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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 7 of 13  ·  254 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 PEP PEPSICO INC Consumer Defensive 10,525.0 $1.5M 0.13% +116.0 +1.1% $143.52 +3.6%
122 ALL ALLSTATE CORP Financial Services 7,203.0 $1.5M 0.13% +823.0 +12.9% $208.15 +4.4%
123 UNM UNUM GROUP Financial Services 19,239.0 $1.5M 0.13% +1K +7.3% $77.50 +4.4%
124 EMB ISHARES TR 15,285.0 $1.5M 0.13% +116.0 +0.8% $96.28 -1.6%
125 LEMB ISHARES INC 35,383.0 $1.5M 0.13% +735.0 +2.1% $41.57 -0.1%
126 GHYG ISHARES INC 31,626.0 $1.5M 0.13% +2K +7.6% $46.13 -2.2%
127 EMHY ISHARES INC 35,957.0 $1.5M 0.13% +1K +3.3% $40.37 -0.8%
128 CEMB ISHARES INC 31,171.0 $1.4M 0.12% +2K +7.3% $45.87 -0.8%
129 ADSK AUTODESK INC Technology 4,737.0 $1.4M 0.12% +117.0 +2.5% $296.01 -20.1%
130 UNP UNION PAC CORP Industrials 6,036.0 $1.4M 0.12% +411.0 +7.3% $231.32 +16.4%
131 VIG VANGUARD SPECIALIZED FUNDS 6,210.0 $1.4M 0.12% +540.0 +9.5% $219.78 +4.4%
132 YUM YUM BRANDS INC Consumer Cyclical 8,760.0 $1.3M 0.12% +398.0 +4.8% $151.28 -0.4%
133 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 9,036.0 $1.3M 0.12% +250.0 +2.9% $146.58 -9.5%
134 EXC EXELON CORP Utilities 30,301.0 $1.3M 0.11% +2K +7.8% $43.59 +1.9%
135 A AGILENT TECHNOLOGIES INC Healthcare 9,655.0 $1.3M 0.11% +130.0 +1.4% $136.07 -17.9%
136 AXP AMERICAN EXPRESS CO Financial Services 3,523.0 $1.3M 0.11% +296.0 +9.2% $369.95 -15.3%
137 WFC WELLS FARGO CO NEW Financial Services 13,911.0 $1.3M 0.11% +1K +10.7% $93.20 -20.8%
138 UNH UNITEDHEALTH GROUP INC Healthcare 3,857.0 $1.3M 0.11% +564.0 +17.1% $330.11 +20.9%
139 GD GENERAL DYNAMICS CORP Industrials 3,555.0 $1.2M 0.10% +27.0 +0.8% $336.66 +1.2%
140 NKE NIKE INC Consumer Cyclical 18,494.0 $1.2M 0.10% +2K +9.5% $63.71 -34.0%
Page 7 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%