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Melissa C. Anderson

Straightline Group Llc

Assets Managed
$201.121M
Holdings
17
Last Quarter
2026 - Q1
Filed Date
4d ago
Growth Rate
9.97%(2Q avg: 7.68%)
Sustained Growth
5 quarters

Portfolio positions

This chart displays the top 10 holdings in Straightline Group Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 17 positions.

Assets under management

The assets under management (AUM) of Straightline Group Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 201.121M in assets, with a quarterly growth rate of 9.97% and a 2-quarter average growth rate of 7.68%. The portfolio is managed by Melissa C. Anderson, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
XTRE
Bondbloxx Bbg 3y Us Tsy Etf
Recent Activity
Increased 4.06%
25.67%
$51.614M
1.042M shares@ $49.52 avg price
XMHQ
Invesco S&p Midcap Qual Etf
Recent Activity
Increased 2.75%
18.71%
$37.622M
363,959 shares@ $103.38 avg price
GSIE
Goldman Sachs Activebeta Int
Recent Activity
Increased 7.7%
15.77%
$31.711M
735,238 shares@ $43.13 avg price
CAPE
Doubleline Shiller Cape Us
Recent Activity
Decreased -8.28%
14.37%
$28.885M
936,206 shares@ $30.86 avg price
IBHF
Ishares Ibond 2026 Hy & Inc
Recent Activity
Increased 11.42%
10.41%
$20.924M
911,742 shares@ $22.96 avg price
RAAX
Vaneck Inflation Allocation
Recent Activity
New Position
9.58%
$19.261M
473,126 shares@ $40.72 avg price
XLC
Comm Serv Select Sector Spdr
Recent Activity
Increased 5.74%
1.1%
$2.212M
19,951 shares@ $110.87 avg price
XLP
Consumer Staples Spdr
Recent Activity
Increased 5.98%
1.08%
$2.164M
26,400 shares@ $81.99 avg price
XLY
Consumer Discretionary Selt
Recent Activity
Increased 6.65%
1%
$2.001M
18,357 shares@ $108.99 avg price
XLB
Materials Select Sector Spdr
Recent Activity
Decreased -9.86%
0.85%
$1.699M
34,005 shares@ $49.98 avg price

1-10 of 17