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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 8 of 11  ·  217 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 ESS ESSEX PPTY TR INC Real Estate 87.0 $21K 0.02% +12.0 +16.0% $242.00 +13.1%
142 WY WEYERHAEUSER CO Real Estate 861.0 $21K 0.02% +63.0 +7.9% $24.43 -4.9%
143 IRM IRON MTN INC DEL Real Estate 205.0 $21K 0.02% -6.0 -2.8% $102.14 +24.7%
144 EQR EQUITY RESIDENTIAL Real Estate 352.0 $21K 0.02% +31.0 +9.7% $59.15 +11.2%
145 EXR EXTRA SPACE STORAGE INC Real Estate 152.0 $20K 0.01% +1.0 +0.7% $131.13 +9.7%
146 MAA MID-AMER APT CMNTYS INC Real Estate 160.0 $20K 0.01% +10.0 +6.7% $122.12 +6.5%
147 SPDW SPDR INDEX SHS FDS 423.0 $19K 0.01% $45.70 +10.2%
148 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 206.0 $19K 0.01% $90.11 +14.1%
149 SPSM SPDR SERIES TRUST 368.0 $18K 0.01% -31.0 -7.8% $48.32 +9.7%
150 GEV GE VERNOVA INC Utilities 20.0 $17K 0.01% $872.90 +19.6%
151 COP CONOCOPHILLIPS Energy 127.0 $17K 0.01% $132.00 -8.7%
152 NOW SERVICENOW INC Technology 160.0 $17K 0.01% $104.55 -4.6%
153 SPEM SPDR INDEX SHS FDS 329.0 $15K 0.01% -44.0 -11.8% $46.98 +8.8%
154 ESGE ISHARES INC 333.0 $15K 0.01% -2.0 -0.6% $45.50 +15.7%
155 VMBS VANGUARD SCOTTSDALE FDS 319.0 $15K 0.01% $46.98 -1.0%
156 BIV VANGUARD BD INDEX FDS 193.0 $15K 0.01% +1.0 +0.5% $77.29 -1.4%
157 VTEB VANGUARD MUN BD FDS 294.0 $15K 0.01% $49.83 -0.0%
158 BLV VANGUARD BD INDEX FDS 213.0 $15K 0.01% $68.78 -1.7%
159 NVT NVENT ELEC PLC Industrials 120.0 $14K 0.01% $118.28 +38.3%
160 EMB ISHARES TR 141.0 $13K 0.01% -11.0 -7.2% $94.09 +1.0%
Page 8 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%