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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 11 of 22  ·  430 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 MAR MARRIOTT INTL INC NEW CL A Consumer Cyclical 3,580.0 $1.3M 0.09% +152.0 +4.4% $370.59 -3.8%
202 QCLN FIRST TRUST NASDAQ CLEAN EDGE GREEN ENERGY INDEX FUND 21,488.0 $1.3M 0.09% NEW $61.32 -17.7%
203 FTXO FIRST TRUST NASDAQ BANK ETF 31,843.0 $1.3M 0.09% -1K -3.4% $41.33 +1.1%
204 A AGILENT TECHNOLOGIES INC COM Healthcare 9,650.0 $1.3M 0.09% $132.83 +19.6%
205 ASX ASE TECHNOLOGY HLDG CO LTD SPONSORED ADS Technology 28,322.0 $1.3M 0.09% NEW $45.12 -19.1%
206 FAN FIRST TRUST GLOBAL WIND ENERGY ETF 50,891.0 $1.3M 0.09% +2K +3.6% $24.98 -4.5%
207 PDP INVESCO DORSEY WRIGHT MOMENTUM ETF 8,265.0 $1.3M 0.09% NEW $151.73 -9.8%
208 PGR PROGRESSIVE CORP COM Financial Services 5,735.0 $1.3M 0.09% +919.0 +19.1% $218.45 +0.4%
209 CMCSA COMCAST CORP NEW CL A Communication Services 50,704.0 $1.2M 0.09% +6K +14.5% $24.55 +9.4%
210 VTI VANGUARD TOTAL STOCK MARKET ETF 3,193.0 $1.2M 0.08% -86.0 -2.6% $370.00 +2.2%
211 GD GENERAL DYNAMICS CORP COM Industrials 3,330.0 $1.2M 0.08% -225.0 -6.3% $354.24 +8.5%
212 FXZ FIRST TRUST MATERIALS ALPHADEX FUND 14,827.0 $1.2M 0.08% NEW $79.44 +9.9%
213 AFL AFLAC INC COM Financial Services 9,969.0 $1.2M 0.08% +453.0 +4.8% $117.25 -1.0%
214 PLD PROLOGIS INC. COM Real Estate 8,548.0 $1.2M 0.08% +375.0 +4.6% $135.47 +4.7%
215 TXN TEXAS INSTRS INC COM Technology 3,824.0 $1.1M 0.08% +627.0 +19.6% $298.07 -11.3%
216 PSTL POSTAL REALTY TRUST INC CL A Real Estate 45,344.0 $1.1M 0.08% NEW $24.64 -7.1%
217 BAH BOOZ ALLEN HAMILTON HLDG CORP CL A Industrials 18,320.0 $1.1M 0.08% NEW $60.67 +27.0%
218 ET ENERGY TRANSFER L P COM UT LTD PTN Energy 57,271.0 $1.1M 0.08% -4K -6.1% $19.12 +10.8%
219 GEV GE VERNOVA INC COM Utilities 930.0 $1.1M 0.08% +314.0 +51.0% $1174.86 -18.6%
220 DUK DUKE ENERGY CORP NEW COM NEW Utilities 8,536.0 $1.1M 0.07% +2K +26.4% $126.58 -5.3%
Page 11 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%