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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 15 of 20  ·  400 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 1,702.0 $489K 0.04% +171.0 +11.2% $287.25 +9.7%
282 KMI KINDER MORGAN INC DEL Energy 17,577.0 $483K 0.04% +354.0 +2.1% $27.49 +22.5%
283 R RYDER SYS INC Industrials 2,487.0 $476K 0.04% +338.0 +15.7% $191.39 +19.9%
284 AEP AMERICAN ELEC PWR CO INC Utilities 3,972.0 $458K 0.04% +184.0 +4.9% $115.31 +10.7%
285 BLOCK INC 6,936.0 $451K 0.04% +274.0 +4.1% $65.09
286 NVT NVENT ELECTRIC PLC Industrials 4,427.0 $451K 0.04% -102.0 -2.2% $101.97 +53.1%
287 ING ING GROEP N.V Financial Services 16,053.0 $449K 0.04% -1K -6.9% $28.00 +5.0%
288 HWM HOWMET AEROSPACE INC Industrials 2,162.0 $443K 0.04% +59.0 +2.8% $205.02 +23.5%
289 ILMN ILLUMINA INC Healthcare 3,361.0 $441K 0.04% +225.0 +7.2% $131.16 +6.8%
290 CL COLGATE PALMOLIVE CO Consumer Defensive 5,534.0 $437K 0.04% -3K -36.0% $79.02 +13.5%
291 DDOG DATADOG INC Technology 3,133.0 $426K 0.04% -263.0 -7.7% $135.99 +53.2%
292 APP APPLOVIN CORP Technology 628.0 $423K 0.04% +127.0 +25.4% $673.82 -28.0%
293 SYY SYSCO CORP Consumer Defensive 5,726.0 $422K 0.04% -32.0 -0.6% $73.69 -0.7%
294 WDAY WORKDAY INC Technology 1,947.0 $418K 0.04% +125.0 +6.9% $214.78 -38.6%
295 COP CONOCOPHILLIPS Energy 4,414.0 $413K 0.04% +955.0 +27.6% $93.61 +33.5%
296 EW EDWARDS LIFESCIENCES CORP Healthcare 4,810.0 $410K 0.04% +1K +29.2% $85.25 -4.4%
297 XLK SELECT SECTOR SPDR TR 2,800.0 $403K 0.04% +1K +100.0% $143.97 +20.8%
298 GEV GE VERNOVA INC Utilities 616.0 $403K 0.04% +238.0 +63.0% $653.57 +52.2%
299 NEM NEWMONT CORP Basic Materials 4,014.0 $401K 0.04% +341.0 +9.3% $99.85 +7.5%
300 INTC INTEL CORP Technology 10,710.0 $395K 0.03% +1K +12.3% $36.90 +191.8%
Page 15 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%