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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 4 of 4  ·  75 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 PSA PUBLIC STORAGE Real Estate 1,209.0 $314K 0.03% -29.0 -2.3% $259.50 +16.8%
62 EAT BRINKER INTL INC Consumer Cyclical 2,088.0 $300K 0.03% -159.0 -7.1% $143.52 -4.7%
63 PFE PFIZER INC Healthcare 11,898.0 $296K 0.03% -2K -14.2% $24.90 +3.4%
64 FXL FIRST TRUST TECHNOLOGY 1,739.0 $293K 0.03% -20.0 -1.1% $168.28 +14.1%
65 EA ELECTRONIC ARTS INC Communication Services 1,292.0 $264K 0.02% -40.0 -3.0% $204.33 -1.7%
66 IWF ISHARES TR 531.0 $251K 0.02% -1K -66.8% $473.53 -73.7%
67 DASH DOORDASH INC Communication Services 1,102.0 $250K 0.02% -195.0 -15.0% $226.48 -32.1%
68 FCNCA FIRST CTZNS BANCSHARES INC N Financial Services 116.0 $249K 0.02% -11.0 -8.7% $2146.18 -9.7%
69 KKR KKR & CO INC Financial Services 1,772.0 $226K 0.02% -157.0 -8.1% $127.48 -21.9%
70 XAR SPDR SERIES TRUST 919.0 $222K 0.02% -101.0 -9.9% $241.24 +8.0%
71 ADM ARCHER DANIELS MIDLAND Consumer Defensive 3,707.0 $213K 0.02% -1K -22.6% $57.49 +39.9%
72 LBRDK LIBERTY BROADBAND CORP Communication Services 4,292.0 $209K 0.02% -708.0 -14.2% $48.60 -28.9%
73 AIR LEASE CORP 3,202.0 $206K 0.02% -52.0 -1.6% $64.23
74 IJK ISHARES TR 2,102.0 $204K 0.02% -198.0 -8.6% $96.88 +13.9%
75 ERIC ERICSSON ADR B SEK 10 Technology 18,465.0 $178K 0.01% -259.0 -1.4% $9.65 +31.3%
Page 4 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%