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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 20 of 22  ·  430 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 APOS APOLLO GLOBAL MGMT INC COM 2,153.0 $255K 0.02% -4K -64.9% $118.31
382 FVD FIRST TRUST VALUE LINE DIVIDEND INDEX FUND 5,231.0 $252K 0.02% -275.0 -5.0% $48.18 +5.2%
383 IWF ISHARES RUSSELL 1000 GROWTH ETF 2,024.0 $251K 0.02% +1K +281.2% $124.20 -1.5%
384 PFE PFIZER INC COM Healthcare 10,400.0 $250K 0.02% -1K -12.6% $24.08 +16.6%
385 VTR VENTAS INC COM Real Estate 2,806.0 $249K 0.02% -556.0 -16.5% $88.80 +4.8%
386 FDX FEDEX CORP COM Industrials 789.0 $247K 0.02% NEW $313.13 +3.8%
387 IJK ISHARES S&P MID-CAP 400 GROWTH ETF 2,102.0 $247K 0.02% $117.50 -1.7%
388 FAST FASTENAL CO COM Industrials 5,131.0 $246K 0.02% NEW $48.03 +6.7%
389 FCNCA FIRST CTZNS BANCSHARES INC DEL CL A Financial Services 116.0 $241K 0.02% $2080.79 +4.9%
390 MPWR MONOLITHIC PWR SYS INC COM Technology 173.0 $239K 0.02% NEW $1382.36 -4.8%
391 CI THE CIGNA GROUP COM Healthcare 861.0 $237K 0.02% -557.0 -39.3% $275.68 +0.7%
392 FDS FACTSET RESH SYS INC COM Financial Services 1,020.0 $235K 0.02% -103.0 -9.2% $230.08 +30.4%
393 SPYD STATE STREET SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF 4,902.0 $234K 0.02% $47.71 +5.7%
394 DUPONT DE NEMOURS INC COMMON STOCK 1,720.0 $233K 0.02% NEW $135.64
395 UNILEVER PLC SPON ADR NEW 3,799.0 $228K 0.02% +66.0 +1.8% $60.12
396 FNB F N B CORP COM Financial Services 11,966.0 $228K 0.02% $19.08 -2.9%
397 FIX COMFORT SYS USA INC COM Industrials 115.0 $228K 0.02% NEW $1981.95 -16.5%
398 GPI GROUP 1 AUTOMOTIVE INC COM Consumer Cyclical 771.0 $225K 0.02% -79.0 -9.3% $291.33 -10.1%
399 VBK VANGUARD SMALL-CAP GROWTH ETF 610.0 $223K 0.01% NEW $365.70 -1.9%
400 STLD STEEL DYNAMICS INC COM Basic Materials 969.0 $222K 0.01% NEW $229.46 -0.3%
Page 20 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%