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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 10 of 13  ·  260 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 STIP ISHARES TR 105.0 $11K 0.01% -297.0 -73.9% $102.64 -1.9%
182 HYG ISHARES TR 133.0 $11K 0.01% $79.98 -0.3%
183 EWI ISHARES INC 348.0 $10K 0.01% NEW $29.64 +109.9%
184 VOTE TCW ETF TRUST 117.0 $10K 0.01% $87.88 +3.3%
185 FXE INVESCO CURRENCYSHARES EURO Financial Services 97.0 $10K 0.01% $105.44 +1.5%
186 SOXX ISHARES TR 48.0 $10K 0.01% NEW $211.42 +140.6%
187 SPMD SPDR SERIES TRUST 147.0 $10K 0.01% +1.0 +0.7% $67.42 -1.5%
188 XLF SELECT SECTOR SPDR TR 172.0 $9K 0.01% NEW $53.61 +8.4%
189 IAGG ISHARES TR 179.0 $9K 0.01% $50.72 -1.9%
190 SPYV SPDR SERIES TRUST 140.0 $9K 0.01% $60.75 +4.6%
191 META META PLATFORMS INC Communication Services 15.0 $8K 0.01% $563.33 +2.6%
192 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 88.0 $8K 0.01% NEW $95.99 +23.9%
193 FDN FIRST TR EXCHANGE-TRADED FD 34.0 $8K 0.01% NEW $243.32 +21.0%
194 EWT ISHARES INC 75.0 $8K 0.01% NEW $108.61 -0.7%
195 DHR DANAHER CORP DEL Healthcare 42.0 $8K 0.01% -1.0 -2.3% $192.83 +12.1%
196 JCPB J P MORGAN EXCHANGE TRADED F 166.0 $8K 0.01% +65.0 +64.4% $46.95 -1.5%
197 DELL DELL TECHNOLOGIES INC Technology 18.0 $8K 0.01% $431.50 +5.6%
198 XLV SELECT SECTOR SPDR TR 56.0 $8K 0.01% NEW $137.32 +24.6%
199 VDC VANGUARD WORLD FD 34.0 $8K 0.01% NEW $225.50 +2.2%
200 EPI WISDOMTREE TR 178.0 $8K 0.01% NEW $42.78 +0.5%
Page 10 of 13  ·  260 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%