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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 67 of 71  ·  1,411 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1321 RRC RANGE RES CORP COM Energy 17.0 $632.0 -185.0 -91.6% $37.18 +5.9%
1322 MRNA MODERNA INC COM Healthcare 9.0 $630.0 NEW $70.00 -7.9%
1323 CRS CARPENTER TECHNOLOGY CORP COM Industrials 1.0 $617.0 $617.00 -12.1%
1324 USFD US FOODS HLDG CORP COM Consumer Defensive 6.0 $614.0 -87.0 -93.5% $102.33 +6.1%
1325 AMCOR PLC COM NEW 14.0 $607.0 +4.0 +40.0% $43.36
1326 WU WESTERN UN CO COM Financial Services 76.0 $585.0 -697.0 -90.2% $7.70 -6.7%
1327 MOS MOSAIC CO COM Basic Materials 27.0 $572.0 +26.0 +2600.0% $21.19 +0.2%
1328 FUTU FUTU HLDGS LTD SPON ADS CL A Financial Services 6.0 $562.0 $93.67 +16.9%
1329 HRL HORMEL FOODS CORP COM Consumer Defensive 22.0 $546.0 NEW $24.82 -3.2%
1330 HAUZ XTRACKERS INTERNATIONAL REAL ESTATE ETF 24.0 $538.0 $22.42 +1.7%
1331 UI UBIQUITI INC COM Technology 1.0 $534.0 NEW $534.00 +9.3%
1332 POST POST HLDGS INC COM Consumer Defensive 6.0 $530.0 NEW $88.33 -10.2%
1333 HLN HALEON PLC SPON ADS Healthcare 56.0 $522.0 -36.0 -39.1% $9.32 +2.8%
1334 CUBE CUBESMART COM Real Estate 13.0 $517.0 NEW $39.77 +3.4%
1335 HEICO CORP NEW CL A 2.0 $516.0 $258.00
1336 LUV SOUTHWEST AIRLS CO COM Industrials 10.0 $514.0 NEW $51.40 -15.7%
1337 APG API GROUP CORP COM STK Industrials 12.0 $508.0 $42.33 +5.6%
1338 MTG MGIC INVT CORP WIS COM Financial Services 18.0 $508.0 -356.0 -95.2% $28.22 +10.2%
1339 WYNN WYNN RESORTS LTD COM Consumer Cyclical 5.0 $495.0 $99.00 +3.8%
1340 CPNG COUPANG INC CL A Consumer Cyclical 28.0 $486.0 $17.36 -9.4%
Page 67 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%