Nilsine Partners, LLC

Nilsine Partners, LLC reported 433 holdings worth US$1.45B as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Jul 24, 2026

Nilsine Partners, LLC reported 433 holdings worth US$1.45B as of Jun 30, 2026. Largest: Atmos Energy Corporation, Apple Inc and Lam Research Corporation. Filed Jul 24, 2026 (Form 13F).

Holdings
433
Value as reported
US$1.45B

The filing in full

CompanySharesValue as reported% of portfolio
Atmos Energy Corporation485KUS$83.6M5.8%
Apple Inc229KUS$66.2M4.6%
Lam Research Corporation99,904US$43.3M3.0%
Nvidia Corporation198KUS$39.6M2.7%
Micron Technology, Inc.29,433US$34M2.3%
Broadcom Inc.71,455US$27M1.9%
Amazon.com, Inc.105KUS$25M1.7%
Alphabet Inc (google) Class C58,697US$21M1.5%
Kla Corporation65,887US$19.9M1.4%
Microsoft Corp.43,818US$16.3M1.1%
Costco Wholesale Corporation16,671US$15.6M1.1%
Kroger Company (the)248KUS$13.8M0.95%
Eli Lilly And Company11,082US$13.3M0.92%
Jp Morgan Chase & Co.39,511US$12.9M0.89%
Meta Platforms, Inc.22,843US$12.9M0.89%
Visa Inc.34,998US$12M0.83%
Berkshire Hathaway Inc.23,044US$11.5M0.80%
Taiwan Semiconductor Manufacturing Co., Ltd.22,330US$10.7M0.74%
Caterpillar, Inc.9,750US$10.4M0.72%
Netflix, Inc.138KUS$9.86M0.68%
Cisco Systems, Inc.83,161US$9.77M0.68%
Marathon Petroleum Corporation35,188US$9M0.62%
Somnigroup International Inc.113KUS$8.88M0.61%
United Rentals, Inc.7,664US$8.68M0.60%
Goldman Sachs Group, Inc. (the)8,493US$8.59M0.59%
Applied Materials, Inc.11,751US$8.5M0.59%
Palo Alto Networks, Inc.23,363US$7.97M0.55%
Vertiv Holdings, Llc22,910US$7.67M0.53%
Valero Energy Corporation25,441US$6.63M0.46%
Mckesson Corporation8,768US$6.63M0.46%
Tesla, Inc.15,302US$6.44M0.44%
Ameris Bancorp68,770US$6.21M0.43%
Jabil Inc.16,051US$6.19M0.43%
Corning Incorporated24,048US$6.14M0.42%
Johnson & Johnson23,855US$6.06M0.42%
Walmart Inc.53,277US$6.03M0.42%
Boeing Company (the)25,997US$5.63M0.39%
Crowdstrike Holdings, Inc.7,347US$5.61M0.39%
Arista Networks, Inc.32,657US$5.55M0.38%
Mcdonald's Corporation20,271US$5.48M0.38%
Rtx Corporation28,612US$5.43M0.38%
Advanced Micro Devices Inc9,104US$5.29M0.37%
Ati Inc.25,713US$5.07M0.35%
Coca-cola Company (the)62,354US$5.07M0.35%
Penske Automotive Group, Inc.27,655US$4.95M0.34%
Cencora, Inc.17,218US$4.87M0.34%
Parker-hannifin Corporation4,973US$4.86M0.34%
Caseys General Stores, Inc.5,912US$4.7M0.32%
Vista Gold Corp2.46MUS$4.69M0.32%
Bank Of America Corporation81,096US$4.62M0.32%
Lowe's Companies, Inc.20,481US$4.52M0.31%
Kimco Realty Corporation (hc)175KUS$4.43M0.31%
Coherent Corp.10,552US$4.16M0.29%
Welltower Inc.17,946US$4.07M0.28%
Hyatt Hotels Corporation20,683US$4.01M0.28%
Argenx Se4,302US$3.99M0.28%
General Motors Company51,088US$3.94M0.27%
The Bank Of New York Mellon Corporation26,748US$3.87M0.27%
Walt Disney Company (the)38,717US$3.73M0.26%
Encompass Health Corporation34,434US$3.48M0.24%
Ciena Corporation7,071US$3.47M0.24%
Cadence Design Systems, Inc.9,186US$3.45M0.24%
Mueller Industries, Inc.27,783US$3.42M0.24%
Allstate Corporation (the)14,347US$3.41M0.24%
On Semiconductor Corporation36,008US$3.4M0.24%
Merck & Company, Inc.26,144US$3.36M0.23%
Capital One Financial Corporation16,642US$3.34M0.23%
Novo Nordisk A/s Class B69,503US$3.33M0.23%
Amgen Inc.9,193US$3.33M0.23%
Brinker International, Inc.19,541US$3.28M0.23%
Mgic Investment Corporation116KUS$3.28M0.23%
Chevron Corporation19,569US$3.24M0.22%
Oracle Corporation21,140US$3.1M0.21%
The Travelers Companies, Inc.9,223US$3.04M0.21%
Blackrock, Inc.3,100US$2.98M0.21%
Morgan Stanley13,538US$2.83M0.20%
Monster Beverage Corporation28,457US$2.74M0.19%
Procter & Gamble Company (the)18,423US$2.7M0.19%
Workday, Inc.21,804US$2.67M0.18%
At&t Inc.129KUS$2.66M0.18%
Veeva Systems Inc.14,995US$2.66M0.18%
International Business Machines Corporation9,383US$2.64M0.18%
C.h. Robinson Worldwide, Inc.13,914US$2.62M0.18%
Hasbro, Inc.31,340US$2.59M0.18%
Omega Healthcare Investors, Inc.53,873US$2.57M0.18%
Abbvie Inc.10,103US$2.54M0.18%
Synchrony Financial33,334US$2.54M0.18%
East West Bancorp, Inc.19,525US$2.52M0.17%
Norfolk Southern Corporation8,011US$2.52M0.17%
Wells Fargo & Company30,323US$2.51M0.17%
Amphenol Corporation13,901US$2.45M0.17%
Uber Technologies, Inc.33,736US$2.43M0.17%
Intuitive Surgical, Inc.5,978US$2.38M0.16%
Centene Corporation35,320US$2.27M0.16%
Csx Corporation47,258US$2.25M0.16%
Citizens Financial Group, Inc.31,597US$2.21M0.15%
Carrier Global Corporation29,804US$2.19M0.15%
Raymond James Financial, Inc.14,060US$2.14M0.15%
Northrop Grumman Corporation4,167US$2.12M0.15%
A10 Networks, Inc.56,679US$2.12M0.15%

Every holding of Nilsine Partners, LLC

Source

View original at SEC

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