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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 11 of 71  ·  1,411 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 TJX TJX COS INC NEW COM Consumer Cyclical 468.0 $71K 0.01% +141.0 +43.1% $151.62 -0.5%
202 PGR PROGRESSIVE CORP COM Financial Services 319.0 $70K 0.01% -5.0 -1.5% $218.50 -6.7%
203 CASY CASEYS GENERAL Consumer Cyclical 85.0 $68K 0.01% +35.0 +70.0% $794.79 +9.5%
204 NTES NETEASE COM INC SPONSORED ADS Technology 515.0 $66K 0.01% -8.0 -1.5% $128.14 -2.9%
205 ESGV Vanguard ESG U.S. Stock ETF 491.0 $65K 0.01% $132.24 +3.3%
206 DIS DISNEY WALT CO COM Communication Services 664.0 $64K 0.01% +35.0 +5.6% $96.30 +7.5%
207 WAL WESTERN ALLIANCE BANCORP COM Financial Services 746.0 $61K 0.01% +687.0 +1164.4% $82.16 -0.5%
208 RDNT RADNET INC COM Healthcare 979.0 $60K 0.01% $61.67 +23.1%
209 AZN ASTRAZENECA PLC ORD Healthcare 314.0 $59K 0.01% NEW $189.32 -17.1%
210 PSLV SPROTT ASSET MANAGEMENT LP PHYSICAL SILVER Financial Services 3,140.0 $59K 0.01% $18.87 +13.9%
211 IEI ISHARES 3-7 YEAR TREASURY BOND ETF 500.0 $59K 0.01% $117.45 -0.8%
212 SPYM STATE STREET SPDR PORTFOLIO S&P 500 ETF 653.0 $57K 0.01% +470.0 +256.8% $87.88 +3.5%
213 FS SPECIALTY LENDING FD COM SH BEN INT 5,108.0 $57K 0.01% NEW $11.15
214 EBAY EBAY INC. COM Consumer Cyclical 509.0 $57K 0.01% +361.0 +243.9% $111.79 -9.7%
215 PFE Pfizer Inc Com/Inv Healthcare 2,356.0 $57K 0.01% -784.0 -25.0% $24.08 +11.6%
216 GILD GILEAD SCIENCES INC COM Healthcare 446.0 $56K 0.01% +20.0 +4.7% $126.34 +10.0%
217 VLO VALERO ENERGY CORP COM Energy 216.0 $56K 0.01% +15.0 +7.5% $260.44 +33.3%
218 CGBL CAPITAL GROUP CORE BALANCED ETF 1,480.0 $56K 0.01% NEW $37.96 +1.1%
219 LIN LINDE PLC SHS Basic Materials 108.0 $56K 0.01% +7.0 +6.9% $519.44 -8.7%
220 CVS CVS HEALTH CORP COM Healthcare 542.0 $56K 0.01% +188.0 +53.1% $103.45 -9.1%
Page 11 of 71  ·  1,411 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%