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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 17 of 22  ·  430 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 IJJ ISHARES S&P MID-CAP 400 VALUE ETF 2,870.0 $424K 0.03% $147.73 +0.9%
322 WEC WEC ENERGY GROUP INC COM Utilities 3,619.0 $423K 0.03% +36.0 +1.0% $116.77 -9.2%
323 HSBC HSBC HLDGS PLC SPON ADR NEW Financial Services 4,333.0 $412K 0.03% $95.09 +9.5%
324 STX SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS Technology 422.0 $407K 0.03% NEW $965.00 -11.9%
325 DLR DIGITAL RLTY TR INC COM Real Estate 2,261.0 $406K 0.03% +54.0 +2.5% $179.58 +6.1%
326 ELV ELEVANCE HEALTH INC FORMERLY A COM Healthcare 1,030.0 $398K 0.03% -929.0 -47.4% $386.58 +3.6%
327 SNX TD SYNNEX CORPORATION COM Technology 1,465.0 $392K 0.03% NEW $267.34 -6.4%
328 D DOMINION ENERGY INC COM Utilities 5,725.0 $391K 0.03% -466.0 -7.5% $68.29 -2.5%
329 BMO BANK MONTREAL MEDIUM COM Financial Services 2,198.0 $388K 0.03% NEW $176.70 -1.3%
330 DVA DAVITA INC COM Healthcare 1,734.0 $386K 0.03% NEW $222.48 -21.9%
331 PSA PUBLIC STORAGE COM Real Estate 1,211.0 $385K 0.03% $318.31 +1.3%
332 VUG VANGUARD GROWTH ETF 4,444.0 $383K 0.03% +4K +643.1% $86.15 +1.6%
333 WDC WESTERN DIGITAL CORP COM Technology 585.0 $374K 0.03% NEW $638.72 -28.1%
334 TFC TRUIST FINL CORP COM Financial Services 7,477.0 $373K 0.03% +1K +24.1% $49.82 +1.2%
335 MO ALTRIA GROUP INC COM Consumer Defensive 5,176.0 $372K 0.03% +491.0 +10.5% $71.95 -8.1%
336 VTEB VANGUARD TAX-EXEMPT BOND ETF 7,349.0 $372K 0.03% +217.0 +3.0% $50.58 -2.1%
337 NEM NEWMONT CORP COM Basic Materials 3,940.0 $368K 0.03% -74.0 -1.8% $93.40 +40.9%
338 RCL ROYAL CARIBBEAN GROUP COM Consumer Cyclical 1,142.0 $363K 0.03% +31.0 +2.8% $317.53 -8.0%
339 FLEX FLEX LTD ORD Technology 2,168.0 $351K 0.02% NEW $162.07 -31.9%
340 HSY HERSHEY CO COM Consumer Defensive 2,001.0 $351K 0.02% NEW $175.45 +6.3%
Page 17 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%