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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 18 of 20  ·  400 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 YUMC YUM CHINA HLDGS INC Consumer Cyclical 5,662.0 $270K 0.02% $47.74 -4.7%
342 MO ALTRIA GROUP INC Consumer Defensive 4,685.0 $270K 0.02% +1K +35.4% $57.66 +26.8%
343 CME CME GROUP INC Financial Services 989.0 $270K 0.02% NEW $273.08 +11.7%
344 EA ELECTRONIC ARTS INC Communication Services 1,292.0 $264K 0.02% -40.0 -3.0% $204.33 -1.8%
345 FHN FIRST HORIZON CORPORATION Financial Services 11,030.0 $264K 0.02% $23.90 -1.4%
346 SAN BANCO SANTANDER S.A. Financial Services 22,395.0 $263K 0.02% +1K +6.0% $11.73 +0.1%
347 ZION ZIONS BANCORPORATION N A Financial Services 4,476.0 $262K 0.02% +91.0 +2.1% $58.54 +1.9%
348 ARES ARES MANAGEMENT CORPORATION Financial Services 1,619.0 $262K 0.02% +153.0 +10.4% $161.63 -23.5%
349 VTR VENTAS INC Real Estate 3,362.0 $260K 0.02% +334.0 +11.0% $77.38 +13.0%
350 AON AON PLC Financial Services 735.0 $259K 0.02% +44.0 +6.4% $352.88 -7.5%
351 NCLH NORWEGIAN CRUISE LINE HLDG L Consumer Cyclical 11,437.0 $255K 0.02% +3K +32.8% $22.32 -30.5%
352 FVD FIRST TR VALUE LINE DIVID IN 5,506.0 $254K 0.02% $46.08 +2.7%
353 IWF ISHARES TR 531.0 $251K 0.02% -1K -66.8% $473.53 -73.8%
354 JCI JOHNSON CTLS INTL PLC Industrials 2,088.0 $250K 0.02% NEW $119.75 +19.5%
355 ILCG ISHARES TR 2,400.0 $250K 0.02% $104.04 +10.1%
356 DASH DOORDASH INC Communication Services 1,102.0 $250K 0.02% -195.0 -15.0% $226.48 -29.7%
357 FCNCA FIRST CTZNS BANCSHARES INC N Financial Services 116.0 $249K 0.02% -11.0 -8.7% $2146.18 -9.7%
358 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 1,518.0 $246K 0.02% NEW $161.96 -4.7%
359 UNILEVER PLC 3,733.0 $244K 0.02% NEW $65.40
360 PHM PULTE GROUP INC Consumer Cyclical 2,061.0 $242K 0.02% +247.0 +13.6% $117.26 -6.1%
Page 18 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%