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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  ·  54 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 MRSH MARSH & MCLENNAN COS INC Financial Services 3,735.0 $622K 0.43% NEW $166.66 +15.6%
2 FBND FIDELITY MERRIMACK STR TR 1,659.0 $75K 0.05% NEW $45.49 -1.6%
3 JPLD J P MORGAN EXCHANGE TRADED F 1,322.0 $69K 0.05% NEW $52.19 -0.4%
4 IXUS ISHARES TR 669.0 $64K 0.04% NEW $95.44 +2.4%
5 FTEC FIDELITY COVINGTON TRUST 217.0 $62K 0.04% NEW $285.79 +0.3%
6 JPIE J P MORGAN EXCHANGE TRADED F 1,216.0 $56K 0.04% NEW $46.05 -0.5%
7 IGIB ISHARES TR 817.0 $43K 0.03% NEW $53.19 -1.8%
8 FLDR FIDELITY MERRIMACK STR TR 859.0 $43K 0.03% NEW $50.11 -0.2%
9 SCHD SCHWAB STRATEGIC TR 1,120.0 $36K 0.03% NEW $31.71 +10.1%
10 VEU VANGUARD INTL EQUITY INDEX F 419.0 $35K 0.02% NEW $83.75 +2.0%
11 SHYG ISHARES TR 722.0 $31K 0.02% NEW $42.41 -0.3%
12 XLP SELECT SECTOR SPDR TR 325.0 $27K 0.02% NEW $83.07 +2.9%
13 SCHP SCHWAB STRATEGIC TR 1,018.0 $27K 0.02% NEW $26.50 -2.2%
14 XLK SELECT SECTOR SPDR TR 128.0 $22K 0.01% NEW $168.91 +9.9%
15 SPYD SPDR SERIES TRUST 427.0 $20K 0.01% NEW $47.71 +4.8%
16 IHF ISHARES TR 61.0 $16K 0.01% NEW $265.84 -78.6%
17 IGV ISHARES TR 46.0 $13K 0.01% NEW $273.33 -59.9%
18 EWN ISHARES INC 313.0 $12K 0.01% NEW $38.01 +80.2%
19 ZION ZIONS BANCORPORATION NATL AS Financial Services 165.0 $11K 0.01% NEW $69.19 -2.0%
20 EWI ISHARES INC 348.0 $10K 0.01% NEW $29.64 +109.9%
Page 1 of 3  ·  54 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%