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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 7 of 20  ·  399 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 IEMG ISHARES INC 32,000.0 $2.1M 0.19% NEW $65.92 +20.6%
122 CPAI NORTHERN LTS FD TR III 52,021.0 $2.1M 0.18% NEW $39.49 +17.3%
123 AMAT APPLIED MATLS INC Technology 10,026.0 $2.1M 0.18% NEW $204.74 +113.3%
124 HD HOME DEPOT INC Consumer Cyclical 5,045.0 $2.0M 0.18% NEW $405.20 -24.9%
125 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 29,887.0 $2.0M 0.18% NEW $67.31 +27.5%
126 GRMN GARMIN LTD Technology 8,074.0 $2.0M 0.18% NEW $246.22 -4.8%
127 IEFA ISHARES INC 22,621.0 $2.0M 0.18% NEW $87.31 +9.1%
128 ADP AUTOMATIC DATA PROCESSING INC Industrials 6,662.0 $2.0M 0.18% NEW $293.50 -26.9%
129 BAC BANK AMERICA CORP Financial Services 37,882.0 $2.0M 0.18% NEW $51.59 -3.5%
130 OHI OMEGA HEALTHCARE INVS INC Real Estate 45,801.0 $1.9M 0.17% NEW $42.22 +13.5%
131 HAS HASBRO INC Consumer Cyclical 24,547.0 $1.9M 0.17% NEW $75.85 +26.1%
132 MRK MERCK & CO INC Healthcare 22,171.0 $1.9M 0.17% NEW $83.93 +35.1%
133 QQQ INVESCO QQQ TRUST Financial Services 3,094.0 $1.9M 0.17% NEW $600.42 +18.1%
134 SYF SYNCHRONY FINANCIAL Financial Services 25,816.0 $1.8M 0.17% NEW $71.05 +0.3%
135 ETN EATON CORP PLC Industrials 4,807.0 $1.8M 0.16% NEW $374.25 +9.0%
136 DKS DICKS SPORTING GOODS INC Consumer Cyclical 8,061.0 $1.8M 0.16% NEW $222.22 -0.3%
137 ABT ABBOTT LABS Healthcare 13,316.0 $1.8M 0.16% NEW $133.94 -36.9%
138 ON ON SEMICONDUCTOR CORP Technology 35,772.0 $1.8M 0.16% NEW $49.31 +140.1%
139 RJF RAYMOND JAMES FINL INC Financial Services 9,943.0 $1.7M 0.15% NEW $172.60 -9.9%
140 PPA INVESCO EXCHANGE TRADED FD T 10,974.0 $1.7M 0.15% NEW $155.45 +5.9%
Page 7 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%