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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 71 of 71  ·  1,411 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1401 SPCE VIRGIN GALACTIC HOLDINGS INC COM NEW Industrials 15.0 $43.0 NEW $2.87 +9.2%
1402 RIG TRANSOCEAN LTD REGISTERED SHS Energy 8.0 $39.0 NEW $4.88 +20.4%
1403 DRMA DERMATA THERAPEUTICS INC COM Healthcare 26.0 $34.0 NEW $1.31 +11.6%
1404 ONL ORION PROPERTIES INC COM Real Estate 10.0 $29.0 NEW $2.90 -2.1%
1405 FHN FIRST HORIZON CORPORATION COM Financial Services 1.0 $26.0 $26.00 +0.1%
1406 IVZ INVESCO LTD SHS Financial Services 1.0 $26.0 $26.00 +25.3%
1407 LIBERTY CAP CORP SER C GCI GROUP 1.0 $22.0 $22.00
1408 IVOL KRANESHARES QUADRATIC INTEREST RATE VOLATILITY AND INFLATION HEDGE ETF 1.0 $22.0 -2.0 -66.7% $22.00 -20.0%
1409 FLAGSTAR BANK NATIONAL ASSOCIA COM NEW 1.0 $15.0 $15.00
1410 CDL VictoryShares US Large Cap High Dividend Volatility WTD ETF $11.0 NEW
1411 EMBC EMBECTA CORP COMMON STOCK Healthcare 1.0 $3.0 $3.00 +71.0%
Page 71 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%