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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 12 of 20  ·  400 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 SNOW SNOWFLAKE INC Technology 3,971.0 $871K 0.07% -209.0 -5.0% $219.36 -25.1%
222 NDAQ NASDAQ INC Financial Services 8,947.0 $869K 0.07% +2K +35.9% $97.13 -4.7%
223 ACN ACCENTURE PLC IRELAND Technology 3,195.0 $857K 0.07% +158.0 +5.2% $268.30 -34.1%
224 TJX TJX COS INC NEW Consumer Cyclical 5,476.0 $841K 0.07% +526.0 +10.6% $153.61 -2.2%
225 PHK PIMCO HIGH INCOME FD Financial Services 171,108.0 $832K 0.07% +5K +3.0% $4.86 -7.6%
226 BBDC BARINGS BDC INC Financial Services 89,451.0 $821K 0.07% +3K +2.9% $9.18 -8.4%
227 UGI UGI CORP NEW Utilities 21,897.0 $820K 0.07% +1K +5.9% $37.43 -7.7%
228 NXPI NXP SEMICONDUCTORS N V Technology 3,738.0 $811K 0.07% +260.0 +7.5% $217.06 +34.4%
229 DUK DUKE ENERGY CORP NEW Utilities 6,751.0 $791K 0.07% +272.0 +4.2% $117.21 +4.8%
230 DVN DEVON ENERGY CORP NEW Energy 21,490.0 $787K 0.07% -2K -7.3% $36.63 +35.6%
231 C CITIGROUP INC Financial Services 6,738.0 $786K 0.07% +794.0 +13.4% $116.69 +2.8%
232 GE GE AEROSPACE Industrials 2,547.0 $785K 0.07% +679.0 +36.4% $308.03 -7.2%
233 VB VANGUARD INDEX FDS 2,965.0 $765K 0.07% +352.0 +13.5% $257.93 +8.2%
234 SPGI S&P GLOBAL INC Financial Services 1,458.0 $762K 0.07% +218.0 +17.6% $522.59 -20.1%
235 ADI ANALOG DEVICES INC Technology 2,748.0 $745K 0.07% +371.0 +15.6% $271.20 +52.8%
236 MUB ISHARES TR 6,892.0 $738K 0.06% -2K -21.6% $107.11 -1.3%
237 REZI RESIDEO TECHNOLOGIES INC Industrials 21,003.0 $738K 0.06% +1K +5.4% $35.12 -19.6%
238 IAU ISHARES GOLD TR Financial Services 8,973.0 $728K 0.06% +3K +47.5% $81.17 +3.9%
239 ALLE ALLEGION PLC ORD Industrials 4,495.0 $716K 0.06% $159.22 -20.8%
240 BCS BARCLAYS PLC Financial Services 27,874.0 $709K 0.06% $25.45 -11.1%
Page 12 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%