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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 7 of 10  ·  185 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 NFLX NETFLIX INC. COM Communication Services 3,520.0 $330K 0.06% +885.0 +33.6% $93.61 -7.0%
122 LNG CHENIERE ENERGY INC COM NEW Energy 1,167.0 $321K 0.06% NEW $275.06 -12.1%
123 AB ALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTN Financial Services 8,021.0 $320K 0.06% -150.0 -1.8% $39.90 -3.7%
124 VONV VANGUARD RUSSELL 1000 VALUE ETF 3,131.0 $318K 0.06% NEW $101.44 +0.6%
125 VO VANGUARD MID-CAP ETF 3,982.0 $308K 0.06% NEW $77.31 -0.9%
126 IYR ISHARES U.S. REAL ESTATE ETF 2,983.0 $306K 0.06% -296.0 -9.0% $102.61 -1.7%
127 EPD ENTERPRISE PRODS PARTNERS L P COM Energy 7,871.0 $305K 0.06% +863.0 +12.3% $38.70 +1.4%
128 XLF STATE STREET FINANCIAL SELECT SECTOR SPDR ETF 5,823.0 $304K 0.06% -138.0 -2.3% $52.13 -0.7%
129 PSA PUBLIC STORAGE OPER CO COM Real Estate 1,003.0 $303K 0.06% -171.0 -14.6% $302.45 -3.3%
130 PHM PULTE GROUP INC COM Consumer Cyclical 2,455.0 $300K 0.06% +410.0 +20.1% $122.35 -10.0%
131 ANET ARISTA NETWORKS INC COM SHS Technology 1,715.0 $296K 0.06% +13.0 +0.8% $172.71 -17.9%
132 VYM VANGUARD HIGH DIVIDEND YIELD INDEX ETF 1,827.0 $287K 0.05% -17.0 -0.9% $157.17 -0.3%
133 MPC MARATHON PETE CORP COM Energy 1,153.0 $286K 0.05% NEW $248.29 +2.7%
134 MS MORGAN STANLEY COM NEW Financial Services 1,499.0 $286K 0.05% NEW $190.59 +1.0%
135 FDX FEDEX CORP COM Industrials 705.0 $284K 0.05% +4.0 +0.6% $403.31 -6.8%
136 UBER UBER TECHNOLOGIES INC COM Technology 3,751.0 $280K 0.05% +803.0 +27.2% $74.61 +0.6%
137 SPYG STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF 2,488.0 $280K 0.05% +79.0 +3.3% $112.39 +4.6%
138 ROP ROPER TECHNOLOGIES INC COM Industrials 779.0 $276K 0.05% -58.0 -6.9% $354.62 -9.5%
139 ABBV ABBVIE INC COM Healthcare 1,304.0 $276K 0.05% -180.0 -12.1% $211.27 -0.9%
140 SCHW SCHWAB CHARLES CORP COM Financial Services 2,990.0 $274K 0.05% NEW $91.66 -0.8%
Page 7 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%