Nilsine Partners, LLC

13F filer · CIK 0001913043

Reported Jul 24, 2026

Net buyer this quarter

13F portfolio value$1.45BU.S. long equity reported on 13F

Positions34028 new · 11 closed

Net flow last quarter+$71.2MBuys minus sells

Top 10 positions weight26.1%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 24, 2026340 positions
ATOAtmos Energy Corp	$83.6M	5.78%	0.29%	-1.2%	Q1 2023
AAPLApple Inc.	$66.2M	4.57%	0.00%	+4.6%	Q1 2023
LRCXLam Research Corp	$43.3M	2.99%	0.01%	+0.1%	Q1 2023
NVDANvidia Corp	$39.6M	2.73%	0.00%	+10.0%	Q1 2023
MUMicron Technology Inc	$34M	2.35%	0.00%	-0.2%	Q1 2023
AVGOBroadcom Inc.	$27M	1.87%	0.00%	+6.3%	Q1 2023
AMZNAmazon Com Inc	$25M	1.73%	0.00%	+0.8%	Q1 2023
SPYSPDR S&P 500 ETF Trust	$22.5M	1.56%	Not reported	+0.4%	Q1 2023
KLACKla Corp	$19.9M	1.37%	0.01%	-1.6%	Q1 2023
MSFTMicrosoft Corp	$16.3M	1.13%	0.00%	+3.8%	Q1 2023
COSTCostco Wholesale Corp	$15.6M	1.08%	0.00%	+1.5%	Q1 2023
KRKroger Co	$13.8M	0.95%	0.04%	+0.8%	Q1 2023
LLYELI LILLY & Co	$13.3M	0.92%	0.00%	+0.1%	Q1 2023
JPMJPMorgan Chase & Co	$12.9M	0.89%	0.00%	+1.5%	Q1 2023
METAMeta Platforms, Inc.	$12.9M	0.89%	Not reported	+14.7%	Q1 2023
VVisa Inc.	$12M	0.83%	0.00%	+4.1%	Q1 2023
CPAIChampion Pain Care Corp	$11.9M	0.83%	0.19%	+3.7%	Q2 2025
BRK.BBerkshire Hathaway Inc	$11.5M	0.80%	Not reported	+4.6%	Q1 2023
XOMExxonMobil Holdings Corp	$11.4M	0.79%	0.00%	+22.5%	Q1 2023
GOOGAlphabet Inc.	$10.8M	0.75%	Not reported	+13.4%	Q1 2023
TSMTaiwan Semiconductor Manufacturing Co Ltd	$10.7M	0.74%	0.00%	-2.7%	Q1 2023
CATCaterpillar Inc	$10.4M	0.72%	0.00%	+0.8%	Q1 2023
GOOGLAlphabet Inc.	$10.2M	0.70%	0.00%	+1.3%	Q1 2023
NFLXNetflix Inc	$9.86M	0.68%	0.00%	+27.1%	Q1 2023
CSCOCisco Systems, Inc.	$9.77M	0.68%	0.00%	+42.4%	Q1 2023
EISItt Educational Services Inc	$9.63M	0.67%	0.33%	+2.0%	Q1 2025
MPCMarathon Petroleum Corp	$9M	0.62%	0.01%	+1.6%	Q1 2023
SGISomnigroup International Inc.	$8.88M	0.61%	0.05%	-37.3%	Q1 2023
URIUnited Rentals, Inc.	$8.68M	0.60%	0.01%	+0.7%	Q1 2023
GSGoldman Sachs Group Inc	$8.59M	0.59%	0.00%	+1.5%	Q1 2023
AMATApplied Materials Inc	$8.5M	0.59%	0.00%	+3.1%	Q1 2023
PANWPalo Alto Networks Inc	$7.97M	0.55%	0.00%	+85.9%	Q3 2023
VRTVertiv Holdings Co	$7.67M	0.53%	0.01%	+0.8%	Q4 2025
VLOValero Energy Corp	$6.63M	0.46%	0.01%	+1.8%	Q1 2023
MCKMckesson Corp	$6.63M	0.46%	0.01%	+84.8%	Q1 2023
TSLATesla, Inc.	$6.44M	0.44%	0.00%	+2.7%	Q1 2023
ABCBAmeris Bancorp	$6.21M	0.43%	0.10%	+2.5%	Q3 2024
JBLJabil Inc	$6.19M	0.43%	0.02%	+292.9%	Q1 2023
GLWCorning Inc	$6.14M	0.42%	0.00%	-11.1%	Q4 2024
JNJJohnson & Johnson	$6.06M	0.42%	0.00%	+0.8%	Q1 2023
WMTWalmart Inc.	$6.03M	0.42%	0.00%	-0.3%	Q1 2023
BABoeing Co	$5.63M	0.39%	0.00%	+2.5%	Q1 2023
CRWDCrowdStrike Holdings, Inc.	$5.61M	0.39%	0.00%	+3.8%	Q3 2023
ANETArista Networks, Inc.	$5.55M	0.38%	0.00%	+521.6%	Q1 2023
MCDMcdonalds Corp	$5.48M	0.38%	0.00%	+4.2%	Q1 2023
RTXRTX Corp	$5.43M	0.38%	0.00%	+76.4%	Q1 2023
AMDAdvanced Micro Devices Inc	$5.29M	0.37%	0.00%	+1.7%	Q1 2023
ATIAti Inc	$5.07M	0.35%	0.02%	+2.8%	Q4 2025
KOCoca Cola Co	$5.07M	0.35%	0.00%	+0.2%	Q1 2023
PAGPenske Automotive Group, Inc.	$4.95M	0.34%	0.04%	+0.6%	Q1 2023

