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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 5 of 6  ·  112 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 WELL WELLTOWER INC COM Real Estate 2,652.0 $524K 0.06% $197.71 +8.4%
82 SO SOUTHERN CO COM Utilities 5,260.0 $508K 0.06% $96.52 -2.6%
83 HASI HA SUSTAINABLE INFRA CAP INC COM Financial Services 13,504.0 $496K 0.06% +3K +28.4% $36.75 +12.7%
84 SEDG SOLAREDGE TECHNOLOGIES INC COM Energy 8,700.0 $444K 0.05% NEW $51.05 +43.3%
85 CVX CHEVRON CORPORATION COM Energy 2,084.0 $431K 0.05% -1K -36.3% $206.90 -11.1%
86 MCD MCDONALDS CORP COM Consumer Cyclical 1,360.0 $423K 0.05% $310.79 -10.3%
87 IBM INTERNATIONAL BUSINESS MACHS COM Technology 1,543.0 $374K 0.04% -335.0 -17.8% $242.39 +9.9%
88 CNI CANADIAN NATL RY CO COM Industrials 3,600.0 $370K 0.04% $102.77 +14.3%
89 SCHF SCHWAB INTERNATIONAL EQUITY ETF 13,744.0 $340K 0.04% $24.75 +10.9%
90 EXC EXELON CORP COM Utilities 6,873.0 $337K 0.04% $49.02 -4.9%
91 BMNR BITMINE IMMERSION TECHS INC COM NEW Financial Services 16,555.0 $327K 0.04% NEW $19.78 -7.7%
92 MSTR STRATEGY INC CL A NEW Technology 2,619.0 $327K 0.04% -716.0 -21.5% $124.80 +17.3%
93 CRM SALESFORCE INC COM Technology 1,732.0 $323K 0.04% -90.0 -4.9% $186.67 -2.8%
94 AEIS ADVANCED ENERGY INDS COM Industrials 975.0 $315K 0.04% -199.0 -16.9% $322.71 -1.2%
95 FSLR FIRST SOLAR INC COM Energy 1,544.0 $305K 0.03% $197.26 +50.3%
96 BLK BLACKROCK INC COM Financial Services 297.0 $286K 0.03% -2K -88.4% $961.71 +9.8%
97 ZTS ZOETIS INC CL A Healthcare 2,413.0 $285K 0.03% -675.0 -21.9% $118.21 -32.5%
98 DTE DTE ENERGY CO COM Utilities 1,948.0 $285K 0.03% $146.22 -0.2%
99 NXT NEXTPOWER INC CLASS A COM Technology 2,087.0 $252K 0.03% -313.0 -13.0% $120.55 +11.5%
100 KMB KIMBERLY-CLARK CORP COM Consumer Defensive 2,414.0 $233K 0.03% $96.47 +3.3%
Page 5 of 6  ·  112 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%