Hartline-Investment

AI_NATIVE detailed information: This accession holds the following tickers:[
  "TROW",
  "SNOW",
  "ACN",
  "ABT",
  "ABBV",
  "GOOGL",
  "AXP",
  "BLK",
  "AVGO",
  "LOW",
  "HD",
  "MCD",
  "UNP",
  "ITW",
  "AMAT",
  "META",
  null,
  "LIN",
  "MMC",
  "MRVL",
  "MDT",
  "MSFT",
  "MS",
  "ENPH",
  "EXC",
  "ORLY",
  "FAST",
  "ORCL",
  "OKE",
  "PANW",
  "UNH",
  "AAPL",
  null,
  "NVDA",
  "GS",
  "ENB",
  "PLTR",
  "AMGN",
  "MSTR",
  null,
  "SCHX",
  "NOW",
  "SHOP",
  "IBM",
  "SYK",
  null,
  "VRT",
  "AON",
  "AFL",
  "AMD",
  "AJG",
  "WM",
  "FSLR",
  "AMZN",
  "SCHB",
  null,
  "MGK",
  "VBK",
  "VEEV",
  "V",
  "WMT",
  "WELL",
  "ZG",
  "ZBRA",
  "DTE",
  "SOFI",
  "SCHG",
  "SCHF",
  "LH",
  "SO",
  "CRM",
  "PACB",
  "EXR",
  "PSA",
  "KMB",
  "BRK-A",
  "BRK-B",
  "BE",
  null,
  "BFLY",
  "CNI",
  "CARR",
  "CVX",
  "CTAS",
  "CSCO",
  "NET",
  "CL",
  "COST",
  "CRWD",
  "NEE",
  "MAR",
  "DIS",
  "ETN",
  "GOOG",
  "XOM",
  "LLY",
  "NFLX",
  null,
  "MCHP",
  "JPM",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-29
Total Holdings: 101
Total Value: 749547248
Accession Number: 0001754960-25-000262
Form Type: 13F-HR
CIK: hartline-investment
Manager Name: Hartline-Investment

Data Enrichment

93% identified

94 identified7 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

101 positions • $749.5M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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BERKSHIRE HATHAWAY INC

BRK-A|084670108

Shares:126

Value:$100.6M

% of Portfolio:13.4% ($100.6M/$749.5M)

NVIDIA CORP

NVDA|67066G104

Shares:802.2K

Value:$86.9M

% of Portfolio:11.6% ($86.9M/$749.5M)

Apple Inc.

AAPL|037833100

Shares:253.7K

Value:$56.3M

% of Portfolio:7.5% ($56.3M/$749.5M)

46429B655

Shares:940.5K

Value:$48.0M

% of Portfolio:6.4% ($48.0M/$749.5M)

Alphabet Inc.

GOOGL|02079K305

Shares:226.4K

Value:$35.0M

% of Portfolio:4.7% ($35.0M/$749.5M)

AMAZON COM INC

AMZN|023135106

Shares:155.7K

Value:$29.6M

% of Portfolio:4.0% ($29.6M/$749.5M)

MICROSOFT CORP

MSFT|594918104

Shares:73.8K

Value:$27.7M

% of Portfolio:3.7% ($27.7M/$749.5M)

Marvell Technology, Inc.

MRVL|573874104

Shares:375.7K

Value:$23.1M

% of Portfolio:3.1% ($23.1M/$749.5M)

ServiceNow, Inc.

NOW|81762P102

Shares:28.8K

Value:$22.9M

% of Portfolio:3.1% ($22.9M/$749.5M)

46434V860

Shares:418.3K

Value:$21.2M

% of Portfolio:2.8% ($21.2M/$749.5M)

Meta Platforms, Inc.

META|30303M102

Shares:36.6K

Value:$21.1M

% of Portfolio:2.8% ($21.1M/$749.5M)

Vertiv Holdings Co

VRT|92537N108

Shares:258.8K

Value:$18.7M

% of Portfolio:2.5% ($18.7M/$749.5M)

Cloudflare, Inc.

NET|18915M107

Shares:160.5K

Value:$18.1M

% of Portfolio:2.4% ($18.1M/$749.5M)

Walmart Inc.

WMT|931142103

Shares:183.8K

Value:$16.1M

% of Portfolio:2.2% ($16.1M/$749.5M)

Palantir Technologies Inc.

PLTR|69608A108

Shares:186.0K

Value:$15.7M

% of Portfolio:2.1% ($15.7M/$749.5M)

ADVANCED MICRO DEVICES INC

AMD|007903107

Shares:152.0K

Value:$15.6M

% of Portfolio:2.1% ($15.6M/$749.5M)

ELI LILLY & Co

LLY|532457108

Shares:14.2K

Value:$11.7M

% of Portfolio:1.6% ($11.7M/$749.5M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:21.3K

Value:$11.4M

% of Portfolio:1.5% ($11.4M/$749.5M)

MORGAN STANLEY

MS|617446448

Shares:81.6K

Value:$9.5M

% of Portfolio:1.3% ($9.5M/$749.5M)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:9.7K

Value:$9.2M

% of Portfolio:1.2% ($9.2M/$749.5M)

