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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 35 of 71  ·  1,411 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
681 INVH INVITATION HOMES INC COM Real Estate 279.0 $8K 0.00% -12.0 -4.1% $30.21 -0.3%
682 YUMC YUM CHINA HLDGS INC COM Consumer Cyclical 206.0 $8K 0.00% -22.0 -9.7% $40.87 +21.2%
683 PPL PPL CORP COM Utilities 231.0 $8K 0.00% +113.0 +95.8% $36.35 -5.4%
684 EQIX EQUINIX INC COM Real Estate 8.0 $8K 0.00% +3.0 +60.0% $1048.00 +1.7%
685 TTC TORO CO COM Industrials 86.0 $8K 0.00% -7.0 -7.5% $97.42 +2.1%
686 CNC CENTENE CORP DEL COM Healthcare 130.0 $8K 0.00% +30.0 +30.0% $64.19 +1.3%
687 EW EDWARDS LIFESCIENCES CORP COM Healthcare 92.0 $8K 0.00% +10.0 +12.2% $90.46 -0.7%
688 CRUS CIRRUS LOGIC INC COM Technology 56.0 $8K 0.00% -2.0 -3.5% $148.54 -22.4%
689 AJG GALLAGHER ARTHUR J & CO COM Financial Services 36.0 $8K 0.00% +6.0 +20.0% $229.58 +14.9%
690 AXIA ENERGIA SA SPONSORED ADR 781.0 $8K 0.00% $10.56
691 THC TENET HEALTHCARE CORP COM NEW Healthcare 44.0 $8K 0.00% +32.0 +266.7% $187.09 +50.1%
692 TER TERADYNE INC COM Technology 17.0 $8K 0.00% +12.0 +240.0% $483.82 -22.3%
693 MCO MOODYS CORP COM Financial Services 18.0 $8K 0.00% -14.0 -43.8% $455.33 +10.5%
694 VIRT VIRTU FINL INC CL A Financial Services 137.0 $8K 0.00% $59.57 +14.0%
695 BBY BEST BUY INC COM Consumer Cyclical 107.0 $8K 0.00% -7.0 -6.1% $76.15 +12.8%
696 GDXJ VANECK JUNIOR GOLD MINERS ETF 82.0 $8K 0.00% +50.0 +156.2% $98.26 +34.9%
697 HOG HARLEY DAVIDSON INC COM Consumer Cyclical 329.0 $8K 0.00% $24.46 +15.3%
698 TRGP TARGA RES CORP COM Energy 30.0 $8K 0.00% +2.0 +7.1% $268.13 +11.5%
699 BRX BRIXMOR PPTY GROUP INC COM Real Estate 253.0 $8K 0.00% -44.0 -14.8% $31.53 -7.0%
700 EIM EATON VANCE MUN BD FD COM Financial Services 800.0 $8K 0.00% $9.96 -3.8%
Page 35 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 43.5%
Financial Services 23.9%
Consumer Cyclical 12.0%
Communication Services 9.8%
Industrials 3.4%
Consumer Defensive 2.6%
Healthcare 2.0%
Real Estate 1.1%
Utilities 1.0%
Energy 0.5%