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Portfolio (Quarterly) Guide ↗

Second Line Capital, LLC

· CIK 0001992879
13F Portfolio $528.0B AUM 185 positions Filed May 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 30 New 85 Added 49 Reduced 11 Exited
Page 5 of 5  ·  85 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 PM PHILIP MORRIS INTL INC COM Consumer Defensive 1,444.0 $238K 0.04% +27.0 +1.9% $165.11 +14.2%
82 XLU STATE STREET UTILITIES SELECT SECTOR SPDR ETF 4,989.0 $234K 0.04% +156.0 +3.2% $46.85 -6.1%
83 SPGI S&P GLOBAL INC COM Financial Services 521.0 $225K 0.04% +123.0 +30.9% $431.64 -5.8%
84 ABT ABBOTT LABORATORIES COM Healthcare 2,415.0 $219K 0.04% +118.0 +5.1% $90.79 -6.5%
85 AMERICAN BITCOIN CORP. COM CL A 19,925.0 $23K 0.00% +250.0 +1.3% $1.15
Page 5 of 5  ·  85 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 31.6%
Financial Services 24.8%
Energy 10.6%
Consumer Cyclical 8.3%
Industrials 6.2%
Healthcare 6.0%
Communication Services 4.5%
Consumer Defensive 4.2%
Real Estate 1.8%
Basic Materials 1.1%