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Portfolio (Quarterly) Guide ↗

Second Line Capital, LLC

· CIK 0001992879
13F Portfolio $487M AUM Filed Feb 17, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 166 New
Page 9 of 9  ·  166 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 AGD ABRDN GLOBAL DYNAMIC DIVIDEN Financial Services 13,028.0 $153K 0.03% NEW $11.78 +3.8%
162 NAD NUVEEN QUALITY MUNCP INCOME Financial Services 11,216.0 $135K 0.03% NEW $12.02 -4.3%
163 LITHIUM AMERS CORP NEW 18,400.0 $80K 0.02% NEW $4.36
164 VENTURE GLOBAL INC 11,718.0 $80K 0.02% NEW $6.82
165 FSCO FS CREDIT OPPORTUNITIES CORP Financial Services 11,473.0 $72K 0.01% NEW $6.30 -19.9%
166 AMERICAN BITCOIN CORP. 19,675.0 $33K 0.01% NEW $1.70
Page 9 of 9  ·  166 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 32.2%
Financial Services 24.8%
Energy 9.1%
Consumer Cyclical 9.0%
Healthcare 7.4%
Industrials 5.6%
Communication Services 4.6%
Consumer Defensive 4.2%
Real Estate 1.8%
Utilities 0.9%