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Portfolio (Quarterly) Guide ↗

DoubleLine ETF Adviser LP

· CIK 0001959989
13F Portfolio $263M AUM 176 positions Filed May 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 49 New 6 Added 121 Reduced 40 Exited
Page 7 of 9  ·  176 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 ADC AGREE RLTY CORP Real Estate 5,948.0 $448K 0.17% -1K -16.7% $75.38 +0.1%
122 DRI DARDEN RESTAURANTS INC Consumer Cyclical 2,219.0 $435K 0.17% -342.0 -13.3% $196.04 +3.8%
123 CUBE CUBESMART Real Estate 11,853.0 $434K 0.17% -3K -19.8% $36.65 +9.3%
124 ULTA ULTA BEAUTY INC Consumer Cyclical 831.0 $434K 0.17% -141.0 -14.5% $522.71 -1.5%
125 FRT FEDERAL RLTY INVT TR NEW Real Estate 4,070.0 $432K 0.17% -1K -19.8% $106.21 +12.7%
126 PHM PULTE GROUP INC Consumer Cyclical 3,665.0 $431K 0.16% -583.0 -13.7% $117.61 -1.0%
127 IQVIA HLDGS INC 2,484.0 $424K 0.16% NEW $170.54
128 WSM WILLIAMS SONOMA INC Consumer Cyclical 2,274.0 $415K 0.16% -410.0 -15.3% $182.33 +5.6%
129 NNN NNN REIT INC Real Estate 9,840.0 $414K 0.16% -2K -19.3% $42.03 +7.1%
130 RMD RESMED INC Healthcare 1,782.0 $400K 0.15% NEW $224.48 -7.3%
131 FR FIRST INDL RLTY TR INC Real Estate 6,850.0 $396K 0.15% -2K -20.0% $57.85 +9.4%
132 BXP BXP INC Real Estate 7,625.0 $396K 0.15% -2K -20.0% $51.90 +16.2%
133 A AGILENT TECHNOLOGIES INC Healthcare 3,460.0 $394K 0.15% NEW $113.98 +0.9%
134 REXR REXFORD INDL RLTY INC Real Estate 11,910.0 $390K 0.15% -3K -22.3% $32.73 +10.5%
135 BIIB BIOGEN INC Healthcare 2,125.0 $390K 0.15% NEW $183.33 +5.7%
136 Z ZILLOW GROUP INC Communication Services 9,110.0 $377K 0.14% -2K -19.6% $41.38 -11.2%
137 ARE ALEXANDRIA REAL ESTATE EQ IN Real Estate 8,042.0 $373K 0.14% -2K -19.4% $46.42 +4.2%
138 NVR NVR INC Consumer Cyclical 56.0 $369K 0.14% -5.0 -8.2% $6589.82 -8.4%
139 WAT WATERS CORP Healthcare 1,213.0 $361K 0.14% NEW $297.80 +15.0%
140 LEN LENNAR CORP Consumer Cyclical 4,097.0 $356K 0.14% -593.0 -12.6% $86.84 +2.3%
Page 7 of 9  ·  176 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
Communication Services 25.6%
Consumer Cyclical 24.9%
Healthcare 24.7%
Real Estate 24.2%
Technology 0.6%
Industrials 0.0%
Consumer Defensive 0.0%