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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 2 of 7  ·  121 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 AMT AMERICAN TOWER CORP Real Estate 16,594.0 $2.9M 1.09% -4K -19.2% $172.58 +6.5%
22 DIS DISNEY WALT CO Communication Services 28,828.0 $2.8M 1.06% -5K -14.8% $96.38 +6.9%
23 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 12,541.0 $2.5M 0.94% -2K -14.9% $197.50 +15.2%
24 BKNG BOOKING HOLDINGS INC Consumer Cyclical 547.0 $2.3M 0.88% -97.0 -15.1% $4210.32 -96.2%
25 LOW LOWES COS INC Consumer Cyclical 9,446.0 $2.2M 0.85% -2K -15.6% $236.28 -9.0%
26 PSA PUBLIC STORAGE OPER CO Real Estate 8,195.0 $2.2M 0.84% -2K -19.9% $270.88 +12.7%
27 OMC OMNICOM GROUP INC Communication Services 29,303.0 $2.2M 0.84% -17K -37.0% $75.31 -0.5%
28 LYV LIVE NATION ENTERTAINMENT IN Communication Services 14,457.0 $2.2M 0.84% -8K -36.9% $152.51 +8.6%
29 CBRE CBRE GROUP INC Real Estate 15,614.0 $2.1M 0.81% -4K -19.0% $135.46 -3.2%
30 VTR VENTAS INC Real Estate 24,278.0 $2.0M 0.76% -5K -17.5% $81.78 +7.8%
31 CCI CROWN CASTLE INC Real Estate 22,494.0 $1.8M 0.70% -6K -19.9% $81.31 +12.5%
32 CHTR CHARTER COMMUNICATIONS INC Communication Services 8,173.0 $1.8M 0.67% -5K -39.7% $215.88 -32.8%
33 SBUX STARBUCKS CORP Consumer Cyclical 19,348.0 $1.7M 0.66% -3K -15.2% $89.59 +15.1%
34 IRM IRON MTN INC DEL Real Estate 15,281.0 $1.6M 0.59% -4K -19.9% $102.14 +23.8%
35 VICI VICI PPTYS INC Real Estate 55,361.0 $1.5M 0.58% -14K -19.8% $27.32 +4.3%
36 EXR EXTRA SPACE STORAGE INC Real Estate 11,022.0 $1.4M 0.55% -3K -19.9% $131.13 +9.3%
37 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 14,538.0 $1.3M 0.51% -3K -15.0% $92.31 -0.6%
38 MAR MARRIOTT INTL INC NEW Consumer Cyclical 3,835.0 $1.3M 0.48% -736.0 -16.1% $327.07 +12.9%
39 ROST ROSS STORES INC Consumer Cyclical 5,680.0 $1.2M 0.47% -995.0 -14.9% $216.63 +8.4%
40 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 4,016.0 $1.2M 0.47% -761.0 -15.9% $304.08 +5.6%
Page 2 of 7  ·  121 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%