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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 21 of 22  ·  430 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 MATX MATSON INC COM Industrials 1,138.0 $219K 0.01% NEW $192.23 +15.9%
402 VEA VANGUARD FTSE DEVELOPED MARKETS ETF 3,069.0 $219K 0.01% NEW $71.26 +3.0%
403 JEPI JPMORGAN EQUITY PREMIUM INCOME ETF 3,870.0 $219K 0.01% NEW $56.48 +2.5%
404 TDY TELEDYNE TECHNOLOGIES INC COM Technology 325.0 $217K 0.01% NEW $666.90 -4.6%
405 SCHA SCHWAB U.S. SMALL-CAP ETF 5,981.0 $216K 0.01% NEW $36.13 -3.6%
406 SPMD STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF 3,180.0 $215K 0.01% NEW $67.56 -0.4%
407 SCHD SCHWAB US DIVIDEND EQUITY ETF 6,750.0 $214K 0.01% NEW $31.71 +10.7%
408 ENTERGY CORP NEW COM 1,858.0 $213K 0.01% NEW $114.86
409 VSNT VERSANT MEDIA GROUP INC COM CL A Industrials 5,919.0 $213K 0.01% NEW $36.01 +7.6%
410 DHI D R HORTON INC COM Consumer Cyclical 1,292.0 $210K 0.01% NEW $162.88 -8.9%
411 DIA STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST Financial Services 402.0 $210K 0.01% -51.0 -11.3% $522.39 +1.9%
412 XEL XCEL ENERGY INC COM Utilities 2,607.0 $209K 0.01% NEW $80.29 -5.0%
413 FORTINET INC COM 1,362.0 $209K 0.01% NEW $153.62
414 CTVA CORTEVA INC COM Basic Materials 2,447.0 $207K 0.01% NEW $84.69 -3.4%
415 CME CME GROUP INC COM Financial Services 938.0 $207K 0.01% -51.0 -5.2% $220.83 +24.5%
416 VGK VANGUARD FTSE EUROPE ETF 2,326.0 $206K 0.01% NEW $88.54 +4.7%
417 ERIC TELEFONAKTIEBOLAGET LM ERICSS ADR B SEK 10 Technology 18,469.0 $206K 0.01% $11.15 -8.3%
418 HLI HOULIHAN LOKEY INC CL A Financial Services 1,531.0 $205K 0.01% NEW $134.13 -3.8%
419 VMC VULCAN MATLS CO COM Basic Materials 693.0 $204K 0.01% NEW $295.01 -6.4%
420 ED CONSOLIDATED EDISON INC COM Utilities 1,836.0 $203K 0.01% NEW $110.63 -3.9%
Page 21 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%