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Hartline Investment Corporation
Brian W. Hart · Investment Advisor · Growth
Hartline Investment Corporation is a boutique registered investment adviser founded in 1990 and headquartered in Winnetka, Illinois. Originally established by William G. Hart and now led by President and CEO Brian W. Hart, the firm specializes in providing personalized investment management services for high-net-worth individuals, families, and institutional clients, including charitable organizations and retirement plans. Hartline focuses primarily on U.S. equities, with a particular emphasis on large-cap growth and technology companies. The institution is known for its client-centric approach, leveraging a disciplined valuation methodology and decades of portfolio management experience to build bespoke portfolios. By maintaining a small, dedicated team, the firm aims to provide tailored solutions and direct access to decision-makers, ensuring that investment strategies align closely with the unique financial goals and risk tolerances of each client.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +33.7% |
| YTD return | +28.2% |
| Sharpe ratio | 2.99 |
| Win rate | 60% |
| AUM | $0.9B |
| Inception | Oct 1, 2025 |
| Updated | Aug 20, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $0.9B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://www.hartlineinv.com/ |
Current Holdings
Updated on Aug 20, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| NVDA | NVIDIA Corporation | 14.5% | +15.3% |
| BRK-A | Berkshire Hathaway Inc | 11.4% | +0.9% |
| MRVL | Marvell Technology Group Ltd | 11.2% | +181.7% |
| AAPL | Apple Inc | 7.4% | +20.9% |
| VRT | Vertiv Holdings Co | 7.0% | +53.0% |
| AMD | Advanced Micro Devices Inc | 6.8% | +176.7% |
| GLW | Corning Incorporated | 6.7% | +61.3% |
| GOOGL | Alphabet Inc Class A | 5.8% | +31.1% |
| DELL | Dell Technologies Inc | 4.2% | +41.6% |
| AMZN | Amazon.com Inc | 4.0% | +16.0% |
| NET | Cloudflare Inc | 3.1% | +32.9% |
| MSFT | Microsoft Corporation | 2.8% | -3.8% |
| WMT | Walmart Inc. Common Stock | 2.5% | -0.2% |
| MS | Morgan Stanley | 2.1% | +28.9% |
| GEV | GE Vernova LLC | 2.1% | +28.0% |
| META | Meta Platforms Inc. | 2.0% | -21.8% |
| C | Citigroup Inc | 1.9% | -3.1% |
| LLY | Eli Lilly and Company | 1.8% | +48.6% |
| MAR | Marriott International Inc | 1.3% | -5.5% |
| V | Visa Inc. Class A | 1.2% | +8.2% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Jun 29, 2026 | BUY | C | 1.7% → 1.9% |
| Jun 29, 2026 | BUY | VRT | 8.2% → 7.0% |
| Jun 29, 2026 | BUY | AMZN | 4.8% → 4.0% |
| Jun 29, 2026 | SELL | MAR | 1.4% → 1.3% |
| Jun 29, 2026 | BUY | MSFT | 3.6% → 2.8% |
Investment Style Analysis
Hartline Investment Corporation is widely recognized for employing a Growth strategy. As of Aug 20, 2026, the firm oversees approximately $0.9B in assets under management (AUM). The portfolio demonstrates a clear preference for the Semiconductors and Insurance - Diversified sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Jun 29, Hartline Investment Corporation made a significant move by increasing exposure to C. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
Hartline’s investment philosophy is built on the premise that success should be defined by the attainment of a client’s specific financial objectives rather than arbitrary market benchmarks. The firm employs a disciplined, valuation-sensitive approach that prioritizes high-quality companies with sustainable growth potential, especially within the U.S. large-cap and technology sectors. Each portfolio is individually tailored, taking into account the client's risk tolerance, time horizon, and cash flow needs. Hartline emphasizes risk management and long-term capital appreciation, often constructing concentrated yet diversified portfolios of liquid securities. This individualized strategy is supported by direct relationships between clients and portfolio managers, ensuring transparency and a clear understanding of the investment landscape and decision-making process.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with Hartline Investment Corporation.
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Frequently asked questions
How is the simulated portfolio for Hartline Investment Corporation constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is Hartline Investment Corporation's largest holding?
As of the latest filing, Hartline Investment Corporation's top position is NVIDIA Corporation (NVDA), representing 14.5% of the portfolio. This reflects a high-conviction bet by the institution.
What is Hartline Investment Corporation's historical performance and risk profile?
Our simulation indicates a total return of +33.7% with a win rate of 60%. Notably, the portfolio maintains a Sharpe Ratio of 2.99, suggesting an excellent level of risk-adjusted returns compared to the broader market.
What sectors does Hartline Investment Corporation primarily invest in?
Hartline Investment Corporation has a strong preference for the Semiconductors sector, which makes up 32.5% of their disclosed assets. The portfolio also has exposure to Insurance - Diversified, indicating a specific thematic focus.
Is Hartline Investment Corporation's portfolio concentrated or diversified?
Hartline Investment Corporation runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 37.1% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has Hartline Investment Corporation performed in 2026?
Our AI-simulated model portfolio for Hartline Investment Corporation tracks a Year-to-Date (YTD) return of +28.2%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Brian W. Hart manage Hartline Investment Corporation directly?
Yes, Brian W. Hart serves as the key portfolio manager for Hartline Investment Corporation, overseeing the investment strategy and final capital allocation decisions.