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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 5 of 10  ·  198 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 36,373.0 $3.0M 0.21% +1K +3.0% $82.84 -1.5%
82 IEFA ISHARES CORE MSCI EAFE ETF 30,911.0 $3.0M 0.21% +982.0 +3.3% $96.58 +4.4%
83 BLK BLACKROCK INC COM Financial Services 3,100.0 $3.0M 0.21% +126.0 +4.2% $961.56 +20.3%
84 MS MORGAN STANLEY COM NEW Financial Services 13,538.0 $2.8M 0.20% +3K +26.7% $209.04 +2.5%
85 PG PROCTER & GAMBLE CO COM Consumer Defensive 18,423.0 $2.7M 0.19% +921.0 +5.3% $146.64 -1.3%
86 WDAY WORKDAY INC CL A Technology 21,804.0 $2.7M 0.18% +20K +1019.9% $122.42 +63.4%
87 T AT&T INC COM Communication Services 128,682.0 $2.7M 0.18% +4K +3.3% $20.70 +22.3%
88 CHRW C H ROBINSON WORLDWIDE IN COM NEW Industrials 13,914.0 $2.6M 0.18% +799.0 +6.1% $188.34 -24.8%
89 HAS HASBRO INC COM Consumer Cyclical 31,340.0 $2.6M 0.18% +5K +16.9% $82.59 +13.3%
90 OHI OMEGA HEALTHCARE INVS INC COM Real Estate 53,873.0 $2.6M 0.18% +6K +11.7% $47.68 -2.2%
91 SYF SYNCHRONY FINANCIAL COM Financial Services 33,334.0 $2.5M 0.17% +4K +15.5% $76.05 +4.5%
92 EWBC EAST WEST BANCORP INC COM Financial Services 19,525.0 $2.5M 0.17% +3K +15.7% $129.09 +0.7%
93 WFC WELLS FARGO & CO COM Financial Services 30,323.0 $2.5M 0.17% +16K +118.0% $82.64 +1.5%
94 APH AMPHENOL CORP CL A Technology 13,901.0 $2.5M 0.17% +701.0 +5.3% $176.32 -11.0%
95 UBER UBER TECHNOLOGIES INC COM Technology 33,736.0 $2.4M 0.17% +5K +15.7% $72.16 +9.2%
96 ACN ACCENTURE PLC IRELAND SHS CLASS A Technology 18,466.0 $2.3M 0.16% +15K +478.0% $124.44 +48.9%
97 CNC CENTENE CORP DEL COM Healthcare 35,320.0 $2.3M 0.16% +22K +161.1% $64.19 +1.3%
98 CSX CSX CORP COM Industrials 47,258.0 $2.2M 0.15% +1K +2.2% $47.53 +8.5%
99 CFG CITIZENS FINL GROUP INC COM Financial Services 31,597.0 $2.2M 0.15% +28K +811.1% $70.07 -0.3%
100 GRMN GARMIN LTD SHS Technology 9,309.0 $2.2M 0.15% +607.0 +7.0% $237.54 +24.1%
Page 5 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%