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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 15 of 71  ·  1,411 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 MUFG MITSUBISHI UFJ FINANCIAL GROUP SPONSORED ADS Financial Services 1,847.0 $37K 0.01% -15.0 -0.8% $19.89 +14.2%
282 LOW Lowes Cos Inc/Com Consumer Cyclical 166.0 $37K 0.01% +96.0 +137.1% $221.11 -2.5%
283 BHP BHP BILLITON LIMITED SPONSORED ADS Basic Materials 440.0 $37K 0.01% +4.0 +0.9% $83.31 +6.9%
284 MO ALTRIA GROUP INC COM Consumer Defensive 507.0 $36K 0.01% +37.0 +7.9% $71.95 -9.4%
285 AMP AMERIPRISE FINL INC COM Financial Services 79.0 $36K 0.01% +63.0 +393.8% $459.54 +22.3%
286 SHEL SHELL PLC SPON ADS Energy 463.0 $36K 0.01% -17.0 -3.5% $77.54 +18.7%
287 EIX EDISON INTL COM Utilities 479.0 $36K 0.01% +32.0 +7.2% $74.37 -0.9%
288 FRT FEDERAL RLTY INVT TR NEW SH BEN INT NEW Real Estate 285.0 $35K 0.01% +210.0 +280.0% $123.44 -4.8%
289 PHYS SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD TR Financial Services 1,162.0 $35K 0.01% $30.17 +9.4%
290 PEP PEPSICO INC COM Consumer Defensive 258.0 $35K 0.01% -12.0 -4.4% $135.49 +3.4%
291 BLUE OWL CAPITAL CORPORATION COM 3,200.0 $35K 0.01% NEW $10.87
292 PFL PIMCO INCOME STRATEGY FD COM Financial Services 4,370.0 $34K 0.01% +120.0 +2.8% $7.88 -3.2%
293 SPH SUBURBAN PROPANE PARTNERS L P UNIT LTD PARTN Utilities 2,000.0 $34K 0.01% NEW $17.10 +2.7%
294 COP CONOCOPHILLIPS COM Energy 327.0 $34K 0.01% -12.0 -3.5% $104.09 +24.6%
295 ACWI ISHARES MSCI ACWI ETF 214.0 $34K 0.01% NEW $156.88 +2.0%
296 IRM IRON MTN INC DEL COM Real Estate 264.0 $33K 0.01% -10K -97.5% $126.31 +0.3%
297 ANNALY CAPITAL MANAGEMENT INC COM NEW 1,491.0 $33K 0.01% NEW $22.36
298 PYPL PAYPAL HLDGS INC COM Financial Services 771.0 $33K 0.01% -61.0 -7.3% $43.18 +39.9%
299 BCS BARCLAYS PLC ADR Financial Services 1,238.0 $33K 0.01% -20.0 -1.6% $26.86 +1.9%
300 AEE AMEREN CORP COM Utilities 292.0 $33K 0.01% -54.0 -15.6% $113.10 -3.0%
Page 15 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%