Q1 2026Reported Apr 29, 2026321 positions
ATOAtmos Energy Corp	$91.2M	7.13%	0.29%	-2.0%	Q1 2023
AAPLApple Inc.	$58.5M	4.57%	0.00%	+2.4%	Q1 2023
NVDANvidia Corp	$38.9M	3.04%	0.00%	+7.3%	Q1 2023
AVGOBroadcom Inc.	$28.1M	2.20%	0.00%	-9.3%	Q1 2023
AMZNAmazon Com Inc	$27.1M	2.12%	0.00%	+2.1%	Q1 2023
LRCXLam Research Corp	$25.9M	2.02%	0.01%	-3.0%	Q1 2023
SPYSPDR S&P 500 ETF Trust	$21.5M	1.68%	Not reported	-10.0%	Q1 2023
MSFTMicrosoft Corp	$17.9M	1.40%	0.00%	+2.3%	Q1 2023
COSTCostco Wholesale Corp	$16.4M	1.28%	0.00%	+11.1%	Q1 2023
KRKroger Co	$16.2M	1.27%	0.04%	-0.1%	Q1 2023
MUMicron Technology Inc	$15.5M	1.21%	0.00%	+85.7%	Q1 2023
SGISomnigroup International Inc.	$14.4M	1.12%	0.09%	+3.2%	Q1 2023
METAMeta Platforms, Inc.	$13.5M	1.06%	Not reported	+12.4%	Q1 2023
KLACKla Corp	$12.7M	0.99%	0.01%	-1.0%	Q1 2023
JPMJPMorgan Chase & Co	$12.1M	0.95%	0.00%	+12.3%	Q1 2023
BRK.BBerkshire Hathaway Inc	$10.4M	0.81%	Not reported	+14.0%	Q1 2023
VVisa Inc.	$10.4M	0.81%	0.00%	+5.6%	Q1 2023
CPAIChampion Pain Care Corp	$10.3M	0.80%	0.19%	+300.7%	Q2 2025
XOMExxonMobil Holdings Corp	$10.1M	0.79%	0.00%	+9.1%	Q1 2023
EISItt Educational Services Inc	$9.93M	0.78%	0.33%	+179.5%	Q1 2025
NFLXNetflix Inc	$9.93M	0.78%	0.00%	+9.0%	Q1 2023
GOOGLAlphabet Inc.	$9.83M	0.77%	0.00%	-1.4%	Q1 2023
LLYELI LILLY & Co	$9.62M	0.75%	0.00%	+8.6%	Q1 2023
GOOGAlphabet Inc.	$9.41M	0.74%	Not reported	+6.1%	Q1 2023
TSMTaiwan Semiconductor Manufacturing Co Ltd	$9.3M	0.73%	0.00%	-2.0%	Q1 2023
CATCaterpillar Inc	$8.02M	0.63%	0.00%	+3.6%	Q1 2023
MPCMarathon Petroleum Corp	$7.87M	0.62%	0.01%	+42.8%	Q1 2023
GSGoldman Sachs Group Inc	$7.85M	0.61%	0.00%	+10.5%	Q1 2023
VRTVertiv Holdings Co	$7.33M	0.57%	0.01%	+2.2%	Q4 2025
URIUnited Rentals, Inc.	$7.31M	0.57%	0.01%	+4.9%	Q1 2023
WMTWalmart Inc.	$6.82M	0.53%	0.00%	+3.5%	Q1 2023
VLOValero Energy Corp	$5.95M	0.47%	0.01%	+68.4%	Q1 2023
BABoeing Co	$5.87M	0.46%	0.00%	-0.2%	Q1 2023
ABCBAmeris Bancorp	$5.71M	0.45%	0.10%	+1.2%	Q3 2024
MCDMcdonalds Corp	$5.65M	0.44%	0.00%	-0.5%	Q1 2023
TSLATesla, Inc.	$5.64M	0.44%	0.00%	+10.5%	Q1 2023
VGZVista Gold Corp	$5.41M	0.42%	1.68%	+14.3%	Q4 2024
JNJJohnson & Johnson	$5.33M	0.42%	0.00%	+8.4%	Q1 2023
CSCOCisco Systems, Inc.	$5.15M	0.40%	0.00%	+11.7%	Q1 2023
CORCencora, Inc.	$5.09M	0.40%	0.01%	+14.5%	Q1 2023
PHParker-Hannifin Corp	$4.87M	0.38%	0.00%	+2.1%	Q2 2023
LOWLowes Companies Inc	$4.86M	0.38%	0.00%	+2.6%	Q1 2023
KOCoca Cola Co	$4.69M	0.37%	0.00%	+7.9%	Q1 2023
AMATApplied Materials Inc	$4.61M	0.36%	0.00%	+7.3%	Q1 2023
GLWCorning Inc	$4.54M	0.36%	0.00%	-12.7%	Q4 2024
PAGPenske Automotive Group, Inc.	$4.4M	0.34%	0.04%	+19.6%	Q1 2023
CASYCaseys General Stores Inc	$4.35M	0.34%	0.01%	-1.5%	Q2 2025
KIMKimco Realty Corp	$4.17M	0.33%	0.03%	+18.2%	Q1 2023
MCKMckesson Corp	$3.93M	0.31%	0.00%	+0.8%	Q1 2023
GMGeneral Motors Co	$3.88M	0.30%	0.01%	+78.4%	Q1 2024

