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CIK: 0001913043
Total reported value
$1.4B
$1.4B
359 檔
13.0%
During the Q1 2025 filing period, Nilsine Partners, LLC (CIK: 0001913043) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $1.4B across 359 reported positions.
Nilsine Partners, LLC executed strategic sector rebalancing during Q1 2025, establishing 10 new positions while fully exiting 13 holdings and trimming 15 positions.
Showing top 200 holdings (of 359 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ATO | Atmos Energy CORP | Stock-Utilities | 9.05% | -1.35% | -2.58% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 5.27% | +0.21% | +0.59% | |
| 3 | FDN | First Trust Dj Internet Ind | ETF-Other | 2.08% | -0.01% | -2.28% | |
| 4 | FXR | First Trust Indst/producers | ETF-Other | 2.08% | — | +7.14% | |
| 5 | AVGO | Broadcom Inc | Stock-Tech | 2.08% | -0.33% | +0.18% | |
| 6 | QTEC | First Trust Nasdq 100 Tech I | ETF-Tech | 2.03% | +1.34% | +14.78% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.94% | -0.40% | -0.37% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.87% | -0.12% | +8.45% | |
| 9 | KR | Kroger Co | Stock-Consumer Staples | 1.83% | -0.32% | -0.30% | |
| 10 | NVDA | Nvidia CORP | Stock-Tech | 1.81% | -0.31% | +0.11% | |
| 11 | FXO | First Trust Financial Alphad | ETF-Other | 1.78% | — | +1554.48% | |
| 12 | FXU | First Trust Utilities Alphad | ETF-Other | 1.73% | -0.09% | — | |
| 13 | MSFT | Microsoft CORP | Stock-Tech | 1.65% | -0.27% | +1.05% | |
| 14 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.50% | -0.20% | +6.09% | |
| 15 | SGI | Somnigroup International Inc | Stock-Consumer Disc | 1.25% | -0.51% | +0.08% | |
| 16 | SPLV | Invesco S&p 500 Low Volatili | ETF-Large Cap & Growth | 1.19% | -0.04% | +6.23% | |
| 17 | V | Visa Inc-class A Shares | Stock-Financials | 1.18% | +0.02% | +1.28% | |
| 18 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.10% | +0.17% | +2.28% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.02% | -0.01% | +0.88% | |
| 20 | LRCX | Lam Research CORP | Stock-Tech | 1.02% | +0.97% | +7.57% | |
| 21 | NFLX | Netflix Inc | Stock-Comm Services | 0.90% | -0.10% | +92.73% | |
| 22 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.88% | -0.06% | +2.80% | |
| 23 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.87% | -0.05% | +13.99% | |
| 24 | FTSL | First Trust Senior Loan ETF | ETF-Other | 0.85% | -0.07% | +3.01% | |
| 25 | FISV | Fiserv Inc | Stock-Other | 0.82% | -0.01% | -0.09% | |
| 26 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 0.82% | -0.13% | +235.64% | |
| 27 | PAAA | Pgim Aaa Clo ETF | ETF-Other | 0.78% | -0.19% | — | |
| 28 | XOM | Exxon Mobil CORP | Stock-Energy | 0.72% | -0.79% | EXIT | |
| 29 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.71% | -0.07% | +0.85% | |
| 30 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.69% | -0.06% | +4.43% | |
| 31 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.68% | -0.06% | +82.68% | |
| 32 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.62% | — | +6.27% | |
| 33 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 0.60% | -0.06% | +4.72% | |
| 34 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.58% | -0.17% | -1.27% | |
| 35 | VRP | Invesco Variable Rate Prefer | ETF-Other | 0.57% | -0.05% | +8.64% | |
| 36 | ZTS | Zoetis Inc | Stock-Healthcare | 0.57% | — | +12.99% | |
| 37 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 0.56% | — | +4.38% | |
| 38 | MUSA | Murphy USA Inc | Stock-Consumer Disc | 0.53% | — | +6.71% | |
| 39 | KLAC | Kla CORP | Stock-Tech | 0.51% | +0.38% | +10.23% | |
| 40 | FTSM | First Trust Enh Short Mat Fd | ETF-Other | 0.51% | -0.04% | -39.12% | |
| 41 | DKS | Dick's Sporting Goods Inc | Stock-Consumer Disc | 0.50% | -0.02% | +9.52% | |
| 42 | URI | United Rentals Inc | Stock-Industrials | 0.48% | +0.03% | +0.69% | |
| 43 | FSMB | First Trust Short Dur Manag | ETF-Other | 0.48% | -0.05% | -12.50% | |
| 44 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-Other | 0.47% | -0.04% | +9.82% | |
| 45 | AN | Autonation Inc | Stock-Consumer Disc | 0.47% | — | +4.71% | |
| 46 | JBBB | Janus Henderson B-bbb Clo Et | ETF-Other | 0.46% | -0.08% | +272.64% | |
| 47 | COWG | Pacer US Lrg Cap Cows Gr Ld | ETF-Other | 0.46% | — | +18.90% | |
