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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  ·  54 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SOXX ISHARES TR 48.0 $10K 0.01% NEW $211.42 +140.6%
22 XLF SELECT SECTOR SPDR TR 172.0 $9K 0.01% NEW $53.61 +8.4%
23 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 88.0 $8K 0.01% NEW $95.99 +23.9%
24 FDN FIRST TR EXCHANGE-TRADED FD 34.0 $8K 0.01% NEW $243.32 +21.0%
25 EWT ISHARES INC 75.0 $8K 0.01% NEW $108.61 -0.7%
26 XLV SELECT SECTOR SPDR TR 56.0 $8K 0.01% NEW $137.32 +24.6%
27 VDC VANGUARD WORLD FD 34.0 $8K 0.01% NEW $225.50 +2.2%
28 EPI WISDOMTREE TR 178.0 $8K 0.01% NEW $42.78 +0.5%
29 XLY SELECT SECTOR SPDR TR 42.0 $7K 0.01% NEW $171.81 -31.8%
30 IBB ISHARES TR 46.0 $7K 0.01% NEW $152.20 +37.3%
31 YUMC YUM CHINA HLDGS INC Consumer Cyclical 165.0 $7K 0.01% NEW $40.87 +10.1%
32 IBIT ISHARES BITCOIN TRUST ETF Financial Services 188.0 $6K 0.00% NEW $33.29 +31.9%
33 PJP INVESCO EXCHANGE TRADED FD T 78.0 $6K 0.00% NEW $78.24 +62.7%
34 EWQ ISHARES INC 155.0 $6K 0.00% NEW $38.66 +19.5%
35 EWL ISHARES INC 136.0 $6K 0.00% NEW $43.11 +46.9%
36 EFA ISHARES TR 75.0 $6K 0.00% NEW $75.28 +43.1%
37 EWA ISHARES INC 231.0 $5K 0.00% NEW $23.48 +27.8%
38 DFJ WISDOMTREE TR 73.0 $5K 0.00% NEW $72.27 +57.7%
39 EIDO ISHARES TR 184.0 $4K 0.00% NEW $23.21 -45.5%
40 EWS ISHARES INC 189.0 $4K 0.00% NEW $19.13 +77.3%
Page 2 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%