Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Blue Line Capital, LLC / IL (CIK 2111406) reported $119.9M across 75 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: MU ($8.2M, 6.84%), NVDA ($5.8M, 4.84%), AAPL ($5.8M, 4.82%), AMZN ($5.4M, 4.50%), AVGO ($5.1M, 4.27%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | MU | MICRON TECHNOLOGY INC | $8.2M | 6.84% | 7,106 | Trimmed |
| 2 | NVDA | NVIDIA CORPORATION | $5.8M | 4.84% | 29,035 | Trimmed |
| 3 | AAPL | APPLE INC | $5.8M | 4.82% | 19,967 | Added |
| 4 | AMZN | AMAZON COM INC | $5.4M | 4.50% | 22,629 | Added |
| 5 | AVGO | BROADCOM INC | $5.1M | 4.27% | 13,568 | Added |
| 6 | MSFT | MICROSOFT CORP | $4.6M | 3.83% | 12,304 | Added |
| 7 | LLY | ELI LILLY & CO | $3.8M | 3.16% | 3,156 | New |
| 8 | CRWD | CROWDSTRIKE HLDGS INC | $3.1M | 2.56% | 4,028 | Added |
| 9 | GOOG | ALPHABET INC | $3.0M | 2.53% | 8,580 | Added |
| 10 | GOOGL | ALPHABET INC | $3.0M | 2.50% | 8,388 | Added |
| 11 | TSLA | TESLA INC | $2.9M | 2.39% | 6,811 | Added |
| 12 | SMTH | ALPS ETF TR | $2.8M | 2.30% | 107,187 | Added |
| 13 | META | META PLATFORMS INC | $2.7M | 2.26% | 4,820 | Trimmed |
| 14 | URI | UNITED RENTALS INC | $2.7M | 2.23% | 2,361 | Added |
| 15 | JPM | JPMORGAN CHASE & CO | $2.5M | 2.10% | 7,706 | Added |
| 16 | IJR | ISHARES TR | $2.5M | 2.09% | 16,864 | Added |
| 17 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $2.1M | 1.77% | 4,239 | Added |
| 18 | PLTR | PALANTIR TECHNOLOGIES INC | $2.1M | 1.73% | 17,741 | Added |
| 19 | WAB | WABTEC | $1.8M | 1.51% | 6,727 | Added |
| 20 | ABBV | ABBVIE INC | $1.8M | 1.47% | 7,018 | Added |
| 21 | OUNZ | VANECK MERK GOLD ETF | $1.7M | 1.45% | 45,106 | Added |
| 22 | CQQQ | INVESCO EXCH TRADED FD TR II | $1.7M | 1.44% | 30,327 | New |
| 23 | GDX | VANECK ETF TRUST | $1.7M | 1.43% | 22,675 | Added |
| 24 | MTZ | MASTEC INC | $1.7M | 1.41% | 4,052 | Trimmed |
| 25 | VRT | VERTIV HOLDINGS CO | $1.6M | 1.32% | 4,713 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30