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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 44 of 71  ·  1,411 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
861 FANG DIAMONDBACK ENERGY INC COM Energy 29.0 $5K 0.00% +4.0 +16.0% $173.55 +21.4%
862 PODD INSULET CORP COM Healthcare 33.0 $5K 0.00% +31.0 +1550.0% $152.24 -2.7%
863 CON CONCENTRA GROUP HOLDINGS PAREN COMMON STOCK Healthcare 168.0 $5K 0.00% $29.75 +17.6%
864 PML PIMCO MUN INCOME FD II COM Financial Services 650.0 $5K 0.00% $7.61 -4.3%
865 WPM WHEATON PRECIOUS METALS CORP COM Basic Materials 44.0 $5K 0.00% +40.0 +1000.0% $112.32 +40.5%
866 NPV NUVEEN VA QUALITY MUN INCOM COM Financial Services 425.0 $5K 0.00% $11.57 -9.2%
867 CX CEMEX SAB DE CV SPON ADR NEW Basic Materials 406.0 $5K 0.00% $12.00 -7.4%
868 VTN INVESCO TR INVT GRADE NEW YORK COM Financial Services 420.0 $5K 0.00% $11.58 -7.3%
869 DSU BLACKROCK DEBT STRATEGIES FD I COM NEW Financial Services 500.0 $5K 0.00% $9.70 -3.0%
870 NAD NUVEEN QUALITY MUNCP INCOME FD COM Financial Services 400.0 $5K 0.00% $12.12 -3.7%
871 CCJ CAMECO CORP COM Energy 47.0 $5K 0.00% $101.85 +0.6%
872 HEFT HEDGEYE FOURTH TURNING ETF 180.0 $5K 0.00% $26.52 +0.6%
873 EHI WESTERN ASSET GBL HIGH INC FD COM Financial Services 800.0 $5K 0.00% $5.96 -3.0%
874 DOW DOW HLDGS INC COM Basic Materials 174.0 $5K 0.00% +165.0 +1833.3% $27.36 +18.2%
875 TAK TAKEDA PHARMACEUTICAL CO LTD SPONSORED ADS Healthcare 296.0 $5K 0.00% $16.03 +13.4%
876 PHK PIMCO HIGH INCOME FD COM SHS Financial Services 1,000.0 $5K 0.00% $4.66 -2.4%
877 UGI UGI CORP NEW COM Utilities 134.0 $5K 0.00% -95.0 -41.5% $34.54 +8.8%
878 IGR CBRE GBL REAL ESTATE INC FD COM Financial Services 1,000.0 $5K 0.00% $4.61 +0.0%
879 URBN Urban Outfitters Inc/Com Consumer Cyclical 65.0 $5K 0.00% $70.86 +4.8%
880 CCEP COCA-COLA EUROPACIFIC PARTNERS SHS Consumer Defensive 46.0 $5K 0.00% $100.07 +7.9%
Page 44 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%