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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 59 of 65  ·  1,298 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1161 HLN HALEON PLC SPON ADS Healthcare 92.0 $921.0 $10.01 -8.1%
1162 FIVE FIVE BELOW INC COM Consumer Cyclical 4.0 $914.0 +3.0 +300.0% $228.50 -6.2%
1163 DKNG DRAFTKINGS INC NEW COM CL A Consumer Cyclical 42.0 $908.0 NEW $21.62 +18.1%
1164 APTIV PLC COM SHS 13.0 $903.0 NEW $69.46
1165 UHS UNIVERSAL HLTH SVCS INC CL B Healthcare 5.0 $901.0 $180.20 -7.6%
1166 AVY AVERY DENNISON CORP COM Industrials 5.0 $894.0 $178.80 -11.5%
1167 OSK OSHKOSH CORP COM Industrials 6.0 $883.0 NEW $147.17 -19.1%
1168 HSDT HELIUS MED TECHNOLOGIES INC COM CL A NEW Healthcare 500.0 $865.0 $1.73 +33.5%
1169 ELF E L F BEAUTY INC COM Consumer Defensive 14.0 $849.0 NEW $60.64 -12.6%
1170 FUTU FUTU HLDGS LTD SPON ADS CL A Financial Services 6.0 $821.0 $136.83 -9.0%
1171 LOGI LOGITECH INTL S A SHS Technology 9.0 $820.0 $91.11 +13.8%
1172 VFC V F Corp/Com Consumer Cyclical 48.0 $816.0 +37.0 +336.4% $17.00 -1.5%
1173 SLGN SILGAN HLDGS INC COM Consumer Cyclical 21.0 $815.0 NEW $38.81 -4.4%
1174 HBAN HUNTINGTON BANCSHARES INC COM Financial Services 52.0 $814.0 $15.65 -1.2%
1175 SWK STANLEY BLACK & DECKER INC COM Industrials 11.0 $782.0 NEW $71.09 +3.9%
1176 IONQ IONQ INC COM Technology 27.0 $778.0 $28.81 +68.1%
1177 TAP MOLSON COORS BEVERAGE CO CL B Consumer Defensive 18.0 $775.0 NEW $43.06 -2.6%
1178 PINNACLE FINL PARTNERS INC COM 9.0 $775.0 $86.11
1179 DVA DAVITA INC COM Healthcare 5.0 $768.0 +2.0 +66.7% $153.60 +26.7%
1180 CHD CHURCH & DWIGHT CO INC COM Consumer Defensive 8.0 $762.0 $95.25 +0.9%
Page 59 of 65  ·  1,298 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%