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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 15 of 22  ·  430 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 PLTR PALANTIR TECHNOLOGIES INC CL A Technology 5,299.0 $618K 0.04% -527.0 -9.1% $116.67 +54.2%
282 IJR ISHARES CORE S&P SMALL CAP ETF 4,117.0 $611K 0.04% -87.0 -2.1% $148.33 -0.7%
283 XLK STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF 3,123.0 $595K 0.04% +323.0 +11.5% $190.52 -3.8%
284 SEIC SEI INVTS CO COM Financial Services 6,750.0 $592K 0.04% -502.0 -6.9% $87.71 +24.9%
285 HWM HOWMET AEROSPACE INC COM Industrials 2,198.0 $591K 0.04% +36.0 +1.7% $268.86 +1.0%
286 HLT HILTON WORLDWIDE HLDGS INC COM Consumer Cyclical 1,776.0 $587K 0.04% +74.0 +4.3% $330.46 -1.2%
287 UBS UBS GROUP AG SHS Financial Services 11,708.0 $580K 0.04% NEW $49.56 +7.5%
288 TPR TAPESTRY INC COM Consumer Cyclical 3,955.0 $579K 0.04% +904.0 +29.6% $146.38 -11.1%
289 MET METLIFE INC COM Financial Services 6,835.0 $578K 0.04% +447.0 +7.0% $84.61 +11.5%
290 TMUS T-MOBILE US INC COM Communication Services 3,431.0 $575K 0.04% -2K -36.7% $167.73 +9.1%
291 GRID FIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRASTRUCTURE INDEX 2,959.0 $567K 0.04% -709.0 -19.3% $191.75 -5.6%
292 PM PHILIP MORRIS INTL INC COM Consumer Defensive 3,093.0 $560K 0.04% -338.0 -9.8% $180.91 +4.0%
293 CCJ CAMECO CORP COM Energy 5,469.0 $557K 0.04% $101.86 +0.6%
294 COP CONOCOPHILLIPS COM Energy 5,347.0 $556K 0.04% +933.0 +21.1% $103.96 +29.7%
295 WM WASTE MGMT INC DEL COM Industrials 2,468.0 $550K 0.04% +181.0 +7.9% $222.89 +0.5%
296 CB CHUBB LIMITED COM Financial Services 1,606.0 $547K 0.04% -345.0 -17.7% $340.74 +0.1%
297 OMC OMNICOM GROUP INC COM Communication Services 7,500.0 $546K 0.04% +62.0 +0.8% $72.83 +20.2%
298 TM TOYOTA MOTOR CORP ADS Consumer Cyclical 3,212.0 $541K 0.04% +711.0 +28.4% $168.42 +17.2%
299 KMI KINDER MORGAN INC DEL COM Energy 16,579.0 $530K 0.04% -998.0 -5.7% $31.97 -3.1%
300 SYY SYSCO CORP COM Consumer Defensive 6,308.0 $527K 0.04% +582.0 +10.2% $83.58 +0.6%
Page 15 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%