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Portfolio (Quarterly) Guide ↗

Blue Line Capital, LLC / IL

· CIK 0002111406
13F Portfolio $120M AUM 92 positions Filed Jul 30, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 92 New
Page 5 of 5  ·  92 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 GSBD GOLDMAN SACHS BDC INC Financial Services 14,963.0 $142K 0.12% NEW $9.48 +6.8%
82 BBDC BARINGS BDC INC Financial Services 15,681.0 $134K 0.11% NEW $8.52 +10.0%
83 GDX CALL VANECK ETF TRUST 1,200.0 $91K 0.08% NEW $75.45 +37.5%
84 RWAY RUNWAY GROWTH FINANCE CORP Financial Services 15,638.0 $88K 0.07% NEW $5.61 +17.7%
85 AAPL CALL APPLE INC Technology 300.0 $87K 0.07% NEW $289.36 +8.8%
86 GLD SPDR GOLD TR Financial Services 153.0 $56K 0.05% NEW $368.38 +14.5%
87 META CALL META PLATFORMS INC Communication Services 100.0 $56K 0.05% NEW $563.29 +1.5%
88 ABBV CALL ABBVIE INC Healthcare 100.0 $25K 0.02% NEW $251.64 +3.0%
89 AMZN CALL AMAZON COM INC Consumer Cyclical 100.0 $24K 0.02% NEW $238.34 +7.4%
90 GEV GE VERNOVA INC Utilities 5.0 $6K 0.01% NEW $1174.80 -19.5%
91 CAT CATERPILLAR INC Industrials 5.0 $5K 0.00% NEW $1065.00 -23.3%
92 XOM CALL EXXON MOBIL CORP Energy 300.0 NEW
Page 5 of 5  ·  92 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
Technology 45.1%
Industrials 10.3%
Consumer Cyclical 9.9%
Healthcare 9.3%
Financial Services 9.1%
Communication Services 7.0%
Energy 5.7%
Basic Materials 2.7%
Utilities 1.0%