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| Happy Holidays!! thanks for using AUM13F!! |
| Hartline Investment Corp
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| CRD # | 106923 |
| SEC # | 801-36627 |
| CIK # | 0000945625 |
| AUM | $851.5 M (2025-03-27) |
| Employees | 6 (50% Investors, 0% Brokers) |
| Phone | 312-726-5703 |
| Address | 460 Winnetka Avenue Winnetka, IL 60093 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 120.7 | ||
| Apple Inc | 45.1 | ||
| Microsoft Corp | 33.9 | ||
| Amazon Com Inc | 33.3 | ||
| Marvell Technology Inc | 31.7 | ||
| ServiceNow Inc | 28.8 | ||
| Cloudflare Inc | 28.7 | ||
| Facebook Inc | 26.8 | ||
| GS Acquisition Holdings Corp | 24.7 | ||
| Alphabet Inc | 23.8 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 136 | 37.8 |
| (b) Individuals (high net worth individuals) | 70 | 608.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 3 | 5.8 |
| (h) Charitable organizations | 16 | 199.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 438 | 851.5 |
| By Discretionary | ||
| Discretionary | 397 | 615.2 |
| Non-Discretionary | 41 | 236.3 |
| Total | 438 | 851.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 851.5 | |
| Total | 438 | 851.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0000945625] |
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|---|---|---|
|
Dillon & Associates Inc
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|
MI | 0.9 |
|
The Fairman Group LLC
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|
PA | 0.9 |
|
Sky Investment Group LLC
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CT | 0.9 |
|
Clearview Financial Partners LLC
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PA | 0.9 |
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Olympus Wealth Management LLC
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UT | 0.9 |
|
BlueSky Wealth Advisors LLC
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NC | 0.8 |
|
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WI | 0.8 |
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Hudock Inc
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PA | 0.8 |
|
Quadra Gestao de Recursos Sa
✚
|
0.8 | |
|
Decisionpoint Financial LLC
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|
AZ | 0.8 |