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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 4  ·  75 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 ETN EATON CORP PLC Industrials 4,684.0 $1.5M 0.13% -123.0 -2.6% $318.51 +28.1%
22 CMI CUMMINS INC Industrials 2,918.0 $1.5M 0.13% -50.0 -1.7% $510.50 +40.3%
23 PRN INVESCO EXCHANGE TRADED FD T 8,412.0 $1.5M 0.13% -614.0 -6.8% $174.58 +37.5%
24 PNQI INVESCO EXCHANGE TRADED FD T 26,954.0 $1.5M 0.13% -1K -3.8% $53.95 -10.9%
25 GGME INVESCO EXCHANGE TRADED FD T 23,408.0 $1.4M 0.12% -1K -5.0% $59.57 -0.3%
26 QTEC FIRST TR NASDAQ 100 TECH IND 5,953.0 $1.4M 0.12% -4K -42.0% $230.21 +26.2%
27 DVOL FIRST TR EXCHANGE-TRADED FD 38,978.0 $1.4M 0.12% -1K -3.6% $35.03 +3.8%
28 CMCSA COMCAST CORP NEW Communication Services 44,266.0 $1.3M 0.12% -3K -6.8% $29.89 -17.2%
29 FTXO FIRST TR EXCHANGE-TRADED FD 32,961.0 $1.2M 0.11% -4K -10.4% $37.79 -2.1%
30 REGN REGENERON PHARMACEUTICALS Healthcare 1,584.0 $1.2M 0.11% -8.0 -0.5% $771.87 -7.6%
31 PGR PROGRESSIVE CORP Financial Services 4,816.0 $1.1M 0.10% -9K -64.0% $227.72 -13.9%
32 COWZ PACER FDS TR 17,875.0 $1.1M 0.09% -6K -25.1% $60.17 +4.6%
33 SNOW SNOWFLAKE INC Technology 3,971.0 $871K 0.07% -209.0 -5.0% $219.36 -31.3%
34 DVN DEVON ENERGY CORP NEW Energy 21,490.0 $787K 0.07% -2K -7.3% $36.63 +29.0%
35 MUB ISHARES TR 6,892.0 $738K 0.06% -2K -21.6% $107.11 -0.9%
36 BP BP PLC SPONSORED ADR Energy 20,151.0 $700K 0.06% -458.0 -2.2% $34.73 +27.7%
37 FXD FIRST TR EXCHANGE TRADED FD 9,464.0 $647K 0.06% -206.0 -2.1% $68.37 -7.5%
38 ZTS ZOETIS INC Healthcare 5,061.0 $637K 0.06% -29K -85.2% $125.82 -40.0%
39 CB CHUBB LIMITED Financial Services 1,951.0 $609K 0.05% -763.0 -28.1% $312.12 +3.9%
40 LIN LINDE PLC SHS Basic Materials 1,369.0 $584K 0.05% -11.0 -0.8% $426.39 +20.0%
Page 2 of 4  ·  75 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%