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Portfolio (Quarterly) Guide ↗

NI ACQUISITIONS COMPANY, LLC

· CIK 0002148757
13F Portfolio $234M AUM 112 positions Filed Aug 5, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 112 New
Page 3 of 6  ·  112 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 PEP PEPSICO INC Consumer Defensive 511.0 $215K 0.09% NEW $420.60 -67.3%
42 TSLA TESLA INC Consumer Cyclical 511.0 $215K 0.09% NEW $420.60 -15.8%
43 MSFT MICROSOFT CORP Technology 5,014.0 $212K 0.09% NEW $42.34 +1080.2%
44 VZ VERIZON COMMUNICATIONS INC Communication Services 5,014.0 $212K 0.09% NEW $42.34 +18.4%
45 PPL PPL CORP Utilities 5,833.0 $212K 0.09% NEW $36.35 -3.4%
46 IVV ISHARES TR 283.0 $212K 0.09% NEW $748.89 +3.3%
47 FULT FULTON FINL CORP PA Financial Services 8,723.0 $211K 0.09% NEW $24.19 -0.4%
48 FIRST TR EXCHNG TRADED FD VI 8,723.0 $211K 0.09% NEW $24.19
49 FIXD FIRST TR EXCHNG TRADED FD VI 1,505.0 $207K 0.09% NEW $137.53 -68.9%
50 IVW ISHARES TR 1,505.0 $207K 0.09% NEW $137.53 +2.2%
51 VTI VANGUARD INDEX FDS 514.0 $190K 0.08% NEW $370.04 +2.6%
52 JNJ JOHNSON & JOHNSON Healthcare 747.0 $190K 0.08% NEW $253.97 +8.4%
53 PNC PNC FINL SVCS GROUP INC Financial Services 747.0 $190K 0.08% NEW $253.97 -3.3%
54 SNDK SANDISK CORP Technology 83.0 $189K 0.08% NEW $2273.73 -23.5%
55 T AT&T INC Communication Services 8,475.0 $175K 0.07% NEW $20.70 +24.0%
56 DFUV DIMENSIONAL ETF TRUST 3,159.0 $174K 0.07% NEW $55.01 +4.7%
57 UCON FIRST TR EXCHNG TRADED FD VI 3,159.0 $174K 0.07% NEW $55.01 -55.4%
58 PG PROCTER & GAMBLE CO Consumer Defensive 1,184.0 $174K 0.07% NEW $146.64 -0.1%
59 WDC WESTERN DIGITAL CORP Technology 271.0 $173K 0.07% NEW $638.72 -26.8%
60 UNH UNITEDHEALTH GROUP INC Healthcare 411.0 $171K 0.07% NEW $415.63 -4.4%
Page 3 of 6  ·  112 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 21.8%
Financial Services 20.8%
Industrials 10.7%
Healthcare 9.8%
Consumer Defensive 8.9%
Communication Services 7.5%
Consumer Cyclical 6.6%
Basic Materials 5.0%
Utilities 4.5%
Energy 4.3%