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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 3 of 4  ·  75 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 FXR FIRST TR EXCHANGE TRADED FD 7,265.0 $580K 0.05% -268K -97.4% $79.87 +5.2%
42 ASTRAZENECA PLC SPONSORED ADR 6,177.0 $568K 0.05% -2K -28.8% $91.93
43 MSI MOTOROLA SOLUTIONS INC Technology 1,469.0 $563K 0.05% -602.0 -29.1% $383.32 +4.2%
44 GRID FIRST TR EXCHANGE TRADED FD 3,668.0 $561K 0.05% -425.0 -10.4% $153.02 +25.3%
45 TROW PRICE T ROWE GROUP INC Financial Services 5,468.0 $560K 0.05% -51.0 -0.9% $102.38 +0.0%
46 CNC CENTENE CORP DEL Healthcare 13,529.0 $557K 0.05% -292.0 -2.1% $41.15 +42.6%
47 TXN TEXAS INSTRS INC Technology 3,197.0 $555K 0.05% -463.0 -12.7% $173.49 +76.6%
48 FMB FIRST TR EXCH TRADED FD III 10,074.0 $515K 0.04% -6K -38.0% $51.14 -0.6%
49 PSX PHILLIPS 66 Energy 3,961.0 $511K 0.04% -254.0 -6.0% $129.05 +32.9%
50 IJR ISHARES TR 4,204.0 $505K 0.04% -2K -37.1% $120.19 +11.4%
51 FISV FISERV INC Technology 7,340.0 $493K 0.04% -11K -59.1% $67.17 -20.4%
52 NVT NVENT ELECTRIC PLC Industrials 4,427.0 $451K 0.04% -102.0 -2.2% $101.97 +70.6%
53 ING ING GROEP N.V Financial Services 16,053.0 $449K 0.04% -1K -6.9% $28.00 +7.3%
54 CL COLGATE PALMOLIVE CO Consumer Defensive 5,534.0 $437K 0.04% -3K -36.0% $79.02 +11.5%
55 DDOG DATADOG INC Technology 3,133.0 $426K 0.04% -263.0 -7.7% $135.99 +49.2%
56 SYY SYSCO CORP Consumer Defensive 5,726.0 $422K 0.04% -32.0 -0.6% $73.69 -0.9%
57 CIBR FIRST TR EXCHANGE TRADED FD 5,477.0 $391K 0.03% -80.0 -1.4% $71.45 +10.6%
58 D DOMINION ENERGY INC Utilities 6,191.0 $363K 0.03% -431.0 -6.5% $58.59 +7.5%
59 MDLZ MONDELEZ INTL INC Consumer Defensive 6,602.0 $355K 0.03% -511.0 -7.2% $53.83 +13.3%
60 DOV DOVER CORP Industrials 1,688.0 $330K 0.03% -47.0 -2.7% $195.29 +9.8%
Page 3 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%