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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 2 of 3  ·  48 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 PANW PALO ALTO NETWORKS INC COM Technology 14,126.0 $4.8M 0.42% -6K -29.6% $341.02 +2.5%
22 JPM JPMORGAN CHASE & CO COM Financial Services 14,251.0 $4.7M 0.41% -313.0 -2.1% $327.34 +7.7%
23 HD HOME DEPOT INC COM Consumer Cyclical 13,029.0 $4.6M 0.40% -321.0 -2.4% $352.68 -5.1%
24 ABBV ABBVIE INC COM Healthcare 11,119.0 $2.8M 0.24% -1K -9.7% $251.64 +3.9%
25 VST VISTRA CORP COM Utilities 17,380.0 $2.8M 0.24% -21K -54.7% $158.63 -12.5%
26 ENB ENBRIDGE INC COM Energy 42,390.0 $2.3M 0.20% -3K -6.4% $54.21 -5.7%
27 WM WASTE MGMT INC DEL COM Industrials 9,801.0 $2.2M 0.19% -2K -14.8% $222.88 +1.0%
28 ITW ILLINOIS TOOL WKS INC COM Industrials 7,703.0 $2.1M 0.18% -120.0 -1.5% $270.47 +4.7%
29 CEG CONSTELLATION ENERGY CORP COM Utilities 7,617.0 $1.9M 0.17% -2K -23.9% $248.37 +9.5%
30 ORLY OREILLY AUTOMOTIVE INC COM Consumer Cyclical 19,737.0 $1.8M 0.16% -870.0 -4.2% $92.09 -3.8%
31 CTAS CINTAS CORP COM Industrials 10,440.0 $1.8M 0.15% -180.0 -1.7% $170.08 +19.8%
32 GS GOLDMAN SACHS GROUP INC COM Financial Services 1,405.0 $1.4M 0.12% -35.0 -2.4% $1011.37 -0.8%
33 AMGN AMGEN INC COM Healthcare 2,975.0 $1.1M 0.09% -31.0 -1.0% $362.12 +19.3%
34 CARR CARRIER GLOBAL CORPORATION COM Industrials 14,184.0 $1.0M 0.09% -90.0 -0.6% $73.35 -18.3%
35 SNPS SYNOPSYS INC COM Technology 1,998.0 $891K 0.08% -117.0 -5.5% $446.07 -11.3%
36 SCHX SCHWAB U.S. LARGE-CAP ETF 25,798.0 $759K 0.07% -1K -3.7% $29.43 +2.3%
37 ABT ABBOTT LABORATORIES COM Healthcare 8,123.0 $737K 0.06% -75.0 -0.9% $90.74 +26.4%
38 VEEV VEEVA SYS INC CL A COM Healthcare 3,937.0 $699K 0.06% -3K -42.7% $177.47 +41.6%
39 EXR EXTRA SPACE STORAGE INC COM Real Estate 3,985.0 $579K 0.05% -36.0 -0.9% $145.30 +1.8%
40 ORCL ORACLE CORP COM Technology 3,733.0 $547K 0.05% -65.0 -1.7% $146.55 -3.0%
Page 2 of 3  ·  48 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 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%