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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 13  ·  260 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 IWF ISHARES TR 19,262.0 $2.4M 1.66% +14K +289.1% $124.17 -1.1%
22 QQQ INVESCO QQQ TR Financial Services 2,805.0 $2.1M 1.43% +52.0 +1.9% $736.82 -2.8%
23 IWD ISHARES TR 5,402.0 $1.3M 0.91% $242.43 +6.6%
24 SHW SHERWIN WILLIAMS CO Basic Materials 3,341.0 $1.2M 0.80% -395.0 -10.6% $344.32 +0.2%
25 SCHC SCHWAB STRATEGIC TR 20,116.0 $968K 0.67% $48.12 +7.0%
26 NULG NUSHARES ETF TR 6,454.0 $756K 0.52% -54.0 -0.8% $117.06 -2.4%
27 NULV NUSHARES ETF TR 14,337.0 $717K 0.50% $49.99 +7.8%
28 SCHG SCHWAB STRATEGIC TR 18,665.0 $632K 0.44% $33.84 +5.7%
29 MRSH MARSH & MCLENNAN COS INC Financial Services 3,735.0 $622K 0.43% NEW $166.66 +15.6%
30 FTSL FIRST TR EXCHANGE-TRADED FD 12,097.0 $541K 0.38% -369.0 -3.0% $44.75 +0.3%
31 IWM ISHARES TR 1,753.0 $527K 0.36% $300.50 -1.6%
32 SCHX SCHWAB STRATEGIC TR 17,173.0 $505K 0.35% $29.43 +3.1%
33 VIG VANGUARD SPECIALIZED FUNDS 2,005.0 $475K 0.33% +167.0 +9.1% $236.67 +2.7%
34 SCHH SCHWAB STRATEGIC TR 17,906.0 $424K 0.29% $23.68 +0.3%
35 AAPL APPLE INC Technology 1,301.0 $376K 0.26% $289.36 +10.5%
36 VO VANGUARD INDEX FDS 4,666.0 $376K 0.26% +4K +317.4% $80.57 +2.4%
37 XBI SPDR SERIES TRUST 2,130.0 $337K 0.23% +1K +110.9% $158.22 +2.6%
38 BKLN INVESCO EXCH TRADED FD TR II 15,927.0 $324K 0.23% +2K +14.0% $20.37 +0.7%
39 NEAR ISHARES U S ETF TR 6,241.0 $316K 0.22% +1K +20.4% $50.66 -0.3%
40 MUB ISHARES TR 2,798.0 $301K 0.21% +406.0 +17.0% $107.63 -2.2%
Page 2 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%