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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 18 of 71  ·  1,411 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 QQQD DIREXION DAILY MAGNIFICENT 7 BEAR 1X ETF 2,000.0 $26K 0.01% +1K +185.7% $13.20 -3.6%
342 FCX FREEPORT MCMORAN INC CL B Basic Materials 419.0 $26K 0.01% +217.0 +107.4% $62.89 +5.5%
343 USB US BANCORP COM NEW Financial Services 436.0 $26K 0.01% -158.0 -26.6% $60.40 +7.3%
344 UMC UNITED MICROELECTRONICS CORP SPON ADR NEW Technology 960.0 $26K 0.01% $27.21 -32.1%
345 LMT Lockheed Martin Corp/Com Industrials 51.0 $26K 0.01% +2.0 +4.1% $512.16 +18.6%
346 AMT AMERICAN TOWER CORP COM Real Estate 159.0 $26K 0.01% +1.0 +0.6% $163.92 +5.1%
347 TFC BB&T Corp Com/Inv Financial Services 522.0 $26K 0.01% +111.0 +27.0% $49.82 +5.2%
348 MDLZ MONDELEZ INTL INC CL A Consumer Defensive 448.0 $26K 0.01% +13.0 +3.0% $57.82 +8.4%
349 PLD PROLOGIS INC. COM Real Estate 191.0 $26K 0.01% +15.0 +8.5% $135.56 +3.3%
350 BMY BRISTOL-MYERS SQUIBB CO COM Healthcare 449.0 $26K 0.01% -60.0 -11.8% $57.66 +14.5%
351 SAN BANCO SANTANDER SA ADR Financial Services 1,855.0 $26K 0.01% $13.80 +3.3%
352 UBER UBER TECHNOLOGIES INC COM Technology 354.0 $26K 0.01% -87.0 -19.7% $72.16 +3.5%
353 NOW SERVICENOW INC COM Technology 254.0 $25K 0.01% -2K -87.9% $99.28 +20.4%
354 TQQQ PROSHARES ULTRAPRO QQQ 310.0 $25K 0.01% $81.10 -10.6%
355 VALE VALE S A SPONSORED ADS Basic Materials 1,671.0 $25K 0.01% -117.0 -6.5% $15.04 -9.0%
356 O REALTY INCOME CORP COM Real Estate 403.0 $25K 0.01% +127.0 +46.0% $61.89 +0.5%
357 NVO NOVO-NORDISK A S ADR Healthcare 520.0 $25K 0.01% +25.0 +5.0% $47.94 -4.7%
358 MPC MARATHON PETE CORP COM Energy 95.0 $24K 0.01% +20.0 +26.7% $255.75 +43.2%
359 EXC EXELON CORP COM Utilities 517.0 $24K 0.01% +191.0 +58.6% $46.62 -2.8%
360 OZK BANK OZK LITTLE ROCK ARK COM Financial Services 458.0 $24K 0.01% $52.09 -2.6%
Page 18 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%