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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 3 of 9  ·  176 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 PFE PFIZER INC Healthcare 72,027.0 $2.0M 0.77% NEW $28.08 -7.8%
42 VTR VENTAS INC Real Estate 24,278.0 $2.0M 0.76% -5K -17.5% $81.78 +7.8%
43 CCI CROWN CASTLE INC Real Estate 22,494.0 $1.8M 0.70% -6K -19.9% $81.31 +12.5%
44 CHTR CHARTER COMMUNICATIONS INC Communication Services 8,173.0 $1.8M 0.67% -5K -39.7% $215.88 -32.8%
45 SBUX STARBUCKS CORP Consumer Cyclical 19,348.0 $1.7M 0.66% -3K -15.2% $89.59 +15.1%
46 BMY BRISTOL-MYERS SQUIBB CO Healthcare 26,054.0 $1.6M 0.60% NEW $60.65 -2.0%
47 IRM IRON MTN INC DEL Real Estate 15,281.0 $1.6M 0.59% -4K -19.9% $102.14 +23.8%
48 VICI VICI PPTYS INC Real Estate 55,361.0 $1.5M 0.58% -14K -19.8% $27.32 +4.3%
49 DHR DANAHER CORP DEL Healthcare 7,960.0 $1.5M 0.57% NEW $189.60 -9.3%
50 SYK STRYKER CORPORATION Healthcare 4,409.0 $1.4M 0.55% NEW $328.59 -3.7%
51 EXR EXTRA SPACE STORAGE INC Real Estate 11,022.0 $1.4M 0.55% -3K -19.9% $131.13 +9.3%
52 VRTX VERTEX PHARMACEUTICALS INC Healthcare 3,233.0 $1.4M 0.55% NEW $446.54 -2.7%
53 MCK MCKESSON CORP Healthcare 1,582.0 $1.4M 0.52% NEW $865.36 -11.5%
54 MDT MEDTRONIC PLC Healthcare 15,699.0 $1.4M 0.52% NEW $86.65 -9.3%
55 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 14,538.0 $1.3M 0.51% -3K -15.0% $92.31 -0.6%
56 MAR MARRIOTT INTL INC NEW Consumer Cyclical 3,835.0 $1.3M 0.48% -736.0 -16.1% $327.07 +12.9%
57 ROST ROSS STORES INC Consumer Cyclical 5,680.0 $1.2M 0.47% -995.0 -14.9% $216.63 +8.4%
58 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 4,016.0 $1.2M 0.47% -761.0 -15.9% $304.08 +5.6%
59 AVB AVALONBAY CMNTYS INC Real Estate 7,331.0 $1.2M 0.46% -2K -20.3% $163.35 +13.7%
60 GM GENERAL MTRS CO Consumer Cyclical 16,057.0 $1.2M 0.46% -3K -17.3% $74.50 +5.8%
Page 3 of 9  ·  176 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%