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Portfolio (Quarterly) Guide ↗

Hi-Line Capital Management, LLC

· CIK 0001776074
13F Portfolio $355M AUM 32 positions Filed Jul 24, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 4 New 26 Added 1 Reduced 4 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 JPM JPMORGAN CHASE & CO Financial Services 26,580.0 $8.7M 2.45% -4K -13.2% $327.33 +9.3%

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
Communication Services 20.2%
Financial Services 19.0%
Industrials 13.7%
Energy 12.3%
Technology 10.1%
Basic Materials 10.1%
Consumer Cyclical 6.6%
Healthcare 4.4%
Consumer Defensive 3.7%