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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 5 of 6  ·  112 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 AMZN AMAZON COM INC Consumer Cyclical 507.0 $121K 0.05% NEW $238.34 +8.5%
82 SCHV SCHWAB STRATEGIC TR 990.0 $120K 0.05% NEW $121.43 -71.3%
83 TD TORONTO DOMINION BK ONT Financial Services 990.0 $120K 0.05% NEW $121.43 +0.2%
84 CRWD CROWDSTRIKE HLDGS INC Technology 156.0 $119K 0.05% NEW $190.79 +11.7%
85 JPM JPMORGAN CHASE & CO Financial Services 156.0 $119K 0.05% NEW $763.14 -53.0%
86 GOOGL ALPHABET INC Communication Services 330.0 $116K 0.05% NEW $352.68 -4.0%
87 HD HOME DEPOT INC Consumer Cyclical 330.0 $116K 0.05% NEW $352.68 -9.0%
88 AEE AMEREN CORP Utilities 1,027.0 $116K 0.05% NEW $113.04 -5.8%
89 SCHG SCHWAB STRATEGIC TR 1,027.0 $116K 0.05% NEW $113.04 -68.6%
90 FPXI FIRST TR EXCHANGE-TRADED FD 427.0 $115K 0.05% NEW $270.31 -73.8%
91 MCD MCDONALDS CORP Consumer Cyclical 427.0 $115K 0.05% NEW $270.31 -5.4%
92 FSIG FIRST TR EXCHANGE-TRADED FD 6,025.0 $114K 0.05% NEW $18.85 -0.7%
93 GRID FIRST TR EXCHANGE-TRADED FD 590.0 $113K 0.05% NEW $191.75 -6.7%
94 DVY ISHARES TR 98.0 $113K 0.05% NEW $1154.29 -85.8%
95 MU MICRON TECHNOLOGY INC Technology 98.0 $113K 0.05% NEW $1154.29 -11.9%
96 ABBV ABBVIE INC Healthcare 1,052.0 $113K 0.05% NEW $107.50 +138.5%
97 UPS UNITED PARCEL SVCS INC Industrials 1,052.0 $113K 0.05% NEW $107.50 -4.8%
98 VGT VANGUARD WORLD FD 921.0 $110K 0.05% NEW $119.52 +1.5%
99 FAUG FIRST TR EXCHNG TRADED FD VI 4,005.0 $110K 0.05% NEW $27.41 +111.0%
100 HDV ISHARES TR 4,005.0 $110K 0.05% NEW $27.41 +7.3%
Page 5 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%