Second Line Capital, LLC Diversified Active

Location: Metairie, LA

CIK: 0001992879 · Show all filings

Period: Q4 2025 (← Previous) (Next →)

Filing Date: Feb 17, 2026

Total Value: $487M (100.0% shares, 0.0% debt)

Holdings (166)

ACIO ETF SER SOLUTIONS 11.2%
Value $54.68M Shares 1,251,085 Est. Cost $34.60 Unrealized
DRSK ETF SER SOLUTIONS 7.8%
Value $38.11M Shares 1,338,657 Est. Cost $25.88 Unrealized
IDUB ETF SER SOLUTIONS 6.8%
Value $33.02M Shares 1,357,122 Est. Cost $21.00 Unrealized
SPDW SPDR INDEX SHS FDS 5.4%
Value $26.31M Shares 592,352 Est. Cost $34.58 Unrealized
ADME ETF SER SOLUTIONS 4.6%
Value $22.49M Shares 438,269 Est. Cost $39.82 Unrealized
SPY SPDR S&P 500 ETF TR 4.6%
Value $22.3M Shares 32,602 Est. Cost $482.71 Unrealized
OSCV ETF SER SOLUTIONS 4.4%
Value $21.52M Shares 581,039 Est. Cost $34.48 Unrealized
JUCY ETF SER SOLUTIONS 3.8%
Value $18.32M Shares 825,140 Est. Cost $23.25 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 3.0%
Value $14.56M Shares 75,984 Est. Cost $165.67 Unrealized
APP APPLOVIN CORP 2.9%
Value $14.3M Shares 21,225 Est. Cost $88.32 Unrealized +613.4%
FTSM FIRST TR EXCHANGE-TRADED FD 2.9%
Value $14.01M Shares 233,841 Est. Cost $60.03 Unrealized
DUBS ETF SER SOLUTIONS 2.4%
Value $11.88M Shares 315,474 Est. Cost $29.34 Unrealized
SPEM SPDR INDEX SHS FDS 2.3%
Value $11.16M Shares 238,354 Est. Cost $36.31 Unrealized
MSFT MICROSOFT CORP 1.8%
Value $8.889M Shares 18,381 Est. Cost $384.80 Unrealized +30.1%
NVDA NVIDIA CORPORATION 1.8%
Value $8.839M Shares 47,395 Est. Cost $120.58 Unrealized +54.4%
AAPL APPLE INC 1.6%
Value $7.649M Shares 28,137 Est. Cost $189.41 Unrealized +41.7%
JPM JPMORGAN CHASE & CO. 1.5%
Value $7.297M Shares 22,645 Est. Cost $154.66 Unrealized +100.1%
OCUL OCULAR THERAPEUTIX INC 1.2%
Value $6.079M Shares 500,746 Est. Cost $8.24 Unrealized +47.4%
AMZN AMAZON COM INC 1.2%
Value $5.963M Shares 25,836 Est. Cost $176.60 Unrealized +29.6%
XOM EXXON MOBIL CORP 1.1%
Value $5.182M Shares 43,063 Est. Cost $102.67 Unrealized +12.5%
META META PLATFORMS INC 1.0%
Value $5.011M Shares 7,592 Est. Cost $386.92 Unrealized +72.5%
WMT WALMART INC 1.0%
Value $4.95M Shares 44,338 Est. Cost $58.11 Unrealized +84.5%
USFR WISDOMTREE TR 1.0%
Value $4.891M Shares 97,198 Est. Cost $50.27 Unrealized
TSLA TESLA INC 1.0%
Value $4.89M Shares 10,874 Est. Cost $268.07 Unrealized +65.4%
CRWV COREWEAVE INC 1.0%
Value $4.687M Shares 65,456 Est. Cost $111.53 Unrealized -9.1%
BKAG BNY MELLON ETF TRUST 0.8%
Value $4.038M Shares 95,067 Est. Cost $42.37 Unrealized
PWR QUANTA SVCS INC 0.8%
Value $4.005M Shares 9,488 Est. Cost $269.09 Unrealized +63.2%
V VISA INC 0.8%
Value $3.964M Shares 11,302 Est. Cost $255.85 Unrealized +33.0%
FANG DIAMONDBACK ENERGY INC 0.8%
Value $3.864M Shares 25,702 Est. Cost $149.30 Unrealized -1.5%
CVX CHEVRON CORP NEW 0.7%
Value $3.55M Shares 23,293 Est. Cost $138.76 Unrealized +9.1%
BR BROADRIDGE FINL SOLUTIONS IN 0.7%
