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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 19 of 20  ·  400 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 CEG CONSTELLATION ENERGY CORP Utilities 660.0 $233K 0.02% NEW $353.27 -26.7%
362 FITB FIFTH THIRD BANCORP Financial Services 4,968.0 $233K 0.02% +441.0 +9.7% $46.81 +1.0%
363 ADBE ADOBE INC Technology 662.0 $232K 0.02% NEW $349.99 -25.7%
364 AER AERCAP HOLDINGS NV Industrials 1,592.0 $229K 0.02% NEW $143.76 -4.0%
365 NUE NUCOR CORP Basic Materials 1,400.0 $228K 0.02% NEW $163.11 +35.2%
366 CNQ CANADIAN NAT RES LTD Energy 6,728.0 $228K 0.02% +285.0 +4.4% $33.85 +43.7%
367 KKR KKR & CO INC Financial Services 1,772.0 $226K 0.02% -157.0 -8.1% $127.48 -25.8%
368 TEL TE CONNECTIVITY PLC Technology 985.0 $224K 0.02% +53.0 +5.7% $227.51 -13.7%
369 SLF SUN LIFE FINANCIAL INC. Financial Services 3,563.0 $222K 0.02% $62.40 +15.4%
370 XAR SPDR SERIES TRUST 919.0 $222K 0.02% -101.0 -9.9% $241.24 +7.5%
371 CAH CARDINAL HEALTH INC Healthcare 1,067.0 $219K 0.02% NEW $205.50 -2.6%
372 EBAY EBAY INC. Consumer Cyclical 2,513.0 $219K 0.02% NEW $87.10 +29.9%
373 EMR EMERSON ELEC CO Industrials 1,648.0 $219K 0.02% NEW $132.72 -2.7%
374 DIA SPDR DOW JONES INDL AVERAGE Financial Services 453.0 $218K 0.02% $480.57 +2.5%
375 SHEL SHELL PLC Energy 2,934.0 $216K 0.02% NEW $73.48 +19.9%
376 LNG CHENIERE ENERGY INC Energy 1,106.0 $215K 0.02% +93.0 +9.2% $194.39 +26.8%
377 ADM ARCHER DANIELS MIDLAND Consumer Defensive 3,707.0 $213K 0.02% -1K -22.6% $57.49 +38.1%
378 SPYD SPDR SER TR 4,902.0 $212K 0.02% $43.25 +7.8%
379 JLL JONES LANG LASALLE INC Real Estate 630.0 $212K 0.02% NEW $336.47 -14.5%
380 ENSG ENSIGN GROUP INC Healthcare 1,208.0 $210K 0.02% $174.20 +0.1%
Page 19 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%