13F Insight
DOSSIER · 13F-HR · Q2 2026

Nilsine Partners, LLC

$1.4B in tracked AUM across 433 positions as of Q2 2026.

NP
CIK 0001913043 · last filed Jun 30, 2026
Total AUM
$1.4B
as of Q2 2026
Holdings
433
—
positions
Whale Score
56
56
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Nilsine Partners, 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
ATO
ATMOS ENERGY CORP COM
$84M485K5.8%02
AAPL
APPLE INC COM
$69M239K4.8%03
LRCX
LAM RESEARCH CORP COM NEW
$43M100K3.0%04
NVDA
NVIDIA CORPORATION COM
$40M198K2.7%05
MU
MICRON TECHNOLOGY INC COM
$34M29K2.3%06
FTXL
FIRST TRUST NASDAQ SEMICONDUCTOR ETF
$32M112K2.2%07
AVGO
BROADCOM INC COM
$27M71K1.9%08
AMZN
AMAZON COM INC COM
$25M105K1.7%09
FBT
FIRST TRUST NYSE ARCA BIOTECHNOLOGY INDEX FUND
$24M97K1.7%10
SPY
STATE STREET SPDR S&P 500 ETF
$23M30K1.6%

Filing history

2026Q2Jun 30
$1.4B▲ 13.1%
433 positionsView →2026Q1Mar 31
$1.3B▲ 10.8%
416 positionsView →2025Q4Dec 31
$1.2B▲ 3.8%
400 positionsView →2025Q3Sep 30
$1.1B▲ 12.4%
399 positionsView →2025Q2Jun 30
$989M▲ 8.4%
379 positionsLocked2025Q1Mar 31
$912M▼ 2.3%
359 positionsLocked2024Q4Dec 31
$934M▲ 21.0%
363 positionsLocked2024Q3Sep 30
$772M▲ 3.6%
342 positionsLocked2024Q2Jun 30
$745M▲ 1.7%
322 positionsLocked2024Q1Mar 31
$732M▲ 12.6%
331 positionsLocked2023Q4Dec 31
$651M▼ 1.6%
319 positionsLocked2023Q3Sep 30
$661M▼ 2.8%
348 positionsLocked
Showing 12 of 14