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Portfolio (Quarterly) Guide ↗

BLUELINE ADVISORS LLC

· CIK 0002110066
13F Portfolio $123M AUM Filed Feb 10, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 213 New
Page 8 of 11  ·  213 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 SPSM SPDR SERIES TRUST 399.0 $19K 0.01% NEW $46.88 +13.1%
142 INVH INVITATION HOMES INC Real Estate 656.0 $18K 0.01% NEW $27.79 +4.5%
143 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 206.0 $18K 0.01% NEW $88.21 +16.5%
144 IRM IRON MTN INC DEL Real Estate 211.0 $18K 0.01% NEW $82.95 +53.5%
145 SPEM SPDR INDEX SHS FDS 373.0 $17K 0.01% NEW $46.75 +9.3%
146 VZ VERIZON COMMUNICATIONS INC Communication Services 425.0 $17K 0.01% NEW $40.73 +17.4%
147 BKLN INVESCO EXCH TRADED FD TR II 741.0 $16K 0.01% NEW $21.00 -2.4%
148 HYD VANECK ETF TRUST 304.0 $16K 0.01% NEW $51.12 -0.9%
149 BIV VANGUARD BD INDEX FDS 192.0 $15K 0.01% NEW $78.06 -2.3%
150 VMBS VANGUARD SCOTTSDALE FDS 318.0 $15K 0.01% NEW $47.13 -1.3%
151 ESGE ISHARES INC 335.0 $15K 0.01% NEW $44.21 +19.1%
152 BLV VANGUARD BD INDEX FDS 213.0 $15K 0.01% NEW $69.41 -2.6%
153 VTEB VANGUARD MUN BD FDS 294.0 $15K 0.01% NEW $50.22 -0.8%
154 EMB ISHARES TR 152.0 $15K 0.01% NEW $96.11 -1.2%
155 AGZ ISHARES TR 131.0 $14K 0.01% NEW $110.25 -1.3%
156 GEV GE VERNOVA INC Utilities 20.0 $13K 0.01% NEW $653.60 +59.7%
157 NVT NVENT ELECTRIC PLC Industrials 120.0 $12K 0.01% NEW $101.97 +60.4%
158 IEMG ISHARES INC 180.0 $12K 0.01% NEW $67.33 +19.7%
159 COP CONOCOPHILLIPS Energy 127.0 $12K 0.01% NEW $93.61 +28.8%
160 ABBV ABBVIE INC Healthcare 51.0 $12K 0.01% NEW $228.49 -6.1%
Page 8 of 11  ·  213 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 66.4%
Basic Materials 16.1%
Technology 7.1%
Utilities 3.1%
Real Estate 1.9%
Communication Services 1.7%
Healthcare 1.0%
Consumer Cyclical 0.8%
Energy 0.7%
Industrials 0.7%