BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 8 of 22  ·  430 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 CFG CITIZENS FINL GROUP INC COM Financial Services 31,597.0 $2.2M 0.15% +28K +811.1% $70.07 -0.3%
142 GRMN GARMIN LTD SHS Technology 9,309.0 $2.2M 0.15% +607.0 +7.0% $237.54 +24.1%
143 CARR CARRIER GLOBAL CORPORATION COM Industrials 29,804.0 $2.2M 0.15% NEW $73.35 -17.7%
144 KNCT INVESCO NEXT GEN CONNECTIVITY ETF 10,285.0 $2.2M 0.15% $210.93 -6.8%
145 RJF RAYMOND JAMES FINL INC COM Financial Services 14,060.0 $2.1M 0.15% +3K +31.8% $152.03 +15.2%
146 NOC NORTHROP GRUMMAN CORP COM Industrials 4,167.0 $2.1M 0.15% -86.0 -2.0% $509.31 +8.2%
147 ATEN A10 NETWORKS INC COM Technology 56,679.0 $2.1M 0.15% +4K +8.2% $37.36 -30.1%
148 GILD GILEAD SCIENCES INC COM Healthcare 16,624.0 $2.1M 0.14% +1K +7.3% $126.34 +15.7%
149 USB US BANCORP COM NEW Financial Services 33,748.0 $2.0M 0.14% +27K +402.6% $60.40 +2.7%
150 CMI CUMMINS INC COM Industrials 2,838.0 $2.0M 0.14% -80.0 -2.7% $713.33 -17.6%
151 NEE NEXTERA ENERGY INC COM Utilities 22,834.0 $2.0M 0.14% +747.0 +3.4% $87.77 -4.7%
152 ETN EATON CORP PLC SHS Industrials 4,644.0 $2.0M 0.14% -40.0 -0.8% $426.12 -1.6%
153 BLOCK INC CL A 25,999.0 $2.0M 0.14% +19K +274.8% $76.00
154 UNM UNUM GROUP COM Financial Services 21,841.0 $2.0M 0.14% +3K +13.5% $89.40 -1.8%
155 NKE NIKE INC CL B Consumer Cyclical 47,213.0 $1.9M 0.13% +29K +155.3% $41.05 -0.7%
156 SHOP SHOPIFY INC CL A SUB VTG SHS Technology 16,959.0 $1.9M 0.13% -657.0 -3.7% $114.18 +30.7%
157 IMCG ISHARES MORNINGSTAR MID-CAP GROWTH ETF 19,690.0 $1.9M 0.13% -3K -11.4% $98.30 -0.2%
158 CLS CELESTICA INC COM Technology 5,287.0 $1.9M 0.13% NEW $364.80 -18.7%
159 DKS DICKS SPORTING GOODS INC COM Consumer Cyclical 8,490.0 $1.9M 0.13% +168.0 +2.0% $226.81 -19.2%
160 MTSI MACOM TECH SOLUTIONS HLDGS INC COM Technology 5,008.0 $1.9M 0.13% +1K +39.5% $380.37 -29.9%
Page 8 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%