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Portfolio (Quarterly) Guide ↗

Nilsine Partners, LLC

· CIK 0001913043
13F Portfolio $1.2B AUM 400 positions Filed Jan 15, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 33 New 254 Added 75 Reduced 32 Exited
Page 12 of 13  ·  254 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 DLR DIGITAL RLTY TR INC Real Estate 2,207.0 $341K 0.03% +77.0 +3.6% $154.71 +24.6%
222 HSBC HSBC HLDGS PLC Financial Services 4,338.0 $341K 0.03% +219.0 +5.3% $78.67 +15.3%
223 INTU INTUIT Technology 513.0 $340K 0.03% +147.0 +40.2% $662.42 -42.9%
224 TOL TOLL BROTHERS INC Consumer Cyclical 2,512.0 $340K 0.03% +150.0 +6.3% $135.22 -2.4%
225 VICI VICI PPTYS INC Real Estate 11,951.0 $336K 0.03% +282.0 +2.4% $28.12 -0.9%
226 GPI GROUP 1 AUTOMOTIVE INC Consumer Cyclical 850.0 $334K 0.03% +14.0 +1.7% $393.40 -15.0%
227 CVS CVS HEALTH CORP Healthcare 4,110.0 $326K 0.03% +502.0 +13.9% $79.36 +22.4%
228 FDS FACTSET RESH SYS INC Financial Services 1,123.0 $326K 0.03% +19.0 +1.7% $290.19 -31.1%
229 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 1,111.0 $310K 0.03% +154.0 +16.1% $278.92 -4.9%
230 VDE VANGUARD WORLD FD 2,373.0 $299K 0.03% +171.0 +7.8% $125.92 +33.7%
231 TFC TRUIST FINL CORP Financial Services 6,025.0 $296K 0.03% +822.0 +15.8% $49.21 -4.2%
232 VUG VANGUARD INDEX FDS 598.0 $292K 0.03% +18.0 +3.1% $487.85 -82.1%
233 GPC GENUINE PARTS CO Consumer Cyclical 2,332.0 $287K 0.03% +33.0 +1.4% $122.96 -21.0%
234 MDT MEDTRONIC PLC Healthcare 2,980.0 $286K 0.03% +23.0 +0.8% $96.06 -19.9%
235 BR BROADRIDGE FINL SOLUTIONS INC Technology 1,261.0 $281K 0.02% +43.0 +3.5% $223.17 -34.7%
236 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 7,528.0 $279K 0.02% +1K +20.1% $37.00 -11.8%
237 WRB BERKLEY W R CORP Financial Services 3,971.0 $278K 0.02% +62.0 +1.6% $70.12 -5.8%
238 XLU SELECT SECTOR SPDR TR 6,372.0 $272K 0.02% +3K +100.0% $42.69 +2.8%
239 MO ALTRIA GROUP INC Consumer Defensive 4,685.0 $270K 0.02% +1K +35.4% $57.66 +25.6%
240 SAN BANCO SANTANDER S.A. Financial Services 22,395.0 $263K 0.02% +1K +6.0% $11.73 +0.9%
Page 12 of 13  ·  254 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 29.8%
Financial Services 14.7%
Utilities 11.7%
Consumer Cyclical 9.8%
Industrials 8.1%
Healthcare 7.7%
Communication Services 6.8%
Consumer Defensive 6.2%
Energy 2.9%
Real Estate 1.6%