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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
Page 3 of 11  ·  217 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 GLD SPDR GOLD TR Financial Services 599.0 $258K 0.20% -213.0 -26.2% $430.29 -3.1%
42 MUB ISHARES TR 2,392.0 $254K 0.20% +2K +216.0% $106.16 -0.1%
43 JFR NUVEEN FLOATING RATE INCOME Financial Services 29,524.0 $223K 0.17% +18K +148.8% $7.56 -0.1%
44 VSGX VANGUARD WORLD FD 3,072.0 $220K 0.17% +123.0 +4.2% $71.73 +11.9%
45 NVDA NVIDIA CORPORATION Technology 1,200.0 $209K 0.16% $174.40 +25.9%
46 VGSH VANGUARD SCOTTSDALE FDS 3,457.0 $202K 0.16% -3K -42.8% $58.54 -0.5%
47 SHY ISHARES TR 2,450.0 $202K 0.16% -2K -43.2% $82.57 -0.5%
48 SCHV SCHWAB STRATEGIC TR 6,338.0 $193K 0.15% -92.0 -1.4% $30.50 +8.2%
49 NUMV NUSHARES ETF TR 4,936.0 $191K 0.15% +3K +165.8% $38.77 +7.8%
50 USMV ISHARES TR 1,981.0 $184K 0.14% $92.74 +3.6%
51 NUHY NUSHARES ETF TR 8,663.0 $183K 0.14% +906.0 +11.7% $21.18 +0.6%
52 VEA VANGUARD TAX-MANAGED FDS 2,838.0 $182K 0.14% -135.0 -4.5% $64.09 +10.3%
53 SUB ISHARES TR 1,604.0 $171K 0.13% NEW $106.50 -0.3%
54 TFI SPDR SERIES TRUST 3,587.0 $163K 0.13% +367.0 +11.4% $45.34 -0.3%
55 SPYM SPDR SERIES TRUST 2,040.0 $156K 0.12% -27.0 -1.3% $76.55 +14.2%
56 DFNM DIMENSIONAL ETF TRUST 3,140.0 $151K 0.12% +778.0 +32.9% $47.93 -0.1%
57 PIO INVESCO EXCH TRADED FD TR II 3,273.0 $142K 0.11% +937.0 +40.1% $43.42 +0.3%
58 HYMB SPDR SERIES TRUST 5,695.0 $141K 0.11% +530.0 +10.3% $24.80 +0.5%
59 JMUB J P MORGAN EXCHANGE TRADED F 2,821.0 $141K 0.11% +563.0 +24.9% $49.99 -0.1%
60 J P MORGAN EXCHANGE TRADED F 2,652.0 $134K 0.10% +2K +1212.9% $50.62
Page 3 of 11  ·  217 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 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%