Hartline Investment Corp/ Portfolio Stock Holdings

Hartline Investment Corp/ disclosed 112 stock positions valued at approximately $908.9 million in its latest SEC 13F filing. The largest holdings include NVIDIA CORPORATION COM, BERKSHIRE HATHAWAY INC DEL CL A, and ISHARES FLOATING RATE BOND ETF. The filing reflects positions held as of March 31, 2026 and was filed on April 29, 2026.

Report Period
March 31, 2026
No. of Stocks
112
Portfolio Value
$908.9M
Holdings by Sector
Hartline Investment Corp/ Portfolio Holdings in Q1 2026

111 holdings in the latest reporting period.

Page 1 of 2
CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
NVIDIA CORPORATION COMNVDATechnology12.09%629,855+5,712+0.92%$109,846,712
BERKSHIRE HATHAWAY INC DEL CL ABRK-AFinancial Services9.40%119--$85,458,660
ISHARES FLOATING RATE BOND ETFFLOTOther7.89%1,407,923-10,164-0.72%$71,733,677
APPLE INC COMAAPLTechnology6.07%217,374+326+0.15%$55,167,415
VERTIV HOLDINGS CO COM CL AVRTIndustrials5.26%190,948-2,041-1.06%$47,847,750
ALPHABET INC CAP STK CL AGOOGLCommunication Services4.32%136,491+2,565+1.92%$39,249,358
CORNING INC COMGLWTechnology4.12%275,364-13,419-4.65%$37,441,243
MARVELL TECHNOLOGY INC COMMRVLTechnology3.93%361,043+2,941+0.82%$35,761,309
AMAZON COM INC COMAMZNConsumer Cyclical3.29%143,699+2,725+1.93%$29,928,191
CLOUDFLARE INC CL A COMNETTechnology2.74%120,517-605-0.50%$24,867,478
MICROSOFT CORP COMMSFTTechnology2.69%66,019+231+0.35%$24,438,267
ADVANCED MICRO DEVICES INC COMAMDTechnology2.57%114,656-1,831-1.57%$23,324,470
WALMART INC COMWMTConsumer Defensive2.50%183,189-150-0.08%$22,766,729
META PLATFORMS INC CL AMETACommunication Services2.00%31,749+588+1.89%$18,164,555
SCHWAB 1-5 YEAR CORPORATE BOND ETFSCHJOther1.74%640,325+63,035+10.92%$15,832,036
GE VERNOVA INC COMGEVUtilities1.63%17,022+692+4.24%$14,858,504
DELL TECHNOLOGIES INC CL CDELLTechnology1.53%84,632+38,026+81.59%$13,890,650
MORGAN STANLEY COM NEWMSFinancial Services1.51%83,337+1,435+1.75%$13,714,770
ELI LILLY & CO COMLLYHealthcare1.47%14,494+734+5.33%$13,331,146
CITIGROUP INC COM NEWCFinancial Services1.41%113,135+8,071+7.68%$12,830,640
PALANTIR TECHNOLOGIES INC CL APLTRTechnology1.31%81,470+436+0.54%$11,917,432
BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-BFinancial Services1.20%22,732+231+1.03%$10,893,174
ISHARES TREASURY FLOATING RATE BOND ETFTFLOOther1.19%213,380+5,900+2.84%$10,803,429
MARRIOTT INTL INC NEW CL AMARConsumer Cyclical1.08%30,126--$9,853,311
VISA INC COM CL AVFinancial Services1.05%31,658-39-0.12%$9,568,314
COSTCO WHOLESALE CORPORATION COMCOSTConsumer Defensive1.02%9,340-92-0.98%$9,306,656
SHOPIFY INC CL A SUB VTG SHSSHOPTechnology0.74%56,485+23,784+72.73%$6,700,251
LOWES COS INC COMLOWConsumer Cyclical0.74%28,316-46-0.16%$6,690,504
NEXTERA ENERGY INC COMNEEUtilities0.71%69,876+1,091+1.59%$6,490,083
EATON CORP PLC SHSETNOther0.65%16,621+180+1.09%$5,944,833
VISTRA CORP COMVSTUtilities0.63%38,392+34,869+989.75%$5,771,469
UBER TECHNOLOGIES INC COMUBERTechnology0.59%75,137-8,503-10.17%$5,404,604
UNION PAC CORP COMUNPIndustrials0.50%18,612-645-3.35%$4,515,657
SERVICENOW INC COMNOWTechnology0.49%42,335-48,675-53.48%$4,426,124
HOME DEPOT INC COMHDConsumer Cyclical0.48%13,350-657-4.69%$4,390,696
AMERICAN EXPRESS CO COMAXPFinancial Services0.48%14,349+235+1.67%$4,340,428
JPMORGAN CHASE & CO COMJPMFinancial Services0.47%14,564+244+1.70%$4,284,211
PALO ALTO NETWORKS INC COMPANWTechnology0.35%20,056-16,162-44.62%$3,215,378
FASTENAL CO COMFASTIndustrials0.33%64,660--$3,000,224
STERLING INFRASTRUCTURE INC COMSTRLIndustrials0.32%7,151+1,244+21.06%$2,912,388
APPLIED MATLS INC COMAMATTechnology0.32%8,385--$2,865,909
CONSTELLATION ENERGY CORP COMCEGUtilities0.31%10,006+2,315+30.10%$2,794,176
