Portfolio (Quarterly)
Guide ↗
HIGHLINE WEALTH PARTNERS LLC
· CIK 0002042654| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 81 | WEN | WENDYS CO COM | Consumer Cyclical | 86 | $598.0 | — | SOLD |
| 82 | CZR | CAESARS ENTERTAINMENT INC NEW COM | Consumer Cyclical | 22 | $581.0 | — | SOLD |
| 83 | AGO | ASSURED GUARANTY LTD COM | Financial Services | 7 | $570.0 | — | SOLD |
| 84 | RRX | REGAL REXNORD CORPORATION COM | Industrials | 3 | $562.0 | — | SOLD |
| 85 | RH | RH COM | Consumer Cyclical | 4 | $559.0 | — | SOLD |
| 86 | TRU | TRANSUNION COM | Industrials | 8 | $554.0 | — | SOLD |
| 87 | — | BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS | — | 12 | $533.0 | — | SOLD |
| 88 | MORN | MORNINGSTAR INC COM | Financial Services | 3 | $507.0 | — | SOLD |
| 89 | MKC | MCCORMICK & CO INC COM NON VTG | Consumer Defensive | 10 | $504.0 | — | SOLD |
| 90 | COTY | COTY INC COM CL A | Consumer Defensive | 247 | $496.0 | — | SOLD |
| 91 | LCID | LUCID GROUP INC COM NEW | Consumer Cyclical | 50 | $477.0 | — | SOLD |
| 92 | WING | WINGSTOP INC COM | Consumer Cyclical | 3 | $465.0 | — | SOLD |
| 93 | CNXC | CONCENTRIX CORP COM | Technology | 16 | $438.0 | — | SOLD |
| 94 | CACC | CREDIT ACCEP CORP MICH COM | Financial Services | 1 | $423.0 | — | SOLD |
| 95 | DEO | Diageo P L/A | Consumer Defensive | 5 | $372.0 | — | SOLD |
| 96 | KGC | KINROSS GOLD CORP COM | Basic Materials | 10 | $305.0 | — | SOLD |
| 97 | OHI | OMEGA HEALTHCARE INVS INC COM | Real Estate | 6 | $263.0 | — | SOLD |
| 98 | — | FERROVIAL SE ORD SHS | — | 4 | $260.0 | — | SOLD |
| 99 | TCOM | TRIP COM GROUP LTD ADS | Consumer Cyclical | 5 | $249.0 | — | SOLD |
| 100 | MDB | MONGODB INC CL A | Technology | 1 | $245.0 | — | SOLD |
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%