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Portfolio (Quarterly) Guide ↗

BLUELINE ADVISORS LLC

· CIK 0002110066
13F Portfolio $144M AUM 260 positions Filed Jul 27, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 54 New 50 Added 39 Reduced 8 Exited
Page 1 of 3  ·  50 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VTV VANGUARD INDEX FDS 96,573.0 $21.0M 14.57% +4K +4.6% $217.93 +3.4%
2 VUG VANGUARD INDEX FDS 202,400.0 $17.4M 12.07% +170K +518.5% $86.14 +2.8%
3 DGS WISDOMTREE TR 125,091.0 $8.1M 5.61% +7K +6.1% $64.71 -0.8%
4 SCZ ISHARES TR 81,096.0 $6.7M 4.62% +5K +6.6% $82.27 +5.7%
5 SRLN SSGA ACTIVE ETF TR 153,628.0 $6.2M 4.29% +3K +2.1% $40.29 +1.2%
6 IFLN INVESCO EXCH TRADED FD TR II 309,012.0 $5.7M 3.91% +12K +3.9% $18.29 -0.5%
7 IWN ISHARES TR 24,314.0 $5.4M 3.73% +2K +6.7% $221.20 +0.9%
8 VCSH VANGUARD SCOTTSDALE FDS 62,419.0 $4.9M 3.42% +1K +1.7% $79.03 -0.7%
9 TPYP TORTOISE CAPITAL SERIES TRUS 101,206.0 $4.2M 2.94% +2K +2.5% $41.93 +2.6%
10 LVHI LEGG MASON ETF INVT 103,013.0 $4.2M 2.90% +3K +2.9% $40.59 +5.6%
11 XLU SELECT SECTOR SPDR TR 92,147.0 $4.2M 2.89% +4K +4.0% $45.34 -5.8%
12 VNQ VANGUARD INDEX FDS 40,308.0 $3.9M 2.69% +3K +8.1% $96.43 +0.8%
13 EMHY ISHARES INC 92,965.0 $3.8M 2.62% +5K +5.7% $40.66 -0.9%
14 VOE VANGUARD INDEX FDS 18,788.0 $3.7M 2.57% +2K +11.2% $197.60 +5.2%
15 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 4,617.0 $3.2M 2.25% +375.0 +8.8% $703.81 -1.9%
16 IWF ISHARES TR 19,262.0 $2.4M 1.66% +14K +289.1% $124.17 -1.1%
17 QQQ INVESCO QQQ TR Financial Services 2,805.0 $2.1M 1.43% +52.0 +1.9% $736.82 -2.8%
18 VIG VANGUARD SPECIALIZED FUNDS 2,005.0 $475K 0.33% +167.0 +9.1% $236.67 +2.7%
19 VO VANGUARD INDEX FDS 4,666.0 $376K 0.26% +4K +317.4% $80.57 +2.4%
20 XBI SPDR SERIES TRUST 2,130.0 $337K 0.23% +1K +110.9% $158.22 +2.6%
Page 1 of 3  ·  50 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
Financial Services 75.7%
Basic Materials 9.3%
Technology 5.8%
Utilities 3.1%
Real Estate 1.9%
Healthcare 1.0%
Communication Services 0.8%
Consumer Cyclical 0.7%
Energy 0.7%
Industrials 0.7%