Value $3.357M Shares 14,979 Est. Cost $188.54 Unrealized +20.6%
PGR PROGRESSIVE CORP 0.7%
Value $3.243M Shares 14,241 Est. Cost $158.04 Unrealized +34.4%
HD HOME DEPOT INC 0.7%
Value $3.175M Shares 9,226 Est. Cost $350.63 Unrealized +4.0%
CHE CHEMED CORP NEW 0.6%
Value $3.103M Shares 7,252 Est. Cost $542.81 Unrealized -19.9%
AMT AMERICAN TOWER CORP NEW 0.6%
Value $2.902M Shares 16,373 Est. Cost $182.38 Unrealized -1.1%
CPRT COPART INC 0.6%
Value $2.812M Shares 71,825 Est. Cost $48.45 Unrealized -14.4%
NOW SERVICENOW INC 0.5%
Value $2.617M Shares 17,086 Est. Cost $174.54 Unrealized -1.7%
VOO VANGUARD INDEX FDS 0.5%
Value $2.589M Shares 4,129 Est. Cost $445.97 Unrealized
APH AMPHENOL CORP NEW 0.5%
Value $2.47M Shares 18,247 Est. Cost $133.54 Unrealized 0.0%
MARA MARA HOLDINGS INC 0.5%
Value $2.235M Shares 248,887 Est. Cost $18.91 Unrealized -22.0%
JMST J P MORGAN EXCHANGE TRADED F 0.5%
Value $2.211M Shares 43,311 Est. Cost $51.05 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.5%
Value $2.209M Shares 4,395 Est. Cost $446.10 Unrealized +11.5%
IJR ISHARES TR 0.4%
Value $2.067M Shares 17,198 Est. Cost $104.57 Unrealized
IJH ISHARES TR 0.4%
Value $2.025M Shares 30,684 Est. Cost $58.35 Unrealized
UPSD ETF SER SOLUTIONS 0.4%
Value $1.962M Shares 73,262 Est. Cost $24.97 Unrealized
EFA ISHARES TR 0.4%
Value $1.946M Shares 20,260 Est. Cost $81.73 Unrealized
IVV ISHARES TR 0.3%
Value $1.58M Shares 2,307 Est. Cost $561.92 Unrealized
QQQ INVESCO QQQ TR 0.3%
Value $1.548M Shares 2,519 Est. Cost $484.36 Unrealized
GOOGL ALPHABET INC 0.3%
Value $1.417M Shares 4,526 Est. Cost $139.39 Unrealized +104.9%
LOW LOWES COS INC 0.2%
Value $1.147M Shares 4,756 Est. Cost $203.51 Unrealized +17.8%
DEFR ETF SER SOLUTIONS 0.2%
Value $1.061M Shares 39,726 Est. Cost $25.87 Unrealized
FUBO FUBOTV INC 0.2%
Value $1.002M Shares 397,612 Est. Cost $2.90 Unrealized +14.7%
SO SOUTHERN CO 0.2%
Value $932K Shares 10,691 Est. Cost $68.25 Unrealized +33.2%
PG PROCTER AND GAMBLE CO 0.2%
Value $929K Shares 6,484 Est. Cost $160.44 Unrealized -8.3%
AVGO BROADCOM INC 0.2%
Value $882K Shares 2,550 Est. Cost $155.86 Unrealized +129.0%
JNJ JOHNSON & JOHNSON 0.2%
Value $880K Shares 4,253 Est. Cost $147.57 Unrealized +33.5%
ORCL ORACLE CORP 0.2%
Value $871K Shares 4,471 Est. Cost $130.70 Unrealized +82.1%
SPMD SPDR SERIES TRUST 0.2%
Value $857K Shares 14,806 Est. Cost $48.72 Unrealized
T AT&T INC 0.2%
Value $782K Shares 31,490 Est. Cost $16.05 Unrealized +57.6%
KO COCA COLA CO 0.1%
Value $673K Shares 9,622 Est. Cost $57.62 Unrealized +20.4%
BAC BANK AMERICA CORP 0.1%
Value $655K Shares 11,906 Est. Cost $44.32 Unrealized +18.8%
VXUS VANGUARD STAR FDS 0.1%
Value $641K Shares 8,500 Est. Cost $58.93 Unrealized
JPST J P MORGAN EXCHANGE TRADED F 0.1%
Value $637K Shares 12,581 Est. Cost $50.61 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.1%
Value $637K Shares 2,897 Est. Cost $195.60 Unrealized
