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Portfolio (Quarterly) Guide ↗

Nilsine Partners, LLC

· CIK 0001913043
13F Portfolio $1.1B AUM Filed Oct 6, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 399 New
Page 14 of 20  ·  399 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 NDAQ NASDAQ INC Financial Services 6,582.0 $582K 0.05% NEW $88.45 +3.2%
262 BCS BARCLAYS PLC Financial Services 27,825.0 $575K 0.05% NEW $20.67 +10.7%
263 PSX PHILLIPS 66 Energy 4,215.0 $573K 0.05% NEW $136.02 +27.2%
264 ITW ILLINOIS TOOL WKS INC Industrials 2,194.0 $572K 0.05% NEW $260.76 -5.1%
265 TROW PRICE T ROWE GROUP INC Financial Services 5,519.0 $566K 0.05% NEW $102.64 -1.4%
266 GE GE AEROSPACE Industrials 1,868.0 $562K 0.05% NEW $300.82 -5.7%
267 SO SOUTHERN CO Utilities 5,841.0 $554K 0.05% NEW $94.77 -2.4%
268 OMC OMNICOM GROUP INC Communication Services 6,486.0 $529K 0.05% NEW $81.53 -12.9%
269 AMT AMERICAN TOWER CORP NEW Real Estate 2,740.0 $527K 0.05% NEW $192.32 -10.9%
270 EXPD EXPEDITORS INTL WASH INC Industrials 4,246.0 $521K 0.05% NEW $122.59 +27.0%
271 MET METLIFE INC Financial Services 6,234.0 $513K 0.05% NEW $82.37 -3.0%
272 IWR ISHARES TR 5,274.0 $509K 0.05% NEW $96.55 +7.4%
273 CNC CENTENE CORP DEL Healthcare 13,821.0 $493K 0.04% NEW $35.68 +61.3%
274 SPG SIMON PPTY GROUP INC NEW Real Estate 2,601.0 $488K 0.04% NEW $187.67 +6.6%
275 KMI KINDER MORGAN INC DEL Energy 17,223.0 $488K 0.04% NEW $28.31 +17.9%
276 ASML ASML HOLDING N V N Y REGISTRY Technology 503.0 $487K 0.04% NEW $968.09 +55.7%
277 DDOG DATADOG INC Technology 3,396.0 $484K 0.04% NEW $142.40 +43.7%
278 PM PHILIP MORRIS INTL INC Consumer Defensive 2,975.0 $483K 0.04% NEW $162.20 +16.2%
279 BLOCK INC 6,662.0 $481K 0.04% NEW $72.27
280 SYY SYSCO CORP Consumer Defensive 5,758.0 $474K 0.04% NEW $82.34 -11.5%
Page 14 of 20  ·  399 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 28.8%
Financial Services 14.3%
Utilities 12.6%
Consumer Cyclical 9.8%
Industrials 7.8%
Healthcare 7.5%
Communication Services 7.0%
Consumer Defensive 6.5%
Energy 3.2%
Real Estate 1.5%