Nilsine Partners

$1.4B 13F equity value
450 Holdings
Quarter ended June 30, 2026

The latest 13F on file for Nilsine Partners covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.

Top Holdings

TickerCompanySharesValueWeight
ATOATMOS ENERGY CORP COM485,268$84M5.8%
AAPLAPPLE INC COM228,660$66M4.6%
LRCXLAM RESEARCH CORP COM NEW99,904$43M3.0%
NVDANVIDIA CORPORATION COM197,719$40M2.7%
MUMICRON TECHNOLOGY INC COM29,433$34M2.4%
FTXLFIRST TRUST NASDAQ SEMICONDUCTOR ETF112,477$32M2.2%
AVGOBROADCOM INC COM71,455$27M1.9%
AMZNAMAZON COM INC COM104,703$25M1.7%
FBTFIRST TRUST NYSE ARCA BIOTECHNOLOGY INDEX FUND97,225$24M1.7%
SPYSTATE STREET SPDR S&P 500 ETF30,155$23M1.6%

Track Nilsine Partners's 13F portfolio: $1.4B in reported holdings, 450 positions. Top holdings and quarterly changes on SentiSense.

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