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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 4 of 11  ·  217 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 ESML ISHARES TR 2,830.0 $133K 0.10% +27.0 +1.0% $47.02 +10.3%
62 VYM VANGUARD WHITEHALL FDS 882.0 $131K 0.10% $148.10 +6.2%
63 XBI SPDR SERIES TRUST 1,010.0 $129K 0.10% +832.0 +467.4% $127.67 +4.0%
64 ICSH ISHARES TR 2,436.0 $123K 0.10% NEW $50.62 -0.1%
65 SGOV ISHARES TR 1,225.0 $123K 0.10% NEW $100.66 -0.1%
66 DVY ISHARES TR 799.0 $121K 0.09% -29.0 -3.5% $151.41 +1.8%
67 XHB SPDR SERIES TRUST 1,163.0 $115K 0.09% $98.72 +0.9%
68 SUSB ISHARES TR 4,518.0 $113K 0.09% -1K -19.4% $25.07 -0.5%
69 MEAR ISHARES U S ETF TR 2,176.0 $110K 0.09% -128.0 -5.6% $50.34 -0.3%
70 VCEB VANGUARD WORLD FD 1,713.0 $108K 0.08% -2K -53.8% $62.83 -0.7%
71 GSY INVESCO ACTIVELY MANAGED EXC 2,134.0 $107K 0.08% -5K -70.1% $50.12 -0.1%
72 EAGG ISHARES TR 2,235.0 $106K 0.08% -1K -40.0% $47.55 -1.0%
73 EEM ISHARES TR 1,841.0 $105K 0.08% $56.79 +16.3%
74 NUDV NUSHARES ETF TR 3,198.0 $98K 0.08% -289.0 -8.3% $30.75 +4.8%
75 XJH ISHARES TR 2,133.0 $97K 0.07% -96.0 -4.3% $45.37 +8.4%
76 NMZ NUVEEN MUN HIGH INCOME OPPOR Financial Services 9,314.0 $97K 0.07% -2K -17.4% $10.38 -3.6%
77 SDY SPDR SERIES TRUST 648.0 $95K 0.07% -15.0 -2.3% $145.94 +1.9%
78 PWV INVESCO EXCHANGE TRADED FD T 1,332.0 $93K 0.07% -152.0 -10.2% $69.71 +6.2%
79 VB VANGUARD INDEX FDS 307.0 $80K 0.06% $261.93 +9.4%
80 TRV TRAVELERS COMPANIES INC Financial Services 272.0 $79K 0.06% $291.68 +5.2%
Page 4 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%