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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 17 of 71  ·  1,411 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 HAVERTY FURNITURE COS INC CL A 1,050.0 $29K 0.01% $27.98
322 DUK DUKE ENERGY CORP NEW COM NEW Utilities 232.0 $29K 0.01% -24.0 -9.4% $126.58 -2.0%
323 RKLB ROCKET LAB CORP COM Industrials 286.0 $29K 0.01% +4.0 +1.4% $101.65 -22.1%
324 CEG CONSTELLATION ENERGY CORP COM Utilities 116.0 $29K 0.01% +20.0 +20.8% $249.25 +7.1%
325 XHB STATE STREET SPDR S&P HOMEBUILDERS ETF 250.0 $29K 0.01% NEW $115.56 -8.3%
326 CSX CSX CORP COM Industrials 606.0 $29K 0.01% +23.0 +4.0% $47.51 +5.8%
327 ADI ANALOG DEVICES INC COM Technology 72.0 $29K 0.01% +6.0 +9.1% $397.17 -5.2%
328 RIO RIO TINTO PLC SPONSORED ADR Basic Materials 297.0 $28K 0.01% -6.0 -2.0% $94.93 +1.9%
329 FBTC FIDELITY WISE ORIGIN BITCOIN FUND Financial Services 552.0 $28K 0.01% NEW $51.05 +10.1%
330 VZ Verizon Communications Inc/Com Communication Services 661.0 $28K 0.01% -258.0 -28.1% $42.33 +14.7%
331 ING ING GROEP N.V. SPONSORED ADR Financial Services 888.0 $28K 0.01% $31.38 +13.1%
332 ARCC ARES CAPITAL CORP COM Financial Services 1,500.0 $28K 0.01% NEW $18.53 +6.2%
333 FSCO FS CREDIT OPPORTUNITIES CORP COMMON STOCK Financial Services 5,490.0 $27K 0.01% NEW $4.99 +3.2%
334 DFUV DIMENSIONAL US MARKETWIDE VALUE ETF 498.0 $27K 0.01% $55.01 +4.1%
335 PFN PIMCO INCOME STRATEGY FD II COM Financial Services 3,835.0 $27K 0.01% +105.0 +2.8% $7.13 -1.3%
336 FEDEX FGHT HLDG CO INC COMMON STOCK 181.0 $27K 0.01% NEW $151.00
337 XAR STATE STREET SPDR S&P AEROSPACE & DEFENSE ETF 95.0 $27K 0.01% NEW $283.79 +2.3%
338 GSK GSK PLC SPONSORED ADR Healthcare 514.0 $27K 0.01% -11.0 -2.1% $52.42 -2.4%
339 WMB WILLIAMS COS INC COM Energy 357.0 $27K 0.01% +81.0 +29.4% $74.34 +1.1%
340 HYGH iShares Interest Rate Hedged High Yield Bond ETF 305.0 $26K 0.01% $86.61 -0.1%
Page 17 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%