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Portfolio (Quarterly) Guide ↗

Greenline Partners, LLC

· CIK 0001697323
13F Portfolio $930.3B AUM 171 positions Filed May 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 2 New 28 Added 51 Reduced 7 Exited
Page 2 of 3  ·  51 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 BLK BLACKROCK INC Financial Services 4,084.0 $3.9M 0.42% -93.0 -2.2% $961.71 +12.5%
22 XLE SELECT SECTOR SPDR TR 61,898.0 $3.8M 0.41% -894.0 -1.4% $61.26 -2.9%
23 DE DEERE & CO Industrials 5,977.0 $3.4M 0.36% -40.0 -0.7% $563.30 +2.0%
24 VCSH VANGUARD SCOTTSDALE FDS 39,871.0 $3.2M 0.34% -8K -15.9% $79.27 -0.6%
25 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 2,763.0 $2.8M 0.30% -194.0 -6.6% $996.43 +4.5%
26 COP CONOCOPHILLIPS Energy 18,478.0 $2.4M 0.26% -245.0 -1.3% $132.00 -9.9%
27 SCHW SCHWAB CHARLES CORP Financial Services 24,336.0 $2.3M 0.25% -730.0 -2.9% $93.98 -4.8%
28 SCHR SCHWAB STRATEGIC TR 91,720.0 $2.3M 0.25% -18K -16.3% $24.91 -1.5%
29 PKX POSCO HOLDINGS INC Basic Materials 37,848.0 $2.2M 0.24% -6K -12.9% $58.49 +41.3%
30 SOUTH BOW CORP 49,462.0 $1.6M 0.18% -405.0 -0.8% $33.32
31 PFE PFIZER INC Healthcare 52,802.0 $1.5M 0.16% -2K -3.5% $28.08 -8.3%
32 UNH UNITEDHEALTH GROUP INC Healthcare 5,330.0 $1.4M 0.15% -1K -16.9% $270.59 +47.5%
33 RGLD ROYAL GOLD INC Basic Materials 4,996.0 $1.3M 0.14% -100.0 -2.0% $254.49 -5.5%
34 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 17,409.0 $1.3M 0.14% -315.0 -1.8% $72.69 +10.6%
35 ADP AUTOMATIC DATA PROCESSING IN Industrials 5,664.0 $1.2M 0.12% -310.0 -5.2% $203.18 +5.6%
36 NEM NEWMONT CORP Basic Materials 9,852.0 $1.1M 0.12% -284.0 -2.8% $108.25 +7.5%
37 PG PROCTER & GAMBLE CO Consumer Defensive 6,672.0 $964K 0.10% -420.0 -5.9% $144.44 -1.2%
38 B BARRICK MNG CORP Basic Materials 23,461.0 $957K 0.10% -699.0 -2.9% $40.79 -0.4%
39 ENFR ALPS ETF TR 18,522.0 $708K 0.08% -25K -57.8% $38.21 +3.4%
40 T AT&T INC Communication Services 22,386.0 $649K 0.07% -4K -14.3% $28.99 -14.9%
Page 2 of 3  ·  51 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
Financial Services 29.4%
Energy 24.8%
Basic Materials 19.2%
Communication Services 7.0%
Technology 6.7%
Consumer Cyclical 4.7%
Consumer Defensive 3.4%
Healthcare 3.3%
Industrials 1.4%
Utilities 0.1%