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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 14 of 20  ·  400 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 MSI MOTOROLA SOLUTIONS INC Technology 1,469.0 $563K 0.05% -602.0 -29.1% $383.32 +7.0%
262 GRID FIRST TR EXCHANGE TRADED FD 3,668.0 $561K 0.05% -425.0 -10.4% $153.02 +20.9%
263 TROW PRICE T ROWE GROUP INC Financial Services 5,468.0 $560K 0.05% -51.0 -0.9% $102.38 -0.0%
264 CNC CENTENE CORP DEL Healthcare 13,529.0 $557K 0.05% -292.0 -2.1% $41.15 +41.5%
265 TXN TEXAS INSTRS INC Technology 3,197.0 $555K 0.05% -463.0 -12.7% $173.49 +73.3%
266 PNC PNC FINL SVCS GROUP INC Financial Services 2,654.0 $554K 0.05% +352.0 +15.3% $208.73 +2.4%
267 PM PHILIP MORRIS INTL INC Consumer Defensive 3,431.0 $550K 0.05% +456.0 +15.3% $160.40 +19.4%
268 BX BLACKSTONE INC Financial Services 3,533.0 $545K 0.05% +109.0 +3.2% $154.14 -25.9%
269 TM TOYOTA MOTOR CORP Consumer Cyclical 2,501.0 $535K 0.05% +362.0 +16.9% $214.06 -12.5%
270 SO SOUTHERN CO Utilities 6,090.0 $531K 0.05% +249.0 +4.3% $87.20 +7.5%
271 SPG SIMON PPTY GROUP INC NEW Real Estate 2,825.0 $523K 0.04% +224.0 +8.6% $185.11 +8.3%
272 FMB FIRST TR EXCH TRADED FD III 10,074.0 $515K 0.04% -6K -38.0% $51.14 -0.9%
273 PSX PHILLIPS 66 Energy 3,961.0 $511K 0.04% -254.0 -6.0% $129.05 +39.3%
274 IWR ISHARES TR 5,274.0 $508K 0.04% $96.27 +7.1%
275 IJR ISHARES TR 4,204.0 $505K 0.04% -2K -37.1% $120.19 +10.8%
276 MET METLIFE INC Financial Services 6,388.0 $504K 0.04% +154.0 +2.5% $78.94 +3.1%
277 WM WASTE MGMT INC DEL Industrials 2,287.0 $502K 0.04% +150.0 +7.0% $219.69 +1.4%
278 AMT AMERICAN TOWER CORP NEW Real Estate 2,860.0 $502K 0.04% +120.0 +4.4% $175.57 +4.2%
279 CCJ CAMECO CORP Energy 5,469.0 $500K 0.04% $91.49 +13.1%
280 FISV FISERV INC Technology 7,340.0 $493K 0.04% -11K -59.1% $67.17 -15.6%
Page 14 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%