VUG VANGUARD INDEX FDS 0.1%
Value $616K Shares 1,262 Est. Cost $364.36 Unrealized
SHY ISHARES TR 0.1%
Value $600K Shares 7,240 Est. Cost $82.80 Unrealized
MRK MERCK & CO INC 0.1%
Value $600K Shares 5,650 Est. Cost $102.95 Unrealized -9.4%
COP CONOCOPHILLIPS 0.1%
Value $548K Shares 5,850 Est. Cost $108.74 Unrealized -17.2%
GLD SPDR GOLD TR 0.1%
Value $545K Shares 1,376 Est. Cost $191.14 Unrealized
CRWD CROWDSTRIKE HLDGS INC 0.1%
Value $545K Shares 1,162 Est. Cost $339.85 Unrealized +49.8%
CAT CATERPILLAR INC 0.1%
Value $538K Shares 939 Est. Cost $372.54 Unrealized +49.1%
HANCOCK JOHN PREM DIVID FD 0.1%
Value $522K Shares 41,099 Est. Cost $10.97 Unrealized
AZO AUTOZONE INC 0.1%
Value $519K Shares 153 Est. Cost $2621.31 Unrealized +44.1%
VRTX VERTEX PHARMACEUTICALS INC 0.1%
Value $519K Shares 1,144 Est. Cost $418.25 Unrealized +3.1%
LLY ELI LILLY & CO 0.1%
Value $514K Shares 478 Est. Cost $955.55 Unrealized 0.0%
ET ENERGY TRANSFER L P 0.1%
Value $509K Shares 30,874 Est. Cost $15.12 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.1%
Value $493K Shares 2,301 Est. Cost $147.61 Unrealized +52.2%
RTX RTX CORPORATION 0.1%
Value $485K Shares 2,647 Est. Cost $138.44 Unrealized +25.2%
SPSM SPDR SERIES TRUST 0.1%
Value $478K Shares 10,196 Est. Cost $42.18 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value $468K Shares 1,579 Est. Cost $182.18 Unrealized +64.0%
KMI KINDER MORGAN INC DEL 0.1%
Value $454K Shares 16,501 Est. Cost $20.36 Unrealized +32.1%
VGT VANGUARD WORLD FD 0.1%
Value $445K Shares 590 Est. Cost $493.41 Unrealized
MO ALTRIA GROUP INC 0.1%
Value $443K Shares 7,548 Est. Cost $43.83 Unrealized +35.4%
PSX PHILLIPS 66 0.1%
Value $415K Shares 3,213 Est. Cost $135.60 Unrealized -1.2%
BP BP PLC 0.1%
Value $410K Shares 11,817 Est. Cost $34.99 Unrealized
C CITIGROUP INC 0.1%
Value $400K Shares 3,426 Est. Cost $69.35 Unrealized +49.4%
MCD MCDONALDS CORP 0.1%
Value $394K Shares 1,288 Est. Cost $267.35 Unrealized +14.1%
VTI VANGUARD INDEX FDS 0.1%
Value $387K Shares 1,153 Est. Cost $290.76 Unrealized
SCHD SCHWAB STRATEGIC TR 0.1%
Value $379K Shares 13,801 Est. Cost $27.30 Unrealized
CL COLGATE PALMOLIVE CO 0.1%
Value $377K Shares 4,770 Est. Cost $84.72 Unrealized -7.6%
ROP ROPER TECHNOLOGIES INC 0.1%
Value $372K Shares 837 Est. Cost $522.78 Unrealized -11.6%
AR ANTERO RESOURCES CORP 0.1%
Value $361K Shares 20,375 Est. Cost $29.69 Unrealized +14.1%
XLK SELECT SECTOR SPDR TR 0.1%
Value $358K Shares 2,485 Est. Cost $165.49 Unrealized
ROK ROCKWELL AUTOMATION INC 0.1%
Value $356K Shares 916 Est. Cost $269.94 Unrealized +39.0%
LGLV SPDR SERIES TRUST 0.1%
Value $352K Shares 2,006 Est. Cost $145.02 Unrealized
IGRO ISHARES TR 0.1%
Value $351K Shares 4,244 Est. Cost $65.95 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.1%
Value $351K Shares 8,622 Est. Cost $36.37 Unrealized +11.3%
GE GE AEROSPACE 0.1%
Value $350K Shares 1,133 Est. Cost $196.03 Unrealized +53.4%