Instrument	Shares		Other Manager	Value	% of Portfolio
BERKSHIRE HATHAWAY INC(BRK-Acusip084670108)	126	QoQ -5.26% (-7) YoY NEW(+126)	All Managers (Combined)	$100.6M	13.4% ($100.6M/$749.5M)	QoQ +11.08% (-$10.0M) YoY NEW(+$100.6M)
NVIDIA CORP(NVDAcusip67066G104)	802.2K	QoQ -10.79% (-97.1K) YoY +7141.01% (+791.2K)	All Managers (Combined)	$86.9M	11.6% ($86.9M/$749.5M)	QoQ -28.00% (-$33.8M) YoY +768.52% (+$76.9M)
Apple Inc.(AAPLcusip037833100)	253.7K	QoQ -3.37% (-8.9K) YoY +164.78% (+157.9K)	All Managers (Combined)	$56.3M	7.5% ($56.3M/$749.5M)	QoQ -14.29% (-$9.4M) YoY +242.99% (+$39.9M)
(cusip46429B655)✕	940.5K	QoQ +30.40% (+219.3K) YoY +1044.18% (+858.3K)	All Managers (Combined)	$48.0M	6.4% ($48.0M/$749.5M)	QoQ +30.84% (+$11.3M) YoY +1043.96% (+$43.8M)
Alphabet Inc.(GOOGLcusip02079K305)	226.4K	QoQ -1.60% (-3.7K) YoY +1535.56% (+212.5K)	All Managers (Combined)	$35.0M	4.7% ($35.0M/$749.5M)	QoQ -19.62% (-$8.5M) YoY +1575.81% (+$32.9M)
AMAZON COM INC(AMZNcusip023135106)	155.7K	QoQ -4.06% (-6.6K) YoY +82.13% (+70.2K)	All Managers (Combined)	$29.6M	4.0% ($29.6M/$749.5M)	QoQ -16.80% (-$6.0M) YoY +92.11% (+$14.2M)
MICROSOFT CORP(MSFTcusip594918104)	73.8K	QoQ -20.14% (-18.6K) YoY +108.11% (+38.3K)	All Managers (Combined)	$27.7M	3.7% ($27.7M/$749.5M)	QoQ -28.88% (-$11.2M) YoY +85.69% (+$12.8M)
Marvell Technology, Inc.(MRVLcusip573874104)	375.7K	QoQ +2.06% (-7.6K) YoY +1602.92% (+353.7K)	All Managers (Combined)	$23.1M	3.1% ($23.1M/$749.5M)	QoQ -43.10% (-$17.5M) YoY +1379.25% (+$21.6M)
ServiceNow, Inc.(NOWcusip81762P102)	28.8K	QoQ +11.56% (-3.0K) YoY +8171.55% (+28.4K)	All Managers (Combined)	$22.9M	3.1% ($22.9M/$749.5M)	QoQ -16.21% (-$4.4M) YoY +8537.61% (+$22.7M)
(cusip46434V860)✕	418.3K	QoQ NEW(+418.3K) YoY NEW(+418.3K)	All Managers (Combined)	$21.2M	2.8% ($21.2M/$749.5M)	QoQ NEW(+$21.2M) YoY NEW(+$21.2M)
Meta Platforms, Inc.(METAcusip30303M102)	36.6K	QoQ +19.62% (+6.0K) YoY +919.00% (+33.0K)	All Managers (Combined)	$21.1M	2.8% ($21.1M/$749.5M)	QoQ +17.75% (+$3.2M) YoY +1109.66% (+$19.4M)
Vertiv Holdings Co(VRTcusip92537N108)	258.8K	QoQ +5.70% (-14.0K) YoY NEW(+258.8K)	All Managers (Combined)	$18.7M	2.5% ($18.7M/$749.5M)	QoQ -32.82% (-$9.1M) YoY NEW(+$18.7M)
Cloudflare, Inc.(NETcusip18915M107)	160.5K	QoQ -39.29% (-103.9K) YoY NEW(+160.5K)	All Managers (Combined)	$18.1M	2.4% ($18.1M/$749.5M)	QoQ -36.47% (-$10.4M) YoY NEW(+$18.1M)
Walmart Inc.(WMTcusip931142103)	183.8K	QoQ -0.66% (-1.2K) YoY +906.72% (+165.6K)	All Managers (Combined)	$16.1M	2.2% ($16.1M/$749.5M)	QoQ -3.48% (-$582.4K) YoY +1368.84% (+$15.0M)
Palantir Technologies Inc.(PLTRcusip69608A108)	186.0K	QoQ +1.63% (+3.0K) YoY NEW(+186.0K)	All Managers (Combined)	$15.7M	2.1% ($15.7M/$749.5M)	QoQ +13.42% (+$1.9M) YoY NEW(+$15.7M)
ADVANCED MICRO DEVICES INC(AMDcusip007903107)	152.0K	QoQ -11.07% (-18.9K) YoY +2523.07% (+146.2K)	All Managers (Combined)	$15.6M	2.1% ($15.6M/$749.5M)	QoQ -24.36% (-$5.0M) YoY +1393.11% (+$14.6M)
ELI LILLY & Co(LLYcusip532457108)	14.2K	QoQ -8.56% (-1.3K) YoY +138.09% (+8.2K)	All Managers (Combined)	$11.7M	1.6% ($11.7M/$749.5M)	QoQ -2.17% (-$261.1K) YoY +152.75% (+$7.1M)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	21.3K	QoQ +0.66% (+140) YoY -15.82% (-4.0K)	All Managers (Combined)	$11.4M	1.5% ($11.4M/$749.5M)	QoQ +18.27% (+$1.8M) YoY +6.61% (-$705.1K)
MORGAN STANLEY(MScusip617446448)	81.6K	QoQ +20.97% (+14.1K) YoY +1993.20% (+77.7K)	All Managers (Combined)	$9.5M	1.3% ($9.5M/$749.5M)	QoQ +12.26% (+$1.0M) YoY +2493.49% (+$9.2M)
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	9.7K	QoQ -2.61% (-261) YoY +181.97% (+6.3K)	All Managers (Combined)	$9.2M	1.2% ($9.2M/$749.5M)	QoQ +0.52% (-$47.6K) YoY +264.06% (+$6.7M)