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

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#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
101	MDU	MDU RES GROUP INC COM	Industrials	6	$124.0	—	SOLD

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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%