ISRG INTUITIVE SURGICAL INC 0.1%
Value $349K Shares 616 Est. Cost $421.47 Unrealized +26.3%
AIRR FIRST TR EXCHANGE TRADED FD 0.1%
Value $346K Shares 3,516 Est. Cost $77.04 Unrealized
IDEV ISHARES TR 0.1%
Value $341K Shares 4,133 Est. Cost $64.25 Unrealized
ABBV ABBVIE INC 0.1%
Value $339K Shares 1,484 Est. Cost $182.77 Unrealized +24.5%
TT TRANE TECHNOLOGIES PLC 0.1%
Value $330K Shares 849 Est. Cost $361.14 Unrealized +14.5%
UNH UNITEDHEALTH GROUP INC 0.1%
Value $329K Shares 996 Est. Cost $513.24 Unrealized -34.3%
XLF SELECT SECTOR SPDR TR 0.1%
Value $326K Shares 5,961 Est. Cost $37.60 Unrealized
LIN LINDE PLC 0.1%
Value $324K Shares 759 Est. Cost $406.82 Unrealized +5.0%
SUB ISHARES TR 0.1%
Value $319K Shares 2,990 Est. Cost $106.70 Unrealized
AB ALLIANCEBERNSTEIN HLDG L P 0.1%
Value $314K Shares 8,171 Est. Cost $35.50 Unrealized
IYR ISHARES TR 0.1%
Value $308K Shares 3,279 Est. Cost $95.19 Unrealized
PSA PUBLIC STORAGE OPER CO 0.1%
Value $305K Shares 1,174 Est. Cost $244.30 Unrealized +13.5%
XLV SELECT SECTOR SPDR TR 0.1%
Value $299K Shares 1,931 Est. Cost $136.39 Unrealized
DIS DISNEY WALT CO 0.1%
Value $299K Shares 2,608 Est. Cost $106.29 Unrealized +3.0%
NEE NEXTERA ENERGY INC 0.1%
Value $290K Shares 3,609 Est. Cost $68.78 Unrealized +20.0%
CSCO CISCO SYS INC 0.1%
Value $289K Shares 3,755 Est. Cost $55.61 Unrealized +32.7%
ABT ABBOTT LABS 0.1%
Value $288K Shares 2,297 Est. Cost $112.75 Unrealized +12.9%
MSI MOTOROLA SOLUTIONS INC 0.1%
Value $282K Shares 732 Est. Cost $421.74 Unrealized -5.0%
KNSL KINSALE CAP GROUP INC 0.1%
Value $276K Shares 705 Est. Cost $452.97 Unrealized -10.0%
AM ANTERO MIDSTREAM CORP 0.1%
Value $274K Shares 15,380 Est. Cost $11.02 Unrealized +61.1%
SPYV SPDR SERIES TRUST 0.1%
Value $266K Shares 4,681 Est. Cost $51.72 Unrealized
WMB WILLIAMS COS INC 0.1%
Value $265K Shares 4,414 Est. Cost $43.19 Unrealized +39.1%
VYM VANGUARD WHITEHALL FDS 0.1%
Value $265K Shares 1,844 Est. Cost $121.00 Unrealized
BX BLACKSTONE INC 0.1%
Value $262K Shares 1,701 Est. Cost $133.67 Unrealized +13.3%
GOOG ALPHABET INC 0.1%
Value $257K Shares 820 Est. Cost $286.33 Unrealized 0.0%
SPYG SPDR SERIES TRUST 0.1%
Value $257K Shares 2,409 Est. Cost $96.19 Unrealized
BIL SPDR SERIES TRUST 0.1%
Value $257K Shares 2,810 Est. Cost $91.58 Unrealized
ALL ALLSTATE CORP 0.1%
Value $255K Shares 1,218 Est. Cost $191.27 Unrealized +6.7%
XAR SPDR SERIES TRUST 0.1%
Value $251K Shares 1,043 Est. Cost $211.00 Unrealized
MDIV FIRST TR EXCHANGE TRADED FD 0.1%
Value $248K Shares 15,805 Est. Cost $16.50 Unrealized
NFLX NETFLIX INC 0.1%
Value $247K Shares 2,635 Est. Cost $109.09 Unrealized -1.2%
FSK FS KKR CAP CORP 0.1%
Value $247K Shares 16,668 Est. Cost $14.26 Unrealized +3.0%
SLYG SPDR SERIES TRUST 0.1%
Value $246K Shares 2,613 Est. Cost $83.63 Unrealized
DVN DEVON ENERGY CORP NEW 0.1%
Value $245K Shares 6,696 Est. Cost $33.67 Unrealized +3.2%
MUB ISHARES TR 0.1%
