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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 17 of 20  ·  400 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 CVS CVS HEALTH CORP Healthcare 4,110.0 $326K 0.03% +502.0 +13.9% $79.36 +20.8%
322 FDS FACTSET RESH SYS INC Financial Services 1,123.0 $326K 0.03% +19.0 +1.7% $290.19 -26.7%
323 BKNG BOOKING HOLDINGS INC Consumer Cyclical 60.0 $321K 0.03% NEW $5355.33 -97.1%
324 PSA PUBLIC STORAGE Real Estate 1,209.0 $314K 0.03% -29.0 -2.3% $259.50 +12.7%
325 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 1,111.0 $310K 0.03% +154.0 +16.1% $278.92 -6.7%
326 EAT BRINKER INTL INC Consumer Cyclical 2,088.0 $300K 0.03% -159.0 -7.1% $143.52 -4.4%
327 VDE VANGUARD WORLD FD 2,373.0 $299K 0.03% +171.0 +7.8% $125.92 +36.2%
328 TFC TRUIST FINL CORP Financial Services 6,025.0 $296K 0.03% +822.0 +15.8% $49.21 -4.6%
329 PFE PFIZER INC Healthcare 11,898.0 $296K 0.03% -2K -14.2% $24.90 +1.7%
330 FXL FIRST TRUST TECHNOLOGY 1,739.0 $293K 0.03% -20.0 -1.1% $168.28 +14.0%
331 VUG VANGUARD INDEX FDS 598.0 $292K 0.03% +18.0 +3.1% $487.85 -82.2%
332 DKNG DRAFTKINGS INC NEW Consumer Cyclical 8,352.0 $288K 0.03% NEW $34.46 -27.5%
333 VCIT VANGUARD SCOTTSDALE FDS 3,436.0 $288K 0.03% $83.75 -2.2%
334 GPC GENUINE PARTS CO Consumer Cyclical 2,332.0 $287K 0.03% +33.0 +1.4% $122.96 -24.5%
335 MDT MEDTRONIC PLC Healthcare 2,980.0 $286K 0.03% +23.0 +0.8% $96.06 -20.7%
336 BR BROADRIDGE FINL SOLUTIONS INC Technology 1,261.0 $281K 0.02% +43.0 +3.5% $223.17 -32.5%
337 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 7,528.0 $279K 0.02% +1K +20.1% $37.00 -8.8%
338 WRB BERKLEY W R CORP Financial Services 3,971.0 $278K 0.02% +62.0 +1.6% $70.12 -5.2%
339 ARW ARROW ELECTRS INC Technology 2,503.0 $276K 0.02% $110.18 +88.7%
340 XLU SELECT SECTOR SPDR TR 6,372.0 $272K 0.02% +3K +100.0% $42.69 +2.9%
Page 17 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%