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Portfolio (Quarterly) Guide ↗

Nilsine Partners, LLC

· CIK 0001913043
13F Portfolio $1.1B AUM Filed Oct 6, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 399 New
Page 13 of 20  ·  399 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 CELH CELSIUS HLDGS INC Consumer Defensive 12,870.0 $740K 0.07% NEW $57.49 -49.0%
242 TJX TJX COS INC NEW Consumer Cyclical 4,950.0 $715K 0.06% NEW $144.54 +2.0%
243 BP BP PLC SPONSORED ADR Energy 20,609.0 $710K 0.06% NEW $34.46 +32.6%
244 ANET ARISTA NETWORKS INC Technology 4,837.0 $705K 0.06% NEW $145.71 -2.7%
245 CL COLGATE PALMOLIVE CO Consumer Defensive 8,650.0 $691K 0.06% NEW $79.94 +12.5%
246 UGI UGI CORP NEW Utilities 20,678.0 $688K 0.06% NEW $33.26 +2.2%
247 TXN TEXAS INSTRS INC Technology 3,660.0 $672K 0.06% NEW $183.73 +64.8%
248 OEF ISHARES TR 2,014.0 $670K 0.06% NEW $332.84 +10.8%
249 ASTRAZENECA PLC SPONSORED ADR 8,673.0 $665K 0.06% NEW $76.72
250 VB VANGUARD INDEX FDS 2,613.0 $664K 0.06% NEW $254.26 +10.7%
251 FXD FIRST TR EXCHANGE TRADED FD 9,670.0 $660K 0.06% NEW $68.22 -7.0%
252 LIN LINDE PLC SHS Basic Materials 1,380.0 $656K 0.06% NEW $475.00 +6.5%
253 NVS NOVARTIS AG Healthcare 4,964.0 $637K 0.06% NEW $128.24 +15.5%
254 ELV ELEVANCE HEALTH INC Healthcare 1,918.0 $620K 0.06% NEW $323.16 +21.5%
255 GRID FIRST TR EXCHANGE TRADED FD 4,093.0 $618K 0.06% NEW $151.08 +25.2%
256 SEIC SEI INVTS CO Financial Services 7,257.0 $616K 0.06% NEW $84.85 +6.8%
257 SPGI S&P GLOBAL INC Financial Services 1,240.0 $604K 0.05% NEW $486.71 -17.2%
258 C CITIGROUP INC Financial Services 5,944.0 $603K 0.05% NEW $101.50 +20.6%
259 BX BLACKSTONE INC Financial Services 3,424.0 $585K 0.05% NEW $170.85 -31.5%
260 ADI ANALOG DEVICES INC Technology 2,377.0 $584K 0.05% NEW $245.70 +70.4%
Page 13 of 20  ·  399 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 28.8%
Financial Services 14.3%
Utilities 12.6%
Consumer Cyclical 9.8%
Industrials 7.8%
Healthcare 7.5%
Communication Services 7.0%
Consumer Defensive 6.5%
Energy 3.2%
Real Estate 1.5%