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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 2  ·  33 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 ADBE ADOBE INC Technology 662.0 $232K 0.02% NEW $349.99 -29.3%
22 AER AERCAP HOLDINGS NV Industrials 1,592.0 $229K 0.02% NEW $143.76 -2.8%
23 NUE NUCOR CORP Basic Materials 1,400.0 $228K 0.02% NEW $163.11 +42.8%
24 CAH CARDINAL HEALTH INC Healthcare 1,067.0 $219K 0.02% NEW $205.50 -5.0%
25 EBAY EBAY INC. Consumer Cyclical 2,513.0 $219K 0.02% NEW $87.10 +30.0%
26 EMR EMERSON ELEC CO Industrials 1,648.0 $219K 0.02% NEW $132.72 +3.9%
27 SHEL SHELL PLC Energy 2,934.0 $216K 0.02% NEW $73.48 +15.0%
28 JLL JONES LANG LASALLE INC Real Estate 630.0 $212K 0.02% NEW $336.47 -14.1%
29 CBRE CBRE GROUP INC Real Estate 1,303.0 $210K 0.02% NEW $160.79 -19.2%
30 CFG CITIZENS FINL GROUP INC Financial Services 3,468.0 $203K 0.02% NEW $58.41 +4.2%
31 IYH ISHARES TR 3,094.0 $201K 0.02% NEW $65.10 -6.4%
32 SNPS SYNOPSYS INC Technology 428.0 $201K 0.02% NEW $469.72 +8.6%
33 CRH PLC 1,603.0 $200K 0.02% NEW $124.80
Page 2 of 2  ·  33 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%