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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 3 of 20  ·  399 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 AN AUTONATION INC Consumer Cyclical 26,040.0 $5.7M 0.51% NEW $218.77 -15.8%
42 GS GOLDMAN SACHS GROUP INC Financial Services 7,065.0 $5.6M 0.51% NEW $796.35 +21.7%
43 TSLA TESLA INC Consumer Cyclical 12,624.0 $5.6M 0.51% NEW $444.72 -0.3%
44 FLOT ISHARES TR 102,568.0 $5.2M 0.47% NEW $51.08 -0.3%
45 VWOB VANGUARD WHITEHALL FDS 76,497.0 $5.1M 0.46% NEW $66.90 -1.1%
46 FTSM FIRST TR EXCHANGE-TRADED FD 84,255.0 $5.0M 0.45% NEW $59.91 -0.1%
47 ZTS ZOETIS INC Healthcare 34,276.0 $5.0M 0.45% NEW $146.32 -48.4%
48 BA BOEING CO Industrials 23,194.0 $5.0M 0.45% NEW $215.83 +2.2%
49 FSMB FIRST TR EXCH TRADED FD III 246,573.0 $5.0M 0.45% NEW $20.08 -0.7%
50 WMT WALMART INC Consumer Defensive 47,405.0 $4.9M 0.44% NEW $103.06 +28.5%
51 LOW LOWES COS INC Consumer Cyclical 18,897.0 $4.7M 0.43% NEW $251.31 -11.0%
52 ABCB AMERIS BANCORP Financial Services 64,261.0 $4.7M 0.42% NEW $73.31 +12.6%
53 VGZ VISTA GOLD CORP Basic Materials 2,150,539.0 $4.6M 0.41% NEW $2.13 +7.5%
54 MPC MARATHON PETE CORP Energy 23,098.0 $4.5M 0.40% NEW $192.74 +29.1%
55 CAT CATERPILLAR INC Industrials 9,276.0 $4.4M 0.40% NEW $477.15 +86.2%
56 AMERISOURCEBERGEN CORP 13,890.0 $4.3M 0.39% NEW $312.53
57 DIS DISNEY WALT CO Communication Services 36,063.0 $4.1M 0.37% NEW $114.50 -7.9%
58 NVO NOVO-NORDISK A S ADR Healthcare 73,554.0 $4.1M 0.37% NEW $55.49 -17.5%
59 LYV LIVE NATION ENTERTAINMENT IN Communication Services 24,766.0 $4.0M 0.36% NEW $163.40 +4.0%
60 JNJ JOHNSON & JOHNSON Healthcare 21,581.0 $4.0M 0.36% NEW $185.42 +24.5%
Page 3 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%