DOSSIER · 13F-HR · Q2 2026

Niles Investment Management, LLC

$123M in tracked AUM across 19 positions as of Q2 2026.

NI
CIK 0002016708 · last filed Jun 30, 2026
Total AUM
$123M
as of Q2 2026
Holdings
19
positions
Whale Score
63
63
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Niles Investment Management, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
RSP
INVESCO EXCHANGE TRADED FD T
$36M169K29.2%
02
IWM
ISHARES TR
$12M39K9.4%
03
INTC
INTEL CORP
$7M54K6.1%
04
WMT
WALMART INC
$7M58K5.3%
05
HOOD
ROBINHOOD MKTS INC
$6M58K4.7%
06
ON
ON SEMICONDUCTOR CORP
$5M56K4.3%
07
CRM
SALESFORCE INC
$5M32K4.1%
08
ORCL
ORACLE CORP
$5M35K4.1%
09
AMZN
AMAZON COM INC
$5M21K4.1%
10
GOOGL
ALPHABET INC
$5M14K3.9%

Filing history

2026Q2Jun 30
$123M 10.9%
19 positionsView →
2026Q1Mar 31
$111M 15.2%
25 positionsView →
2025Q4Dec 31
$131M
20 positionsView →