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Portfolio (Quarterly) Guide ↗

DoubleLine ETF Adviser LP

· CIK 0001959989
13F Portfolio $263M AUM 176 positions Filed May 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 49 New 6 Added 121 Reduced 40 Exited
Page 1 of 3  ·  49 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 LLY ELI LILLY & CO Healthcare 9,802.0 $9.0M 3.43% NEW $919.77 +15.8%
2 JNJ JOHNSON & JOHNSON Healthcare 29,674.0 $7.3M 2.76% NEW $244.44 -4.1%
3 ABBV ABBVIE INC Healthcare 21,804.0 $4.7M 1.80% NEW $217.49 -0.8%
4 MRK MERCK & CO INC Healthcare 30,910.0 $3.7M 1.42% NEW $120.29 +1.8%
5 UNH UNITEDHEALTH GROUP INC Healthcare 11,362.0 $3.1M 1.17% NEW $270.59 +43.6%
6 AMGN AMGEN INC Healthcare 6,730.0 $2.4M 0.90% NEW $351.85 -3.6%
7 TMO THERMO FISHER SCIENTIFIC INC Healthcare 4,704.0 $2.3M 0.88% NEW $491.53 -8.8%
8 ABT ABBOTT LABORATORIES Healthcare 21,921.0 $2.3M 0.86% NEW $102.67 -14.9%
9 GILD GILEAD SCIENCES INC Healthcare 15,600.0 $2.2M 0.83% NEW $139.37 -3.6%
10 ISRG INTUITIVE SURGICAL INC Healthcare 4,467.0 $2.1M 0.78% NEW $460.99 -5.0%
11 PFE PFIZER INC Healthcare 72,027.0 $2.0M 0.77% NEW $28.08 -7.8%
12 BMY BRISTOL-MYERS SQUIBB CO Healthcare 26,054.0 $1.6M 0.60% NEW $60.65 -2.0%
13 DHR DANAHER CORP DEL Healthcare 7,960.0 $1.5M 0.57% NEW $189.60 -9.3%
14 SYK STRYKER CORPORATION Healthcare 4,409.0 $1.4M 0.55% NEW $328.59 -3.7%
15 VRTX VERTEX PHARMACEUTICALS INC Healthcare 3,233.0 $1.4M 0.55% NEW $446.54 -2.7%
16 MCK MCKESSON CORP Healthcare 1,582.0 $1.4M 0.52% NEW $865.36 -11.5%
17 MDT MEDTRONIC PLC Healthcare 15,699.0 $1.4M 0.52% NEW $86.65 -9.3%
18 BSX BOSTON SCIENTIFIC CORP Healthcare 18,977.0 $1.2M 0.45% NEW $62.75 -7.9%
19 CVS CVS HEALTH CORP Healthcare 16,464.0 $1.2M 0.45% NEW $71.82 +29.9%
20 REGN REGENERON PHARMACEUTICALS Healthcare 1,316.0 $1.0M 0.39% NEW $772.64 -17.3%
Page 1 of 3  ·  49 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
Communication Services 25.6%
Consumer Cyclical 24.9%
Healthcare 24.7%
Real Estate 24.2%
Technology 0.6%
Industrials 0.0%
Consumer Defensive 0.0%