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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 8 of 13  ·  260 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 SO SOUTHERN CO Utilities 238.0 $23K 0.02% $95.71 -7.8%
142 WM WASTE MGMT INC DEL Industrials 102.0 $23K 0.02% $222.88 -1.4%
143 WEC WEC ENERGY GROUP INC Utilities 193.0 $23K 0.02% $116.77 -9.0%
144 SWX SOUTHWEST GAS HLDGS INC Utilities 254.0 $23K 0.02% $88.68 +0.5%
145 XEL XCEL ENERGY INC Utilities 279.0 $22K 0.02% $80.30 -4.8%
146 ET ENERGY TRANSFER L P Energy 1,163.0 $22K 0.01% $19.12 +11.5%
147 WPC WP CAREY INC Real Estate 311.0 $22K 0.01% $71.50 -1.4%
148 MAA MID-AMER APT CMNTYS INC Real Estate 160.0 $22K 0.01% $138.94 -6.7%
149 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 206.0 $22K 0.01% $107.78 +3.4%
150 EXR EXTRA SPACE STORAGE INC Real Estate 152.0 $22K 0.01% $145.30 -1.6%
151 AGG ISHARES TR 222.0 $22K 0.01% -15.0 -6.3% $99.10 -1.6%
152 ED CONSOLIDATED EDISON INC Utilities 198.0 $22K 0.01% $110.63 -2.8%
153 NEE NEXTERA ENERGY INC Utilities 248.0 $22K 0.01% $87.77 -6.8%
154 XLK SELECT SECTOR SPDR TR 128.0 $22K 0.01% NEW $168.91 +9.9%
155 EXC EXELON CORP Utilities 463.0 $22K 0.01% $46.62 -5.8%
156 PPL PPL CORP Utilities 590.0 $21K 0.01% $36.35 -5.9%
157 T AT&T INC Communication Services 1,028.0 $21K 0.01% $20.70 +25.6%
158 SPSM SPDR SERIES TRUST 359.0 $21K 0.01% -9.0 -2.5% $57.62 -1.8%
159 WY WEYERHAEUSER CO Real Estate 861.0 $21K 0.01% $23.94 -1.3%
160 SPYD SPDR SERIES TRUST 427.0 $20K 0.01% NEW $47.71 +4.8%
Page 8 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%