Nilsine Partners, LLC
CIK 1913043
13F filing for Q2 2026・No. 2,050
- Holdings
- US$1.45B
- Quarter change
- +US$167.06M
- Entries
- 433
- Net bought (estimate)
- +US$80.15M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 36
- Sold out 23
- Cut 100
- Added 262
- Corporate actions 4
- Unchanged 31
Largest holdings
429 stocks worth US$1.44B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| ATOATMOS ENERGY CORP COMStock | Cut | 485,268 | US$83.6M | 5.79% |
| AAPLAppleStock | Added | 228,660 | US$66.17M | 4.58% |
| LRCXLAM RESEARCH CORP COM NEWStock | Added | 99,904 | US$43.29M | 3.00% |
| NVDANvidiaStock | Added | 197,719 | US$39.56M | 2.74% |
| MUMicronStock | Cut | 29,433 | US$33.97M | 2.35% |
| FIRST TRUST NASDAQ SEMICONDUCTOR ETFETF | Added | 112,477 | US$32.05M | 2.22% |
| AVGOBroadcomStock | Added | 71,455 | US$26.99M | 1.87% |
| AMZNAmazonStock | Added | 104,703 | US$24.95M | 1.73% |
| FIRST TRUST NYSE ARCA BIOTECHNOLOGY INDEX FUNDETF | Added | 97,225 | US$24.1M | 1.67% |
| SPYSTATE STREET SPDR S&P 500 ETFETF | Added | 30,155 | US$22.52M | 1.56% |
Sign in (free) to see its 50 largest holdings and its trades. Sign in
Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 24, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.