StockDriftsStockDriftsTop 50 Hartline Investment CORP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION COM | 10.65% | 610.7K | $122.2M | -3.03%(-19.11K) | $97.80(+131.16%) | 2026-06-30 | |
| FLOT | ISHARES FLOATING RATE BOND ETF | 9.62% | 2.16M | $110.5M | +53.69%(+755.89K) | $50.97(-0.02%) | 2026-06-30 | |
| BRK.A | BERKSHIRE HATHAWAY INC DEL CL A | 7.63% | 117 | $87.6M | -1.68%(-2) | $278131.66(+168.72%) | 2026-06-30 | |
| MRVL | MARVELL TECHNOLOGY INC COM | 6.01% | 231.5K | $69.0M | -35.87%(-129.50K) | $68.78(+240.99%) | 2026-06-30 | |
| AAPL | APPLE INC COM | 5.2% | 206.3K | $59.7M | -5.10%(-11.09K) | $171.15(+78.43%) | 2026-06-30 | |
| GLW | CORNING INC COM | 5.08% | 228.2K | $58.3M | -17.15%(-47.21K) | $58.83(+188.42%) | 2026-06-30 | |
| VRT | VERTIV HOLDINGS CO COM CL A | 4.26% | 146.1K | $48.9M | -23.50%(-44.88K) | $74.64(+296.42%) | 2026-06-30 | |
| GOOGL | ALPHABET INC CAP STK CL A | 4.01% | 128.7K | $46.0M | -5.68%(-7.75K) | $165.31(+108.52%) | 2026-06-30 | |
| AMD | ADVANCED MICRO DEVICES INC COM | 3.84% | 76.0K | $44.1M | -33.75%(-38.70K) | $167.51(+205.81%) | 2026-06-30 | |
| AMZN | AMAZON COM INC COM | 2.93% | 141.3K | $33.7M | -1.67%(-2.40K) | $142.43(+84.32%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +32.60% | +133.13% | +17.84% | +127.23% |
| Top 20 Holdings Unweighted | +31.38% | +126.75% | +14.74% | +98.88% |
Hartline Investment CORP reports $1.15B in US-listed equity holdings across 115 positions in its most recent 13F filing. Its largest disclosed positions are NVDA (10.7%), FLOT (9.6%) and BRK.A (7.6%). The top 20 holdings account for 79.23% of reported assets. Its disclosed equity book has returned +133.13% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Hartline Investment CORP’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 945625). View Hartline Investment CORP’s 13F filings on SEC