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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 40 of 71  ·  1,411 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
781 GTES GATES INDL CORP PLC ORD SHS Industrials 233.0 $7K 0.00% $27.97 -6.9%
782 BP BP PLC SPONSORED ADR Energy 176.0 $7K 0.00% -1.0 -0.6% $36.95 +22.3%
783 EFT EATON VANCE FLOATING RATE INC COM Financial Services 600.0 $6K 0.00% $10.80 -0.5%
784 ROK ROCKWELL AUTOMATION INC COM Industrials 13.0 $6K 0.00% +4.0 +44.4% $495.08 -12.1%
785 RSG REPUBLIC SVCS INC COM Industrials 30.0 $6K 0.00% $213.07 +3.5%
786 FR FIRST INDL RLTY TR INC COM Real Estate 103.0 $6K 0.00% NEW $61.31 +2.8%
787 CEV EATON VANCE CALIF MUN INCOM TR SH BEN INT Financial Services 600.0 $6K 0.00% NEW $10.52 +1.2%
788 FAF FIRST AMERN FINL CORP COM Financial Services 92.0 $6K 0.00% +43.0 +87.8% $68.59 +5.5%
789 HUBB HUBBELL INC COM Industrials 12.0 $6K 0.00% $523.17 -9.8%
790 MANH MANHATTAN ASSOCIATES INC COM Technology 45.0 $6K 0.00% -5.0 -10.0% $139.24 +52.4%
791 ARKQ ARK Autonomous Technology & Robotics ETF 47.0 $6K 0.00% $133.26 -7.6%
792 PEG PUBLIC SVC ENTERPRISE GROUP COM Utilities 77.0 $6K 0.00% -44.0 -36.4% $81.16 -7.5%
793 NTRA NATERA INC COM Healthcare 23.0 $6K 0.00% $271.43 +21.2%
794 HAL HALLIBURTON CO COM Energy 182.0 $6K 0.00% +104.0 +133.3% $33.93 +4.6%
795 EHC ENCOMPASS HEALTH CORP COM Healthcare 61.0 $6K 0.00% $101.08 +20.6%
796 CTSH COGNIZANT TECHNOLOGY SOLUTIONS CL A Technology 159.0 $6K 0.00% +89.0 +127.1% $38.73 +58.5%
797 REZI RESIDEO TECHNOLOGIES INC COM Industrials 198.0 $6K 0.00% NEW $31.10 -35.2%
798 COHEN & STEERS LTD DURATION PF COM 290.0 $6K 0.00% $21.16
799 SUI SUN CMNTYS INC COM Real Estate 51.0 $6K 0.00% $119.90 +2.1%
800 CIBR FIRST TRUST NASDAQ CYBERSECURITY ETF 68.0 $6K 0.00% $89.40 +5.3%
Page 40 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%