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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 4 of 6  ·  112 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 VLO VALERO ENERGY CORP Energy 635.0 $165K 0.07% NEW $260.44 +42.3%
62 XOM EXXON MOBIL CORP Energy 1,203.0 $164K 0.07% NEW $136.72 +16.6%
63 KO COCA COLA CO Consumer Defensive 2,015.0 $164K 0.07% NEW $81.27 +8.4%
64 MTB M & T BK CORP Financial Services 621.0 $148K 0.06% NEW $238.01 +0.8%
65 LIN LINDE PLC Basic Materials 284.0 $147K 0.06% NEW $518.94 -8.0%
66 QQQ INVESCO QQQ TR Financial Services 200.0 $147K 0.06% NEW $736.40 -2.4%
67 ITOT ISHARES TR 890.0 $146K 0.06% NEW $164.27 +2.7%
68 SHY ISHARES TR 1,736.0 $143K 0.06% NEW $82.11 -0.5%
69 GE GE AEROSPACE Industrials 378.0 $141K 0.06% NEW $373.73 -9.8%
70 MRVL MARVELL TECHNOLOGY INC Technology 461.0 $137K 0.06% NEW $297.89 -25.0%
71 FFEB FIRST TR EXCHNG TRADED FD VI 2,186.0 $133K 0.06% NEW $60.98 +2.7%
72 FDN FIRST TR EXCHANGE-TRADED FD 6,206.0 $133K 0.06% NEW $21.40 +1259.2%
73 LGOV FIRST TR EXCHANGE-TRADED FD 6,206.0 $133K 0.06% NEW $21.40 -2.9%
74 NVDA NVIDIA CORPORATION Technology 636.0 $127K 0.05% NEW $200.09 +15.1%
75 VXF VANGUARD INDEX FDS 636.0 $127K 0.05% NEW $200.09 +21.3%
76 PRU PRUDENTIAL FINL INC Financial Services 1,146.0 $124K 0.05% NEW $107.93 +13.1%
77 COKE COCA COLA CONS INC Consumer Defensive 104.0 $122K 0.05% NEW $1174.86 -83.9%
78 GEV GE VERNOVA INC Utilities 104.0 $122K 0.05% NEW $1174.86 -19.8%
79 QQQM INVESCO EXCH TRADED FD TR II 2,256.0 $121K 0.05% NEW $53.76 +450.7%
80 MMS MAXIMUS INC Industrials 2,256.0 $121K 0.05% NEW $53.76 +7.3%
Page 4 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%