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Portfolio (Quarterly) Guide ↗

BLUELINE ADVISORS LLC

· CIK 0002110066
13F Portfolio $123M AUM Filed Feb 10, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 213 New
Page 7 of 11  ·  213 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 SUI SUN CMNTYS INC Real Estate 165.0 $20K 0.02% NEW $123.92 -0.7%
122 MLPA GLOBAL X FDS 421.0 $20K 0.02% NEW $48.41 +14.8%
123 EQR EQUITY RESIDENTIAL Real Estate 321.0 $20K 0.02% NEW $63.04 +4.3%
124 MLPX GLOBAL X FDS 333.0 $20K 0.02% NEW $60.53 +26.4%
125 NI NISOURCE INC Utilities 481.0 $20K 0.02% NEW $41.76 +14.2%
126 WPC WP CAREY INC Real Estate 311.0 $20K 0.02% NEW $64.36 +16.5%
127 SWX SOUTHWEST GAS HLDGS INC Utilities 250.0 $20K 0.02% NEW $80.02 +12.0%
128 UMI USCF ETF TR 407.0 $20K 0.02% NEW $49.08 +25.6%
129 DUK DUKE ENERGY CORP NEW Utilities 170.0 $20K 0.02% NEW $117.21 +6.4%
130 EXC EXELON CORP Utilities 455.0 $20K 0.02% NEW $43.59 +4.0%
131 WEC WEC ENERGY GROUP INC Utilities 188.0 $20K 0.02% NEW $105.46 +4.9%
132 AMZA ETFIS SER TR I 501.0 $20K 0.02% NEW $39.51 +21.2%
133 ED CONSOLIDATED EDISON INC Utilities 198.0 $20K 0.02% NEW $99.32 +8.1%
134 EXR EXTRA SPACE STORAGE INC Real Estate 151.0 $20K 0.02% NEW $130.23 +10.5%
135 ESS ESSEX PPTY TR INC Real Estate 75.0 $20K 0.02% NEW $261.68 +4.6%
136 SO SOUTHERN CO Utilities 224.0 $20K 0.02% NEW $87.20 +7.4%
137 ET ENERGY TRANSFER L P Energy 1,158.0 $19K 0.02% NEW $16.49 +21.3%
138 WY WEYERHAEUSER CO MTN BE Real Estate 798.0 $19K 0.01% NEW $23.69 -1.9%
139 NFG NATIONAL FUEL GAS CO Energy 236.0 $19K 0.01% NEW $80.06 +1.5%
140 SPDW SPDR INDEX SHS FDS 423.0 $19K 0.01% NEW $44.45 +13.2%
Page 7 of 11  ·  213 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
Financial Services 66.4%
Basic Materials 16.1%
Technology 7.1%
Utilities 3.1%
Real Estate 1.9%
Communication Services 1.7%
Healthcare 1.0%
Consumer Cyclical 0.8%
Energy 0.7%
Industrials 0.7%