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 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%