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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 6 of 6  ·  114 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 XLU STATE STREET UTILITIES SELECT SECTOR SPDR ETF 5,994.0 $272K 0.02% -378.0 -5.9% $45.34 -5.7%
102 AVY AVERY DENNISON CORP COM Industrials 1,649.0 $268K 0.02% -271.0 -14.1% $162.35 +13.2%
103 BX BLACKSTONE INC COM Financial Services 2,255.0 $265K 0.02% -1K -36.2% $117.67 +21.8%
104 CNQ CANADIAN NAT RES LTD MED TERM COM Energy 6,662.0 $263K 0.02% -66.0 -1.0% $39.50 +30.1%
105 WRB BERKLEY W R CORP COM Financial Services 3,664.0 $258K 0.02% -307.0 -7.7% $70.53 -2.7%
106 APOS APOLLO GLOBAL MGMT INC COM 2,153.0 $255K 0.02% -4K -64.9% $118.31
107 FVD FIRST TRUST VALUE LINE DIVIDEND INDEX FUND 5,231.0 $252K 0.02% -275.0 -5.0% $48.18 +5.2%
108 PFE PFIZER INC COM Healthcare 10,400.0 $250K 0.02% -1K -12.6% $24.08 +16.6%
109 VTR VENTAS INC COM Real Estate 2,806.0 $249K 0.02% -556.0 -16.5% $88.80 +4.8%
110 CI THE CIGNA GROUP COM Healthcare 861.0 $237K 0.02% -557.0 -39.3% $275.68 +0.7%
111 FDS FACTSET RESH SYS INC COM Financial Services 1,020.0 $235K 0.02% -103.0 -9.2% $230.08 +30.4%
112 GPI GROUP 1 AUTOMOTIVE INC COM Consumer Cyclical 771.0 $225K 0.02% -79.0 -9.3% $291.33 -10.1%
113 DIA STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST Financial Services 402.0 $210K 0.01% -51.0 -11.3% $522.39 +1.9%
114 CME CME GROUP INC COM Financial Services 938.0 $207K 0.01% -51.0 -5.2% $220.83 +24.5%
Page 6 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%