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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 15 of 20  ·  399 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 WM WASTE MGMT INC DEL Industrials 2,137.0 $472K 0.04% NEW $220.86 -0.9%
282 VTHR VANGUARD SCOTTSDALE FDS 1,592.0 $469K 0.04% NEW $294.38 +10.2%
283 PNC PNC FINL SVCS GROUP INC Financial Services 2,302.0 $463K 0.04% NEW $200.93 +6.2%
284 CCJ CAMECO CORP Energy 5,469.0 $459K 0.04% NEW $83.86 +28.2%
285 ING ING GROEP N.V Financial Services 17,243.0 $450K 0.04% NEW $26.08 +15.2%
286 NVT NVENT ELECTRIC PLC Industrials 4,529.0 $447K 0.04% NEW $98.64 +76.4%
287 MDLZ MONDELEZ INTL INC Consumer Defensive 7,113.0 $444K 0.04% NEW $62.47 -2.4%
288 IAU ISHARES GOLD TR Financial Services 6,082.0 $443K 0.04% NEW $72.77 +17.5%
289 WDAY WORKDAY INC Technology 1,822.0 $439K 0.04% NEW $240.73 -50.7%
290 PYPL PAYPAL HLDGS INC Financial Services 6,391.0 $429K 0.04% NEW $67.06 -32.8%
291 IGM ISHARES TR 3,390.0 $427K 0.04% NEW $125.95 +22.4%
292 AEP AMERICAN ELEC PWR CO INC Utilities 3,788.0 $426K 0.04% NEW $112.50 +11.2%
293 FTXL FIRST TR EXCHANGE-TRADED FD 3,807.0 $426K 0.04% NEW $111.84 +109.7%
294 CIBR FIRST TR EXCHANGE TRADED FD 5,557.0 $422K 0.04% NEW $76.01 +4.0%
295 HWM HOWMET AEROSPACE INC Industrials 2,103.0 $413K 0.04% NEW $196.23 +38.8%
296 TM TOYOTA MOTOR CORP Consumer Cyclical 2,139.0 $409K 0.04% NEW $191.09 -0.3%
297 R RYDER SYS INC Industrials 2,149.0 $405K 0.04% NEW $188.64 +22.5%
298 D DOMINION ENERGY INC Utilities 6,622.0 $405K 0.04% NEW $61.17 +2.9%
299 WEC WEC ENERGY GROUP INC Utilities 3,534.0 $405K 0.04% NEW $114.59 -2.6%
300 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 1,531.0 $397K 0.04% NEW $259.44 +22.0%
Page 15 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%