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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 57 of 71  ·  1,411 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1121 JLS NUVEEN MORTGAGE AND INCOME FD COM Financial Services 150.0 $3K 0.00% $17.48 -3.4%
1122 BWG BRANDYWINEGBL GBL INCM OPP FD COM Financial Services 330.0 $3K 0.00% $7.94 -2.5%
1123 CPZ CALAMOS LNG SHR EQT DYNAMIC TR COM Financial Services 200.0 $3K 0.00% $13.08 +1.9%
1124 ISD PGIM HIGH YIELD BOND FUND INC COM Financial Services 200.0 $3K 0.00% $13.06 -5.1%
1125 VLT INVESCO HIGH INCOME TR II COM Financial Services 250.0 $3K 0.00% $10.40 -3.9%
1126 NUVEEN REAL ASSET INCOME & GRO COM 200.0 $3K 0.00% $12.96
1127 WPC WP CAREY INC COM Real Estate 36.0 $3K 0.00% $71.50 -0.6%
1128 HWKN HAWKINS INC COM Basic Materials 18.0 $3K 0.00% $142.11 -12.2%
1129 ON ON SEMICONDUCTOR CORP COM Technology 27.0 $3K 0.00% +19.0 +237.5% $94.56 -16.0%
1130 NIKL SPROTT NICKEL MINERS ETF 200.0 $3K 0.00% $12.70 +11.5%
1131 RVT ROYCE SMALL CAP TRUST INC COM Financial Services 137.0 $3K 0.00% $18.47 +1.4%
1132 NMAI NUVEEN MULTI ASSET INCOME FUND COM Financial Services 178.0 $3K 0.00% -47.0 -20.9% $14.17 +1.6%
1133 EVEREST GROUP LTD COM 7.0 $3K 0.00% -29.0 -80.6% $359.57
1134 AGCO AGCO CORP COM Industrials 21.0 $3K 0.00% +5.0 +31.2% $119.71 -17.8%
1135 PAYC PAYCOM SOFTWARE INC COM Technology 20.0 $3K 0.00% -3.0 -13.0% $125.70 +71.6%
1136 WST WEST PHARMACEUTICAL SVSC INC COM Healthcare 7.0 $3K 0.00% NEW $359.00 -3.5%
1137 GOF GUGGENHEIM STRATEGIC OPPORTUN COM SBI Financial Services 230.0 $3K 0.00% $10.92 -7.1%
1138 LULU LULULEMON ATHLETICA INC COM Consumer Cyclical 22.0 $3K 0.00% -2.0 -8.3% $114.18 +4.2%
1139 ROAD CONSTRUCTION PARTNERS INC COM CL A Industrials 21.0 $2K 0.00% $118.76 -4.4%
1140 DHY CREDIT SUISSE HIGH YIELD CREDI SH BEN INT Financial Services 1,400.0 $2K 0.00% $1.78 -3.4%
Page 57 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%