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Portfolio (Quarterly) Guide ↗

HARTLINE INVESTMENT CORP/

· CIK 0000945625
13F Portfolio $925M AUM Filed Feb 9, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 109 New
Page 2 of 6  ·  109 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 C CITIGROUP INC COM NEW Financial Services 105,064.0 $12.3M 1.33% NEW $116.69 +6.7%
22 BERKSHIRE HATHAWAY INC DEL CL B NEW 22,501.0 $11.3M 1.22% NEW $502.65
23 V VISA INC COM CL A Financial Services 31,697.0 $11.1M 1.20% NEW $350.71 -7.1%
24 GEV GE VERNOVA INC COM Utilities 16,330.0 $10.7M 1.15% NEW $653.57 +56.9%
25 TFLO ISHARES TREASURY FLOATING RATE BOND ETF 207,480.0 $10.5M 1.13% NEW $50.46 +0.3%
26 MAR MARRIOTT INTL INC NEW CL A Consumer Cyclical 30,126.0 $9.3M 1.01% NEW $310.24 +24.4%
27 HOOD ROBINHOOD MKTS INC COM CL A Financial Services 74,003.0 $8.4M 0.91% NEW $113.10 -32.6%
28 COST COSTCO WHOLESALE CORPORATION COM Consumer Defensive 9,432.0 $8.1M 0.88% NEW $862.34 +17.3%
29 LOW LOWES COS INC COM Consumer Cyclical 28,362.0 $6.8M 0.74% NEW $241.16 -10.0%
30 UBER UBER TECHNOLOGIES INC COM Technology 83,640.0 $6.8M 0.74% NEW $81.71 -14.1%
31 PANW PALO ALTO NETWORKS INC COM Technology 36,218.0 $6.7M 0.72% NEW $184.20 +34.6%
32 DELL DELL TECHNOLOGIES INC CL C Technology 46,606.0 $5.9M 0.63% NEW $125.88 +151.5%
33 NEE NEXTERA ENERGY INC COM Utilities 68,785.0 $5.5M 0.60% NEW $80.28 +9.2%
34 SHOP SHOPIFY INC CL A SUB VTG SHS Technology 32,701.0 $5.3M 0.57% NEW $160.97 -33.3%
35 ETN EATON CORP PLC SHS Industrials 16,441.0 $5.2M 0.57% NEW $318.51 +26.6%
36 AXP AMERICAN EXPRESS CO COM Financial Services 14,114.0 $5.2M 0.56% NEW $369.96 -15.5%
37 HD HOME DEPOT INC COM Consumer Cyclical 14,007.0 $4.8M 0.52% NEW $344.10 -7.6%
38 JPM JPMORGAN CHASE & CO. COM Financial Services 14,320.0 $4.6M 0.50% NEW $322.22 -7.7%
39 ZG ZILLOW GROUP INC CL A Communication Services 66,567.0 $4.5M 0.49% NEW $68.23 -46.8%
40 UNP UNION PAC CORP COM Industrials 19,257.0 $4.5M 0.48% NEW $231.32 +20.8%
Page 2 of 6  ·  109 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 52.5%
Financial Services 10.7%
Communication Services 10.0%
Consumer Cyclical 7.8%
Industrials 7.5%
Consumer Defensive 4.0%
Healthcare 3.6%
Utilities 2.9%
Energy 0.5%
Basic Materials 0.3%