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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 44 of 54  ·  1,071 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
861 VEEV VEEVA SYS INC CL A COM Healthcare 8.0 $2K 0.00% NEW $223.25 -26.8%
862 PDI PIMCO DYNAMIC INCOME FD SHS Financial Services 100.0 $2K NEW $17.71 -5.6%
863 LH LABCORP HOLDINGS INC COM SHS Healthcare 7.0 $2K NEW $250.86 +1.1%
864 FOXA FOX CORP CL A COM Communication Services 24.0 $2K NEW $73.08 -11.7%
865 CENTRAIS ELET BRAS SA SPON ADS PF CL C 203.0 $2K NEW $8.62
866 CSGP COSTAR GROUP INC COM Real Estate 26.0 $2K NEW $67.23 -49.7%
867 EIC EAGLE POINT INCOME COMPANY INC COM Financial Services 150.0 $2K NEW $11.41 -7.0%
868 HAL HALLIBURTON CO COM Energy 60.0 $2K NEW $28.43 +51.2%
869 CNP CENTERPOINT ENERGY INC COM Utilities 44.0 $2K NEW $38.70 +9.8%
870 IHG INTERCONTINENTAL HOTELS GROUP SPONSORED ADS Consumer Cyclical 12.0 $2K NEW $140.83 +6.5%
871 RCS PIMCO STRATEGIC INCOME FD COM Financial Services 300.0 $2K NEW $5.57 -4.3%
872 CINF CINCINNATI FINL CORP COM Financial Services 10.0 $2K NEW $164.80 +1.9%
873 SBS COMPANHIA DE SANEAMENTO BASICO SPONSORED ADR Utilities 69.0 $2K NEW $23.86 -76.2%
874 GRMN GARMIN LTD SHS Technology 8.0 $2K NEW $202.88 +11.8%
875 TMDX TRANSMEDICS GROUP INC COM Healthcare 13.0 $2K NEW $121.62 -45.6%
876 DOV DOVER CORP COM Industrials 8.0 $2K NEW $197.25 +5.2%
877 SLB SLB LIMITED COM STK Energy 41.0 $2K NEW $38.39 +47.9%
878 PSA PUBLIC STORAGE OPER CO COM Real Estate 6.0 $2K NEW $262.17 +13.5%
879 VRSK VERISK ANALYTICS INC COM Industrials 7.0 $2K NEW $223.71 -23.7%
880 EQIX EQUINIX INC COM Real Estate 2.0 $2K NEW $778.50 +34.7%
Page 44 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%