Hartline Investment Corp holds a focused book of 115 stocks worth $1.1B as of Q2 2026 (disclosed Jul 29, 2026, a ~45-day 13F lag). This quarter they opened Applovin Corp-Class A and trimmed Nvidia Corp. Their largest long position is Nvidia Corp at 11% of the equity book. Cloning the disclosed picks since 2024 would be +49% (+26.1%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/945625/holdings"
Use Arkolith to show HARTLINE INVESTMENT CORP/'s latest holdings, largest changes, and filing provenance.
The reported book (valued from quarter-end) returned +52.1%, a 2.7-point gap that is the cost of the ~45-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning Hartline Investment Corp's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
86% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Hartline Investment Corp
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| FMR LLC | 79 / 80 | $818.1B |
| MORGAN STANLEY | 79 / 80 | $539.1B |
| JPMORGAN CHASE & CO | 79 / 80 | $509.0B |
| BANK OF AMERICA CORP /DE/ | 79 / 80 | $329.1B |
| ROYAL BANK OF CANADA | 79 / 80 | $156.7B |
| WELLS FARGO & COMPANY/MN | 79 / 80 | $137.9B |
| AMERIPRISE FINANCIAL INC | 79 / 80 | $133.7B |
| LPL Financial LLC | 79 / 80 | $48.6B |
Ranked by how many of Hartline Investment Corp's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation Com Stock | $122.2M | 610.7K | 10.6% | ▼−3.0% Reduced · −19K sh | |
| 2 | Ishares Floating Rate Bond ETF ETF | $110.5M | 2.16M | 9.6% | ▲+54% Added · +756K sh | |
| 3 | Berkshire Hathaway Inc Del CL A Stock | $87.6M | 117 | 7.6% | ▼−1.7% Reduced · −2 sh | |
| 4 | Marvell Technology Inc Com Stock | $69.0M | 231.5K | 6.0% | ▼−36% Reduced · −130K sh | |
| 5 | Apple Inc Com Stock | $59.7M | 206.3K | 5.2% | ▼−5.1% Reduced · −11K sh | |
| 6 | Corning Inc Com Stock | $58.3M | 228.2K | 5.1% | ▼−17% Reduced · −47K sh | |
| 7 | Vertiv Holdings Co Com CL A Stock | $48.9M | 146.1K | 4.3% | ▼−24% Reduced · −45K sh | |
| 8 | Alphabet Inc Cap STK CL A Stock | $46.0M | 128.7K | 4.0% | ▼−5.7% Reduced · −8K sh | |
| 9 | Advanced Micro Devices Inc Com Stock | $44.1M | 76.0K | 3.8% | ▼−34% Reduced · −39K sh | |
| 10 | Amazon Com Inc Com Stock | $33.7M | 141.3K | 2.9% | ▼−1.7% Reduced · −2K sh | |
| 11 | Dell Technologies Inc CL C Stock | $31.2M | 72.2K | 2.7% | ▼−15% Reduced · −12K sh | |
| 12 | Eli Lilly & Co Com Stock | $30.4M | 25.4K | 2.6% | ▲+75% Added · +11K sh | |
| 13 | Ishares Treasury Floating Rate Bond ETF ETF | $26.9M | 530.8K | 2.3% | ▲+149% Added · +317K sh | |
| 14 | Microsoft Corp Com Stock | $23.9M | 64.1K | 2.1% | ▼−2.9% Reduced · −2K sh | |
| 15 | Morgan Stanley Com New Stock | $21.7M | 103.8K | 1.9% | ▲+25% Added · +20K sh | |
| 16 | Ge Vernova Inc Com Stock | $20.7M | 17.6K | 1.8% | ▲+3.4% Added · +587 sh | |
| 17 | Walmart Inc Com Stock | $20.6M | 181.5K | 1.8% | ▼−0.9% Reduced · −2K sh | |
| 18 | Schwab 1-5 Year Corporate Bond ETF ETF | $18.3M | 741.4K | 1.6% | ▲+16% Added · +101K sh | |
| 19 | Cloudflare Inc CL A Com Stock | $18.2M | 74.0K | 1.6% | ▼−39% Reduced · −46K sh | |
| 20 | Citigroup Inc Com New Stock | $17.9M | 128.1K | 1.6% | ▲+13% Added · +15K sh | |
| 21 | Meta Platforms Inc CL A Stock | $17.6M | 31.2K | 1.5% | ▼−1.7% Reduced · −548 sh | |
