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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 19 of 22  ·  430 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 EBAY EBAY INC. COM Consumer Cyclical 2,582.0 $289K 0.02% +69.0 +2.8% $111.75 -6.8%
362 ILMN ILLUMINA INC COM Healthcare 1,617.0 $284K 0.02% -2K -51.9% $175.83 +24.8%
363 FHN FIRST HORIZON CORPORATION COM Financial Services 11,030.0 $283K 0.02% $25.64 -3.9%
364 PHM PULTE GROUP INC COM Consumer Cyclical 2,053.0 $282K 0.02% $137.21 -6.0%
365 ILCG ISHARES MORNINGSTAR GROWTH ETF 2,400.0 $281K 0.02% $117.02 -1.8%
366 SLF SUN LIFE FINANCIAL INC. COM Financial Services 3,579.0 $281K 0.02% $78.42 +0.7%
367 GVA GRANITE CONSTR INC COM Industrials 1,770.0 $280K 0.02% NEW $158.08 -21.7%
368 AMT AMERICAN TOWER CORP COM Real Estate 1,702.0 $278K 0.02% -1K -40.5% $163.57 +7.5%
369 IREN IREN LIMITED ORDINARY SHARES Financial Services 6,000.0 $274K 0.02% NEW $45.73 -8.4%
370 AON AON PLC SHS CL A Financial Services 822.0 $273K 0.02% +87.0 +11.8% $331.69 +7.1%
371 XLU STATE STREET UTILITIES SELECT SECTOR SPDR ETF 5,994.0 $272K 0.02% -378.0 -5.9% $45.34 -5.7%
372 ZM ZOOM COMMUNICATIONS INC CL A Technology 3,125.0 $270K 0.02% NEW $86.31 +24.5%
373 AVY AVERY DENNISON CORP COM Industrials 1,649.0 $268K 0.02% -271.0 -14.1% $162.35 +13.2%
374 BX BLACKSTONE INC COM Financial Services 2,255.0 $265K 0.02% -1K -36.2% $117.67 +21.8%
375 CNQ CANADIAN NAT RES LTD MED TERM COM Energy 6,662.0 $263K 0.02% -66.0 -1.0% $39.50 +30.1%
376 Q QNITY ELECTRONICS INC COMMON STOCK Technology 1,605.0 $262K 0.02% NEW $163.31 -21.1%
377 PFG PRINCIPAL FINANCIAL GROUP INC COM Financial Services 2,416.0 $260K 0.02% NEW $107.78 +2.8%
378 ATLANTA BRAVES HLDGS INC COM SER C 5,000.0 $260K 0.02% NEW $51.90
379 WRB BERKLEY W R CORP COM Financial Services 3,664.0 $258K 0.02% -307.0 -7.7% $70.53 -2.7%
380 BMY BRISTOL-MYERS SQUIBB CO COM Healthcare 4,483.0 $258K 0.02% NEW $57.62 +16.3%
Page 19 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%