BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 65 of 71  ·  1,411 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1281 SIRI SIRIUSXM HOLDINGS INC COMMON STOCK Communication Services 32.0 $945.0 +6.0 +23.1% $29.53 -2.8%
1282 PLNT PLANET FITNESS MASTER ISSUER L CL A Consumer Cyclical 18.0 $939.0 NEW $52.17 +0.3%
1283 ERIC TELEFONAKTIEBOLAGET LM ERICSS ADR B SEK 10 Technology 82.0 $914.0 +28.0 +51.9% $11.15 -9.2%
1284 PINNACLE FINL PARTNERS INC COM 9.0 $908.0 $100.89
1285 UHS UNIVERSAL HLTH SVCS INC CL B Healthcare 6.0 $899.0 +1.0 +20.0% $149.83 +16.7%
1286 CAG CONAGRA BRANDS INC COM Consumer Defensive 67.0 $897.0 +39.0 +139.3% $13.39 +17.0%
1287 ASIX ADVANSIX INC COM Basic Materials 45.0 $895.0 NEW $19.89 -16.5%
1288 PFGC PERFORMANCE FOOD GROUP CO COM Consumer Defensive 8.0 $894.0 $111.75 -5.9%
1289 TMDX TRANSMEDICS GROUP INC COM Healthcare 13.0 $863.0 $66.38 +39.1%
1290 AEGON LTD AMER REG 1 CERT 102.0 $861.0 $8.44
1291 LOPE GRAND CANYON ED INC COM Consumer Defensive 6.0 $859.0 -38.0 -86.4% $143.17 +2.8%
1292 LOGI LOGITECH INTL S A SHS Technology 9.0 $846.0 $94.00 +5.2%
1293 NSA NATIONAL STORAGE AFFILIATES TR COM SHS BEN IN Real Estate 19.0 $845.0 -231.0 -92.4% $44.47 -2.4%
1294 HII HUNTINGTON INGALLS INDS INC COM Industrials 3.0 $840.0 NEW $280.00 +14.5%
1295 HSDT HELIUS MED TECHNOLOGIES INC COM CL A NEW Healthcare 500.0 $825.0 $1.65 +6.7%
1296 NATL NCR ATLEOS CORPORATION COM SHS Technology 19.0 $825.0 NEW $43.42 +6.5%
1297 CNO CNO FINL GROUP INC COM Financial Services 16.0 $816.0 $51.00 +7.4%
1298 LLYVA LIBERTY LIVE HOLDINGS INC COM SER A Communication Services 8.0 $810.0 $101.25 +0.5%
1299 AWI ARMSTRONG WORLD INDS INC NEW COM Industrials 5.0 $802.0 -37.0 -88.1% $160.40 +10.6%
1300 VFC V F Corp/Com Consumer Cyclical 48.0 $801.0 $16.69 -13.4%
Page 65 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%