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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 13 of 13  ·  254 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 ZION ZIONS BANCORPORATION N A Financial Services 4,476.0 $262K 0.02% +91.0 +2.1% $58.54 +2.6%
242 ARES ARES MANAGEMENT CORPORATION Financial Services 1,619.0 $262K 0.02% +153.0 +10.4% $161.63 -23.6%
243 VTR VENTAS INC Real Estate 3,362.0 $260K 0.02% +334.0 +11.0% $77.38 +16.3%
244 AON AON PLC Financial Services 735.0 $259K 0.02% +44.0 +6.4% $352.88 -10.1%
245 NCLH NORWEGIAN CRUISE LINE HLDG L Consumer Cyclical 11,437.0 $255K 0.02% +3K +32.8% $22.32 -28.6%
246 PHM PULTE GROUP INC Consumer Cyclical 2,061.0 $242K 0.02% +247.0 +13.6% $117.26 -2.9%
247 FITB FIFTH THIRD BANCORP Financial Services 4,968.0 $233K 0.02% +441.0 +9.7% $46.81 +1.9%
248 CNQ CANADIAN NAT RES LTD Energy 6,728.0 $228K 0.02% +285.0 +4.4% $33.85 +40.5%
249 TEL TE CONNECTIVITY PLC Technology 985.0 $224K 0.02% +53.0 +5.7% $227.51 -9.2%
250 LNG CHENIERE ENERGY INC Energy 1,106.0 $215K 0.02% +93.0 +9.2% $194.39 +24.0%
251 RELX RELX PLC SPONSORED ADR Communication Services 5,068.0 $205K 0.02% +115.0 +2.3% $40.42 -22.2%
252 O REALTY INCOME CORP Real Estate 3,585.0 $202K 0.02% +116.0 +3.3% $56.37 +9.9%
253 MFG MIZUHO FINANCIAL GROUP INC Financial Services 21,594.0 $158K 0.01% +1K +5.2% $7.32 +21.0%
254 DIGI PWR X INC 13,000.0 $33K 0.00% +3K +30.0% $2.55
Page 13 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%