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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 5 of 13  ·  260 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 ESGU ISHARES TR 559.0 $92K 0.06% $163.73 +3.0%
82 TRV TRAVELERS COMPANIES INC Financial Services 272.0 $90K 0.06% $330.12 +12.0%
83 GOOG ALPHABET INC 220.0 $78K 0.05% $353.33
84 FBND FIDELITY MERRIMACK STR TR 1,659.0 $75K 0.05% NEW $45.49 -1.6%
85 AEP AMERICAN ELEC PWR CO INC Utilities 546.0 $75K 0.05% $136.81 -10.6%
86 JPLD J P MORGAN EXCHANGE TRADED F 1,322.0 $69K 0.05% NEW $52.19 -0.4%
87 MRK MERCK & CO INC Healthcare 521.0 $67K 0.05% $128.39 +15.5%
88 VTWV VANGUARD SCOTTSDALE FDS 339.0 $66K 0.05% $195.44 +0.8%
89 PPA INVESCO EXCHANGE TRADED FD T 367.0 $65K 0.04% $176.65 -3.8%
90 IXUS ISHARES TR 669.0 $64K 0.04% NEW $95.44 +2.4%
91 FTEC FIDELITY COVINGTON TRUST 217.0 $62K 0.04% NEW $285.79 +0.3%
92 BSV VANGUARD BD INDEX FDS 787.0 $61K 0.04% +398.0 +102.3% $77.87 -0.5%
93 VGK VANGUARD INTL EQUITY INDEX F 684.0 $61K 0.04% +176.0 +34.6% $88.54 +3.9%
94 IDU ISHARES TR 515.0 $59K 0.04% $114.61 -5.2%
95 BNDX VANGUARD CHARLOTTE FDS 1,217.0 $59K 0.04% $48.44 -1.7%
96 JPIE J P MORGAN EXCHANGE TRADED F 1,216.0 $56K 0.04% NEW $46.05 -0.5%
97 VRP INVESCO EXCH TRADED FD TR II 2,232.0 $54K 0.04% +509.0 +29.5% $24.31 -0.7%
98 AOA ISHARES TR 554.0 $54K 0.04% $97.60 +1.6%
99 FIW FIRST TR EXCHANGE-TRADED FD 491.0 $54K 0.04% $109.52 +0.9%
100 FLRT PACER FDS TR 1,086.0 $51K 0.04% +1K +1911.1% $46.62 +0.1%
Page 5 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%