| 22 | International Business Machs Com Stock | $13.1M | 46.5K | 1.1% | ▲30× Added · +45K sh | |
| 23 | Visa Inc Com CL A Stock | $11.6M | 33.7K | 1.0% | ▲+6.4% Added · +2K sh | |
| 24 | Marriott Intl Inc New CL A Stock | $11.2M | 30.1K | 1.0% | ▼~0% Reduced · −6 sh | |
| 25 | Berkshire Hathaway Inc Del CL B New Stock | $10.2M | 20.3K | 0.9% | ▼−10% Reduced · −2K sh | |
| 26 | Costco Wholesale Corporation Com Stock | $8.7M | 9.3K | 0.8% | ▼−0.1% Reduced · −13 sh | |
| 27 | Palantir Technologies Inc CL A Stock | $8.4M | 71.9K | 0.7% | ▼−12% Reduced · −10K sh | |
| 28 | Eaton Corp PLC SHS Stock | $8.3M | 19.4K | 0.7% | ▲+17% Added · +3K sh | |
| 29 | Applovin Corp Com CL A Stock | $7.2M | 13.9K | 0.6% | ▲New New position | |
| 30 | NextEra Energy Inc Com Stock | $6.6M | 75.3K | 0.6% | ▲+7.8% Added · +5K sh | |
| 31 | Applied Matls Inc Com Stock | $6.1M | 8.4K | 0.5% | —Held | |
| 32 | Lowes Cos Inc Com Stock | $6.0M | 27.4K | 0.5% | ▼−3.1% Reduced · −878 sh | |
| 33 | Ge Healthcare Technologies Inc Common Stock Stock | $5.9M | 92.7K | 0.5% | ▲+718% Added · +81K sh | |
| 34 | Shopify Inc CL A Sub VTG SHS Stock | $5.8M | 50.9K | 0.5% | ▼−9.8% Reduced · −6K sh | |
| 35 | American Express Co Com Stock | $5.5M | 16.3K | 0.5% | ▲+14% Added · +2K sh | |
| 36 | Sterling Infrastructure Inc Com Stock | $5.3M | 6.3K | 0.5% | ▼−12% Reduced · −842 sh | |
| 37 | Uber Technologies Inc Com Stock | $5.1M | 70.9K | 0.4% | ▼−5.6% Reduced · −4K sh | |
| 38 | Union Pac Corp Com Stock | $5.1M | 18.6K | 0.4% | —Held | |
| 39 | Palo Alto Networks Inc Com Stock | $4.8M | 14.1K | 0.4% | ▼−30% Reduced · −6K sh | |
| 40 | JPMorgan Chase & Co Com Stock | $4.7M | 14.3K | 0.4% | ▼−2.1% Reduced · −313 sh | |
| 41 | Home Depot Inc Com Stock | $4.6M | 13.0K | 0.4% | ▼−2.4% Reduced · −321 sh | |
| 42 | Servicenow Inc Com Stock | $4.2M | 42.4K | 0.4% | ▲+0.2% Added · +97 sh | |
| 43 | Broadcom Inc Com Stock | $3.3M | 8.7K | 0.3% | ▲+15% Added · +1K sh | |
| 44 | Cisco Sys Inc Com Stock | $3.2M | 27.2K | 0.3% | —Held | |
| 45 | Robinhood MKTS Inc Com CL A Stock | $3.2M | 31.5K | 0.3% | ▲+5.6% Added · +2K sh | |
| 46 | Fastenal Co Com Stock | $3.1M | 64.7K | 0.3% | —Held | |
| 47 | Abbvie Inc Com Stock | $2.8M | 11.1K | 0.2% | ▼−9.7% Reduced · −1K sh | |
| 48 | Vistra Corp Com Stock | $2.8M | 17.4K | 0.2% | ▼−55% Reduced · −21K sh | |
| 49 | Linde PLC SHS Stock | $2.6M | 5.0K | 0.2% | —Held | |
| 50 | Alphabet Inc Cap STK CL C Stock | $2.5M | 7.2K | 0.2% | —Held |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 29, 2026 | 115 | $1.1B | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 29, 2026 | 112 | $908.9M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 9, 2026 | 109 | $924.7M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 29, 2025 | 114 | $964.3M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 29, 2025 | 104 | $880.6M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 29, 2025 | 101 | $749.5M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 29, 2025 | 96 | $871.4M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 5, 2024 | 101 | $801.8M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.