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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 4 of 17  ·  331 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 BYD BOYD GAMING CORP COM Consumer Cyclical 113.0 $9K 0.00% NEW $82.18 -5.0%
62 OMF ONEMAIN HLDGS INC COM Financial Services 173.0 $9K 0.00% NEW $53.49 +0.1%
63 SAM BOSTON BEER INC CL A Consumer Defensive 40.0 $9K 0.00% NEW $230.40 -24.5%
64 RRC RANGE RES CORP COM Energy 202.0 $9K 0.00% NEW $45.18 -6.2%
65 BALL BALL CORP COM Consumer Cyclical 154.0 $9K 0.00% NEW $59.11 -6.8%
66 BNO UNITED STATES BRENT OIL FUND LP Financial Services 175.0 $9K 0.00% NEW $52.01 +13.1%
67 JAZZ JAZZ PHARMACEUTICALS PLC SHS USD Healthcare 48.0 $9K 0.00% NEW $189.04 +21.4%
68 SON SONOCO PRODS CO COM Consumer Cyclical 167.0 $9K 0.00% NEW $54.09 -13.2%
69 EXEL EXELIXIS INC COM Healthcare 210.0 $9K 0.00% NEW $42.89 +16.2%
70 NEU NEWMARKET CORP COM Basic Materials 14.0 $9K 0.00% NEW $640.93 +9.3%
71 UDR UDR INC COM Real Estate 265.0 $9K 0.00% NEW $33.78 +10.9%
72 TXT TEXTRON INC COM Industrials 102.0 $9K 0.00% NEW $87.56 +3.5%
73 RNG RINGCENTRAL INC CL A Technology 240.0 $9K 0.00% NEW $37.19 +9.4%
74 CPT CAMDEN PPTY TR SH BEN INT Real Estate 90.0 $9K 0.00% NEW $97.66 +7.1%
75 DFIV DIMENSIONAL INTERNATIONAL VALUE ETF 165.0 $9K 0.00% NEW $52.78 +4.3%
76 TTC TORO CO COM Industrials 93.0 $9K 0.00% NEW $93.44 -4.2%
77 GLOBUS MED INC CL A 100.0 $9K 0.00% NEW $86.16
78 HRB BLOCK H & R INC COM Consumer Cyclical 271.0 $9K 0.00% NEW $31.74 +22.0%
79 MSM MSC INDL DIRECT INC CL A Industrials 93.0 $9K 0.00% NEW $92.27 +13.4%
80 BRX BRIXMOR PPTY GROUP INC COM Real Estate 297.0 $9K 0.00% NEW $28.80 +3.7%
Page 4 of 17  ·  331 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%