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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 4 of 6  ·  115 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 MCHP MICROCHIP TECHNOLOGY INC. COM Technology 18,150.0 $1.7M 0.14% $91.20 -15.9%
62 VBK VANGUARD SMALL-CAP GROWTH ETF 4,306.0 $1.6M 0.14% $365.70 -1.5%
63 GS GOLDMAN SACHS GROUP INC COM Financial Services 1,405.0 $1.4M 0.12% -35.0 -2.4% $1011.37 +1.0%
64 AMGN AMGEN INC COM Healthcare 2,975.0 $1.1M 0.09% -31.0 -1.0% $362.12 +22.2%
65 CARR CARRIER GLOBAL CORPORATION COM Industrials 14,184.0 $1.0M 0.09% -90.0 -0.6% $73.35 -16.6%
66 MGK VANGUARD MEGA CAP GROWTH ETF 11,125.0 $978K 0.09% +8K +314.3% $87.91 +1.4%
67 DIS DISNEY WALT CO COM Communication Services 9,308.0 $896K 0.08% $96.25 +11.1%
68 SNPS SYNOPSYS INC COM Technology 1,998.0 $891K 0.08% -117.0 -5.5% $446.07 -10.4%
69 LH LABCORP HOLDINGS INC COM SHS Healthcare 3,100.0 $868K 0.08% $280.00 +16.7%
70 EXXONMOBIL HOLDINGS CORP COM SHS 6,235.0 $852K 0.07% NEW $136.72
71 NEBIUS GROUP N.V. SHS CLASS A 2,992.0 $826K 0.07% NEW $276.17
72 TROW PRICE T ROWE GROUP INC COM Financial Services 7,070.0 $804K 0.07% $113.69 -1.4%
73 SCHX SCHWAB U.S. LARGE-CAP ETF 25,798.0 $759K 0.07% -1K -3.7% $29.43 +2.7%
74 ABT ABBOTT LABORATORIES COM Healthcare 8,123.0 $737K 0.06% -75.0 -0.9% $90.74 +25.6%
75 VEEV VEEVA SYS INC CL A COM Healthcare 3,937.0 $699K 0.06% -3K -42.7% $177.47 +40.9%
76 SCHO SCHWAB SHORT-TERM US TREASURY ETF 27,650.0 $667K 0.06% $24.14 -0.2%
77 WELL WELLTOWER INC COM Real Estate 2,652.0 $602K 0.05% $226.97 +3.9%
78 EXR EXTRA SPACE STORAGE INC COM Real Estate 3,985.0 $579K 0.05% -36.0 -0.9% $145.30 +1.8%
79 MDT MEDTRONIC PLC SHS Healthcare 7,225.0 $565K 0.05% $78.23 +20.3%
80 ORCL ORACLE CORP COM Technology 3,733.0 $547K 0.05% -65.0 -1.7% $146.55 -1.9%
Page 4 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%