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Portfolio (Quarterly) Guide ↗

BLUELINE ADVISORS LLC

· CIK 0002110066
13F Portfolio $129M AUM 217 positions Filed Apr 7, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 18 New 58 Added 63 Reduced 4 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 JMBS JANUS DETROIT STR TR 54,628.0 $2.5M 1.92% NEW $45.22 -0.7%
2 SUB ISHARES TR 1,604.0 $171K 0.13% NEW $106.50 -0.3%
3 ICSH ISHARES TR 2,436.0 $123K 0.10% NEW $50.62 -0.1%
4 SGOV ISHARES TR 1,225.0 $123K 0.10% NEW $100.66 -0.1%
5 NVG NUVEEN AMT FREE MUN CR INC F Financial Services 2,453.0 $30K 0.02% NEW $12.33 -0.7%
6 FLOT ISHARES TR 222.0 $11K 0.01% NEW $50.95 +0.1%
7 HYG ISHARES TR 133.0 $11K 0.01% NEW $79.58 +0.4%
8 JCPB J P MORGAN EXCHANGE TRADED F 101.0 $5K 0.00% NEW $47.07 -1.0%
9 FLRT PACER FDS TR 54.0 $3K 0.00% NEW $46.44 +0.6%
10 GVI ISHARES TR $23.0 NEW
11 IGIB ISHARES TR $11.0 NEW
12 SCHA SCHWAB STRATEGIC TR $8.0 NEW
13 PCY INVESCO EXCH TRADED FD TR II $5.0 NEW
14 DVYE ISHARES INC $4.0 NEW
15 SPBO SPDR SERIES TRUST $2.0 NEW
16 IUSB ISHARES TR $2.0 NEW
17 VPU VANGUARD WORLD FD $1.0 NEW
18 VGLT VANGUARD SCOTTSDALE FDS $1.0 NEW

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 70.9%
Basic Materials 11.7%
Technology 6.2%
Utilities 3.6%
Real Estate 2.0%
Communication Services 1.7%
Healthcare 1.1%
Energy 0.9%
Industrials 0.7%
Consumer Cyclical 0.7%