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Layline Advisors, LLC

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 1724910

$111.5M

disclosed book value

76

positions

22.3%

largest position share

Positions, as of 2026-06-30

top 79 of 76 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1IVVISHARES TR33,139$24.8M22.3%
2SHYISHARES TR87,562$7.2M6.4%
3VEAVANGUARD TAX-MANAGED FDS98,952$7.1M6.3%
4DUHPDIMENSIONAL ETF TRUST166,295$6.9M6.2%
5IEMGISHARES INC70,835$5.9M5.3%
6EVTRMORGAN STANLEY ETF TRUST92,564$4.7M4.2%
7IJHISHARES TR56,880$4.4M3.9%
8DMBSDOUBLELINE ETF TRUST88,370$4.3M3.9%
9PHYSSPROTT ASSET MANAGEMENT LP116,238$3.5M3.1%
10JPIEJ P MORGAN EXCHANGE TRADED F71,973$3.3M3%
11AVLVAMERICAN CENTY ETF TR25,070$2.3M2.1%
12IWBISHARES TR5,457$2.2M2%
13SCHJSCHWAB STRATEGIC TR89,830$2.2M2%
14PAYXPAYCHEX INC20,589$2.0M1.8%
15IEFAISHARES TR20,126$1.9M1.7%
16EFVISHARES TR24,964$1.9M1.7%
17IJRISHARES TR11,130$1.7M1.5%
18PXHINVESCO EXCH TRADED FD TR II46,558$1.3M1.2%
19ISCFISHARES TR29,305$1.3M1.1%
20VCLTVANGUARD SCOTTSDALE FDS16,159$1.2M1.1%
21NYFISHARES TR19,640$1.1M0.9%
22NVDANVIDIA CORPORATION4,326$865,6550.8%
23GOOGLALPHABET INC2,267$810,3100.7%
24MBBISHARES TR8,387$792,7450.7%
25AAPLAPPLE INC2,541$735,3480.7%
26GLWCORNING INC2,523$644,3540.6%
27BINCBLACKROCK ETF TRUST II12,184$637,7060.6%
28SCHBSCHWAB STRATEGIC TR21,007$608,3710.5%
29AMZNAMAZON COM INC2,413$575,1140.5%
30SPTSSPDR SERIES TRUST19,206$557,1800.5%
31PZTINVESCO EXCH TRADED FD TR II21,941$498,8170.4%
32IWMISHARES TR1,660$498,6500.4%
33VTIVANGUARD INDEX FDS1,307$483,5650.4%
34MSFTMICROSOFT CORP1,234$460,4680.4%
35APHAMPHENOL CORP2,360$416,0350.4%
36IESCIES HOLDINGS INC557$409,2060.4%
37JCPBJ P MORGAN EXCHANGE TRADED F8,488$398,4190.4%
38BRK/BBERKSHIRE HATHAWAY INC DEL788$394,3070.4%
39UMMALISTED FDS TR9,986$394,2150.4%
40AMDADVANCED MICRO DEVICES INC677$393,2760.4%
41HSICSCHEIN HENRY INC4,437$370,5780.3%
42FIXCOMFORT SYS USA INC184$365,5330.3%
43MUMICRON TECHNOLOGY INC307$354,7270.3%
44MLIMUELLER INDS INC2,729$335,4680.3%
45IWDISHARES TR1,373$332,8860.3%
46ABTABBOTT LABORATORIES3,632$329,6080.3%
47CORCENCORA INC1,150$325,5200.3%
48TMOTHERMO FISHER SCIENTIFIC INC640$321,0440.3%
49SYKSTRYKER CORPORATION1,012$318,6980.3%
50MCKMCKESSON CORP419$316,8990.3%
51FICOFAIR ISAAC CORP256$305,8640.3%
52METAMETA PLATFORMS INC513$288,8290.3%
53DEDEERE & CO445$282,5370.3%
54RMDRESMED INC1,421$276,8920.2%
55JPMJPMORGAN CHASE & CO842$275,6040.2%
56JPMEJ P MORGAN EXCHANGE TRADED F2,154$267,5500.2%
57SAICSCIENCE APPLICATIONS INTL CO2,406$265,5950.2%
58ALSNALLISON TRANSMISSION HLDGS I2,304$259,7870.2%
59GSGOLDMAN SACHS GROUP INC254$256,7150.2%
60ROLROLLINS INC6,053$252,6610.2%
61GOOGALPHABET INC698$246,6420.2%
62XLPSELECT SECTOR SPDR TR2,954$245,4120.2%
63IWFISHARES TR1,931$239,8070.2%
64HEIHEICO CORP NEW656$233,7080.2%
65AVGOBROADCOM INC609$230,1350.2%
66AWKAMERICAN WTR WKS CO INC NEW1,730$227,5800.2%
67ICEINTERCONTINENTAL EXCHANGE IN1,827$224,8780.2%
68KLACKLA CORP743$224,3120.2%
69QUALISHARES TR1,022$224,2160.2%
70SPYSTATE STR SPDR S&P 500 ETF T298$222,4070.2%
71FDSFACTSET RESH SYS INC960$220,9690.2%
72VVISA INC634$217,5130.2%
73ADBEADOBE INC1,049$215,0660.2%
74MCOMOODYS CORP474$214,8600.2%
75FISVFISERV INC4,103$201,2520.2%
76OFGOFG BANCORP4,089$200,6470.2%
77MUMICRON TECHNOLOGY INCPUT200$10,5600%
78AMDADVANCED MICRO DEVICES INCPUT400$6,1500%
79GLWCORNING INCPUT1,000$3,2230%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

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