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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 16 of 20  ·  400 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 CIBR FIRST TR EXCHANGE TRADED FD 5,477.0 $391K 0.03% -80.0 -1.4% $71.45 +13.3%
302 CI THE CIGNA GROUP Healthcare 1,418.0 $390K 0.03% +321.0 +29.3% $275.23 +4.2%
303 TPR TAPESTRY INC Consumer Cyclical 3,051.0 $390K 0.03% +574.0 +23.2% $127.77 +1.2%
304 PYPL PAYPAL HLDGS INC Financial Services 6,660.0 $389K 0.03% +269.0 +4.2% $58.38 -23.9%
305 IYW ISHARES TR 1,895.0 $378K 0.03% $199.68 +18.4%
306 WEC WEC ENERGY GROUP INC Utilities 3,583.0 $378K 0.03% +49.0 +1.4% $105.46 +3.5%
307 IJJ ISHARES TR 2,870.0 $378K 0.03% $131.59 +5.3%
308 DAL DELTA AIR LINES INC DEL Industrials 5,372.0 $373K 0.03% +715.0 +15.3% $69.40 +1.2%
309 D DOMINION ENERGY INC Utilities 6,191.0 $363K 0.03% -431.0 -6.5% $58.59 +5.4%
310 VTEB VANGUARD MUN BD FDS 7,132.0 $359K 0.03% $50.29 -0.9%
311 USB US BANCORP DEL Financial Services 6,715.0 $358K 0.03% +52.0 +0.8% $53.36 -0.4%
312 MDLZ MONDELEZ INTL INC Consumer Defensive 6,602.0 $355K 0.03% -511.0 -7.2% $53.83 +12.3%
313 AVY AVERY DENNISON CORP Industrials 1,920.0 $349K 0.03% $181.88 -13.8%
314 DLR DIGITAL RLTY TR INC Real Estate 2,207.0 $341K 0.03% +77.0 +3.6% $154.71 +21.8%
315 HSBC HSBC HLDGS PLC Financial Services 4,338.0 $341K 0.03% +219.0 +5.3% $78.67 +12.3%
316 INTU INTUIT Technology 513.0 $340K 0.03% +147.0 +40.2% $662.42 -40.7%
317 TOL TOLL BROTHERS INC Consumer Cyclical 2,512.0 $340K 0.03% +150.0 +6.3% $135.22 -6.7%
318 VICI VICI PPTYS INC Real Estate 11,951.0 $336K 0.03% +282.0 +2.4% $28.12 -0.8%
319 GPI GROUP 1 AUTOMOTIVE INC Consumer Cyclical 850.0 $334K 0.03% +14.0 +1.7% $393.40 -20.3%
320 DOV DOVER CORP Industrials 1,688.0 $330K 0.03% -47.0 -2.7% $195.29 +7.9%
Page 16 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%