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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
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 APP APPLOVIN CORP COM CL A Technology 13,894.0 $7.2M 0.62% NEW $515.23 -39.7%
2 EXXONMOBIL HOLDINGS CORP COM SHS 6,235.0 $852K 0.07% NEW $136.72
3 NEBIUS GROUP N.V. SHS CLASS A 2,992.0 $826K 0.07% NEW $276.17
4 IONQ IONQ INC COM Technology 7,741.0 $412K 0.04% NEW $53.26 -18.6%
5 SCHB SCHWAB U.S. BROAD MARKET ETF 13,582.0 $393K 0.03% NEW $28.96 +2.7%
6 MU MICRON TECHNOLOGY INC COM Technology 282.0 $326K 0.03% NEW $1154.29 -18.8%
7 SCHA SCHWAB U.S. SMALL-CAP ETF 6,144.0 $222K 0.02% NEW $36.13 -3.2%
8 ASST STRIVE INC CL A COM Communication Services 10,041.0 $110K 0.01% NEW $10.91 +35.0%

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 55.9%
Industrials 9.0%
Financial Services 7.9%
Communication Services 7.6%
Consumer Cyclical 6.6%
Healthcare 5.1%
Utilities 3.7%
Consumer Defensive 3.4%
Energy 0.4%
Basic Materials 0.3%