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Portfolio (Quarterly) Guide ↗

HARTLINE INVESTMENT CORP/

· CIK 0000945625
13F Portfolio $909M AUM 112 positions Filed Apr 29, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 6 New 34 Added 27 Reduced 3 Exited
Page 2 of 2  ·  34 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 STRL STERLING INFRASTRUCTURE INC COM Industrials 7,151.0 $2.9M 0.32% +1K +21.1% $407.27 +92.0%
22 CEG CONSTELLATION ENERGY CORP COM Utilities 10,006.0 $2.8M 0.31% +2K +30.1% $279.25 +3.4%
23 ENB ENBRIDGE INC COM Energy 45,280.0 $2.5M 0.27% +12K +37.7% $54.14 +3.7%
24 AVGO BROADCOM INC COM Technology 7,619.0 $2.4M 0.26% +2K +41.6% $309.51 +36.3%
25 XBI STATE STREET SPDR S&P BIOTECH ETF 13,797.0 $1.8M 0.19% +360.0 +2.7% $127.73 +5.3%
26 XOM EXXON MOBIL CORP COM Energy 7,323.0 $1.2M 0.14% +477.0 +7.0% $169.66 -11.7%
27 GS GOLDMAN SACHS GROUP INC COM Financial Services 1,440.0 $1.2M 0.13% +18.0 +1.3% $845.99 +17.8%
28 AMGN AMGEN INC COM Healthcare 3,006.0 $1.1M 0.12% +31.0 +1.0% $351.85 -4.5%
29 GEHC GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK Healthcare 11,334.0 $807K 0.09% +2K +21.3% $71.18 -10.3%
30 SNOW SNOWFLAKE INC COM SHS Technology 4,903.0 $739K 0.08% +135.0 +2.8% $150.82 +16.2%
31 SCHO SCHWAB SHORT-TERM US TREASURY ETF 27,650.0 $671K 0.07% +4K +17.4% $24.27 -0.4%
32 ORCL ORACLE CORP COM Technology 3,798.0 $559K 0.06% +65.0 +1.7% $147.11 +29.8%
33 HASI HA SUSTAINABLE INFRA CAP INC COM Financial Services 13,504.0 $496K 0.06% +3K +28.4% $36.75 +13.5%
34 PACB PACIFIC BIOSCIENCES CALIF INC COM Healthcare 69,000.0 $91K 0.01% +38K +122.6% $1.32 -2.3%
Page 2 of 2  ·  34 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 52.3%
Industrials 10.3%
Communication Services 8.9%
Consumer Cyclical 7.6%
Financial Services 7.3%
Consumer Defensive 4.6%
Utilities 4.4%
Healthcare 3.4%
Energy 0.7%
Basic Materials 0.4%