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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 25 of 71  ·  1,411 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 BBWI BATH & BODY WORKS INC COM Consumer Cyclical 581.0 $13K 0.00% +440.0 +312.1% $23.13 -16.0%
482 NGG NATIONAL GRID PLC SPONSORED ADR NE Utilities 161.0 $13K 0.00% $82.87 -2.2%
483 TPR TAPESTRY INC COM Consumer Cyclical 91.0 $13K 0.00% -28.0 -23.5% $146.38 -11.9%
484 CI THE CIGNA GROUP COM Healthcare 48.0 $13K 0.00% +3.0 +6.7% $275.69 +0.2%
485 EFA ISHARES MSCI EAFE ETF 127.0 $13K 0.00% $104.12 +3.2%
486 RISR FOLIOBEYOND ALTERNATIVE INCOME AND INTEREST RATE HEDGE ETF 365.0 $13K 0.00% NEW $36.20 +1.5%
487 XLRE STATE STREET REAL ESTATE SELECT SECTOR SPDR ETF 300.0 $13K 0.00% NEW $44.03 +2.6%
488 BXP BXP INC COM Real Estate 199.0 $13K 0.00% +19.0 +10.6% $66.31 +2.0%
489 DMO WESTERN ASSET MTG DEFINED OPPO COM Financial Services 1,230.0 $13K 0.00% $10.71 -2.1%
490 HRZN HORIZON TECHNOLOGY FIN CORP COM Financial Services 2,732.0 $13K 0.00% NEW $4.73 +4.3%
491 LNG CHENIERE ENERGY INC COM NEW Energy 54.0 $13K 0.00% -21.0 -28.0% $239.02 +16.1%
492 F FORD MTR CO COM Consumer Cyclical 927.0 $13K 0.00% +89.0 +10.6% $13.90 +0.5%
493 GFI GOLD FIELDS LTD SPONSORED ADR Basic Materials 382.0 $13K 0.00% $33.59 +34.5%
494 MGNR AMERICAN BEACON GLG NATURAL RESOURCES ETF 264.0 $13K 0.00% NEW $48.55 +12.1%
495 AYI ACUITY INC COM Industrials 34.0 $13K 0.00% +7.0 +25.9% $376.65 -8.5%
496 EXPE EXPEDIA GROUP INC COM NEW Consumer Cyclical 50.0 $13K 0.00% +3.0 +6.4% $256.06 +27.7%
497 KTF DWS MUN INCOME TR NEW COM Financial Services 1,390.0 $13K 0.00% $9.20 -4.2%
498 KNTK KINETIK HOLDINGS INC COM NEW CL A Energy 264.0 $13K 0.00% +4.0 +1.5% $48.42 +12.7%
499 AFL AFLAC INC COM Financial Services 109.0 $13K 0.00% +30.0 +38.0% $117.25 -0.3%
500 PPG PPG Inds Inc/Com Basic Materials 105.0 $13K 0.00% +65.0 +162.5% $121.70 -7.1%
Page 25 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%