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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 19 of 71  ·  1,411 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 PFLT PENNANTPARK FLOATING RATE CAP COM Financial Services 3,175.0 $24K 0.01% NEW $7.48 -1.6%
362 SYF SYNCHRONY FINANCIAL COM Financial Services 312.0 $24K 0.01% +21.0 +7.2% $75.99 +4.8%
363 SYK STRYKER CORPORATION COM Healthcare 75.0 $24K 0.01% +16.0 +27.1% $315.19 +7.9%
364 PH PARKER-HANNIFIN CORP COM Industrials 24.0 $24K 0.01% +5.0 +26.3% $979.67 +4.4%
365 SONY SONY GROUP CORP SPONSORED ADR Technology 1,167.0 $23K 0.01% -40.0 -3.3% $20.06 +17.1%
366 UNILEVER PLC SPON ADR NEW 389.0 $23K 0.01% -14.0 -3.5% $60.12
367 CMCSA COMCAST CORP NEW CL A Communication Services 948.0 $23K 0.01% +25.0 +2.7% $24.55 +8.3%
368 DAL DELTA AIR LINES INC COM NEW Industrials 246.0 $23K 0.01% +61.0 +33.0% $93.66 -11.1%
369 ELV ELEVANCE HEALTH INC FORMERLY A COM Healthcare 59.0 $23K 0.01% +13.0 +28.3% $387.71 +2.8%
370 BTI BRITISH AMERN TOB PLC SPONSORED ADR Consumer Defensive 369.0 $23K 0.01% -7.0 -1.9% $61.76 -9.4%
371 TM TOYOTA MOTOR CORP ADS Consumer Cyclical 135.0 $23K 0.01% -13.0 -8.8% $168.42 +12.1%
372 WM WASTE MGMT INC DEL COM Industrials 101.0 $23K 0.01% +2.0 +2.0% $223.47 +0.7%
373 BBVA BANCO BILBAO VIZCAYA ARGENTARI SPONSORED ADR Financial Services 892.0 $22K 0.01% $25.06 +13.8%
374 NKE NIKE INC CL B Consumer Cyclical 544.0 $22K 0.01% +85.0 +18.5% $41.04 +0.0%
375 TECHNIPFMC PLC COM 334.0 $22K 0.00% -11.0 -3.2% $66.30
376 EMR EMERSON ELEC CO COM Industrials 155.0 $22K 0.00% +19.0 +14.0% $142.80 +10.4%
377 TROW Price T Rowe/I Financial Services 194.0 $22K 0.00% +1.0 +0.5% $113.95 -1.5%
378 DFAS DIMENSIONAL U.S. SMALL CAP ETF 268.0 $22K 0.00% $82.34 +1.1%
379 CTAS CINTAS CORP COM Industrials 129.0 $22K 0.00% +96.0 +290.9% $170.16 +19.3%
380 WHF WHITEHORSE FIN INC COM Financial Services 3,270.0 $22K 0.00% NEW $6.70 +8.4%
Page 19 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%