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Portfolio (Quarterly) Guide ↗

Greenline Partners, LLC

· CIK 0001697323
13F Portfolio $874M AUM Filed Feb 17, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 149 New
Page 2 of 8  ·  149 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 RIO RIO TINTO PLC SPONSORED ADR Basic Materials 144,484.0 $11.6M 1.32% NEW $80.03 +32.7%
22 LNG CHENIERE ENERGY INC Energy 57,592.0 $11.2M 1.28% NEW $194.39 +18.6%
23 MSFT MICROSOFT CORP Technology 22,366.0 $10.8M 1.24% NEW $483.62 -18.7%
24 AMZN AMAZON COM INC Consumer Cyclical 45,648.0 $10.5M 1.21% NEW $230.82 +6.7%
25 STIP ISHARES TR 99,604.0 $10.2M 1.17% NEW $102.39 -0.0%
26 WMB WILLIAMS COS INC Energy 167,747.0 $10.1M 1.15% NEW $60.11 +18.1%
27 ALB ALBEMARLE CORP Basic Materials 65,345.0 $9.2M 1.06% NEW $141.44 +18.6%
28 VALE VALE S A SPONSORED ADS Basic Materials 661,200.0 $8.6M 0.99% NEW $13.03 +23.2%
29 DISV DIMENSIONAL ETF TRUST 225,334.0 $8.6M 0.98% NEW $38.00 +11.8%
30 CB CHUBB LIMITED Financial Services 26,762.0 $8.4M 0.96% NEW $312.12 +4.7%
31 META META PLATFORMS INC Communication Services 12,460.0 $8.2M 0.94% NEW $660.09 -9.3%
32 IAU ISHARES GOLD TR Financial Services 99,834.0 $8.1M 0.93% NEW $81.17 +0.6%
33 MKL MARKEL GROUP INC Financial Services 3,728.0 $8.0M 0.92% NEW $2149.65 -13.0%
34 SCHO SCHWAB STRATEGIC TR 317,888.0 $7.7M 0.89% NEW $24.37 -0.9%
35 VPU VANGUARD WORLD FD 40,610.0 $7.5M 0.86% NEW $185.04 +5.2%
36 BHP BHP GROUP LTD SPONSORED ADS Basic Materials 123,288.0 $7.4M 0.85% NEW $60.37 +54.0%
37 FCX FREEPORT-MCMORAN INC Basic Materials 130,736.0 $6.6M 0.76% NEW $50.79 +38.6%
38 WMT WALMART INC Consumer Defensive 57,209.0 $6.4M 0.73% NEW $111.41 +8.3%
39 JNJ JOHNSON & JOHNSON Healthcare 30,589.0 $6.3M 0.72% NEW $206.95 +13.4%
40 V VISA INC Financial Services 17,893.0 $6.3M 0.72% NEW $350.71 -5.2%
Page 2 of 8  ·  149 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 31.1%
Energy 20.4%
Basic Materials 17.9%
Technology 8.3%
Communication Services 8.2%
Consumer Cyclical 5.3%
Healthcare 3.7%
Consumer Defensive 3.4%
Industrials 1.5%
Utilities 0.1%