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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 69 of 71  ·  1,411 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1361 CLX CLOROX CO DEL COM Consumer Defensive 4.0 $382.0 -60.0 -93.8% $95.50 +10.9%
1362 RDN RADIAN GROUP INC COM Financial Services 10.0 $377.0 $37.70 -1.7%
1363 UNM UNUM GROUP COM Financial Services 4.0 $358.0 $89.50 +2.2%
1364 HSY HERSHEY CO COM Consumer Defensive 2.0 $351.0 NEW $175.50 +3.2%
1365 RDDT REDDIT INC CL A Communication Services 2.0 $347.0 $173.50 -5.2%
1366 PHIN PHINIA INC COMMON STOCK Consumer Cyclical 4.0 $329.0 NEW $82.25 -9.3%
1367 E ENI SPA SPONSORED ADR Energy 7.0 $328.0 $46.86 +19.6%
1368 JMTG JPMORGAN MORTGAGE-BACKED SECURITIES ETF 6.0 $316.0 NEW $52.67 -4.9%
1369 VYX NCR VOYIX CORPORATION COM Technology 38.0 $310.0 NEW $8.16 -5.6%
1370 GNRC GENERAC HLDGS INC COM Industrials 1.0 $293.0 NEW $293.00 -24.5%
1371 TYL TYLER TECHNOLOGIES INC COM Technology 1.0 $292.0 $292.00 +9.8%
1372 HUYA HUYA INC ADS REP SHS A Communication Services 125.0 $288.0 $2.30 -1.0%
1373 HERO GLOBAL X VIDEO GAMES & ESPORTS ETF 12.0 $287.0 $23.92 +15.1%
1374 HOPE HOPE BANCORP INC COM Financial Services 21.0 $287.0 $13.67 +5.1%
1375 SMURFIT WESTROCK PLC SHS 6.0 $278.0 -47.0 -88.7% $46.33
1376 ZBRA ZEBRA TECHNOLOGIES CORPORATION CL A Technology 1.0 $263.0 NEW $263.00 +41.2%
1377 CTGO CONTANGO SILVER & GOLD INC COM Basic Materials 16.0 $253.0 $15.81 +25.1%
1378 IFF INTERNATIONAL FLAVORS&FRAGRANC COM Basic Materials 3.0 $238.0 NEW $79.33 +3.1%
1379 FSLR FIRST SOLAR INC COM Energy 1.0 $236.0 NEW $236.00 -7.7%
1380 ALV AUTOLIV INC COM Consumer Cyclical 2.0 $232.0 $116.00 +4.1%
Page 69 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%