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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 3 of 3  ·  48 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 HASI HA SUSTAINABLE INFRA CAP INC COM Financial Services 13,364.0 $522K 0.04% -140.0 -1.0% $39.05 +7.2%
42 BE BLOOM ENERGY CORP COM CL A Industrials 1,285.0 $389K 0.03% -300.0 -18.9% $302.70 -31.7%
43 CRWD CROWDSTRIKE HLDGS INC CL A Technology 486.0 $371K 0.03% -29.0 -5.6% $190.78 +5.7%
44 FSLR FIRST SOLAR INC COM Energy 1,374.0 $324K 0.03% -170.0 -11.0% $235.96 -5.7%
45 PSA PUBLIC STORAGE COM Real Estate 912.0 $290K 0.03% -2K -63.4% $318.31 +2.1%
46 CVX CHEVRON CORPORATION COM Energy 1,684.0 $279K 0.02% -400.0 -19.2% $165.76 +24.1%
47 NFLX NETFLIX INC. COM Communication Services 3,425.0 $245K 0.02% -4K -54.9% $71.40 +12.4%
48 SEDG SOLAREDGE TECHNOLOGIES INC COM Energy 3,900.0 $228K 0.02% -5K -55.2% $58.44 -44.2%
Page 3 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%