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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 46 of 71  ·  1,411 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
901 MOAT VANECK MORNINGSTAR WIDE MOAT ETF 41.0 $4K 0.00% NEW $102.78 +11.0%
902 EMBJ EMBRAER S.A. SPONSORED ADS Industrials 66.0 $4K 0.00% $63.80 +21.9%
903 GGT GABELLI MULTIMEDIA TR INC COM Financial Services 1,000.0 $4K 0.00% $4.21 -2.1%
904 FCNCA FIRST CTZNS BANCSHARES INC DEL CL A Financial Services 2.0 $4K 0.00% $2081.00 +4.3%
905 PSKY PARAMOUNT SKYDANCE CORP COM CL B Communication Services 420.0 $4K 0.00% NEW $9.86 +7.5%
906 ETJ EATON VANCE RISK-MANAGED DIVER COM Financial Services 500.0 $4K 0.00% $8.27 +2.2%
907 ENTERGY CORP NEW COM 36.0 $4K 0.00% +2.0 +5.9% $114.86
908 DTE DTE ENERGY CO COM Utilities 27.0 $4K 0.00% +7.0 +35.0% $152.37 -8.7%
909 CMS CMS ENERGY CORP COM Utilities 53.0 $4K 0.00% +8.0 +17.8% $76.51 -7.7%
910 SNY SANOFI SA SPONSORED ADR Healthcare 95.0 $4K 0.00% $42.66 +7.4%
911 AEM AGNICO EAGLE MINES LTD COM Basic Materials 26.0 $4K 0.00% -10.0 -27.8% $155.12 +33.9%
912 VIRTUS EQUITY & CONV INCM FD COM 150.0 $4K 0.00% -221.0 -59.6% $26.86
913 JHI HANCOCK JOHN INVS TR COM Financial Services 300.0 $4K 0.00% $13.32 +0.2%
914 TDG TRANSDIGM GROUP INC COM Industrials 3.0 $4K 0.00% +1.0 +50.0% $1332.00 -8.2%
915 SCHI SCHWAB 5-10 YEAR CORPORATE BOND ETF 176.0 $4K 0.00% $22.64 -1.6%
916 BCAT BLACKROCK CAP ALLOCATION TERM COM Financial Services 250.0 $4K 0.00% $15.93 -0.2%
917 RFI COHEN & STEERS TOTAL RETURN COM Financial Services 350.0 $4K 0.00% $11.32 +1.8%
918 AXON AXON ENTERPRISE INC COM Industrials 7.0 $4K 0.00% +1.0 +16.7% $560.57 +15.2%
919 HTHT H WORLD GROUP LTD SPONSORED ADS Consumer Cyclical 94.0 $4K 0.00% -39.0 -29.3% $41.72 +16.5%
920 LH LABCORP HOLDINGS INC COM SHS Healthcare 14.0 $4K 0.00% +7.0 +100.0% $280.00 +18.0%
Page 46 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%