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Portfolio (Quarterly) Guide ↗

HIGHLINE WEALTH PARTNERS LLC

· CIK 0002042654
13F Portfolio $355M AUM Filed Jan 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1071 New
Page 34 of 54  ·  1,071 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 FANG DIAMONDBACK ENERGY INC COM Energy 24.0 $4K 0.00% NEW $153.25 +35.6%
662 BLACKROCK MUNI INCOME TR II COM 350.0 $4K 0.00% NEW $10.44
663 FMY FIRST TR MTG INCOME FD COM SHS Financial Services 300.0 $4K 0.00% NEW $12.15 -4.7%
664 OKTA OKTA INC CL A Technology 42.0 $4K 0.00% NEW $86.48 -0.9%
665 FAST FASTENAL CO COM Industrials 90.0 $4K 0.00% NEW $40.13 +8.6%
666 CRDO CREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARES Technology 25.0 $4K 0.00% NEW $143.88 +17.5%
667 CNM CORE & MAIN INC CL A Industrials 69.0 $4K 0.00% NEW $51.97 -13.4%
668 BLOCK INC CL A 55.0 $4K 0.00% NEW $65.09
669 CMI CUMMINS INC COM Industrials 7.0 $4K 0.00% NEW $510.43 +29.2%
670 FTF FRANKLIN LTD DURATION INCOME T COM Financial Services 580.0 $4K 0.00% NEW $6.15 -3.9%
671 GPI GROUP 1 AUTOMOTIVE INC COM Consumer Cyclical 9.0 $4K 0.00% NEW $393.33 -22.3%
672 BXP BXP INC COM Real Estate 52.0 $4K 0.00% NEW $67.48 -11.2%
673 BTO HANCOCK JOHN FINL OPPTYS FD SH BEN INT NEW Financial Services 100.0 $4K 0.00% NEW $35.08 +3.4%
674 KOF COCA-COLA FEMSA SAB DE CV SPONS ADS REP Consumer Defensive 37.0 $4K 0.00% NEW $94.70 +11.4%
675 RF REGIONS FINANCIAL CORP NEW COM Financial Services 129.0 $3K 0.00% NEW $27.10 -1.0%
676 TXNM ENERGY INC COM 59.0 $3K 0.00% NEW $58.88
677 FCEF FIRST TRUST INCOME OPPORTUNITIES ETF 150.0 $3K 0.00% NEW $22.97 +2.6%
678 WDAY WORKDAY INC CL A Technology 16.0 $3K 0.00% NEW $214.75 -39.8%
679 OEF ISHARES S&P 100 ETF 10.0 $3K 0.00% NEW $343.00 +7.9%
680 SPLV INVESCO S&P 500 LOW VOLATILITY ETF 48.0 $3K 0.00% NEW $71.42 +3.0%
Page 34 of 54  ·  1,071 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 44.0%
Financial Services 23.1%
Communication Services 13.4%
Consumer Cyclical 11.8%
Consumer Defensive 2.5%
Industrials 1.8%
Real Estate 1.7%
Healthcare 1.0%
Utilities 0.3%
Energy 0.3%