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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 4 of 8  ·  144 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 XBI SPDR SERIES TRUST 28,711.0 $3.7M 0.39% $127.73 +2.3%
62 IUSV ISHARES TR 35,658.0 $3.6M 0.39% $102.25 +5.8%
63 DE DEERE & CO Industrials 5,977.0 $3.4M 0.36% -40.0 -0.7% $563.30 +2.0%
64 PAYC PAYCOM SOFTWARE INC Technology 26,422.0 $3.2M 0.34% $121.54 +9.9%
65 VCSH VANGUARD SCOTTSDALE FDS 39,871.0 $3.2M 0.34% -8K -15.9% $79.27 -0.6%
66 IBB ISHARES TR 16,847.0 $2.8M 0.31% $168.85 -1.2%
67 INTC INTEL CORP Technology 62,672.0 $2.8M 0.30% $44.13 +162.7%
68 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 2,763.0 $2.8M 0.30% -194.0 -6.6% $996.43 +4.5%
69 NVDA NVIDIA CORPORATION Technology 14,224.0 $2.5M 0.27% $174.40 +35.2%
70 COP CONOCOPHILLIPS Energy 18,478.0 $2.4M 0.26% -245.0 -1.3% $132.00 -9.9%
71 SCHW SCHWAB CHARLES CORP Financial Services 24,336.0 $2.3M 0.25% -730.0 -2.9% $93.98 -4.8%
72 SCHR SCHWAB STRATEGIC TR 91,720.0 $2.3M 0.25% -18K -16.3% $24.91 -1.5%
73 FNV FRANCO NEV CORP Basic Materials 9,110.0 $2.3M 0.24% $247.05 -3.7%
74 PKX POSCO HOLDINGS INC Basic Materials 37,848.0 $2.2M 0.24% -6K -12.9% $58.49 +41.3%
75 GLD SPDR GOLD TR Financial Services 5,049.0 $2.2M 0.23% $430.29 -0.7%
76 EFA ISHARES TR 20,948.0 $2.0M 0.22% $97.13 +4.7%
77 IVV ISHARES TR 2,877.0 $1.9M 0.20% $653.21 +13.7%
78 WPM WHEATON PRECIOUS METALS CORP Basic Materials 13,850.0 $1.8M 0.20% $131.01 +6.3%
79 KMX CARMAX INC Consumer Cyclical 42,478.0 $1.8M 0.19% $41.58 -8.4%
80 SOUTH BOW CORP 49,462.0 $1.6M 0.18% -405.0 -0.8% $33.32
Page 4 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%