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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 2 of 6  ·  112 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 AAPL APPLE INC Technology 12,631.0 $551K 0.23% NEW $43.61 +633.7%
22 MRK MERCK & CO INC Healthcare 2,087.0 $514K 0.22% NEW $246.22 -38.9%
23 SPY STATE STR SPDR S&P 500 ETF T Financial Services 19,221.0 $478K 0.20% NEW $24.88 +2995.6%
24 LMBS FIRST TR EXCHANGE-TRADED FD 1,337.0 $354K 0.15% NEW $264.72 -81.3%
25 SCIO FIRST TR EXCHANGE-TRADED FD 1,366.0 $336K 0.14% NEW $246.21 -91.7%
26 DSI ISHARES TR 889.0 $291K 0.12% NEW $327.33 -55.0%
27 CAT CATERPILLAR INC Industrials 8,472.0 $287K 0.12% NEW $33.84 +2305.3%
28 XLP SELECT SECTOR SPDR TR 3,423.0 $287K 0.12% NEW $83.74 +1.0%
29 FTGS FIRST TR EXCHANGE-TRADED FD 1,132.0 $285K 0.12% NEW $251.64 -84.6%
30 SEI EXCHANGE TRADED FUNDS 7,422.0 $264K 0.11% NEW $35.57
31 META META PLATFORMS INC Communication Services 601.0 $256K 0.11% NEW $426.12 +44.7%
32 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 4,877.0 $247K 0.10% NEW $50.58 +1579.1%
33 VTEB VANGUARD MUN BD FDS 4,877.0 $247K 0.10% NEW $50.58 -3.4%
34 VXUS VANGUARD STAR FDS 1,105.0 $246K 0.10% NEW $222.75 -60.3%
35 NUE NUCOR CORP Basic Materials 1,105.0 $246K 0.10% NEW $222.75 +17.2%
36 IVE ISHARES TR 1,046.0 $238K 0.10% NEW $227.06 +4.3%
37 DEED FIRST TR EXCHNG TRADED FD VI 10,632.0 $227K 0.10% NEW $21.38 -1.7%
38 WMT WALMART INC Consumer Defensive 1,995.0 $226K 0.10% NEW $113.26 -5.4%
39 CSCO CISCO SYS INC Technology 1,860.0 $218K 0.09% NEW $117.46 -7.0%
40 LMT LOCKHEED MARTIN CORP Industrials 423.0 $216K 0.09% NEW $509.46 +3.1%
Page 2 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%