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CIK: 0001913043
Total reported value
$1.4B
$1.4B
363 檔
13.7%
At the close of Q4 2024, Nilsine Partners, LLC disclosed equity holdings valued at approximately $1.4B, spread across 363 reported holdings.
In Q4 2024, Nilsine Partners, LLC displayed an active expansion posture, initiating 13 new positions and adding to 28 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including ATO, AAPL, AVGO) accounted for 13.7% of total reported equity market value during Q4 2024.
Showing top 200 holdings (of 363 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ATO | Atmos Energy CORP | Stock-Utilities | 8.18% | -1.35% | — | |
| 2 | AAPL | Apple Inc | Stock-Tech | 5.77% | +0.21% | +14.95% | |
| 3 | AVGO | Broadcom Inc | Stock-Tech | 2.80% | -0.33% | +0.09% | |
| 4 | FDN | First Trust Dj Internet Ind | ETF-Other | 2.28% | -0.01% | +6.33% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 2.19% | -0.31% | +5.99% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.19% | -0.40% | +12.28% | |
| 7 | FXR | First Trust Indst/producers | ETF-Other | 2.03% | — | +6.16% | |
| 8 | QTEC | First Trust Nasdq 100 Tech I | ETF-Tech | 1.88% | +1.34% | +8.64% | |
| 9 | FXD | First Trust Consumer Discret | ETF-Other | 1.86% | — | +8.34% | |
| 10 | MSFT | Microsoft CORP | Stock-Tech | 1.79% | -0.27% | +14.43% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.76% | -0.12% | +5.62% | |
| 12 | FTXL | First Trust Nasdaq Semicondu | ETF-Tech | 1.67% | +0.39% | +4.81% | |
| 13 | KR | Kroger Co | Stock-Consumer Staples | 1.62% | -0.32% | -0.34% | |
| 14 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.34% | -0.20% | +2.61% | |
| 15 | SGI | Somnigroup International Inc | Stock-Consumer Disc | 1.16% | -0.51% | +3.75% | |
| 16 | FTCS | First Trust Capital Strength | ETF-Other | 1.08% | — | +3.43% | |
| 17 | V | Visa Inc-class A Shares | Stock-Financials | 1.03% | +0.02% | +3.03% | |
| 18 | SPLV | Invesco S&p 500 Low Volatili | ETF-Large Cap & Growth | 1.03% | -0.04% | +8.67% | |
| 19 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.98% | +0.17% | +5.30% | |
| 20 | LRCX | Lam Research CORP | Stock-Tech | 0.92% | +0.97% | — | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.84% | -0.01% | +3.64% | |
| 22 | FTSM | First Trust Enh Short Mat Fd | ETF-Other | 0.82% | -0.04% | +0.22% | |
| 23 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.82% | -0.06% | +5.30% | |
| 24 | FTSL | First Trust Senior Loan ETF | ETF-Other | 0.82% | -0.07% | +9.21% | |
| 25 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.78% | -0.05% | +16.59% | |
| 26 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.76% | -0.02% | +2.30% | |
| 27 | FISV | Fiserv Inc | Stock-Other | 0.74% | -0.01% | +0.47% | |
| 28 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.73% | -0.07% | +4.15% | |
| 29 | XOM | Exxon Mobil CORP | Stock-Energy | 0.65% | -0.79% | EXIT | |
| 30 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 0.65% | — | +2.56% | |
| 31 | BLDR | Builders Firstsource Inc | Stock-Industrials | 0.64% | — | -0.46% | |
| 32 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.62% | — | +0.54% | |
| 33 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.60% | -0.06% | +9.25% | |
| 34 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.59% | — | +4.64% | |
| 35 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.58% | -0.17% | +3.03% | |
| 36 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 0.55% | -0.06% | +12.69% | |
| 37 | FSMB | First Trust Short Dur Manag | ETF-Other | 0.54% | -0.05% | +5.53% | |
| 38 | URI | United Rentals Inc | Stock-Industrials | 0.53% | +0.03% | +0.71% | |
| 39 | ORCL | Oracle CORP | Stock-Tech | 0.52% | -0.08% | +9.18% | |
| 40 | VRP | Invesco Variable Rate Prefer | ETF-Other | 0.52% | -0.05% | +12.36% | |
| 41 | MUSA | Murphy USA Inc | Stock-Consumer Disc | 0.51% | — | +3.00% | |
| 42 | DKS | Dick's Sporting Goods Inc | Stock-Consumer Disc | 0.51% | -0.02% | +9.11% | |
| 43 | FUMB | First Trust Ultra Short Dur | ETF-Other | 0.51% | — | +6.85% | |
| 44 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.49% | +0.01% | +48.66% | |
