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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 7 of 13  ·  260 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 DUK DUKE ENERGY CORP NEW Utilities 256.0 $32K 0.02% +80.0 +45.5% $126.58 -5.0%
122 GE GE AEROSPACE Industrials 82.0 $31K 0.02% $373.73 -8.3%
123 SHYG ISHARES TR 722.0 $31K 0.02% NEW $42.41 -0.3%
124 RL RALPH LAUREN CORP Consumer Cyclical 76.0 $31K 0.02% $401.42 -11.8%
125 JNJ JOHNSON & JOHNSON Healthcare 120.0 $30K 0.02% $253.97 +5.5%
126 TRGP TARGA RES CORP Energy 102.0 $27K 0.02% $268.15 +7.3%
127 XLP SELECT SECTOR SPDR TR 325.0 $27K 0.02% NEW $83.07 +2.9%
128 SCHP SCHWAB STRATEGIC TR 1,018.0 $27K 0.02% NEW $26.50 -2.2%
129 IRM IRON MTN INC DEL Real Estate 205.0 $26K 0.02% $126.31 -7.1%
130 INVH INVITATION HOMES INC Real Estate 851.0 $26K 0.02% $30.21 -3.2%
131 ESS ESSEX PPTY TR INC Real Estate 87.0 $25K 0.02% $291.60 -2.6%
132 MLPX GLOBAL X FDS 333.0 $25K 0.02% $73.66 +2.1%
133 AMZA ETFIS SER TR I 520.0 $24K 0.02% $46.19 +8.6%
134 UMI USCF ETF TR 407.0 $24K 0.02% $58.84 +3.7%
135 EQR EQUITY RESIDENTIAL Real Estate 352.0 $24K 0.02% $67.93 -6.3%
136 VTR VENTAS INC Real Estate 266.0 $24K 0.02% $88.80 +3.4%
137 GEV GE VERNOVA INC Utilities 20.0 $23K 0.02% $1174.90 -22.4%
138 SRE SEMPRA Utilities 250.0 $23K 0.02% $92.71 -9.1%
139 MLPA GLOBAL X FDS 434.0 $23K 0.02% $53.08 +7.1%
140 NI NISOURCE INC Utilities 481.0 $23K 0.02% $47.55 -14.7%
Page 7 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%