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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 6 of 11  ·  217 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 ESGD ISHARES TR 430.0 $41K 0.03% $95.57 +7.6%
102 PGX INVESCO EXCH TRADED FD TR II 3,750.0 $41K 0.03% -12K -76.9% $10.88 +0.6%
103 XLE SELECT SECTOR SPDR TR 654.0 $40K 0.03% $61.26 -3.5%
104 VWO VANGUARD INTL EQUITY INDEX F 708.0 $38K 0.03% +8.0 +1.1% $54.08 +8.5%
105 ITOT ISHARES TR 228.0 $32K 0.03% $142.53 +13.8%
106 UBER UBER TECHNOLOGIES INC Technology 450.0 $32K 0.03% $71.93 +3.7%
107 DFSV DIMENSIONAL ETF TRUST 904.0 $32K 0.03% -35.0 -3.7% $35.04 +6.0%
108 AGZ ISHARES TR 284.0 $31K 0.02% +153.0 +116.8% $109.71 -0.8%
109 BSV VANGUARD BD INDEX FDS 389.0 $30K 0.02% -3.0 -0.8% $78.36 -0.6%
110 NVG NUVEEN AMT FREE MUN CR INC F Financial Services 2,453.0 $30K 0.02% NEW $12.33 -0.7%
111 D DOMINION ENERGY INC Utilities 486.0 $30K 0.02% +5.0 +1.0% $61.82 +10.5%
112 T AT&T INC Communication Services 1,028.0 $30K 0.02% $28.99 -14.0%
113 JNJ JOHNSON & JOHNSON Healthcare 120.0 $29K 0.02% $244.44 -5.2%
114 RL RALPH LAUREN CORP Consumer Cyclical 76.0 $26K 0.02% $344.00 -4.3%
115 TRGP TARGA RES CORP Energy 102.0 $26K 0.02% -19.0 -15.7% $250.74 +8.0%
116 MLPX GLOBAL X FDS 333.0 $25K 0.02% $73.94 +3.5%
117 SRE SEMPRA Utilities 250.0 $24K 0.02% $97.17 -5.9%
118 AMZA ETFIS SER TR I 520.0 $24K 0.02% +19.0 +3.8% $46.09 +3.9%
119 NFG NATIONAL FUEL GAS CO Energy 254.0 $24K 0.02% +18.0 +7.6% $93.96 -13.5%
120 UMI USCF ETF TR 407.0 $24K 0.02% $58.59 +5.2%
Page 6 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%