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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 13 of 26  ·  519 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 HCA HCA HEALTHCARE INC COM Healthcare 39.0 $15K 0.00% +8.0 +25.8% $389.90 +5.6%
242 HLT HILTON WORLDWIDE HLDGS INC COM Consumer Cyclical 46.0 $15K 0.00% +5.0 +12.2% $330.46 -0.8%
243 MNST MONSTER BEVERAGE CORP NEW COM Consumer Defensive 158.0 $15K 0.00% +14.0 +9.7% $96.12 -50.7%
244 BX BLACKSTONE INC COM Financial Services 128.0 $15K 0.00% +14.0 +12.3% $117.67 +19.5%
245 PHM PULTE GROUP INC COM Consumer Cyclical 108.0 $15K 0.00% +80.0 +285.7% $137.21 -8.1%
246 VMO INVESCO MUN OPPORTUNIT TR COM Financial Services 1,500.0 $15K 0.00% +1K +200.0% $9.87 -1.7%
247 HOOD ROBINHOOD MKTS INC COM CL A Financial Services 147.0 $15K 0.00% +7.0 +5.0% $100.28 -8.7%
248 BDX Becton Dickinson & Co/Com Healthcare 97.0 $15K 0.00% +27.0 +38.6% $151.33 +19.5%
249 ORLY OREILLY AUTOMOTIVE INC COM Consumer Cyclical 157.0 $14K 0.00% +15.0 +10.6% $92.09 -1.4%
250 KB KB FINL GROUP INC SPONSORED ADR Financial Services 135.0 $14K 0.00% +19.0 +16.4% $104.96 +12.1%
251 TEL TE CONNECTIVITY PLC ORD SHS Technology 70.0 $14K 0.00% +8.0 +12.9% $201.61 +1.7%
252 NDAQ NASDAQ INC COM Financial Services 179.0 $14K 0.00% +3.0 +1.7% $78.82 +22.7%
253 M MACYS INC COM Consumer Cyclical 597.0 $14K 0.00% +43.0 +7.8% $23.55 -1.4%
254 BLOCK INC CL A 182.0 $14K 0.00% +12.0 +7.1% $76.00
255 SCCO SOUTHERN COPPER CORP COM Basic Materials 79.0 $14K 0.00% +20.0 +33.9% $174.27 +7.8%
256 BKR BAKER HUGHES COMPANY CL A Energy 247.0 $14K 0.00% +42.0 +20.5% $55.50 +16.1%
257 MAS MASCO CORP COM Industrials 168.0 $14K 0.00% +128.0 +320.0% $81.60 -10.1%
258 CBOE CBOE GLOBAL MKTS INC COM Financial Services 56.0 $14K 0.00% +37.0 +194.7% $242.68 +19.9%
259 HUBS HUBSPOT INC COM Technology 74.0 $14K 0.00% +25.0 +51.0% $182.51 +24.0%
260 BBWI BATH & BODY WORKS INC COM Consumer Cyclical 581.0 $13K 0.00% +440.0 +312.1% $23.13 -13.4%
Page 13 of 26  ·  519 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 41.7%
Financial Services 22.9%
Communication Services 13.4%
Consumer Cyclical 11.6%
Industrials 3.2%
Consumer Defensive 2.5%
Healthcare 1.9%
Real Estate 1.0%
Utilities 0.9%
Energy 0.5%