ABBVIE INC COMABBVHealthcare0.29%12,311--$2,677,519
WASTE MGMT INC DEL COMWMIndustrials0.29%11,510--$2,644,883
LINDE PLC SHSLINOther0.27%4,988--$2,472,851
ENBRIDGE INC COMENBEnergy0.27%45,280+12,402+37.72%$2,451,459
BROADCOM INC COMAVGOTechnology0.26%7,619+2,240+41.64%$2,358,157
CISCO SYS INC COMCSCOTechnology0.23%27,232--$2,112,931
ROBINHOOD MKTS INC COM CL AHOODFinancial Services0.23%29,850-44,153-59.66%$2,068,605
ALPHABET INC CAP STK CL CGOOGCommunication Services0.23%7,177-1,033-12.58%$2,058,794
ILLINOIS TOOL WKS INC COMITWIndustrials0.22%7,823-1,001-11.34%$2,036,249
STRYKER CORPORATION COMSYKHealthcare0.22%6,138--$2,016,885
SCHWAB INTERMEDIATE-TERM US TREASURY ETFSCHROther0.22%79,700--$1,985,327
OREILLY AUTOMOTIVE INC COMORLYConsumer Cyclical0.21%20,607--$1,902,232
ZILLOW GROUP INC CL AZGCommunication Services0.20%44,946-21,621-32.48%$1,860,315
CINTAS CORP COMCTASIndustrials0.20%10,620--$1,796,267
AFLAC INC COMAFLFinancial Services0.20%16,268--$1,784,762
STATE STREET SPDR S&P BIOTECH ETFXBIOther0.19%13,797+360+2.68%$1,762,291
VANGUARD SMALL-CAP GROWTH ETFVBKOther0.14%4,306--$1,301,489
EXXON MOBIL CORP COMXOMEnergy0.14%7,323+477+6.97%$1,242,420
GOLDMAN SACHS GROUP INC COMGSFinancial Services0.13%1,440+18+1.27%$1,218,226
VEEVA SYS INC CL A COMVEEVHealthcare0.13%6,870-454-6.20%$1,206,784
MICROCHIP TECHNOLOGY INC. COMMCHPTechnology0.13%18,150--$1,172,672
AMGEN INC COMAMGNHealthcare0.12%3,006+31+1.04%$1,057,661
VANGUARD MEGA CAP GROWTH ETFMGKOther0.11%2,685--$986,576
DISNEY WALT CO COMDISCommunication Services0.10%9,308--$897,105
ABBOTT LABORATORIES COMABTHealthcare0.09%8,198+25+0.31%$841,689
SYNOPSYS INC COMSNPSTechnology0.09%2,115+2,115+100.00%$838,555
LABCORP HOLDINGS INC COM SHSLHHealthcare0.09%3,100--$827,111
GE HEALTHCARE TECHNOLOGIES INC COMMON STOCKGEHCHealthcare0.09%11,334+1,992+21.32%$806,754
CARRIER GLOBAL CORPORATION COMCARRIndustrials0.09%14,274-25-0.17%$803,769
SNOWFLAKE INC COM SHSSNOWTechnology0.08%4,903+135+2.83%$739,470
NETFLIX INC. COMNFLXCommunication Services0.08%7,601-5,230-40.76%$730,836
SCHWAB U.S. LARGE-CAP ETFSCHXOther0.08%26,798--$687,101
PUBLIC STORAGE OPER CO COMPSAReal Estate0.07%2,489--$674,220
SCHWAB SHORT-TERM US TREASURY ETFSCHOOther0.07%27,650+4,100+17.41%$671,066
PRICE T ROWE GROUP INC COMTROWFinancial Services0.07%7,070--$637,290
MEDTRONIC PLC SHSMDTOther0.07%7,225--$626,046
ORACLE CORP COMORCLTechnology0.06%3,798+65+1.74%$558,724
EXTRA SPACE STORAGE INC COMEXRReal Estate0.06%4,021--$527,274
WELLTOWER INC COMWELLReal Estate0.06%2,652--$524,327
SOUTHERN CO COMSOUtilities0.06%5,260--$507,695
HA SUSTAINABLE INFRA CAP INC COMHASIReal Estate0.05%13,504+2,990+28.44%$496,272
SOLAREDGE TECHNOLOGIES INC COMSEDGTechnology0.05%8,700+8,700+100.00%$444,135
CHEVRON CORPORATION COMCVXEnergy0.05%2,084-1,187-36.29%$431,180
MCDONALDS CORP COMMCDConsumer Cyclical0.05%1,360--$422,674
INTERNATIONAL BUSINESS MACHS COMIBMTechnology0.04%1,543-335-17.84%$374,008
CANADIAN NATL RY CO COMCNIIndustrials0.04%3,600--$369,972
SCHWAB INTERNATIONAL EQUITY ETFSCHFOther0.04%13,744-1-0.01%$340,164
EXELON CORP COMEXCUtilities0.04%6,873--$336,914
STRATEGY INC CL A NEWMSTRTechnology0.04%2,619-716-21.47%$326,851
SALESFORCE INC COMCRMTechnology0.04%1,732-90-4.94%$323,312
ADVANCED ENERGY INDS COMAEISIndustrials0.03%975-199-16.95%$314,642
FIRST SOLAR INC COMFSLRTechnology0.03%1,544--$304,569
BLACKROCK INC COMBLKOther0.03%297-2,259-88.38%$285,628
ZOETIS INC CL AZTSHealthcare0.03%2,413-675-21.86%$285,241
DTE ENERGY CO COMDTEUtilities0.03%1,948--$284,837
NEXTPOWER INC CLASS A COMNXTTechnology0.03%2,087-313-13.04%$251,588
KIMBERLY-CLARK CORP COMKMBConsumer Defensive0.03%2,414--$232,879
SCHWAB U.S. LARGE-CAP GROWTH ETFSCHGOther0.03%7,854-48-0.61%$228,787