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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 5 of 7  ·  121 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 UDR UDR INC Real Estate 15,546.0 $525K 0.20% -4K -20.4% $33.78 +12.5%
82 EXPE EXPEDIA GROUP INC Consumer Cyclical 2,239.0 $517K 0.20% -265.0 -10.6% $230.89 -7.0%
83 EGP EASTGROUP PPTYS INC Real Estate 2,758.0 $510K 0.19% -683.0 -19.9% $185.09 +10.8%
84 TPR TAPESTRY INC Consumer Cyclical 3,366.0 $475K 0.18% -714.0 -17.5% $141.11 -1.9%
85 AMH AMERICAN HOMES 4 RENT Real Estate 16,884.0 $471K 0.18% -4K -19.8% $27.92 +15.6%
86 CCL CARNIVAL CORP Consumer Cyclical 17,789.0 $460K 0.17% -4K -16.7% $25.88 +0.4%
87 BRX BRIXMOR PPTY GROUP INC Real Estate 15,869.0 $457K 0.17% -4K -19.9% $28.80 +7.1%
88 TSCO TRACTOR SUPPLY CO Consumer Cyclical 9,908.0 $449K 0.17% -1K -12.0% $45.30 -30.2%
89 ADC AGREE RLTY CORP Real Estate 5,948.0 $448K 0.17% -1K -16.7% $75.38 +0.1%
90 DRI DARDEN RESTAURANTS INC Consumer Cyclical 2,219.0 $435K 0.17% -342.0 -13.3% $196.04 +3.8%
91 CUBE CUBESMART Real Estate 11,853.0 $434K 0.17% -3K -19.8% $36.65 +9.3%
92 ULTA ULTA BEAUTY INC Consumer Cyclical 831.0 $434K 0.17% -141.0 -14.5% $522.71 -1.5%
93 FRT FEDERAL RLTY INVT TR NEW Real Estate 4,070.0 $432K 0.17% -1K -19.8% $106.21 +12.7%
94 PHM PULTE GROUP INC Consumer Cyclical 3,665.0 $431K 0.16% -583.0 -13.7% $117.61 -1.0%
95 WSM WILLIAMS SONOMA INC Consumer Cyclical 2,274.0 $415K 0.16% -410.0 -15.3% $182.33 +5.6%
96 NNN NNN REIT INC Real Estate 9,840.0 $414K 0.16% -2K -19.3% $42.03 +7.1%
97 FR FIRST INDL RLTY TR INC Real Estate 6,850.0 $396K 0.15% -2K -20.0% $57.85 +9.4%
98 BXP BXP INC Real Estate 7,625.0 $396K 0.15% -2K -20.0% $51.90 +16.2%
99 REXR REXFORD INDL RLTY INC Real Estate 11,910.0 $390K 0.15% -3K -22.3% $32.73 +10.5%
100 Z ZILLOW GROUP INC Communication Services 9,110.0 $377K 0.14% -2K -19.6% $41.38 -11.2%
Page 5 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%