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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 4 of 13  ·  260 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 ESML ISHARES TR 2,811.0 $157K 0.11% -19.0 -0.7% $55.92 -1.6%
62 PIO INVESCO EXCH TRADED FD TR II 3,272.0 $147K 0.10% $44.97 -0.0%
63 NMZ NUVEEN MUN HIGH INCOME OPPOR Financial Services 13,593.0 $144K 0.10% +4K +45.9% $10.61 -6.1%
64 VYM VANGUARD WHITEHALL FDS 882.0 $139K 0.10% $158.03 +3.9%
65 VGSH VANGUARD SCOTTSDALE FDS 2,378.0 $138K 0.10% -1K -31.2% $58.20 -0.3%
66 SGOV ISHARES TR 1,372.0 $138K 0.10% +147.0 +12.0% $100.67 +0.0%
67 XHB SPDR SERIES TRUST 1,114.0 $129K 0.09% -49.0 -4.2% $115.56 -9.5%
68 J P MORGAN EXCHANGE TRADED F 2,514.0 $127K 0.09% -138.0 -5.2% $50.57
69 EEM ISHARES TR 1,841.0 $126K 0.09% $68.41 -1.9%
70 DVY ISHARES TR 799.0 $125K 0.09% $156.30 +4.8%
71 SHY ISHARES TR 1,501.0 $123K 0.09% -949.0 -38.7% $82.11 -0.3%
72 ICSH ISHARES TR 2,404.0 $122K 0.08% -32.0 -1.3% $50.58 -0.1%
73 VB VANGUARD INDEX FDS 399.0 $121K 0.08% +92.0 +30.0% $302.76 -0.7%
74 XJH ISHARES TR 2,126.0 $111K 0.08% $52.15 -1.6%
75 SUSB ISHARES TR 4,418.0 $110K 0.08% -100.0 -2.2% $24.99 -0.6%
76 VCEB VANGUARD WORLD FD 1,673.0 $105K 0.07% -40.0 -2.3% $62.76 -1.9%
77 EAGG ISHARES TR 2,214.0 $105K 0.07% -21.0 -0.9% $47.41 -1.5%
78 NUDV NUSHARES ETF TR 3,187.0 $104K 0.07% $32.55 +5.0%
79 PWV INVESCO EXCHANGE TRADED FD T 1,332.0 $101K 0.07% $75.77 +7.8%
80 SDY SPDR SERIES TRUST 648.0 $99K 0.07% $152.18 +3.5%
Page 4 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%