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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 3 of 3  ·  50 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 ESGD ISHARES TR 437.0 $45K 0.03% +7.0 +1.6% $102.73 +3.8%
42 FLOT ISHARES TR 831.0 $42K 0.03% +609.0 +274.3% $51.05 +0.0%
43 DUK DUKE ENERGY CORP NEW Utilities 256.0 $32K 0.02% +80.0 +45.5% $126.58 -5.0%
44 VWOB VANGUARD WHITEHALL FDS 178.0 $12K 0.01% +30.0 +20.3% $67.30 -1.9%
45 SPMD SPDR SERIES TRUST 147.0 $10K 0.01% +1.0 +0.7% $67.42 -1.5%
46 JCPB J P MORGAN EXCHANGE TRADED F 166.0 $8K 0.01% +65.0 +64.4% $46.95 -1.5%
47 GBIL GOLDMAN SACHS ETF TR 73.0 $7K 0.01% +8.0 +12.3% $99.82 +0.3%
48 JMSI J P MORGAN EXCHANGE TRADED F 79.0 $4K 0.00% +12.0 +17.9% $50.20 -1.8%
49 SUSC ISHARES TR 138.0 $3K 0.00% +10.0 +7.8% $23.15 -1.9%
50 SPMB SPDR SERIES TRUST 4.0 $79.0 +1.0 +33.3% $19.75 +11.3%
Page 3 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%