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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 22  ·  430 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 IGPT INVESCO AI AND NEXT GEN SOFTWARE ETF 15,232.0 $1.6M 0.11% NEW $104.10 -11.7%
182 PKB INVESCO BUILDING & CONSTRUCTION ETF 14,095.0 $1.6M 0.11% NEW $112.06 -9.8%
183 UNP UNION PAC CORP COM Industrials 5,785.0 $1.6M 0.11% -251.0 -4.2% $272.00 +13.3%
184 AFG AMERICAN FINANCIAL GROUP INC COM Financial Services 11,174.0 $1.6M 0.11% NEW $139.94 +2.7%
185 QSR RESTAURANT BRANDS INTL INC COM Consumer Cyclical 21,317.0 $1.5M 0.11% +6K +43.2% $72.51 +11.5%
186 LEMB ISHARES J.P. MORGAN EM LOCAL CURRENCY BOND ETF 36,296.0 $1.5M 0.11% +913.0 +2.6% $42.43 +2.1%
187 WMB WILLIAMS COS INC COM Energy 20,637.0 $1.5M 0.11% +1K +5.8% $74.34 -5.2%
188 EMHY ISHARES J.P. MORGAN EM HIGH YIELD BOND ETF 36,909.0 $1.5M 0.10% +952.0 +2.6% $40.66 -1.0%
189 IAC PEOPLE INC COM NEW Technology 32,316.0 $1.5M 0.10% NEW $46.16 -0.0%
190 GHYG ISHARES US & INTL HIGH YIELD CORP BOND ETF 32,498.0 $1.5M 0.10% +872.0 +2.8% $45.29 +0.2%
191 EMB ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF 15,172.0 $1.5M 0.10% -113.0 -0.7% $96.44 -1.8%
192 UNH UNITEDHEALTH GROUP INC COM Healthcare 3,511.0 $1.5M 0.10% -346.0 -9.0% $415.63 -6.1%
193 VIG VANGUARD DIVIDEND APPRECIATION ETF 6,090.0 $1.4M 0.10% -120.0 -1.9% $236.62 +3.1%
194 CAH CARDINAL HEALTH INC COM Healthcare 6,049.0 $1.4M 0.10% +5K +466.9% $237.56 -3.4%
195 CEMB ISHARES J.P. MORGAN EM CORPORATE BOND ETF 31,080.0 $1.4M 0.10% $45.65 -0.8%
196 B BARRICK MNG CORP COM SHS Basic Materials 38,525.0 $1.4M 0.10% NEW $36.73 +29.6%
197 DVOL FIRST TRUST DORSEY WRIGHT MOMENTUM & LOW VOLATILITY ETF 38,576.0 $1.4M 0.10% -402.0 -1.0% $36.54 +1.8%
198 QCOM QUALCOMM INC COM Technology 7,624.0 $1.4M 0.10% -1K -13.8% $184.79 -13.0%
199 DE DEERE & CO COM Industrials 2,209.0 $1.4M 0.10% -126.0 -5.4% $634.33 +2.1%
200 ADP AUTOMATIC DATA PROCESSING INC COM Industrials 6,089.0 $1.4M 0.09% -506.0 -7.7% $223.95 +25.4%
Page 10 of 22  ·  430 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%