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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 6  ·  115 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 HD HOME DEPOT INC COM Consumer Cyclical 13,029.0 $4.6M 0.40% -321.0 -2.4% $352.68 -2.4%
42 NOW SERVICENOW INC COM Technology 42,432.0 $4.2M 0.37% $99.28 +28.1%
43 AVGO BROADCOM INC COM Technology 8,747.0 $3.3M 0.29% +1K +14.8% $377.75 -4.0%
44 CSCO CISCO SYS INC COM Technology 27,232.0 $3.2M 0.28% $117.46 -5.9%
45 HOOD ROBINHOOD MKTS INC COM CL A Financial Services 31,532.0 $3.2M 0.28% +2K +5.6% $100.28 -4.5%
46 FAST FASTENAL CO COM Industrials 64,660.0 $3.1M 0.27% $48.03 +7.1%
47 ABBV ABBVIE INC COM Healthcare 11,119.0 $2.8M 0.24% -1K -9.7% $251.64 +5.7%
48 VST VISTRA CORP COM Utilities 17,380.0 $2.8M 0.24% -21K -54.7% $158.63 -10.0%
49 LIN LINDE PLC SHS Basic Materials 4,988.0 $2.6M 0.23% $518.94 -7.3%
50 GOOG ALPHABET INC CAP STK CL C Communication Services 7,177.0 $2.5M 0.22% $353.33 -3.3%
51 XBI STATE STREET SPDR S&P BIOTECH ETF 14,577.0 $2.3M 0.20% +780.0 +5.7% $158.25 +7.1%
52 ENB ENBRIDGE INC COM Energy 42,390.0 $2.3M 0.20% -3K -6.4% $54.21 -7.3%
53 WM WASTE MGMT INC DEL COM Industrials 9,801.0 $2.2M 0.19% -2K -14.8% $222.88 +1.0%
54 ITW ILLINOIS TOOL WKS INC COM Industrials 7,703.0 $2.1M 0.18% -120.0 -1.5% $270.47 +5.1%
55 SCHR SCHWAB INTERMEDIATE-TERM US TREASURY ETF 79,700.0 $2.0M 0.17% $24.66 -0.7%
56 SYK STRYKER CORPORATION COM Healthcare 6,138.0 $1.9M 0.17% $314.84 +8.0%
57 AFL AFLAC INC COM Financial Services 16,268.0 $1.9M 0.17% $117.25 -0.6%
58 CEG CONSTELLATION ENERGY CORP COM Utilities 7,617.0 $1.9M 0.17% -2K -23.9% $248.37 +10.4%
59 ORLY OREILLY AUTOMOTIVE INC COM Consumer Cyclical 19,737.0 $1.8M 0.16% -870.0 -4.2% $92.09 -1.0%
60 CTAS CINTAS CORP COM Industrials 10,440.0 $1.8M 0.15% -180.0 -1.7% $170.08 +19.4%
Page 3 of 6  ·  115 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%