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Portfolio (Quarterly) Guide ↗

HARTLINE INVESTMENT CORP/

· CIK 0000945625
13F Portfolio $1.1B AUM 115 positions Filed Jul 29, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 8 New 25 Added 48 Reduced 5 Exited
Page 1 of 2  ·  25 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 FLOT ISHARES FLOATING RATE BOND ETF 2,163,813.0 $110.5M 9.62% +756K +53.7% $51.05 -0.1%
2 LLY ELI LILLY & CO COM Healthcare 25,352.0 $30.4M 2.65% +11K +74.9% $1199.43 +4.6%
3 TFLO ISHARES TREASURY FLOATING RATE BOND ETF 530,820.0 $26.9M 2.34% +317K +148.8% $50.63 -0.0%
4 MS MORGAN STANLEY COM NEW Financial Services 103,805.0 $21.7M 1.89% +20K +24.6% $209.04 +2.5%
5 GEV GE VERNOVA INC COM Utilities 17,609.0 $20.7M 1.80% +587.0 +3.5% $1174.86 -18.6%
6 SCHJ SCHWAB 1-5 YEAR CORPORATE BOND ETF 741,444.0 $18.3M 1.59% +101K +15.8% $24.66 -0.6%
7 C CITIGROUP INC COM NEW Financial Services 128,093.0 $17.9M 1.56% +15K +13.2% $139.96 -5.9%
8 IBM INTERNATIONAL BUSINESS MACHS COM Technology 46,514.0 $13.1M 1.14% +45K +2914.5% $281.21 -16.2%
9 V VISA INC COM CL A Financial Services 33,685.0 $11.6M 1.01% +2K +6.4% $343.09 +8.1%
10 ETN EATON CORP PLC SHS Industrials 19,408.0 $8.3M 0.72% +3K +16.8% $426.12 -1.6%
11 NEE NEXTERA ENERGY INC COM Utilities 75,325.0 $6.6M 0.58% +5K +7.8% $87.77 -4.7%
12 GEHC GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK Healthcare 92,747.0 $5.9M 0.52% +81K +718.3% $64.01 +16.9%
13 AXP AMERICAN EXPRESS CO COM Financial Services 16,329.0 $5.5M 0.48% +2K +13.8% $338.24 -0.7%
14 AVGO BROADCOM INC COM Technology 8,747.0 $3.3M 0.29% +1K +14.8% $377.75 -2.5%
15 HOOD ROBINHOOD MKTS INC COM CL A Financial Services 31,532.0 $3.2M 0.28% +2K +5.6% $100.28 +7.8%
16 XBI STATE STREET SPDR S&P BIOTECH ETF 14,577.0 $2.3M 0.20% +780.0 +5.7% $158.25 +4.7%
17 MGK VANGUARD MEGA CAP GROWTH ETF 11,125.0 $978K 0.09% +8K +314.3% $87.91 +1.2%
18 MSTR STRATEGY INC CL A NEW Technology 5,369.0 $467K 0.04% +3K +105.0% $86.93 +37.2%
19 SCHF SCHWAB INTERNATIONAL EQUITY ETF 14,544.0 $403K 0.04% +800.0 +5.8% $27.70 +2.7%
20 BMNR BITMINE IMMERSION TECHS INC COM NEW Financial Services 30,255.0 $403K 0.04% +14K +82.8% $13.31 +71.5%
Page 1 of 2  ·  25 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 56.0%
Industrials 9.0%
Financial Services 8.0%
Communication Services 7.4%
Consumer Cyclical 6.6%
Healthcare 5.1%
Utilities 3.8%
Consumer Defensive 3.4%
Energy 0.4%
Basic Materials 0.3%