Hartline Investment Corp/ Portfolio Stock Holdings

Hartline Investment Corp/ disclosed 115 stock positions valued at approximately $1.1 billion in its latest SEC 13F filing. The largest holdings include NVIDIA CORPORATION COM, ISHARES FLOATING RATE BOND ETF, and BERKSHIRE HATHAWAY INC DEL CL A. The filing reflects positions held as of June 30, 2026 and was filed on July 29, 2026.

Report Period
June 30, 2026
No. of Stocks
115
Portfolio Value
$1.1B
Holdings by Sector
Hartline Investment Corp/ Portfolio Holdings in Q2 2026

112 holdings in the latest reporting period.

Page 1 of 2
CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
NVIDIA CORPORATION COMNVDATechnology10.65%610,744-19,111-3.03%$122,203,768
ISHARES FLOATING RATE BOND ETFFLOTOther9.62%2,163,813+755,890+53.69%$110,462,654
BERKSHIRE HATHAWAY INC DEL CL ABRK-AFinancial Services7.63%117-2-1.68%$87,615,450
MARVELL TECHNOLOGY INC COMMRVLTechnology6.01%231,542-129,501-35.87%$68,974,046
APPLE INC COMAAPLTechnology5.20%206,288-11,086-5.10%$59,691,590
CORNING INC COMGLWTechnology5.08%228,151-47,213-17.15%$58,276,610
VERTIV HOLDINGS CO COM CL AVRTIndustrials4.26%146,071-44,877-23.50%$48,907,492
ALPHABET INC CAP STK CL AGOOGLCommunication Services4.01%128,736-7,755-5.68%$46,006,399
ADVANCED MICRO DEVICES INC COMAMDTechnology3.84%75,956-38,700-33.75%$44,123,600
AMAZON COM INC COMAMZNConsumer Cyclical2.93%141,300-2,399-1.67%$33,677,442
DELL TECHNOLOGIES INC CL CDELLTechnology2.72%72,246-12,386-14.64%$31,171,259
ELI LILLY & CO COMLLYHealthcare2.65%25,352+10,858+74.91%$30,407,949
ISHARES TREASURY FLOATING RATE BOND ETFTFLOOther2.34%530,820+317,440+148.77%$26,875,417
MICROSOFT CORP COMMSFTTechnology2.08%64,089-1,930-2.92%$23,906,508
MORGAN STANLEY COM NEWMSFinancial Services1.89%103,805+20,468+24.56%$21,699,397
GE VERNOVA INC COMGEVUtilities1.80%17,609+587+3.45%$20,688,110
WALMART INC COMWMTConsumer Defensive1.79%181,480-1,709-0.93%$20,554,425
SCHWAB 1-5 YEAR CORPORATE BOND ETFSCHJOther1.59%741,444+101,119+15.79%$18,284,009
CLOUDFLARE INC CL A COMNETTechnology1.58%74,027-46,490-38.58%$18,157,343
CITIGROUP INC COM NEWCFinancial Services1.56%128,093+14,958+13.22%$17,927,896
META PLATFORMS INC CL AMETACommunication Services1.53%31,201-548-1.73%$17,575,211
INTERNATIONAL BUSINESS MACHS COMIBMTechnology1.14%46,514+44,971+2914.52%$13,080,202
VISA INC COM CL AVFinancial Services1.01%33,685+2,027+6.40%$11,556,987
MARRIOTT INTL INC NEW CL AMARConsumer Cyclical0.97%30,120-6-0.02%$11,162,171
BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-BFinancial Services0.89%20,348-2,384-10.49%$10,181,936
COSTCO WHOLESALE CORPORATION COMCOSTConsumer Defensive0.76%9,327-13-0.14%$8,725,129
PALANTIR TECHNOLOGIES INC CL APLTRTechnology0.73%71,932-9,538-11.71%$8,392,306
EATON CORP PLC SHSETNOther0.72%19,408+2,787+16.77%$8,270,137
APPLOVIN CORP COM CL AAPPTechnology0.62%13,894+13,894+100.00%$7,158,606
NEXTERA ENERGY INC COMNEEUtilities0.58%75,325+5,449+7.80%$6,611,275
APPLIED MATLS INC COMAMATTechnology0.53%8,385--$6,062,355
LOWES COS INC COMLOWConsumer Cyclical0.53%27,438-878-3.10%$6,049,805
GE HEALTHCARE TECHNOLOGIES INC COMMON STOCKGEHCHealthcare0.52%92,747+81,413+718.31%$5,936,735
SHOPIFY INC CL A SUB VTG SHSSHOPTechnology0.51%50,921-5,564-9.85%$5,814,160
AMERICAN EXPRESS CO COMAXPFinancial Services0.48%16,329+1,980+13.80%$5,523,156
STERLING INFRASTRUCTURE INC COMSTRLIndustrials0.46%6,309-842-11.77%$5,295,522
UBER TECHNOLOGIES INC COMUBERTechnology0.45%70,940-4,197-5.59%$5,119,030
UNION PAC CORP COMUNPIndustrials0.44%18,612--$5,062,480
PALO ALTO NETWORKS INC COMPANWTechnology0.42%14,126-5,930-29.57%$4,817,249
JPMORGAN CHASE & CO COMJPMFinancial Services0.41%14,251-313-2.15%$4,664,888
HOME DEPOT INC COMHDConsumer Cyclical0.40%13,029-321-2.40%$4,595,097