| 45 | AMAT | Applied Materials Inc | Stock-Tech | 0.49% | +0.23% | +10.30% | |
| 46 | MPC | Marathon Petroleum CORP | Stock-Energy | 0.49% | — | +5.64% | |
| 47 | ZTS | Zoetis Inc | Stock-Healthcare | 0.49% | — | +4.31% | |
| 48 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.48% | +0.07% | +11.38% | |
| 49 | AN | Autonation Inc | Stock-Consumer Disc | 0.46% | — | +4.92% | |
| 50 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.46% | -0.03% | +4.90% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ATO | Atmos Energy CORP | +8.2% | NEW | New buy |
| 2 | LRCX | Lam Research CORP | +0.9% | NEW | New buy |
| 3 | COWG | Pacer US Lrg Cap Cows Gr Ld | +0.4% | NEW | New buy |
| 4 | WTV | Wisdomtree U.s. Value Fund | +0.3% | NEW | New buy |
| 5 | AVGO | Broadcom Inc | +0.3% | +0.09% | Add |
| 6 | BLK | Blackrock Inc | +0.3% | NEW | New buy |
| 7 | ABCB | Ameris Bancorp | +0.3% | +348.53% | Add |
| 8 | PHM | Pultegroup Inc | +0.2% | +929.21% | Add |
| 9 | GLW | Corning Inc | +0.2% | NEW | New buy |
| 10 | AMZN | Amazon.com Inc | +0.2% | +12.28% | Add |
| 11 | PRN | Invesco Dorsey Wright Indus | +0.2% | NEW | New buy |
| 12 | TSLA | Tesla Inc | +0.1% | +0.54% | Add |
| 13 | GOOG | Alphabet Inc-cl C | +0.1% | +48.66% | Add |
| 14 | TGLS | Tecnoglass Inc. | +0.1% | NEW | New buy |
| 15 | FWONK | Liberty Media Corp-formula-c | +0.1% | NEW | New buy |
| 16 | AAPL | Apple Inc | +0.1% | +14.95% | Add |
| 17 | FTXO | First Trust Nasdaq Bank ETF | +0.1% | NEW | New buy |
| 18 | VGZ | Vista Gold CORP | +0.1% | NEW | New buy |
| 19 | JHG | Janus Henderson Group plc | +0.1% | NEW | New buy |
| 20 | FXO | First Trust Financial Alphad | +0.1% | NEW | New buy |
| 21 | GS | Goldman Sachs Group Inc | +0.1% | +56.57% | Add |
| 22 | WMT | Walmart Inc | +0.1% | +40.98% | Add |
| 23 | GOOGL | Alphabet Inc-cl A | +0.1% | +25.18% | Add |
| 24 | NFLX | Netflix Inc | +0.1% | +11.21% | Add |
| 25 | CVX | Chevron CORP | 0% | +44.43% | Add |
| 26 | FDN | First Trust Dj Internet Ind | 0% | +6.33% | Add |
| 27 | DKS | Dick's Sporting Goods Inc | — | +9.11% | Add |
| 28 | JPM | Jpmorgan Chase & Co | 0% | +5.30% | Add |
| 29 | V | Visa Inc-class A Shares | 0% | +3.03% | Add |
| 30 | IVV | Ishares Core S&p 500 ETF | 0% | +16.59% | Add |
| 31 | FISV | Fiserv Inc | 0% | +0.47% | Add |
| 32 | NVDA | Nvidia CORP | -0.1% | +5.99% | Add |
| 33 | MSFT | Microsoft CORP | -0.1% | +14.43% | Add |
| 34 | SGI | Somnigroup International Inc | -0.1% | +3.75% | Add |
| 35 | PLD | Prologis Inc | -0.1% | -12.17% | Trim |
| 36 | FXD | First Trust Consumer Discret | -0.2% | +8.34% | Add |
| 37 | LYB | LyondellBasell Industries N.V. | -0.2% | EXIT | Sold out |
| 38 | PXJ | Invesco Oil & Gas Services E | -0.2% | EXIT | Sold out |
| 39 | CI | THE Cigna Group | -0.2% | -56.58% | Trim |
| 40 | MRK | Merck & Co. Inc. | -0.2% | -47.47% | Trim |
| 41 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.2% | +5.62% | Add |
| 42 | DHI | Dr Horton Inc | -0.2% | +6.48% | Add |
| 43 | KR | Kroger Co | -0.2% | -0.34% | Trim |
| 44 | QTEC | First Trust Nasdq 100 Tech I | -0.3% | +8.64% | Add |
| 45 | FXR | First Trust Indst/producers | -0.3% | +6.16% | Add |
| 46 | LLY | Eli Lilly & Co | -0.3% | +5.30% | Add |
| 47 | OPCH | Option Care Health Inc | -0.3% | EXIT | Sold out |
| 48 | NVO | Novo-nordisk A/s-spons Adr | -0.4% | +2.56% | Add |
| 49 | BLDR | Builders Firstsource Inc | -0.4% | -0.46% | Trim |
| 50 | ADBE | Adobe Inc | -0.5% | -90.60% | Trim |
According to official SEC Form 13F filings, Nilsine Partners, LLC reported a total U.S. public equity portfolio value of $1.4B across 363 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
Top New Position Initiated
ATO
市值: $76.4M
Top Position Liquidated / Trimmed
OPCH
前期市值: $2.6M
During Q4 2024, Nilsine Partners, LLC's top holdings by market value included ATO (8.2%)、AAPL (5.8%)、AVGO (2.8%). The largest single position, ATO, represented 8.2% of total portfolio value.
In Q4 2024, Nilsine Partners, LLC made 50 total portfolio adjustments, initiating 13 new buys, adding to 28 positions, trimming 6 holdings, and fully liquidating 3 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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