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Portfolio (Quarterly) Guide ↗

HARTLINE INVESTMENT CORP/

· CIK 0000945625
13F Portfolio $909M AUM 112 positions Filed Apr 29, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 6 New 34 Added 27 Reduced 3 Exited
Page 4 of 6  ·  112 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 GS GOLDMAN SACHS GROUP INC COM Financial Services 1,440.0 $1.2M 0.13% +18.0 +1.3% $845.99 +17.8%
62 VEEV VEEVA SYS INC CL A COM Healthcare 6,870.0 $1.2M 0.13% -454.0 -6.2% $175.66 -9.7%
63 MCHP MICROCHIP TECHNOLOGY INC. COM Technology 18,150.0 $1.2M 0.13% $64.61 +49.9%
64 AMGN AMGEN INC COM Healthcare 3,006.0 $1.1M 0.12% +31.0 +1.0% $351.85 -4.5%
65 MGK VANGUARD MEGA CAP GROWTH ETF 2,685.0 $987K 0.11% $367.44 -75.6%
66 DIS DISNEY WALT CO COM Communication Services 9,308.0 $897K 0.10% $96.38 +8.1%
67 ABT ABBOTT LABORATORIES COM Healthcare 8,198.0 $842K 0.09% $102.67 -16.5%
68 SNPS SYNOPSYS INC COM Technology 2,115.0 $839K 0.09% NEW $396.48 +32.6%
69 LH LABCORP HOLDINGS INC COM SHS Healthcare 3,100.0 $827K 0.09% $266.81 -3.2%
70 GEHC GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK Healthcare 11,334.0 $807K 0.09% +2K +21.3% $71.18 -10.3%
71 CARR CARRIER GLOBAL CORPORATION COM Industrials 14,274.0 $804K 0.09% $56.31 +14.6%
72 SNOW SNOWFLAKE INC COM SHS Technology 4,903.0 $739K 0.08% +135.0 +2.8% $150.82 +16.2%
73 NFLX NETFLIX INC. COM Communication Services 7,601.0 $731K 0.08% -5K -40.8% $96.15 -9.2%
74 SCHX SCHWAB U.S. LARGE-CAP ETF 26,798.0 $687K 0.08% $25.64 +15.1%
75 PSA PUBLIC STORAGE OPER CO COM Real Estate 2,489.0 $674K 0.07% $270.88 +13.3%
76 SCHO SCHWAB SHORT-TERM US TREASURY ETF 27,650.0 $671K 0.07% +4K +17.4% $24.27 -0.4%
77 TROW PRICE T ROWE GROUP INC COM Financial Services 7,070.0 $637K 0.07% $90.14 +15.9%
78 MDT MEDTRONIC PLC SHS Healthcare 7,225.0 $626K 0.07% $86.65 -12.3%
79 ORCL ORACLE CORP COM Technology 3,798.0 $559K 0.06% +65.0 +1.7% $147.11 +29.7%
80 EXR EXTRA SPACE STORAGE INC COM Real Estate 4,021.0 $527K 0.06% $131.13 +10.1%
Page 4 of 6  ·  112 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 52.3%
Industrials 10.3%
Communication Services 8.9%
Consumer Cyclical 7.6%
Financial Services 7.3%
Consumer Defensive 4.6%
Utilities 4.4%
Healthcare 3.4%
Energy 0.7%
Basic Materials 0.4%