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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 9 of 13  ·  254 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 BGH BARINGS GLOBAL SHORT DURATIO Financial Services 63,501.0 $953K 0.08% +1K +2.4% $15.01 -6.3%
162 CG CARLYLE GROUP INC Financial Services 16,084.0 $951K 0.08% +950.0 +6.3% $59.11 -18.8%
163 ATEN A10 NETWORKS INC Technology 52,393.0 $927K 0.08% +2K +3.6% $17.69 +58.0%
164 APOS APOLLO GLOBAL MGMT INC Financial Services 6,139.0 $889K 0.08% +4K +224.5% $144.76 -82.1%
165 NDAQ NASDAQ INC Financial Services 8,947.0 $869K 0.07% +2K +35.9% $97.13 -6.4%
166 ACN ACCENTURE PLC IRELAND Technology 3,195.0 $857K 0.07% +158.0 +5.2% $268.30 -37.1%
167 TJX TJX COS INC NEW Consumer Cyclical 5,476.0 $841K 0.07% +526.0 +10.6% $153.61 -4.1%
168 PHK PIMCO HIGH INCOME FD Financial Services 171,108.0 $832K 0.07% +5K +3.0% $4.86 -7.4%
169 BBDC BARINGS BDC INC Financial Services 89,451.0 $821K 0.07% +3K +2.9% $9.18 -6.3%
170 UGI UGI CORP NEW Utilities 21,897.0 $820K 0.07% +1K +5.9% $37.43 -9.1%
171 NXPI NXP SEMICONDUCTORS N V Technology 3,738.0 $811K 0.07% +260.0 +7.5% $217.06 +35.5%
172 DUK DUKE ENERGY CORP NEW Utilities 6,751.0 $791K 0.07% +272.0 +4.2% $117.21 +6.1%
173 C CITIGROUP INC Financial Services 6,738.0 $786K 0.07% +794.0 +13.4% $116.69 +5.8%
174 GE GE AEROSPACE Industrials 2,547.0 $785K 0.07% +679.0 +36.4% $308.03 -5.4%
175 VB VANGUARD INDEX FDS 2,965.0 $765K 0.07% +352.0 +13.5% $257.93 +9.3%
176 SPGI S&P GLOBAL INC Financial Services 1,458.0 $762K 0.07% +218.0 +17.6% $522.59 -22.7%
177 ADI ANALOG DEVICES INC Technology 2,748.0 $745K 0.07% +371.0 +15.6% $271.20 +53.9%
178 REZI RESIDEO TECHNOLOGIES INC Industrials 21,003.0 $738K 0.06% +1K +5.4% $35.12 -14.4%
179 IAU ISHARES GOLD TR Financial Services 8,973.0 $728K 0.06% +3K +47.5% $81.17 +5.3%
180 NVS NOVARTIS AG Healthcare 5,071.0 $699K 0.06% +107.0 +2.2% $137.87 +8.6%
Page 9 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%