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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 38 of 71  ·  1,411 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
741 IREN IREN LIMITED ORDINARY SHARES Financial Services 157.0 $7K 0.00% +128.0 +441.4% $45.69 -6.8%
742 B BARRICK MNG CORP COM SHS Basic Materials 195.0 $7K 0.00% +35.0 +21.9% $36.73 +26.0%
743 HDB HDFC BANK LTD SPONSORED ADS Financial Services 276.0 $7K 0.00% NEW $25.83 -9.6%
744 DPZ DOMINOS PIZZA INC COM Consumer Cyclical 24.0 $7K 0.00% +21.0 +700.0% $296.04 +12.9%
745 FROG JFROG LTD ORD SHS Technology 78.0 $7K 0.00% $90.88 -1.3%
746 WSO WATSCO INC COM Industrials 17.0 $7K 0.00% NEW $416.71 -24.5%
747 TNL TRAVEL PLUS LEISURE CO COM Consumer Cyclical 92.0 $7K 0.00% +61.0 +196.8% $76.43 -7.5%
748 HIG HARTFORD INSURANCE GROUP INC COM Financial Services 53.0 $7K 0.00% +1.0 +1.9% $132.53 +3.5%
749 CPRT COPART INC COM Industrials 249.0 $7K 0.00% +233.0 +1456.2% $28.19 +21.8%
750 CANADIAN PACIFIC KANSAS CITY COM 81.0 $7K 0.00% -6.0 -6.9% $86.65
751 OC OWENS CORNING NEW COM Industrials 44.0 $7K 0.00% -13.0 -22.8% $158.95 -7.4%
752 HPE HEWLETT PACKARD ENTERPRISE CO COM Technology 154.0 $7K 0.00% +36.0 +30.5% $45.12 +17.2%
753 MLM MARTIN MARIETTA MATLS INC COM Basic Materials 12.0 $7K 0.00% +1.0 +9.1% $577.83 -9.1%
754 WMS ADVANCED DRAIN SYS INC DEL COM Industrials 44.0 $7K 0.00% $156.95 -9.2%
755 MIDD MIDDLEBY CORP COM Industrials 40.0 $7K 0.00% +36.0 +900.0% $172.00 -34.6%
756 SMG SCOTTS MIRACLE-GRO CO CL A Basic Materials 101.0 $7K 0.00% +30.0 +42.2% $68.11 -10.2%
757 INGRAM MICRO HLDG CORP COM 250.0 $7K 0.00% -27.0 -9.8% $27.43
758 FLEX FLEX LTD ORD Technology 42.0 $7K 0.00% +4.0 +10.5% $162.07 -31.9%
759 CNQ CANADIAN NAT RES LTD MED TERM COM Energy 172.0 $7K 0.00% $39.50 +29.2%
760 VPV INVESCO PA VALUE MUN INC TR COM Financial Services 600.0 $7K 0.00% $11.32 -1.8%
Page 38 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%