Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

STRAIGHTLINE GROUP LLC 13F Holdings -- Portfolio & Top Positions (2026-03-31)

STRAIGHTLINE GROUP LLC (CIK 1444864) reported $201.1M across 17 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: XTRE ($51.6M, 25.66%), XMHQ ($37.6M, 18.71%), GSIE ($31.7M, 15.77%), CAPE ($28.9M, 14.36%), IBHF ($20.9M, 10.40%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1XTREBONDBLOXX ETF TRUST$51.6M25.66%1.0MAdded
2XMHQINVESCO EXCHANGE TRADED FD T$37.6M18.71%363,959Added
3GSIEGOLDMAN SACHS ETF TR$31.7M15.77%735,238Added
4CAPEDOUBLELINE ETF TRUST$28.9M14.36%936,206Trimmed
5IBHFISHARES TR$20.9M10.40%911,742Added
6RAAXVANECK ETF TRUST$19.3M9.58%473,126New
7XLCSELECT SECTOR SPDR TR$2.2M1.10%19,951Added
8XLPSELECT SECTOR SPDR TR$2.2M1.08%26,400Added
9XLYSELECT SECTOR SPDR TR$2.0M0.99%18,357Added
10XLBSELECT SECTOR SPDR TR$1.7M0.84%34,005Trimmed
11IBKRINTERACTIVE BROKERS GROUP IN$886,8510.44%13,223Trimmed
12ALLYALLY FINL INC$716,7720.36%18,271Added
13UPWKUPWORK INC$466,0320.23%42,521Added
14STLASTELLANTIS N.V$279,6450.14%39,442Added
15ULCCFRONTIER GROUP HLDGS INC$231,4850.12%65,576Added
16OSCROSCAR HEALTH INC$245,6080.12%21,413Added
17ZSEPINNOVATOR ETFS TRUST$201,3280.10%10,637New

Source: SEC Form 13F filings · as of 2026-03-31