Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

STRAIGHTLINE GROUP LLC 13F Holdings -- Portfolio & Top Positions (2026-06-30)

STRAIGHTLINE GROUP LLC (CIK 1444864) reported $212.1M across 19 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: XTRE ($51.4M, 24.22%), XMHQ ($41.8M, 19.72%), GSIE ($34.6M, 16.32%), CAPE ($30.8M, 14.51%), IBHF ($21.2M, 10.01%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1XTREBONDBLOXX ETF TRUST$51.4M24.22%1.0MAdded
2XMHQINVESCO EXCHANGE TRADED FD T$41.8M19.72%370,591Added
3GSIEGOLDMAN SACHS ETF TR$34.6M16.32%757,298Added
4CAPEDOUBLELINE ETF TRUST$30.8M14.51%948,387Added
5IBHFISHARES TR$21.2M10.01%936,881Added
6RAAXVANECK ETF TRUST$19.5M9.20%491,811Added
7XLVSELECT SECTOR SPDR TR$2.2M1.04%13,910New
8XLBSELECT SECTOR SPDR TR$2.1M1.00%41,615Added
9XLPSELECT SECTOR SPDR TR$2.1M0.99%25,192Trimmed
10XLYSELECT SECTOR SPDR TR$2.1M0.99%17,971Trimmed
11IBKRINTERACTIVE BROKERS GROUP IN$1.3M0.61%14,821Added
12ALLYALLY FINL INC$748,5720.35%16,291Trimmed
13UPWKUPWORK INC$697,2760.33%83,406Added
14STLASTELLANTIS N.V$318,3870.15%55,468Added
15AVTRAVANTOR INC$278,9730.13%28,179New
16FLYWFLYWIRE CORPORATION$267,2760.13%15,212New
17GENIGENIUS SPORTS LIMITED$234,1770.11%38,643New
18ULCCFRONTIER GROUP HLDGS INC$210,9610.10%26,670Trimmed
19CLVTCLARIVATE PLC$207,8730.10%96,237New
20DDFFINNOVATOR ETFS TRUST$00.00%0Exited
21OSCROSCAR HEALTH INC$00.00%0Exited
22XLCSELECT SECTOR SPDR TR$00.00%0Exited

Source: SEC Form 13F filings · as of 2026-06-30