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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 3 of 13  ·  260 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 SHYD VANECK ETF TRUST 12,922.0 $296K 0.20% -1K -8.9% $22.90 -1.0%
42 VNLA JANUS DETROIT STR TR 5,516.0 $270K 0.19% -2K -26.6% $48.97 +0.0%
43 VSGX VANGUARD WORLD FD 3,064.0 $252K 0.17% $82.34 +1.3%
44 NVDA NVIDIA CORPORATION Technology 1,200.0 $240K 0.17% $200.09 +8.7%
45 JFR NUVEEN FLOATING RATE INCOME Financial Services 30,870.0 $238K 0.17% +1K +4.6% $7.71 -0.7%
46 GLD SPDR GOLD TR Financial Services 599.0 $221K 0.15% $368.38 +11.0%
47 SCHV SCHWAB STRATEGIC TR 6,338.0 $221K 0.15% $34.81 -0.6%
48 FTSM FIRST TR EXCHANGE-TRADED FD 3,624.0 $217K 0.15% -2K -34.4% $59.83 +0.1%
49 NUMV NUSHARES ETF TR 4,911.0 $214K 0.15% -25.0 -0.5% $43.49 +3.7%
50 JMUB J P MORGAN EXCHANGE TRADED F 4,147.0 $210K 0.14% +1K +47.0% $50.66 -2.1%
51 VEA VANGUARD TAX-MANAGED FDS 2,756.0 $196K 0.14% -82.0 -2.9% $71.24 +2.6%
52 TFI SPDR SERIES TRUST 4,235.0 $194K 0.13% +648.0 +18.1% $45.80 -2.4%
53 SUB ISHARES TR 1,799.0 $192K 0.13% +195.0 +12.2% $106.47 -0.2%
54 USMV ISHARES TR 1,981.0 $191K 0.13% $96.46 +5.5%
55 VTI VANGUARD INDEX FDS 506.0 $187K 0.13% +326.0 +181.1% $369.68 +2.6%
56 DFNM DIMENSIONAL ETF TRUST 3,850.0 $186K 0.13% +710.0 +22.6% $48.34 -1.7%
57 NUHY NUSHARES ETF TR 8,607.0 $184K 0.13% -56.0 -0.7% $21.44 -0.7%
58 SPYM SPDR SERIES TRUST 2,082.0 $183K 0.13% +42.0 +2.1% $87.90 +3.0%
59 HYMB SPDR SERIES TRUST 6,503.0 $165K 0.12% +808.0 +14.2% $25.44 -2.5%
60 MEAR ISHARES U S ETF TR 3,213.0 $162K 0.11% +1K +47.7% $50.38 -0.3%
Page 3 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%