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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 8 of 11  ·  211 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 VRSK VERISK ANALYTICS INC COM Industrials 18.0 $3K 0.00% -2.0 -10.0% $179.56 -2.2%
142 BROWN FORMAN CORP CL B 120.0 $3K 0.00% -132.0 -52.4% $26.65
143 DOV DOVER CORP COM Industrials 14.0 $3K 0.00% -2.0 -12.5% $226.00 -8.6%
144 ALC ALCON AG ORD SHS Healthcare 47.0 $3K 0.00% -4.0 -7.8% $67.11 +8.0%
145 GDDY GODADDY INC CL A Technology 37.0 $3K 0.00% -45.0 -54.9% $84.89 +8.8%
146 IBIT ISHARES BITCOIN TRUST ETF Financial Services 94.0 $3K 0.00% -400.0 -81.0% $33.29 +9.4%
147 IHD VOYA EMERGING MKTS HIGH DIVID COM Financial Services 400.0 $3K 0.00% -18.0 -4.3% $7.80 -1.7%
148 CENCORA INC COM 11.0 $3K 0.00% -22.0 -66.7% $283.00
149 IAE VOYA ASIA PAC HIGH DIV EQT INM COM Financial Services 335.0 $3K 0.00% -401.0 -54.5% $9.27 -4.3%
150 NAC NUVEEN CA DIVI ADV MUN COM Financial Services 250.0 $3K 0.00% -500.0 -66.7% $12.12 -3.1%
151 HIGHLAND OPPS & INCOME FD HIGHLAND INCOME 414.0 $3K 0.00% -56.0 -11.9% $7.13
152 OMF ONEMAIN HLDGS INC COM Financial Services 48.0 $3K 0.00% -125.0 -72.2% $60.98 +6.8%
153 NIO NIO INC SPON ADS Consumer Cyclical 563.0 $3K 0.00% -193.0 -25.5% $5.06 -9.1%
154 CCD CALAMOS DYNAMIC CONV & INCOME COM Financial Services 109.0 $3K 0.00% -21.0 -16.1% $25.77 +1.1%
155 EDF VIRTUS STONE HBR EMRG MKTS INC COM Financial Services 500.0 $3K 0.00% -2K -76.7% $5.58 -7.0%
156 IGD VOYA GLBL EQTY DIV & PREM OPP COM Financial Services 450.0 $3K 0.00% -50.0 -10.0% $6.14 +9.1%
157 NMAI NUVEEN MULTI ASSET INCOME FUND COM Financial Services 178.0 $3K 0.00% -47.0 -20.9% $14.17 +2.6%
158 EVEREST GROUP LTD COM 7.0 $3K 0.00% -29.0 -80.6% $359.57
159 PAYC PAYCOM SOFTWARE INC COM Technology 20.0 $3K 0.00% -3.0 -13.0% $125.70 +70.4%
160 LULU LULULEMON ATHLETICA INC COM Consumer Cyclical 22.0 $3K 0.00% -2.0 -8.3% $114.18 +1.4%
Page 8 of 11  ·  211 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%