SERVICENOW INC COMNOWTechnology0.37%42,432+97+0.23%$4,212,649
BROADCOM INC COMAVGOTechnology0.29%8,747+1,128+14.81%$3,304,179
CISCO SYS INC COMCSCOTechnology0.28%27,232--$3,198,671
ROBINHOOD MKTS INC COM CL AHOODFinancial Services0.28%31,532+1,682+5.63%$3,162,029
FASTENAL CO COMFASTIndustrials0.27%64,660--$3,105,620
ABBVIE INC COMABBVHealthcare0.24%11,119-1,192-9.68%$2,798,037
VISTRA CORP COMVSTUtilities0.24%17,380-21,012-54.73%$2,756,989
LINDE PLC SHSLINOther0.23%4,988--$2,588,473
ALPHABET INC CAP STK CL CGOOGCommunication Services0.22%7,177--$2,535,849
STATE STREET SPDR S&P BIOTECH ETFXBIOther0.20%14,577+780+5.65%$2,306,810
ENBRIDGE INC COMENBEnergy0.20%42,390-2,890-6.38%$2,297,962
WASTE MGMT INC DEL COMWMIndustrials0.19%9,801-1,709-14.85%$2,184,447
ILLINOIS TOOL WKS INC COMITWIndustrials0.18%7,703-120-1.53%$2,083,448
SCHWAB INTERMEDIATE-TERM US TREASURY ETFSCHROther0.17%79,700--$1,965,402
STRYKER CORPORATION COMSYKHealthcare0.17%6,138--$1,932,488
AFLAC INC COMAFLFinancial Services0.17%16,268--$1,907,423
CONSTELLATION ENERGY CORP COMCEGUtilities0.16%7,617-2,389-23.88%$1,891,834
OREILLY AUTOMOTIVE INC COMORLYConsumer Cyclical0.16%19,737-870-4.22%$1,817,580
CINTAS CORP COMCTASIndustrials0.15%10,440-180-1.69%$1,775,635
MICROCHIP TECHNOLOGY INC. COMMCHPTechnology0.14%18,150--$1,655,280
VANGUARD SMALL-CAP GROWTH ETFVBKOther0.14%4,306--$1,574,704
GOLDMAN SACHS GROUP INC COMGSFinancial Services0.12%1,405-35-2.43%$1,420,975
AMGEN INC COMAMGNHealthcare0.09%2,975-31-1.03%$1,077,307
CARRIER GLOBAL CORPORATION COMCARRIndustrials0.09%14,184-90-0.63%$1,040,396
VANGUARD MEGA CAP GROWTH ETFMGKOther0.09%11,125+8,440+314.34%$977,999
DISNEY WALT CO COMDISCommunication Services0.08%9,308--$895,895
SYNOPSYS INC COMSNPSTechnology0.08%1,998-117-5.53%$891,248
LABCORP HOLDINGS INC COM SHSLHHealthcare0.08%3,100--$868,000
NEBIUS GROUP N.V. SHS CLASS ANBISOther0.07%2,992+2,992+100.00%$826,301
PRICE T ROWE GROUP INC COMTROWFinancial Services0.07%7,070--$803,788
SCHWAB U.S. LARGE-CAP ETFSCHXOther0.07%25,798-1,000-3.73%$759,235
ABBOTT LABORATORIES COMABTHealthcare0.06%8,123-75-0.91%$737,081
VEEVA SYS INC CL A COMVEEVHealthcare0.06%3,937-2,933-42.69%$698,699
SCHWAB SHORT-TERM US TREASURY ETFSCHOOther0.06%27,650--$667,471
WELLTOWER INC COMWELLReal Estate0.05%2,652--$601,924
EXTRA SPACE STORAGE INC COMEXRReal Estate0.05%3,985-36-0.90%$579,021
MEDTRONIC PLC SHSMDTOther0.05%7,225--$565,212
ORACLE CORP COMORCLTechnology0.05%3,733-65-1.71%$547,071
HA SUSTAINABLE INFRA CAP INC COMHASIReal Estate0.05%13,364-140-1.04%$521,864
SOUTHERN CO COMSOUtilities0.04%5,260--$503,435
STRATEGY INC CL A NEWMSTRTechnology0.04%5,369+2,750+105.00%$466,727
CANADIAN NATL RY CO COMCNIIndustrials0.04%3,600--$429,264
LAM RESEARCH CORP COM NEWLRCXOther0.04%975--$422,497
IONQ INC COMIONQTechnology0.04%7,741+7,741+100.00%$412,286
SCHWAB INTERNATIONAL EQUITY ETFSCHFOther0.04%14,544+800+5.82%$402,869
SCHWAB U.S. BROAD MARKET ETFSCHBOther0.03%13,582+13,582+100.00%$393,342
BLOOM ENERGY CORP COM CL ABEIndustrials0.03%1,285-300-18.93%$388,970
CROWDSTRIKE HLDGS INC CL ACRWDTechnology0.03%486-29-5.63%$370,886
MCDONALDS CORP COMMCDConsumer Cyclical0.03%1,360--$367,622
ADVANCED ENERGY INDS COMAEISIndustrials0.03%983+8+0.82%$366,531
MICRON TECHNOLOGY INC COMMUTechnology0.03%282+282+100.00%$325,510
FIRST SOLAR INC COMFSLRTechnology0.03%1,374-170-11.01%$324,209
EXELON CORP COMEXCUtilities0.03%6,873--$320,419
ACCENTURE PLC IRELAND SHS CLASS AACNTechnology0.03%2,511+1,500+148.37%$312,469
DTE ENERGY CO COMDTEUtilities0.03%1,948--$296,817
PUBLIC STORAGE COMPSAReal Estate0.03%912-1,577-63.36%$290,299
BLACKROCK INC COMBLKOther0.02%297--$285,583
CHEVRON CORPORATION COMCVXEnergy0.02%1,684-400-19.19%$279,140
SCHWAB U.S. LARGE-CAP GROWTH ETFSCHGOther0.02%8,028+174+2.22%$271,668