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STRAIGHTLINE GROUP LLC - Portfolio Stock Holdings

STRAIGHTLINE GROUP LLC disclosed 21 stock positions in a recent SEC 13F filing. $138,718,202 of stock holdings were filed, with the largest holdings including XMHQ, GSIE, and CAPE. This filing represented positions held on Sept. 30, 2026, and was filed today.

We estimate the fund has a total AUM of $1,170,377,158 and has 11 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from individuals.

Report Period:

Sept. 30, 2026

No. of Stocks:

21

Est. Stock Holding Value:

$138,718,202

Top Stock Holdings By Sector

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Portfolio Stock Holdings - STRAIGHTLINE GROUP LLC

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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