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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 9 of 13  ·  260 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 NVT NVENT ELEC PLC Industrials 120.0 $20K 0.01% $169.62 -12.5%
162 SUI SUN CMNTYS INC Real Estate 169.0 $20K 0.01% $119.91 +2.5%
163 NFG NATIONAL FUEL GAS CO Energy 254.0 $20K 0.01% $77.21 +7.5%
164 VZ VERIZON COMMUNICATIONS INC Communication Services 425.0 $18K 0.01% $42.34 +18.3%
165 ESGE ISHARES INC 313.0 $17K 0.01% -20.0 -6.0% $54.73 -1.3%
166 SPEM SPDR INDEX SHS FDS 324.0 $17K 0.01% -5.0 -1.5% $51.83 +1.8%
167 IHF ISHARES TR 61.0 $16K 0.01% NEW $265.84 -78.6%
168 NOW SERVICENOW INC Technology 160.0 $16K 0.01% $99.28 +45.8%
169 VTEB VANGUARD MUN BD FDS 295.0 $15K 0.01% $50.52 -2.2%
170 VMBS VANGUARD SCOTTSDALE FDS 291.0 $14K 0.01% -28.0 -8.8% $46.84 -1.4%
171 BLV VANGUARD BD INDEX FDS 197.0 $14K 0.01% -16.0 -7.5% $68.88 -3.6%
172 BIV VANGUARD BD INDEX FDS 175.0 $13K 0.01% -18.0 -9.3% $76.79 -1.8%
173 COP CONOCOPHILLIPS Energy 127.0 $13K 0.01% $103.96 +25.4%
174 EMB ISHARES TR 136.0 $13K 0.01% -5.0 -3.5% $96.48 -1.6%
175 IEMG ISHARES INC 157.0 $13K 0.01% -23.0 -12.8% $82.77 -1.1%
176 ABBV ABBVIE INC Healthcare 51.0 $13K 0.01% $251.65 +1.5%
177 IGV ISHARES TR 46.0 $13K 0.01% NEW $273.33 -59.9%
178 VWOB VANGUARD WHITEHALL FDS 178.0 $12K 0.01% +30.0 +20.3% $67.30 -1.9%
179 EWN ISHARES INC 313.0 $12K 0.01% NEW $38.01 +80.2%
180 ZION ZIONS BANCORPORATION NATL AS Financial Services 165.0 $11K 0.01% NEW $69.19 -2.0%
Page 9 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%