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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 5  ·  95 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 DHI D R HORTON INC COM Consumer Cyclical 1,292.0 $210K 0.01% NEW $162.88 -8.9%
82 XEL XCEL ENERGY INC COM Utilities 2,607.0 $209K 0.01% NEW $80.29 -5.0%
83 FORTINET INC COM 1,362.0 $209K 0.01% NEW $153.62
84 CTVA CORTEVA INC COM Basic Materials 2,447.0 $207K 0.01% NEW $84.69 -3.4%
85 VGK VANGUARD FTSE EUROPE ETF 2,326.0 $206K 0.01% NEW $88.54 +4.7%
86 HLI HOULIHAN LOKEY INC CL A Financial Services 1,531.0 $205K 0.01% NEW $134.13 -3.8%
87 VMC VULCAN MATLS CO COM Basic Materials 693.0 $204K 0.01% NEW $295.01 -6.4%
88 ED CONSOLIDATED EDISON INC COM Utilities 1,836.0 $203K 0.01% NEW $110.63 -3.9%
89 DTE DTE ENERGY CO COM Utilities 1,332.0 $203K 0.01% NEW $152.37 -11.3%
90 FTGC FIRST TRUST GLOBAL TACTICAL COMMODITY STRATEGY FUND 7,500.0 $203K 0.01% NEW $27.05 +12.9%
91 TXRH TEXAS ROADHOUSE INC COM Consumer Cyclical 1,043.0 $202K 0.01% NEW $193.23 +5.8%
92 TER TERADYNE INC COM Technology 416.0 $201K 0.01% NEW $483.84 -22.3%
93 CELC CELCUITY INC COM Healthcare 1,915.0 $200K 0.01% NEW $104.62 -10.6%
94 HBAN HUNTINGTON BANCSHARES INC COM Financial Services 10,851.0 $192K 0.01% NEW $17.73 -3.9%
95 KEEL KEEL INFRASTRUCTURE CORP COM SHS Technology 19,225.0 $110K 0.01% NEW $5.74 -42.2%
Page 5 of 5  ·  95 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%