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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 47 of 71  ·  1,411 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
921 NYT NEW YORK TIMES CO MTN BE CL A Communication Services 56.0 $4K 0.00% NEW $69.98 -5.7%
922 SCD LMP CAP & INCOME FD INC COM Financial Services 250.0 $4K 0.00% $15.65 +1.0%
923 MHK MOHAWK INDS INC COM Consumer Cyclical 32.0 $4K 0.00% -27.0 -45.8% $121.34 +11.5%
924 RMI RIVERNORTH OPPORTUNISTIC MUN COM Financial Services 250.0 $4K 0.00% $15.49 -0.5%
925 GGN GAMCO GLOBAL GOLD NAT RES & COM SH BEN INT Financial Services 800.0 $4K 0.00% NEW $4.84 +13.2%
926 XRMI GLOBAL X S&P 500 RISK MANAGED INCOME ETF 225.0 $4K 0.00% $17.19 +1.4%
927 VMC VULCAN MATLS CO COM Basic Materials 13.0 $4K 0.00% +3.0 +30.0% $296.00 -6.7%
928 FINS ANGEL OAK FINL STRATEGIES INCM COM BEN INT Financial Services 300.0 $4K 0.00% $12.80 -1.5%
929 JFR NUVEEN FLOATING RATE INCOME FD COM Financial Services 500.0 $4K 0.00% $7.67 -0.8%
930 MFM ABERDEEN MUN INCOME FD SH BEN INT Financial Services 682.0 $4K 0.00% NEW $5.62 -3.0%
931 BGX BLACKSTONE LONG SHORT CR INCOM COM SHS BN INT Financial Services 350.0 $4K 0.00% $10.88 +0.0%
932 BIZD VANECK BDC INCOME ETF 300.0 $4K 0.00% $12.66 +4.7%
933 DUPONT DE NEMOURS INC COMMON STOCK 28.0 $4K 0.00% NEW $135.64
934 CM CANADIAN IMPERIAL BANK OF COMM COM Financial Services 33.0 $4K 0.00% $115.00 +2.5%
935 VWO Vanguard FTSE EmgMkts ETF 63.0 $4K 0.00% -27.0 -30.0% $60.08 -0.1%
936 HMY HARMONY GOLD MNG LTD SPONSORED ADR Basic Materials 248.0 $4K 0.00% $15.21 +38.7%
937 VGI VIRTUS GLOBAL MULTI-SECTOR INC COM Financial Services 500.0 $4K 0.00% $7.50 -2.5%
938 BLW BLACKROCK LTD DURATION INCOME COM SHS Financial Services 300.0 $4K 0.00% $12.49 +2.2%
939 PAYX PAYCHEX INC COM Industrials 38.0 $4K 0.00% +13.0 +52.0% $98.34 +24.6%
940 AIG AMERICAN INTL GROUP INC COM NEW Financial Services 50.0 $4K 0.00% +25.0 +100.0% $74.54 +1.6%
Page 47 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%