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Portfolio (Quarterly) Guide ↗

Nilsine Partners, LLC

· CIK 0001913043
13F Portfolio $1.4B AUM 433 positions Filed Jul 24, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 95 New 198 Added 114 Reduced 65 Exited
Page 10 of 10  ·  198 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 TFC TRUIST FINL CORP COM Financial Services 7,477.0 $373K 0.03% +1K +24.1% $49.82 +1.2%
182 MO ALTRIA GROUP INC COM Consumer Defensive 5,176.0 $372K 0.03% +491.0 +10.5% $71.95 -8.1%
183 VTEB VANGUARD TAX-EXEMPT BOND ETF 7,349.0 $372K 0.03% +217.0 +3.0% $50.58 -2.1%
184 RCL ROYAL CARIBBEAN GROUP COM Consumer Cyclical 1,142.0 $363K 0.03% +31.0 +2.8% $317.53 -8.0%
185 SHEL SHELL PLC SPON ADS Energy 4,423.0 $343K 0.02% +1K +50.8% $77.54 +20.4%
186 BKNG BOOKING HOLDINGS INC COM Consumer Cyclical 1,852.0 $330K 0.02% +2K +2986.7% $178.24 +17.6%
187 JCI JOHNSON CTLS INTL PLC SHS Industrials 2,245.0 $328K 0.02% +157.0 +7.5% $146.11 -2.1%
188 SAN BANCO SANTANDER SA ADR Financial Services 23,331.0 $322K 0.02% +936.0 +4.2% $13.80 +5.7%
189 FITB FIFTH THIRD BANCORP COM Financial Services 5,551.0 $313K 0.02% +583.0 +11.7% $56.37 -2.7%
190 LNG CHENIERE ENERGY INC COM NEW Energy 1,264.0 $302K 0.02% +158.0 +14.3% $239.01 +16.1%
191 AER AERCAP HOLDINGS NV SHS Industrials 2,039.0 $297K 0.02% +447.0 +28.1% $145.78 +0.3%
192 YUMC YUM CHINA HLDGS INC COM Consumer Cyclical 7,128.0 $291K 0.02% +1K +25.9% $40.87 +21.2%
193 EBAY EBAY INC. COM Consumer Cyclical 2,582.0 $289K 0.02% +69.0 +2.8% $111.75 -6.8%
194 AON AON PLC SHS CL A Financial Services 822.0 $273K 0.02% +87.0 +11.8% $331.69 +7.1%
195 IWF ISHARES RUSSELL 1000 GROWTH ETF 2,024.0 $251K 0.02% +1K +281.2% $124.20 -1.5%
196 UNILEVER PLC SPON ADR NEW 3,799.0 $228K 0.02% +66.0 +1.8% $60.12
197 CRPT FIRST TRUST SKYBRIDGE CRYPTO INDUSTRY & DIGITAL ECONOMY ETF 11,225.0 $128K 0.01% +892.0 +8.6% $11.36 +23.5%
198 DIGI PWR X INC COM SUB VTG 20,000.0 $109K 0.01% +7K +53.9% $5.45
Page 10 of 10  ·  198 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 37.8%
Financial Services 13.2%
Utilities 9.4%
Industrials 8.9%
Consumer Cyclical 8.8%
Healthcare 7.1%
Consumer Defensive 5.3%
Communication Services 4.2%
Energy 2.6%
Real Estate 1.8%