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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 19 of 20  ·  399 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 LNG CHENIERE ENERGY INC Energy 1,013.0 $238K 0.02% NEW $234.98 +2.6%
362 TFC TRUIST FINL CORP Financial Services 5,203.0 $238K 0.02% NEW $45.72 +3.1%
363 RELX RELX PLC SPONSORED ADR Communication Services 4,953.0 $237K 0.02% NEW $47.76 -34.1%
364 ARES ARES MANAGEMENT CORPORATION Financial Services 1,466.0 $234K 0.02% NEW $159.89 -22.8%
365 SIRI SIRIUSXM HOLDINGS INC Communication Services 10,000.0 $233K 0.02% NEW $23.27 +12.7%
366 GEV GE VERNOVA INC Utilities 378.0 $232K 0.02% NEW $614.90 +77.4%
367 UL UNILEVER PLC SPON ADR NEW Consumer Defensive 3,892.0 $231K 0.02% NEW $59.28 -3.3%
368 CRPT FIRST TR EXCHNG TRADED FD VI 10,331.0 $230K 0.02% NEW $22.28 -31.6%
369 MO ALTRIA GROUP INC Consumer Defensive 3,459.0 $229K 0.02% NEW $66.06 +9.6%
370 FCNCA FIRST CTZNS BANCSHARES INC N Financial Services 127.0 $227K 0.02% NEW $1789.16 +8.3%
371 SAN BANCO SANTANDER S.A. Financial Services 21,120.0 $221K 0.02% NEW $10.48 +13.0%
372 IJK ISHARES TR 2,300.0 $221K 0.02% NEW $95.89 +15.1%
373 SPYD SPDR SER TR 4,902.0 $216K 0.02% NEW $44.00 +5.0%
374 OAKTREE SPECIALTY LENDING CORP 16,455.0 $215K 0.02% NEW $13.05
375 DVY ISHARES TR 1,506.0 $214K 0.02% NEW $142.10 +6.2%
376 SLF SUN LIFE FINANCIAL INC. Financial Services 3,563.0 $214K 0.02% NEW $60.03 +19.3%
377 NCLH NORWEGIAN CRUISE LINE HLDG L Consumer Cyclical 8,610.0 $212K 0.02% NEW $24.63 -35.3%
378 VTR VENTAS INC Real Estate 3,028.0 $212K 0.02% NEW $69.99 +28.5%
379 O REALTY INCOME CORP Real Estate 3,469.0 $211K 0.02% NEW $60.79 +1.9%
380 DIA SPDR DOW JONES INDL AVERAGE Financial Services 453.0 $210K 0.02% NEW $463.74 +6.8%
Page 19 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%