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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 47 of 54  ·  1,071 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
921 EVRG EVERGY INC COM Utilities 13.0 $942.0 NEW $72.46 +15.0%
922 AVY AVERY DENNISON CORP COM Industrials 5.0 $937.0 NEW $187.40 -17.9%
923 BILI BILIBILI INC SPONS ADS REP Z Technology 38.0 $934.0 NEW $24.58 -22.9%
924 HLN HALEON PLC SPON ADS Healthcare 92.0 $930.0 NEW $10.11 -9.1%
925 HBAN HUNTINGTON BANCSHARES INC COM Financial Services 52.0 $902.0 NEW $17.35 -10.6%
926 LOGI LOGITECH INTL S A SHS Technology 9.0 $902.0 NEW $100.22 +3.7%
927 PDBC INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETF 68.0 $901.0 NEW $13.25 +41.0%
928 CYBERARK SOFTWARE LTD SHS 2.0 $892.0 NEW $446.00
929 ROP ROPER TECHNOLOGIES INC COM Industrials 2.0 $890.0 NEW $445.00 -28.3%
930 DVN DEVON ENERGY CORP NEW COM Energy 24.0 $879.0 NEW $36.62 +37.1%
931 EFX EQUIFAX INC COM Industrials 4.0 $873.0 NEW $218.25 -27.1%
932 FDS FACTSET RESH SYS INC COM Financial Services 3.0 $871.0 NEW $290.33 -25.2%
933 PINNACLE FINL PARTNERS INC COM 9.0 $859.0 NEW $95.44
934 EQH EQUITABLE HLDGS INC COM Financial Services 18.0 $858.0 NEW $47.67 -13.6%
935 OGE OGE ENERGY CORP COM Utilities 20.0 $854.0 NEW $42.70 +12.8%
936 L LOEWS CORP COM Financial Services 8.0 $842.0 NEW $105.25 +2.6%
937 PHM PULTE GROUP INC COM Consumer Cyclical 7.0 $821.0 NEW $117.29 -4.9%
938 NTRS NORTHERN TR CORP COM Financial Services 6.0 $820.0 NEW $136.67 +20.0%
939 LI LI AUTO INC SPONSORED ADS Consumer Cyclical 47.0 $796.0 NEW $16.94 -6.8%
940 AEGON LTD AMER REG 1 CERT 102.0 $786.0 NEW $7.71
Page 47 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%