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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 3 of 6  ·  114 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 EMB ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF 15,172.0 $1.5M 0.10% -113.0 -0.7% $96.44 -1.8%
42 UNH UNITEDHEALTH GROUP INC COM Healthcare 3,511.0 $1.5M 0.10% -346.0 -9.0% $415.63 -6.1%
43 VIG VANGUARD DIVIDEND APPRECIATION ETF 6,090.0 $1.4M 0.10% -120.0 -1.9% $236.62 +3.1%
44 DVOL FIRST TRUST DORSEY WRIGHT MOMENTUM & LOW VOLATILITY ETF 38,576.0 $1.4M 0.10% -402.0 -1.0% $36.54 +1.8%
45 QCOM QUALCOMM INC COM Technology 7,624.0 $1.4M 0.10% -1K -13.8% $184.79 -13.0%
46 DE DEERE & CO COM Industrials 2,209.0 $1.4M 0.10% -126.0 -5.4% $634.33 +2.1%
47 ADP AUTOMATIC DATA PROCESSING INC COM Industrials 6,089.0 $1.4M 0.09% -506.0 -7.7% $223.95 +25.4%
48 FTXO FIRST TRUST NASDAQ BANK ETF 31,843.0 $1.3M 0.09% -1K -3.4% $41.33 +1.1%
49 VTI VANGUARD TOTAL STOCK MARKET ETF 3,193.0 $1.2M 0.08% -86.0 -2.6% $370.00 +2.2%
50 GD GENERAL DYNAMICS CORP COM Industrials 3,330.0 $1.2M 0.08% -225.0 -6.3% $354.24 +8.5%
51 ET ENERGY TRANSFER L P COM UT LTD PTN Energy 57,271.0 $1.1M 0.08% -4K -6.1% $19.12 +10.8%
52 ADI ANALOG DEVICES INC COM Technology 2,593.0 $1.0M 0.07% -155.0 -5.6% $397.17 -6.1%
53 AXP AMERICAN EXPRESS CO COM Financial Services 3,035.0 $1.0M 0.07% -488.0 -13.8% $338.25 -0.7%
54 SBUX STARBUCKS CORP COM Consumer Cyclical 10,039.0 $1.0M 0.07% -2K -19.6% $102.19 +4.8%
55 MTUM ISHARES MSCI USA MOMENTUM FACTOR ETF 2,947.0 $1.0M 0.07% -6K -68.7% $342.83 -11.0%
56 LIBERTY MEDIA CORP DEL COM LBTY ONE S C 10,607.0 $1.0M 0.07% -644.0 -5.7% $95.14
57 COIN COINBASE GLOBAL INC COM CL A Financial Services 6,721.0 $983K 0.07% -352.0 -5.0% $146.19 +27.6%
58 TMO THERMO FISHER SCIENTIFIC INC COM Healthcare 1,877.0 $941K 0.07% -790.0 -29.6% $501.36 +25.5%
59 COWZ PACER US CASH COWS 100 ETF 14,996.0 $933K 0.06% -3K -16.1% $62.20 +15.8%
60 REGN REGENERON PHARMACEUTICALS COM Healthcare 1,469.0 $916K 0.06% -115.0 -7.3% $623.54 +33.8%
Page 3 of 6  ·  114 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%