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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 10 of 10  ·  185 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 AGD ABRDN GLOBAL DYNAMIC DIVIDEND COM Financial Services 13,035.0 $160K 0.03% $12.25 -0.2%
182 VENTURE GLOBAL INC COM CL A 11,594.0 $154K 0.03% -124.0 -1.1% $13.27
183 F FORD MTR CO COM Consumer Cyclical 11,949.0 $144K 0.03% NEW $12.08 +10.9%
184 FSCO FS CREDIT OPPORTUNITIES CORP COMMON STOCK Financial Services 10,415.0 $55K 0.01% -1K -9.2% $5.25 -3.4%
185 AMERICAN BITCOIN CORP. COM CL A 19,925.0 $23K 0.00% +250.0 +1.3% $1.15
Page 10 of 10  ·  185 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%