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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 31 of 71  ·  1,411 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
601 FMDE FIDELITY ENHANCED MID CAP CORE ETF 245.0 $10K 0.00% NEW $40.58 +4.5%
602 PJP INVESCO PHARMACEUTICALS ETF 84.0 $10K 0.00% NEW $118.24 +10.0%
603 ST SENSATA TECHNOLOGIES HLDG PLC SHS Technology 208.0 $10K 0.00% $47.74 -10.3%
604 KMB KIMBERLY-CLARK CORP COM Consumer Defensive 90.0 $10K 0.00% +86.0 +2150.0% $109.77 -0.4%
605 TOTALENERGIES SE ACT 127.0 $10K 0.00% -8.0 -5.9% $77.76
606 BEKE KE HLDGS INC SPONSORED ADS Real Estate 677.0 $10K 0.00% +499.0 +280.3% $14.53 +22.2%
607 QQQJ INVESCO NASDAQ NEXT GEN 100 ETF 216.0 $10K 0.00% NEW $45.44 +1.2%
608 AMG AFFILIATED MANAGERS GROUP COM Financial Services 29.0 $10K 0.00% +7.0 +31.8% $338.41 +5.3%
609 AFG AMERICAN FINANCIAL GROUP INC COM Financial Services 70.0 $10K 0.00% +13.0 +22.8% $139.94 +2.7%
610 IWN ISHARES RUSSELL 2000 VALUE ETF 44.0 $10K 0.00% $222.20 +1.2%
611 OGE OGE ENERGY CORP COM Utilities 200.0 $10K 0.00% +2.0 +1.0% $48.66 -6.2%
612 TGT TARGET CORP COM Consumer Defensive 75.0 $10K 0.00% +5.0 +7.1% $129.75 +27.5%
613 CCK CROWN HLDGS INC COM Consumer Cyclical 87.0 $10K 0.00% +17.0 +24.3% $111.82 +6.8%
614 TINY PROSHARES NANOTECHNOLOGY ETF 100.0 $10K 0.00% NEW $97.04 -19.9%
615 DKNG DRAFTKINGS INC NEW COM CL A Consumer Cyclical 384.0 $10K 0.00% +342.0 +814.3% $25.26 +3.6%
616 PATH UIPATH INC CL A Technology 890.0 $10K 0.00% +504.0 +130.6% $10.87 +50.8%
617 EXPAND ENERGY CORPORATION COM 106.0 $10K 0.00% +72.0 +211.8% $91.19
618 PRI PRIMERICA INC COM Financial Services 34.0 $10K 0.00% $284.21 +4.1%
619 GNTX GENTEX CORP COM Consumer Cyclical 382.0 $10K 0.00% +195.0 +104.3% $25.27 -6.4%
620 PEGA PEGASYSTEMS INC COM Technology 322.0 $10K 0.00% +159.0 +97.5% $29.97 +12.0%
Page 31 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 43.5%
Financial Services 23.9%
Consumer Cyclical 12.0%
Communication Services 9.8%
Industrials 3.4%
Consumer Defensive 2.6%
Healthcare 2.0%
Real Estate 1.1%
Utilities 1.0%
Energy 0.5%