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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 8 of 20  ·  400 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 ADP AUTOMATIC DATA PROCESSING INC Industrials 6,595.0 $1.7M 0.15% -67.0 -1.0% $257.23 -13.3%
142 COF CAPITAL ONE FINL CORP Financial Services 6,984.0 $1.7M 0.15% +890.0 +14.6% $242.36 -22.8%
143 CSX CSX CORP Industrials 46,225.0 $1.7M 0.14% +838.0 +1.9% $36.25 +26.0%
144 DKS DICKS SPORTING GOODS INC Consumer Cyclical 8,322.0 $1.6M 0.14% +261.0 +3.2% $197.97 +9.3%
145 ABT ABBOTT LABS Healthcare 12,907.0 $1.6M 0.14% -409.0 -3.1% $125.29 -29.8%
146 MA MASTERCARD INCORPORATED Financial Services 2,806.0 $1.6M 0.14% +173.0 +6.6% $570.89 -13.4%
147 COIN COINBASE GLOBAL INC Financial Services 7,073.0 $1.6M 0.14% -101.0 -1.4% $226.14 -16.2%
148 VYM VANGUARD WHITEHALL FDS 11,088.0 $1.6M 0.14% +5K +97.5% $143.52 +9.1%
149 AGG ISHARES TR 15,782.0 $1.6M 0.14% $99.88 -1.9%
150 MELI MERCADOLIBRE INC Consumer Cyclical 781.0 $1.6M 0.14% +54.0 +7.4% $2014.26 -23.2%
151 PPA INVESCO EXCHANGE TRADED FD T 9,895.0 $1.5M 0.13% -1K -9.8% $156.63 +6.3%
152 AMD ADVANCED MICRO DEVICES INC Technology 7,223.0 $1.5M 0.13% +512.0 +7.6% $214.16 +96.6%
153 TMO THERMO FISHER SCIENTIFIC INC Healthcare 2,667.0 $1.5M 0.13% +359.0 +15.6% $579.45 -24.4%
154 XTN SPDR SER TR 16,757.0 $1.5M 0.13% $91.37 +11.0%
155 QCOM QUALCOMM INC Technology 8,843.0 $1.5M 0.13% +568.0 +6.9% $171.05 +17.8%
156 PEP PEPSICO INC Consumer Defensive 10,525.0 $1.5M 0.13% +116.0 +1.1% $143.52 +3.9%
157 ALL ALLSTATE CORP Financial Services 7,203.0 $1.5M 0.13% +823.0 +12.9% $208.15 +4.4%
158 ETN EATON CORP PLC Industrials 4,684.0 $1.5M 0.13% -123.0 -2.6% $318.51 +25.4%
159 UNM UNUM GROUP Financial Services 19,239.0 $1.5M 0.13% +1K +7.3% $77.50 +5.3%
160 CMI CUMMINS INC Industrials 2,918.0 $1.5M 0.13% -50.0 -1.7% $510.50 +32.8%
Page 8 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%