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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 2  ·  39 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VCIT VANGUARD SCOTTSDALE FDS 57,952.0 $4.8M 3.32% -1K -2.0% $82.65 -1.8%
2 GOVT ISHARES TR 153,235.0 $3.5M 2.42% -3K -2.0% $22.78 -1.4%
3 MINT PIMCO ETF TR 27,570.0 $2.8M 1.93% -3K -9.8% $100.81 -0.0%
4 SHW SHERWIN WILLIAMS CO Basic Materials 3,341.0 $1.2M 0.80% -395.0 -10.6% $344.32 +0.2%
5 NULG NUSHARES ETF TR 6,454.0 $756K 0.52% -54.0 -0.8% $117.06 -2.4%
6 FTSL FIRST TR EXCHANGE-TRADED FD 12,097.0 $541K 0.38% -369.0 -3.0% $44.75 +0.3%
7 SHYD VANECK ETF TRUST 12,922.0 $296K 0.20% -1K -8.9% $22.90 -1.0%
8 VNLA JANUS DETROIT STR TR 5,516.0 $270K 0.19% -2K -26.6% $48.97 +0.0%
9 FTSM FIRST TR EXCHANGE-TRADED FD 3,624.0 $217K 0.15% -2K -34.4% $59.83 +0.1%
10 NUMV NUSHARES ETF TR 4,911.0 $214K 0.15% -25.0 -0.5% $43.49 +3.7%
11 VEA VANGUARD TAX-MANAGED FDS 2,756.0 $196K 0.14% -82.0 -2.9% $71.24 +2.6%
12 NUHY NUSHARES ETF TR 8,607.0 $184K 0.13% -56.0 -0.7% $21.44 -0.7%
13 ESML ISHARES TR 2,811.0 $157K 0.11% -19.0 -0.7% $55.92 -1.6%
14 VGSH VANGUARD SCOTTSDALE FDS 2,378.0 $138K 0.10% -1K -31.2% $58.20 -0.3%
15 XHB SPDR SERIES TRUST 1,114.0 $129K 0.09% -49.0 -4.2% $115.56 -9.5%
16 J P MORGAN EXCHANGE TRADED F 2,514.0 $127K 0.09% -138.0 -5.2% $50.57
17 SHY ISHARES TR 1,501.0 $123K 0.09% -949.0 -38.7% $82.11 -0.3%
18 ICSH ISHARES TR 2,404.0 $122K 0.08% -32.0 -1.3% $50.58 -0.1%
19 SUSB ISHARES TR 4,418.0 $110K 0.08% -100.0 -2.2% $24.99 -0.6%
20 VCEB VANGUARD WORLD FD 1,673.0 $105K 0.07% -40.0 -2.3% $62.76 -1.9%
Page 1 of 2  ·  39 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%