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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 6 of 13  ·  260 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 IHE ISHARES TR 480.0 $48K 0.03% $99.01 +5.0%
102 SPDW SPDR INDEX SHS FDS 922.0 $46K 0.03% +499.0 +118.0% $50.39 +2.9%
103 DIS DISNEY WALT CO Communication Services 480.0 $46K 0.03% $96.25 +12.3%
104 ESGD ISHARES TR 437.0 $45K 0.03% +7.0 +1.6% $102.73 +3.8%
105 IGIB ISHARES TR 817.0 $43K 0.03% NEW $53.19 -1.8%
106 FLDR FIDELITY MERRIMACK STR TR 859.0 $43K 0.03% NEW $50.11 -0.2%
107 MSFT MICROSOFT CORP Technology 115.0 $43K 0.03% $373.03 +37.7%
108 FLOT ISHARES TR 831.0 $42K 0.03% +609.0 +274.3% $51.05 +0.0%
109 SCHI SCHWAB STRATEGIC TR 1,868.0 $42K 0.03% $22.64 -1.9%
110 PGX INVESCO EXCH TRADED FD TR II 3,750.0 $41K 0.03% $10.84 -2.2%
111 VWO VANGUARD INTL EQUITY INDEX F 676.0 $40K 0.03% -32.0 -4.5% $59.69 +1.8%
112 WMT WALMART INC Consumer Defensive 345.0 $39K 0.03% $113.26 -9.0%
113 ITOT ISHARES TR 228.0 $37K 0.03% $164.39 +2.5%
114 GPC GENUINE PARTS CO Consumer Cyclical 305.0 $36K 0.03% -132.0 -30.2% $117.98 +16.6%
115 SCHD SCHWAB STRATEGIC TR 1,120.0 $36K 0.03% NEW $31.71 +10.1%
116 VEU VANGUARD INTL EQUITY INDEX F 419.0 $35K 0.02% NEW $83.75 +2.0%
117 DFSV DIMENSIONAL ETF TRUST 904.0 $35K 0.02% $38.79 +3.0%
118 XLE SELECT SECTOR SPDR TR 654.0 $35K 0.02% $53.11 +18.0%
119 D DOMINION ENERGY INC Utilities 486.0 $33K 0.02% $68.29 -4.1%
120 UBER UBER TECHNOLOGIES INC Technology 450.0 $32K 0.02% $72.16 +9.2%
Page 6 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%