Value $244K Shares 2,277 Est. Cost $107.11 Unrealized
PANW PALO ALTO NETWORKS INC 0.0%
Value $242K Shares 1,314 Est. Cost $191.54 Unrealized +5.3%
IUSB ISHARES TR 0.0%
Value $241K Shares 5,178 Est. Cost $46.54 Unrealized
UBER UBER TECHNOLOGIES INC 0.0%
Value $241K Shares 2,948 Est. Cost $82.94 Unrealized +8.6%
PHM PULTE GROUP INC 0.0%
Value $240K Shares 2,045 Est. Cost $101.43 Unrealized +20.7%
PLTR PALANTIR TECHNOLOGIES INC 0.0%
Value $240K Shares 1,352 Est. Cost $162.07 Unrealized +11.7%
BA BOEING CO 0.0%
Value $238K Shares 1,098 Est. Cost $188.88 Unrealized +8.9%
ATO ATMOS ENERGY CORP 0.0%
Value $235K Shares 1,403 Est. Cost $143.02 Unrealized +20.5%
SPYM SPDR SERIES TRUST 0.0%
Value $231K Shares 2,882 Est. Cost $80.22 Unrealized
WEC WEC ENERGY GROUP INC 0.0%
Value $231K Shares 2,187 Est. Cost $87.71 Unrealized +25.7%
PM PHILIP MORRIS INTL INC 0.0%
Value $229K Shares 1,417 Est. Cost $139.74 Unrealized +9.9%
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value $228K Shares 393 Est. Cost $565.16 Unrealized 0.0%
WM WASTE MGMT INC DEL 0.0%
Value $228K Shares 1,036 Est. Cost $212.55 Unrealized 0.0%
AMAT APPLIED MATLS INC 0.0%
Value $227K Shares 882 Est. Cost $239.49 Unrealized 0.0%
IWM ISHARES TR 0.0%
Value $225K Shares 916 Est. Cost $242.08 Unrealized
HON HONEYWELL INTL INC 0.0%
Value $225K Shares 1,154 Est. Cost $184.39 Unrealized +5.8%
EPD ENTERPRISE PRODS PARTNERS L 0.0%
Value $225K Shares 7,008 Est. Cost $32.06 Unrealized
SYK STRYKER CORPORATION 0.0%
Value $224K Shares 636 Est. Cost $371.14 Unrealized -2.1%
INTC INTEL CORP 0.0%
Value $223K Shares 6,046 Est. Cost $24.23 Unrealized +55.9%
ANET ARISTA NETWORKS INC 0.0%
Value $223K Shares 1,702 Est. Cost $128.77 Unrealized +6.9%
DGRO ISHARES TR 0.0%
Value $220K Shares 3,169 Est. Cost $68.13 Unrealized
ACN ACCENTURE PLC IRELAND 0.0%
Value $219K Shares 816 Est. Cost $254.06 Unrealized 0.0%
MPLX MPLX LP 0.0%
Value $216K Shares 4,052 Est. Cost $53.37 Unrealized
BNDX VANGUARD CHARLOTTE FDS 0.0%
Value $213K Shares 4,410 Est. Cost $49.05 Unrealized
SPGI S&P GLOBAL INC 0.0%
Value $208K Shares 398 Est. Cost $494.21 Unrealized 0.0%
BROOKFIELD REAL ASSETS INCOM 0.0%
Value $207K Shares 15,935 Est. Cost $12.82 Unrealized
XLU SELECT SECTOR SPDR TR 0.0%
Value $206K Shares 4,833 Est. Cost $53.82 Unrealized
FDX FEDEX CORP 0.0%
Value $204K Shares 701 Est. Cost $261.56 Unrealized 0.0%
ABRDN GLOBAL DYNAMIC DIVIDEN 0.0%
Value $153K Shares 13,028 Est. Cost $9.36 Unrealized
NUVEEN QUALITY MUNCP INCOME 0.0%
Value $135K Shares 11,216 Est. Cost $11.46 Unrealized
LAC LITHIUM AMERS CORP NEW 0.0%
Value $80,224 Shares 18,400 Est. Cost $3.16 Unrealized +82.7%
VG VENTURE GLOBAL INC 0.0%
Value $79,917 Shares 11,718 Est. Cost $13.69 Unrealized -39.3%
FS CREDIT OPPORTUNITIES CORP 0.0%
Value $72,280 Shares 11,473 Est. Cost $7.26 Unrealized
ABTC AMERICAN BITCOIN CORP. 0.0%
Value $33,448 Shares 19,675 Est. Cost $4.17 Unrealized 0.0%