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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 14 of 22  ·  430 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 ASML ASML HLDG NV N Y REGISTRY SHS Technology 367.0 $730K 0.05% -168.0 -31.4% $1989.44 -11.3%
262 NDAQ NASDAQ INC COM Financial Services 9,219.0 $727K 0.05% +272.0 +3.0% $78.82 +24.6%
263 PETROLEO BRASILEIRO S A SP ADR NON VTG 48,527.0 $710K 0.05% NEW $14.64
264 NVT NVENT ELEC PLC SHS Industrials 4,088.0 $693K 0.05% -339.0 -7.7% $169.61 -10.4%
265 PSX PHILLIPS 66 COM Energy 4,068.0 $688K 0.05% +107.0 +2.7% $169.06 +43.7%
266 HONEYWELL INTL INC COM 3,059.0 $685K 0.05% NEW $223.90
267 ABT ABBOTT LABORATORIES COM Healthcare 7,512.0 $682K 0.05% -5K -41.8% $90.74 +28.5%
268 HONEYWELL AEROSPACE INC COM 3,074.0 $680K 0.05% NEW $221.08
269 ITW ILLINOIS TOOL WKS INC COM Industrials 2,506.0 $678K 0.05% +92.0 +3.8% $270.47 +4.4%
270 IAU ISHARES GOLD TRUST Financial Services 8,973.0 $678K 0.05% $75.51 +14.9%
271 MSI MOTOROLA SOLUTIONS INC COM NEW Technology 1,622.0 $674K 0.05% +153.0 +10.4% $415.29 +15.7%
272 SPG SIMON PPTY GROUP INC NEW COM Real Estate 2,967.0 $664K 0.05% +142.0 +5.0% $223.65 -2.4%
273 O REALTY INCOME CORP COM Real Estate 10,635.0 $659K 0.05% +7K +196.7% $61.96 +1.0%
274 EXPD EXPEDITORS INTL WASH INC COM Industrials 4,036.0 $658K 0.04% -238.0 -5.6% $162.98 +15.2%
275 ALLE ALLEGION PLC ORD SHS Industrials 4,537.0 $637K 0.04% +42.0 +0.9% $140.49 +15.5%
276 DVY ISHARES SELECT DIVIDEND ETF 4,039.0 $631K 0.04% -250.0 -5.8% $156.30 +5.0%
277 BP BP PLC SPONSORED ADR Energy 16,981.0 $627K 0.04% -3K -15.7% $36.95 +21.1%
278 SO SOUTHERN CO COM Utilities 6,547.0 $627K 0.04% +457.0 +7.5% $95.71 -7.1%
279 FCX FREEPORT MCMORAN INC CL B Basic Materials 9,919.0 $624K 0.04% NEW $62.89 +21.9%
280 IWR ISHARES RUSSELL MIDCAP ETF 5,635.0 $622K 0.04% +361.0 +6.8% $110.32 +2.8%
Page 14 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%