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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 7 of 22  ·  430 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 T AT&T INC COM Communication Services 128,682.0 $2.7M 0.18% +4K +3.3% $20.70 +22.3%
122 VEEV VEEVA SYS INC CL A COM Healthcare 14,995.0 $2.7M 0.18% NEW $177.47 +39.7%
123 IBM INTERNATIONAL BUSINESS MACHS COM Technology 9,383.0 $2.6M 0.18% -357.0 -3.7% $281.22 -16.2%
124 CHRW C H ROBINSON WORLDWIDE IN COM NEW Industrials 13,914.0 $2.6M 0.18% +799.0 +6.1% $188.34 -24.8%
125 HAS HASBRO INC COM Consumer Cyclical 31,340.0 $2.6M 0.18% +5K +16.9% $82.59 +13.3%
126 OHI OMEGA HEALTHCARE INVS INC COM Real Estate 53,873.0 $2.6M 0.18% +6K +11.7% $47.68 -2.2%
127 TFLO ISHARES TREASURY FLOATING RATE BOND ETF 50,286.0 $2.5M 0.18% -17K -25.2% $50.63 -0.0%
128 ABBV ABBVIE INC COM Healthcare 10,103.0 $2.5M 0.18% -162.0 -1.6% $251.64 +5.3%
129 SYF SYNCHRONY FINANCIAL COM Financial Services 33,334.0 $2.5M 0.17% +4K +15.5% $76.05 +4.5%
130 EWBC EAST WEST BANCORP INC COM Financial Services 19,525.0 $2.5M 0.17% +3K +15.7% $129.09 +0.7%
131 NSC NORFOLK SOUTHN CORP COM Industrials 8,011.0 $2.5M 0.17% -78.0 -1.0% $314.59 +11.5%
132 WFC WELLS FARGO & CO COM Financial Services 30,323.0 $2.5M 0.17% +16K +118.0% $82.64 +1.5%
133 SGOV ISHARES 0-3 MONTH TREASURY BOND ETF 24,477.0 $2.5M 0.17% -7K -22.8% $100.67 -0.0%
134 APH AMPHENOL CORP CL A Technology 13,901.0 $2.5M 0.17% +701.0 +5.3% $176.32 -11.0%
135 UBER UBER TECHNOLOGIES INC COM Technology 33,736.0 $2.4M 0.17% +5K +15.7% $72.16 +9.2%
136 ISRG INTUITIVE SURGICAL INC COM NEW Healthcare 5,978.0 $2.4M 0.16% -588.0 -9.0% $397.68 -4.7%
137 ACN ACCENTURE PLC IRELAND SHS CLASS A Technology 18,466.0 $2.3M 0.16% +15K +478.0% $124.44 +48.9%
138 CNC CENTENE CORP DEL COM Healthcare 35,320.0 $2.3M 0.16% +22K +161.1% $64.19 +1.3%
139 CSX CSX CORP COM Industrials 47,258.0 $2.2M 0.15% +1K +2.2% $47.53 +8.5%
140 QQQ INVESCO QQQ TRUST SERIES I Financial Services 3,042.0 $2.2M 0.15% -28.0 -0.9% $736.47 -3.1%
Page 7 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%