| 48 | AMAT | Applied Materials Inc | Stock-Tech | 0.44% | +0.23% | -1.83% | |
| 49 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.44% | +0.07% | -1.10% | |
| 50 | ORCL | Oracle CORP | Stock-Tech | 0.43% | -0.08% | -3.36% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | FXU | First Trust Utilities Alphad | +1.7% | NEW | New buy |
| 2 | FXO | First Trust Financial Alphad | +1.7% | +1554.48% | Add |
| 3 | ATO | Atmos Energy CORP | +0.9% | -2.58% | Trim |
| 4 | PAAA | Pgim Aaa Clo ETF | +0.8% | NEW | New buy |
| 5 | JAAA | Janus Henderson Aaa Clo ETF | +0.6% | +235.64% | Add |
| 6 | NFLX | Netflix Inc | +0.5% | +92.73% | Add |
| 7 | JBBB | Janus Henderson B-bbb Clo Et | +0.3% | +272.64% | Add |
| 8 | EHC | Encompass Health CORP | +0.3% | NEW | New buy |
| 9 | ISRG | Intuitive Surgical Inc | +0.3% | +82.68% | Add |
| 10 | GEN | Gen Digital Inc | +0.3% | NEW | New buy |
| 11 | EIS | Ishares Msci Israel ETF | +0.2% | NEW | New buy |
| 12 | KR | Kroger Co | +0.2% | -0.30% | Trim |
| 13 | FLOT | Ishares Floating Rate Bond E | +0.2% | +322.45% | Add |
| 14 | SPSB | Ss Spdr P St C CORP ETF | +0.2% | NEW | New buy |
| 15 | TGLS | Tecnoglass Inc. | +0.2% | +148.31% | Add |
| 16 | GRMN | Garmin Ltd. | +0.2% | NEW | New buy |
| 17 | OHI | Omega Healthcare Investors | +0.2% | NEW | New buy |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | +0.2% | +0.88% | Add |
| 19 | MTUM | Ishares Msci USA Momentum Fa | +0.2% | NEW | New buy |
| 20 | CEMB | Ishares Jp Morgan Em Corpora | +0.2% | NEW | New buy |
| 21 | MSFT | Microsoft CORP | -0.1% | +1.05% | Add |
| 22 | VGIT | Vanguard Intermediate-term T | -0.1% | -33.71% | Trim |
| 23 | EUHY | Ishares Euro High Yield CORP | -0.1% | EXIT | Sold out |
| 24 | PFF | Ishares Preferred & Income S | -0.2% | EXIT | Sold out |
| 25 | PLD | Prologis Inc | -0.2% | -65.81% | Trim |
| 26 | COP | Conocophillips | -0.2% | -82.39% | Trim |
| 27 | SCHI | Schwab 5-10 Year Corporate B | -0.2% | EXIT | Sold out |
| 28 | EWN | Ishares Msci Netherlands ETF | -0.2% | EXIT | Sold out |
| 29 | KTB | Kontoor Brands Inc | -0.2% | EXIT | Sold out |
| 30 | KBWP | Invesco Kbw Property & Casua | -0.2% | EXIT | Sold out |
| 31 | PKB | Invesco Building & Construct | -0.2% | EXIT | Sold out |
| 32 | FDN | First Trust Dj Internet Ind | -0.2% | -2.28% | Trim |
| 33 | MPC | Marathon Petroleum CORP | -0.2% | -44.30% | Trim |
| 34 | SPLB | Ss Spdr P Long Term C ETF | -0.2% | EXIT | Sold out |
| 35 | PSK | Ss Spdr Ice Pref Sec ETF | -0.2% | EXIT | Sold out |
| 36 | AMZN | Amazon.com Inc | -0.3% | -0.37% | Trim |
| 37 | HO1 | Hologic Inc | -0.3% | -90.73% | Trim |
| 38 | FTSM | First Trust Enh Short Mat Fd | -0.3% | -39.12% | Trim |
| 39 | TSLA | Tesla Inc | -0.3% | -24.07% | Trim |
| 40 | NVDA | Nvidia CORP | -0.4% | +0.11% | Add |
| 41 | COWZ | Pacer US Cash Cows 100 ETF | -0.4% | -51.21% | Trim |
| 42 | DHI | Dr Horton Inc | -0.4% | EXIT | Sold out |
| 43 | BKAG | Bny Mellon Core Bond ETF | -0.4% | EXIT | Sold out |
| 44 | AAPL | Apple Inc | -0.5% | +0.59% | Add |
| 45 | FUMB | First Trust Ultra Short Dur | -0.5% | EXIT | Sold out |
| 46 | BLDR | Builders Firstsource Inc | -0.6% | EXIT | Sold out |
| 47 | AVGO | Broadcom Inc | -0.7% | +0.18% | Add |
| 48 | FTCS | First Trust Capital Strength | -0.9% | -79.26% | Trim |
| 49 | FTXL | First Trust Nasdaq Semicondu | -1.6% | -96.18% | Trim |
| 50 | FXD | First Trust Consumer Discret | -1.7% | -89.86% | Trim |
According to official SEC Form 13F filings, Nilsine Partners, LLC reported a total U.S. public equity portfolio value of $1.4B across 359 disclosed positions in Q1 2025.
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.
In terms of portfolio concentration, the top 5 core holdings (including ATO, AAPL, FDN) accounted for 13.0% of total reported equity market value during Q1 2025.
Top New Position Initiated
FXU
市值: $15.8M
Top Position Liquidated / Trimmed
BLDR
前期市值: $6.0M
During Q1 2025, Nilsine Partners, LLC's top holdings by market value included ATO (9.1%)、AAPL (5.3%)、FDN (2.1%). The largest single position, ATO, represented 9.1% of total portfolio value.
In Q1 2025, Nilsine Partners, LLC made 50 total portfolio adjustments, initiating 10 new buys, adding to 12 positions, trimming 15 holdings, and fully liquidating 13 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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