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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 5 of 13  ·  254 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 SPDR SERIES TRUST 83,911.0 $2.7M 0.23% +6K +8.2% $32.11
82 IEFA ISHARES INC 29,929.0 $2.7M 0.23% +7K +32.3% $89.46 +6.4%
83 MRK MERCK & CO INC Healthcare 24,319.0 $2.6M 0.22% +2K +9.7% $105.26 +7.7%
84 PG PROCTER AND GAMBLE CO Consumer Defensive 17,502.0 $2.5M 0.22% +797.0 +4.8% $143.31 -0.4%
85 TT TRANE TECHNOLOGIES PLC Industrials 6,218.0 $2.4M 0.21% +40.0 +0.7% $389.20 +23.8%
86 VLO VALERO ENERGY CORP Energy 14,837.0 $2.4M 0.21% +507.0 +3.5% $162.79 +50.4%
87 SYF SYNCHRONY FINANCIAL Financial Services 28,850.0 $2.4M 0.21% +3K +11.8% $83.43 -14.6%
88 UBER UBER TECHNOLOGIES INC Technology 29,161.0 $2.4M 0.21% +3K +11.6% $81.71 -8.6%
89 IEMG ISHARES INC 35,295.0 $2.4M 0.21% +3K +10.3% $67.22 +18.3%
90 MTUM ISHARES TR 9,407.0 $2.4M 0.20% +263.0 +2.9% $250.31 +19.2%
91 ABBV ABBVIE INC Healthcare 10,265.0 $2.3M 0.20% +188.0 +1.9% $228.49 -7.9%
92 NSC NORFOLK SOUTHN CORP Industrials 8,089.0 $2.3M 0.20% +131.0 +1.6% $288.72 +10.0%
93 GM GENERAL MTRS CO Consumer Cyclical 27,872.0 $2.3M 0.20% +1K +3.9% $81.32 -4.4%
94 BAC BANK AMERICA CORP Financial Services 40,446.0 $2.2M 0.19% +3K +6.8% $55.00 -9.5%
95 CPAI NORTHERN LTS FD TR III 55,311.0 $2.2M 0.19% +3K +6.3% $40.10 +15.5%
96 HAS HASBRO INC Consumer Cyclical 26,800.0 $2.2M 0.19% +2K +9.2% $82.00 +16.6%
97 OHI OMEGA HEALTHCARE INVS INC Real Estate 48,214.0 $2.1M 0.18% +2K +5.3% $44.34 +8.1%
98 CHRW C H ROBINSON WORLDWIDE INC Industrials 13,115.0 $2.1M 0.18% +756.0 +6.1% $160.76 +1.8%
99 HD HOME DEPOT INC Consumer Cyclical 5,821.0 $2.0M 0.17% +776.0 +15.4% $344.12 -11.6%
100 CRM SALESFORCE INC Technology 7,192.0 $1.9M 0.17% +1K +17.4% $264.91 -36.7%
Page 5 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%