GAINLINE FINANCIAL PARTNERS, LLC
Clone Performance
Aug 2026–Aug 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 1 quarter. Past performance does not predict future results.
Portfolio Concentration
25 tracked positions · as of Jun 30, 2026Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 38.4% | $6,252,143 |
| Technology | 32.7% | $5,319,551 |
| Financial Services | 7.3% | $1,186,745 |
| Communication Services | 5.1% | $838,747 |
| Consumer Cyclical | 4.6% | $756,049 |
| Healthcare | 4.0% | $648,584 |
| Utilities | 3.2% | $522,959 |
| Energy | 3.2% | $514,477 |
| Industrials | 1.5% | $250,491 |
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
|
First | 3,738 | $2,791,426 | 17.14% | |
| VB |
Vanguard Morningstar Small-Cap ETF
|
First | 8,926 | $2,705,649 | 16.61% | |
| AVGO |
Broadcom Inc.
Technology
|
First | 4,180 | $1,578,995 | 9.69% | |
| AAPL |
Apple Inc.
Technology
|
First | 3,382 | $978,615 | 6.01% | |
| IBM |
International Business Machines Corp
Technology
|
First | 3,151 | $886,092 | 5.44% | |
| MSFT |
Microsoft Corp
Technology
|
First | 2,337 | $871,747 | 5.35% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
First | 2,347 | $838,747 | 5.15% | |
| LRCX |
Lam Research Corp
Technology
|
First | 1,758 | $761,794 | 4.68% | |
| SO |
Southern Co
Utilities
|
First | 5,464 | $522,959 | 3.21% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
First | 3,763 | $514,477 | 3.16% | |
| CM |
Canadian Imperial Bank Of Commerce /Can/
Financial Services
|
First | 4,000 | $460,000 | 2.82% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
First | 1,916 | $456,659 | 2.80% | |
| MDY |
Spdr S&P Midcap 400 ETF Trust
|
First | 559 | $393,167 | 2.41% | |
| ABBV |
AbbVie Inc.
Healthcare
|
First | 1,184 | $297,941 | 1.83% | |
| TT |
Trane Technologies plc
Industrials
|
First | 510 | $250,491 | 1.54% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
First | 499 | $249,694 | 1.53% | |
| JNJ |
Johnson & Johnson
Healthcare
|
First | 958 | $243,303 | 1.49% | |
| NVDA |
Nvidia Corp
Technology
|
First | 1,211 | $242,308 | 1.49% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
First | 733 | $239,932 | 1.47% | |
| BGY |
BlackRock Enhanced International Dividend Trust
Financial Services
|
First | 41,310 | $237,119 | 1.46% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
First | 656 | $231,358 | 1.42% | |
| VEA |
Vanguard FTSE Developed Markets ETF
|
First | 2,864 | $204,060 | 1.25% | |
| ETHW |
Bitwise Ethereum ETF
|
First | 13,993 | $157,841 | 0.97% | |
| MASS |
908 Devices Inc.
Healthcare
|
First | 12,338 | $107,340 | 0.66% | |
| GTIM |
Good Times Restaurants Inc.
Consumer Cyclical
|
First | 48,250 | $68,032 | 0.42% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.