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Portfolio (Quarterly) Guide ↗

HIGHLINE WEALTH PARTNERS LLC

· CIK 0002042654
13F Portfolio $392M AUM 1,298 positions Filed Apr 6, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 331 New 422 Added 171 Reduced 104 Exited
Page 14 of 22  ·  422 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 BMO BANK MONTREAL MEDIUM COM Financial Services 65.0 $9K 0.00% +19.0 +41.3% $135.34 +16.8%
262 GWW WW GRAINGER INC COM Industrials 8.0 $9K 0.00% +4.0 +100.0% $1096.75 +13.9%
263 FISV FISERV INC COM Technology 157.0 $9K 0.00% +97.0 +161.7% $55.80 +1.2%
264 DVN DEVON ENERGY CORP NEW COM Energy 174.0 $9K 0.00% +150.0 +625.0% $50.32 -2.8%
265 NRG NRG ENERGY INC COM NEW Utilities 59.0 $9K 0.00% +47.0 +391.7% $146.14 -9.5%
266 UMC UNITED MICROELECTRONICS CORP SPON ADR NEW Technology 960.0 $9K 0.00% +165.0 +20.8% $8.98 +94.4%
267 USFD US FOODS HLDG CORP COM Consumer Defensive 93.0 $9K 0.00% +87.0 +1450.0% $92.22 -11.4%
268 TGT TARGET CORP COM Consumer Defensive 70.0 $9K 0.00% +58.0 +483.3% $121.97 +0.3%
269 THG HANOVER INS GROUP INC COM Financial Services 49.0 $8K 0.00% +28.0 +133.3% $173.35 +11.3%
270 CRUS CIRRUS LOGIC INC COM Technology 58.0 $8K 0.00% +55.0 +1833.3% $144.62 +13.3%
271 UGI UGI CORP NEW COM Utilities 229.0 $8K 0.00% +199.0 +663.3% $36.42 -3.8%
272 ABNB AIRBNB INC COM CL A Consumer Cyclical 66.0 $8K 0.00% +18.0 +37.5% $126.27 +6.6%
273 BP BP PLC SPONSORED ADR Energy 177.0 $8K 0.00% +56.0 +46.3% $47.00 -3.7%
274 ABEV AMBEV SA SPONSORED ADR Consumer Defensive 2,804.0 $8K 0.00% +746.0 +36.2% $2.92 +10.4%
275 FAST FASTENAL CO COM Industrials 175.0 $8K 0.00% +85.0 +94.4% $46.40 -5.7%
276 VNO VORNADO RLTY TR SH BEN INT Real Estate 308.0 $8K 0.00% +277.0 +893.5% $25.99 +19.6%
277 KOF COCA-COLA FEMSA SAB DE CV SPONS ADS REP Consumer Defensive 81.0 $8K 0.00% +44.0 +118.9% $97.56 +9.0%
278 WDAY WORKDAY INC CL A Technology 60.0 $8K 0.00% +44.0 +275.0% $129.92 -2.5%
279 R RYDER SYS INC COM Industrials 38.0 $8K 0.00% +35.0 +1166.7% $204.71 +15.1%
280 FOXA FOX CORP CL A COM Communication Services 132.0 $8K 0.00% +108.0 +450.0% $58.40 +10.8%
Page 14 of 22  ·  422 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 41.4%
Financial Services 23.1%
Communication Services 13.7%
Consumer Cyclical 11.5%
Consumer Defensive 3.2%
Industrials 2.6%
Real Estate 1.7%
Healthcare 1.4%
Utilities 0.6%
Energy 0.5%