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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 5 of 11  ·  215 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 SOUTHSTATE BK CORP COM 112.0 $11K 0.00% NEW $99.90
82 SPMD STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF 158.0 $11K 0.00% NEW $67.56 +1.8%
83 SPSM STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF 180.0 $10K 0.00% NEW $57.67 +1.0%
84 SPBO STATE STREET SPDR PORTFOLIO CORPORATE BOND ETF 346.0 $10K 0.00% NEW $29.04 -2.4%
85 FMDE FIDELITY ENHANCED MID CAP CORE ETF 245.0 $10K 0.00% NEW $40.58 +5.3%
86 PJP INVESCO PHARMACEUTICALS ETF 84.0 $10K 0.00% NEW $118.24 +6.7%
87 QQQJ INVESCO NASDAQ NEXT GEN 100 ETF 216.0 $10K 0.00% NEW $45.44 +2.4%
88 TINY PROSHARES NANOTECHNOLOGY ETF 100.0 $10K 0.00% NEW $97.04 -13.7%
89 CGNX COGNEX CORP COM Technology 133.0 $10K 0.00% NEW $72.42 -8.0%
90 ATR APTARGROUP INC COM Healthcare 75.0 $9K 0.00% NEW $125.20 +5.2%
91 CHE CHEMED CORP NEW COM Healthcare 20.0 $9K 0.00% NEW $465.75 +12.7%
92 JBL JABIL INC COM Technology 24.0 $9K 0.00% NEW $385.50 -4.0%
93 VERSIGENT PLC ORDINARY SHARES 215.0 $9K 0.00% NEW $42.01
94 FLS FLOWSERVE CORP COM Industrials 105.0 $8K 0.00% NEW $74.16 +9.2%
95 CHRW C H ROBINSON WORLDWIDE IN COM NEW Industrials 40.0 $8K 0.00% NEW $188.35 -23.1%
96 DCI DONALDSON INC COM Industrials 81.0 $7K 0.00% NEW $89.77 +5.5%
97 HDB HDFC BANK LTD SPONSORED ADS Financial Services 276.0 $7K 0.00% NEW $25.83 -10.4%
98 WSO WATSCO INC COM Industrials 17.0 $7K 0.00% NEW $416.71 -25.2%
99 FR FIRST INDL RLTY TR INC COM Real Estate 103.0 $6K 0.00% NEW $61.31 +2.6%
100 CEV EATON VANCE CALIF MUN INCOM TR SH BEN INT Financial Services 600.0 $6K 0.00% NEW $10.52 +1.0%
Page 5 of 11  ·  215 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%