive 35.0 $1K NEW $32.74 -6.0%
1255 CRL CHARLES RIV LABS INTL INC COM Healthcare 5.0 $1K -2.0 -28.6% $226.80 +23.1%
1256 TLRY TILRAY BRANDS INC COM Healthcare 252.0 $1K $4.49 -0.4%
1257 TAP MOLSON COORS BEVERAGE CO CL B Consumer Defensive 29.0 $1K +11.0 +61.1% $38.97 +5.6%
1258 WAT WATERS CORP COM Healthcare 3.0 $1K +1.0 +50.0% $375.00 +7.0%
1259 CELH CELSIUS HLDGS INC COM NEW Consumer Defensive 38.0 $1K $29.29 +2.1%
1260 PALL ABRDN PHYSICAL PALLADIUM SHARES ETF Financial Services 50.0 $1K NEW $22.08 +5.9%
Page 63 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%