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Portfolio (Quarterly) Guide ↗

BLUELINE ADVISORS LLC

· CIK 0002110066
13F Portfolio $129M AUM 217 positions Filed Apr 7, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 18 New 58 Added 63 Reduced 4 Exited
Page 3 of 4  ·  63 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 STIP ISHARES TR 402.0 $42K 0.03% -820.0 -67.1% $103.40 -0.1%
42 VRP INVESCO EXCH TRADED FD TR II 1,723.0 $41K 0.03% -4K -72.0% $23.98 +1.0%
43 PGX INVESCO EXCH TRADED FD TR II 3,750.0 $41K 0.03% -12K -76.9% $10.88 +0.6%
44 DFSV DIMENSIONAL ETF TRUST 904.0 $32K 0.03% -35.0 -3.7% $35.04 +6.0%
45 BSV VANGUARD BD INDEX FDS 389.0 $30K 0.02% -3.0 -0.8% $78.36 -0.6%
46 TRGP TARGA RES CORP Energy 102.0 $26K 0.02% -19.0 -15.7% $250.74 +8.0%
47 AGG ISHARES TR 237.0 $24K 0.02% -14.0 -5.6% $99.40 -1.1%
48 NEE NEXTERA ENERGY INC Utilities 248.0 $23K 0.02% -43.0 -14.8% $92.88 -3.4%
49 PPL PPL CORP Utilities 590.0 $23K 0.02% -11.0 -1.8% $38.20 -7.2%
50 VTR VENTAS INC Real Estate 266.0 $22K 0.02% -35.0 -11.6% $81.78 +8.3%
51 IRM IRON MTN INC DEL Real Estate 205.0 $21K 0.02% -6.0 -2.8% $102.14 +24.7%
52 SPSM SPDR SERIES TRUST 368.0 $18K 0.01% -31.0 -7.8% $48.32 +9.7%
53 SPEM SPDR INDEX SHS FDS 329.0 $15K 0.01% -44.0 -11.8% $46.98 +8.8%
54 ESGE ISHARES INC 333.0 $15K 0.01% -2.0 -0.6% $45.50 +15.7%
55 EMB ISHARES TR 141.0 $13K 0.01% -11.0 -7.2% $94.09 +1.0%
56 SPMD SPDR SERIES TRUST 146.0 $9K 0.01% -10.0 -6.4% $59.42 +7.5%
57 DHR DANAHER CORP DEL Healthcare 43.0 $8K 0.01% -1.0 -2.3% $190.14 -8.8%
58 SCHJ SCHWAB STRATEGIC TR 300.0 $7K 0.01% -100.0 -25.0% $24.73 -0.4%
59 VOOV VANGUARD ADMIRAL FDS INC 24.0 $5K 0.00% -2.0 -7.7% $200.71 +8.8%
60 RAFE PIMCO EQUITY SER 25.0 $1K 0.00% -175.0 -87.5% $41.64 +10.0%
Page 3 of 4  ·  63 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 70.9%
Basic Materials 11.7%
Technology 6.2%
Utilities 3.6%
Real Estate 2.0%
Communication Services 1.7%
Healthcare 1.1%
Energy 0.9%
Industrials 0.7%
Consumer Cyclical 0.7%