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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 3 of 8  ·  144 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 CNQ CANADIAN NAT RES LTD MED TER Energy 140,435.0 $6.8M 0.74% -2K -1.3% $48.73 -2.4%
42 WMT WALMART INC Consumer Defensive 52,715.0 $6.6M 0.70% -4K -7.9% $124.28 +6.6%
43 CVX CHEVRON CORPORATION Energy 31,086.0 $6.4M 0.69% -320.0 -1.0% $206.90 -9.8%
44 XOM EXXON MOBIL CORP Energy 34,296.0 $5.8M 0.62% $169.66 -9.9%
45 CACC CREDIT ACCEP CORP MICH Financial Services 13,450.0 $5.7M 0.61% $423.46 +29.4%
46 WRB BERKLEY W R CORP Financial Services 85,514.0 $5.7M 0.61% +31K +57.4% $66.28 -0.4%
47 V VISA INC Financial Services 17,481.0 $5.3M 0.57% -412.0 -2.3% $302.24 +6.7%
48 OXY OCCIDENTAL PETE CORP Energy 77,294.0 $5.0M 0.54% $65.00 -12.6%
49 IWV ISHARES TR 13,244.0 $4.9M 0.53% $370.68 +12.8%
50 MA MASTERCARD INCORPORATED Financial Services 9,677.0 $4.8M 0.52% $499.66 -1.9%
51 EOG EOG RES INC Energy 31,623.0 $4.6M 0.49% $144.57 -5.9%
52 VT VANGUARD INTL EQUITY INDEX F 32,645.0 $4.5M 0.48% +215.0 +0.7% $138.32 +11.0%
53 JPM JPMORGAN CHASE & CO Financial Services 14,816.0 $4.4M 0.47% $294.16 +2.0%
54 XME SPDR SERIES TRUST 39,817.0 $4.3M 0.46% -795.0 -2.0% $108.01 +7.0%
55 IUSG ISHARES TR 27,574.0 $4.3M 0.46% $155.11 +20.4%
56 HD HOME DEPOT INC Consumer Cyclical 12,262.0 $4.0M 0.43% -240.0 -1.9% $328.89 -7.5%
57 TOTALENERGIES SE 43,700.0 $4.0M 0.43% $90.98
58 BLK BLACKROCK INC Financial Services 4,084.0 $3.9M 0.42% -93.0 -2.2% $961.71 +12.5%
59 XLE SELECT SECTOR SPDR TR 61,898.0 $3.8M 0.41% -894.0 -1.4% $61.26 -2.9%
60 EPD ENTERPRISE PRODS PARTNERS L Energy 99,632.0 $3.8M 0.41% +13K +15.2% $37.84 +3.7%
Page 3 of 8  ·  144 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%