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Portfolio (Quarterly) Guide ↗

GAINLINE FINANCIAL PARTNERS, LLC

· CIK 0002149002
13F Portfolio $107M AUM 56 positions Filed Aug 7, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 56 New
Page 3 of 3  ·  56 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 URA GLOBAL X FDS 6,023.0 $263K 0.25% NEW $43.70 +10.2%
42 IWB ISHARES TR 642.0 $263K 0.24% NEW $409.38 +2.5%
43 WGMI VALKYRIE ETF TRUST II 4,115.0 $260K 0.24% NEW $63.07 -25.9%
44 TT TRANE TECHNOLOGIES PLC Industrials 510.0 $250K 0.23% NEW $490.89 -7.3%
45 BERKSHIRE HATHAWAY INC DEL 499.0 $250K 0.23% NEW $500.39
46 JNJ JOHNSON & JOHNSON Healthcare 958.0 $243K 0.23% NEW $253.91 +7.6%
47 NVDA NVIDIA CORPORATION Technology 1,211.0 $242K 0.23% NEW $200.11 +6.4%
48 JPM JPMORGAN CHASE & CO Financial Services 733.0 $240K 0.22% NEW $327.33 +9.0%
49 BGY BLACKROCK ENHANCED INTL DIV Financial Services 41,310.0 $237K 0.22% NEW $5.74 +2.6%
50 HD HOME DEPOT INC Consumer Cyclical 656.0 $231K 0.22% NEW $352.71 -4.2%
51 SMH VANECK ETF TRUST 313.0 $205K 0.19% NEW $656.19 -15.3%
52 VEA VANGUARD TAX-MANAGED FDS 2,864.0 $204K 0.19% NEW $71.25 +3.5%
53 VSGX VANGUARD WORLD FD 2,438.0 $201K 0.19% NEW $82.34 +2.0%
54 ETHW BITWISE ETHEREUM ETF Financial Services 13,993.0 $158K 0.15% NEW $11.28 +56.1%
55 MASS 908 DEVICES INC Healthcare 12,338.0 $107K 0.10% NEW $8.70 +26.4%
56 GTIM GOOD TIMES RESTAURANTS INC Consumer Cyclical 48,250.0 $68K 0.06% NEW $1.41 +6.4%
Page 3 of 3  ·  56 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 40.5%
Financial Services 32.6%
Communication Services 6.4%
Consumer Cyclical 5.8%
Healthcare 4.9%
Utilities 4.0%
Energy 3.9%
Industrials 1.9%