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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 2 of 13  ·  254 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 GOOGL ALPHABET INC Communication Services 28,460.0 $8.9M 0.77% +2K +6.5% $313.00 +28.1%
22 FTSL FIRST TR EXCHANGE-TRADED FD 193,804.0 $8.9M 0.77% +12K +6.3% $45.88 -1.6%
23 IWM ISHARES TR 33,149.0 $8.2M 0.71% +1K +4.6% $246.16 +12.8%
24 GOOG ALPHABET INC CAP STK Communication Services 25,439.0 $8.0M 0.69% +1K +4.5% $313.80 +26.6%
25 JBBB JANUS DETROIT STR TR 153,226.0 $7.3M 0.63% +18K +13.6% $47.70 -0.7%
26 TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS Technology 23,416.0 $7.1M 0.62% +667.0 +2.9% $303.89 +37.5%
27 COWG PACER FDS TR 199,716.0 $7.0M 0.61% +15K +7.9% $35.21 +5.3%
28 SPIB SPDR SER TR 205,778.0 $7.0M 0.60% +16K +8.3% $33.81 -1.5%
29 GS GOLDMAN SACHS GROUP INC Financial Services 7,573.0 $6.7M 0.58% +508.0 +7.2% $879.00 +10.2%
30 VRP INVESCO EXCH TRADED FD TR II 270,699.0 $6.6M 0.57% +17K +6.8% $24.33 -0.1%
31 FLOT ISHARES TR 125,445.0 $6.4M 0.55% +23K +22.3% $50.86 +0.2%
32 TSLA TESLA INC Consumer Cyclical 13,475.0 $6.1M 0.53% +851.0 +6.7% $449.72 -1.4%
33 URI UNITED RENTALS INC Industrials 7,257.0 $5.9M 0.51% +155.0 +2.2% $809.29 +20.2%
34 WMT WALMART INC Consumer Defensive 51,635.0 $5.8M 0.50% +4K +8.9% $111.41 +18.9%
35 BA BOEING CO Industrials 25,427.0 $5.5M 0.48% +2K +9.6% $217.12 +1.6%
36 VWOB VANGUARD WHITEHALL FDS 81,402.0 $5.5M 0.47% +5K +6.4% $67.43 -1.9%
37 AN AUTONATION INC Consumer Cyclical 26,562.0 $5.5M 0.47% +522.0 +2.0% $206.48 -10.8%
38 FTSM FIRST TR EXCHANGE-TRADED FD 89,577.0 $5.4M 0.47% +5K +6.3% $59.93 -0.1%
39 CAT CATERPILLAR INC Industrials 9,333.0 $5.3M 0.46% +57.0 +0.6% $572.88 +55.1%
40 FSMB FIRST TR EXCH TRADED FD III 252,715.0 $5.1M 0.44% +6K +2.5% $20.05 -0.5%
Page 2 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%