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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 18 of 22  ·  430 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 KEYS KEYSIGHT TECHNOLOGIES INC COM Technology 997.0 $349K 0.02% NEW $350.07 -9.7%
342 SHEL SHELL PLC SPON ADS Energy 4,423.0 $343K 0.02% +1K +50.8% $77.54 +20.4%
343 ING ING GROEP N.V. SPONSORED ADR Financial Services 10,524.0 $330K 0.02% -6K -34.4% $31.38 +11.0%
344 BKNG BOOKING HOLDINGS INC COM Consumer Cyclical 1,852.0 $330K 0.02% +2K +2986.7% $178.24 +17.6%
345 JCI JOHNSON CTLS INTL PLC SHS Industrials 2,245.0 $328K 0.02% +157.0 +7.5% $146.11 -2.1%
346 SAN BANCO SANTANDER SA ADR Financial Services 23,331.0 $322K 0.02% +936.0 +4.2% $13.80 +5.7%
347 EQIX EQUINIX INC COM Real Estate 304.0 $317K 0.02% NEW $1042.39 +2.2%
348 FITB FIFTH THIRD BANCORP COM Financial Services 5,551.0 $313K 0.02% +583.0 +11.7% $56.37 -2.7%
349 ZION ZIONS BANCORPORATION NATL ASSN COM Financial Services 4,476.0 $310K 0.02% $69.19 -1.5%
350 VICI VICI PPTYS INC COM Real Estate 11,607.0 $308K 0.02% -344.0 -2.9% $26.55 -0.2%
351 NUE NUCOR CORP COM Basic Materials 1,364.0 $304K 0.02% -36.0 -2.6% $222.75 +9.4%
352 LNG CHENIERE ENERGY INC COM NEW Energy 1,264.0 $302K 0.02% +158.0 +14.3% $239.01 +16.1%
353 EIX EDISON INTL COM Utilities 4,035.0 $300K 0.02% NEW $74.45 -3.8%
354 SHW SHERWIN WILLIAMS CO COM Basic Materials 867.0 $299K 0.02% NEW $344.32 +0.7%
355 FISV FISERV INC COM Technology 6,086.0 $299K 0.02% -1K -17.1% $49.05 +7.2%
356 AER AERCAP HOLDINGS NV SHS Industrials 2,039.0 $297K 0.02% +447.0 +28.1% $145.78 +0.3%
357 NET CLOUDFLARE INC CL A COM Technology 1,206.0 $296K 0.02% NEW $245.28 +19.5%
358 YUMC YUM CHINA HLDGS INC COM Consumer Cyclical 7,128.0 $291K 0.02% +1K +25.9% $40.87 +21.2%
359 FXU FIRST TRUST UTILITIES ALPHADEX FUND 5,876.0 $290K 0.02% -494K -98.8% $49.34 -3.8%
360 NEBIUS GROUP N.V. SHS CLASS A 1,046.0 $289K 0.02% NEW $276.17
Page 18 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%