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| Hartline Investment Corp
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|---|---|
| CRD # | 106923 |
| SEC # | 801-36627 |
| CIK # | 0000945625 |
| AUM | 935.5 M (2026-03-30) |
| Employees | 6 (50% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 312-726-5703 |
| Address | 460 Winnetka Avenue Winnetka, IL 60093 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0000945625 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 109.8 | ||
| Apple Inc | 55.2 | ||
| GS Acquisition Holdings Corp | 47.8 | ||
| Alphabet Inc | 39.2 | ||
| Corning Inc /NY | 37.4 | ||
| Marvell Technology Inc | 35.8 | ||
| Amazon Com Inc | 29.9 | ||
| Cloudflare Inc | 24.9 | ||
| Microsoft Corp | 24.4 | ||
| Advanced Micro Devices Inc | 23.3 | ||
| Wal Mart Stores Inc | 22.8 | ||
| Facebook Inc | 18.2 | ||
| GE Vernova Inc | 14.9 | ||
| Denali Holding Inc | 13.9 | ||
| Morgan Stanley | 13.7 | ||
| Lilly Eli & Co | 13.3 | ||
| Citigroup Inc | 12.8 | ||
| Palantir Technologies Inc | 11.9 | ||
| Marriott International Inc /MD/ | 9.9 | ||
| Visa Inc | 9.6 | ||
| Costco Wholesale Corp /NEW | 9.3 | ||
| Shopify Inc | 6.7 | ||
| Lowes Companies Inc | 6.7 | ||
| FPL Group Inc | 6.5 | ||
| Eaton Corp Ltd | 5.9 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 158 | 35.3 |
| (b) Individuals (high net worth individuals) | 90 | 671.9 |
| (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 | 1 | 2.6 |
| (h) Charitable organizations | 17 | 225.7 |
| (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 | 455 | 935.5 |
| By Discretionary | ||
| Discretionary | 414 | 669.3 |
| Non-Discretionary | 41 | 266.1 |
| Total | 455 | 935.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 935.5 | |
| Total | 455 | 935.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0000945625] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Roberts Glore & Co
✚
|
IL | 938.4 M |
|
Stonebrook Private LLC
✚
|
MI | 937.0 M |
|
Heronbridge Investment Management LLP
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|
935.3 M | |
|
Crane Advisory LLC
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CA | 934.6 M |
|
Uniting Wealth Partners LLC
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|
CO | 934.6 M |
|
Johnson Bixby & Associates LLC
✚
|
WA | 933.7 M |
|
Mountain Pacific Investment Advisers LLC
✚
|
ID | 933.7 M |
|
Strategic Equity Management Inc
✚
|
AZ | 933.5 M |
|
Estabrook Capital Management LLC
✚
|
NY | 933.3 M |
|
BOS Asset Management LLC
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|
IL | 933.2 M |