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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 10 of 20  ·  400 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 EXC EXELON CORP Utilities 30,301.0 $1.3M 0.11% +2K +7.8% $43.59 -0.5%
182 A AGILENT TECHNOLOGIES INC Healthcare 9,655.0 $1.3M 0.11% +130.0 +1.4% $136.07 -17.6%
183 AXP AMERICAN EXPRESS CO Financial Services 3,523.0 $1.3M 0.11% +296.0 +9.2% $369.95 -15.6%
184 WFC WELLS FARGO CO NEW Financial Services 13,911.0 $1.3M 0.11% +1K +10.7% $93.20 -21.2%
185 UNH UNITEDHEALTH GROUP INC Healthcare 3,857.0 $1.3M 0.11% +564.0 +17.1% $330.11 +19.3%
186 FTXO FIRST TR EXCHANGE-TRADED FD 32,961.0 $1.2M 0.11% -4K -10.4% $37.79 -1.3%
187 PBW INVESCO EXCHANGE TRADED FD T 40,384.0 $1.2M 0.11% NEW $30.54 +28.3%
188 REGN REGENERON PHARMACEUTICALS Healthcare 1,584.0 $1.2M 0.11% -8.0 -0.5% $771.87 -9.5%
189 GD GENERAL DYNAMICS CORP Industrials 3,555.0 $1.2M 0.10% +27.0 +0.8% $336.66 -0.6%
190 NBIX NEUROCRINE BIOSCIENCES INC Healthcare 8,437.0 $1.2M 0.10% NEW $141.83 +11.7%
191 NKE NIKE INC Consumer Cyclical 18,494.0 $1.2M 0.10% +2K +9.5% $63.71 -34.3%
192 WMB WILLIAMS COS INC Energy 19,500.0 $1.2M 0.10% +884.0 +4.8% $60.11 +29.3%
193 LMT LOCKHEED MARTIN CORP Industrials 2,416.0 $1.2M 0.10% +96.0 +4.1% $483.67 +6.7%
194 HON HONEYWELL INTL INC Industrials 5,968.0 $1.2M 0.10% +588.0 +10.9% $195.09 +9.3%
195 LIBERTY MEDIA CORP DEL 11,251.0 $1.1M 0.10% +789.0 +7.5% $98.51
196 TMUS T-MOBILE US INC Communication Services 5,417.0 $1.1M 0.10% +77.0 +1.4% $203.04 -8.8%
197 VTI VANGUARD TOTAL STOCK MARKET ETF 3,279.0 $1.1M 0.10% +73.0 +2.3% $335.23 +8.1%
198 PGR PROGRESSIVE CORP Financial Services 4,816.0 $1.1M 0.10% -9K -64.0% $227.72 -12.3%
199 GNRC GENERAC HLDGS INC Industrials 7,980.0 $1.1M 0.09% +3K +48.1% $136.37 +93.4%
200 DE DEERE & CO Industrials 2,335.0 $1.1M 0.09% +183.0 +8.5% $465.57 +20.7%
Page 10 of 20  ·  400 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%