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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 6 of 6  ·  115 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 CVX CHEVRON CORPORATION COM Energy 1,684.0 $279K 0.02% -400.0 -19.2% $165.76 +24.1%
102 SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF 8,028.0 $272K 0.02% +174.0 +2.2% $33.84 +4.8%
103 KMB KIMBERLY-CLARK CORP COM Consumer Defensive 2,414.0 $265K 0.02% $109.77 +0.1%
104 SCHM SCHWAB U.S. MID-CAP ETF 6,958.0 $257K 0.02% $36.87 -1.7%
105 NXT NEXTPOWER INC CLASS A COM Technology 2,107.0 $251K 0.02% +20.0 +1.0% $119.14 -22.7%
106 NFLX NETFLIX INC. COM Communication Services 3,425.0 $245K 0.02% -4K -54.9% $71.40 +12.4%
107 WTFC WINTRUST FINL CORP COM Financial Services 1,500.0 $241K 0.02% $160.72 -4.5%
108 TSLA TESLA INC COM Consumer Cyclical 560.0 $236K 0.02% $420.60 -16.5%
109 CL COLGATE PALMOLIVE CO COM Consumer Defensive 2,500.0 $229K 0.02% $91.68 -0.9%
110 SEDG SOLAREDGE TECHNOLOGIES INC COM Energy 3,900.0 $228K 0.02% -5K -55.2% $58.44 -44.2%
111 SCHA SCHWAB U.S. SMALL-CAP ETF 6,144.0 $222K 0.02% NEW $36.13 -3.2%
112 PLUG PLUG PWR INC COM NEW Industrials 53,100.0 $144K 0.01% $2.71 -17.0%
113 BFLY BUTTERFLY NETWORK INC COM CL A Healthcare 14,230.0 $120K 0.01% +3K +23.7% $8.42 +8.9%
114 PACB PACIFIC BIOSCIENCES CALIF INC COM Healthcare 69,000.0 $116K 0.01% $1.68 -24.4%
115 ASST STRIVE INC CL A COM Communication Services 10,041.0 $110K 0.01% NEW $10.91 +35.0%
Page 6 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%