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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 2 of 3  ·  50 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 BKLN INVESCO EXCH TRADED FD TR II 15,927.0 $324K 0.23% +2K +14.0% $20.37 +0.7%
22 NEAR ISHARES U S ETF TR 6,241.0 $316K 0.22% +1K +20.4% $50.66 -0.3%
23 MUB ISHARES TR 2,798.0 $301K 0.21% +406.0 +17.0% $107.63 -2.2%
24 JFR NUVEEN FLOATING RATE INCOME Financial Services 30,870.0 $238K 0.17% +1K +4.6% $7.71 -0.7%
25 JMUB J P MORGAN EXCHANGE TRADED F 4,147.0 $210K 0.14% +1K +47.0% $50.66 -2.1%
26 TFI SPDR SERIES TRUST 4,235.0 $194K 0.13% +648.0 +18.1% $45.80 -2.4%
27 SUB ISHARES TR 1,799.0 $192K 0.13% +195.0 +12.2% $106.47 -0.2%
28 VTI VANGUARD INDEX FDS 506.0 $187K 0.13% +326.0 +181.1% $369.68 +2.6%
29 DFNM DIMENSIONAL ETF TRUST 3,850.0 $186K 0.13% +710.0 +22.6% $48.34 -1.7%
30 SPYM SPDR SERIES TRUST 2,082.0 $183K 0.13% +42.0 +2.1% $87.90 +3.0%
31 HYMB SPDR SERIES TRUST 6,503.0 $165K 0.12% +808.0 +14.2% $25.44 -2.5%
32 MEAR ISHARES U S ETF TR 3,213.0 $162K 0.11% +1K +47.7% $50.38 -0.3%
33 NMZ NUVEEN MUN HIGH INCOME OPPOR Financial Services 13,593.0 $144K 0.10% +4K +45.9% $10.61 -6.1%
34 SGOV ISHARES TR 1,372.0 $138K 0.10% +147.0 +12.0% $100.67 +0.0%
35 VB VANGUARD INDEX FDS 399.0 $121K 0.08% +92.0 +30.0% $302.76 -0.7%
36 BSV VANGUARD BD INDEX FDS 787.0 $61K 0.04% +398.0 +102.3% $77.87 -0.5%
37 VGK VANGUARD INTL EQUITY INDEX F 684.0 $61K 0.04% +176.0 +34.6% $88.54 +3.9%
38 VRP INVESCO EXCH TRADED FD TR II 2,232.0 $54K 0.04% +509.0 +29.5% $24.31 -0.7%
39 FLRT PACER FDS TR 1,086.0 $51K 0.04% +1K +1911.1% $46.62 +0.1%
40 SPDW SPDR INDEX SHS FDS 922.0 $46K 0.03% +499.0 +118.0% $50.39 +2.9%
Page 2 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%