Q4 2025Reported Jan 15, 2026310 positions
ATOAtmos Energy Corp	$84M	7.28%	0.30%	-4.3%	Q1 2023
AAPLApple Inc.	$58M	5.03%	0.00%	-1.3%	Q1 2023
NVDANvidia Corp	$31.2M	2.70%	0.00%	+8.0%	Q1 2023
AVGOBroadcom Inc.	$25.6M	2.22%	0.00%	+3.7%	Q1 2023
AMZNAmazon Com Inc	$23.5M	2.03%	0.00%	+5.4%	Q1 2023
SPYSPDR S&P 500 ETF Trust	$22.7M	1.97%	Not reported	+1.2%	Q1 2023
MSFTMicrosoft Corp	$20M	1.73%	0.00%	+3.7%	Q1 2023
LRCXLam Research Corp	$17.6M	1.53%	0.01%	-0.8%	Q1 2023
SGISomnigroup International Inc.	$15.6M	1.35%	0.08%	-2.1%	Q1 2023
KRKroger Co	$15.4M	1.33%	0.04%	+0.1%	Q1 2023
COSTCostco Wholesale Corp	$12.8M	1.10%	0.00%	+2.9%	Q1 2023
METAMeta Platforms, Inc.	$11.7M	1.01%	Not reported	+7.9%	Q1 2023
JPMJPMorgan Chase & Co	$11.2M	0.97%	0.00%	+1.6%	Q1 2023
VVisa Inc.	$11.2M	0.97%	0.00%	+5.5%	Q1 2023
LLYELI LILLY & Co	$11M	0.95%	0.00%	+4.7%	Q1 2023
BRK.BBerkshire Hathaway Inc	$9.72M	0.84%	Not reported	+4.6%	Q1 2023
NFLXNetflix Inc	$9.35M	0.81%	0.00%	+2.9%	Q1 2023
GOOGLAlphabet Inc.	$8.91M	0.77%	0.00%	+6.5%	Q1 2023
KLACKla Corp	$8.22M	0.71%	0.01%	+0.3%	Q1 2023
GOOGAlphabet Inc.	$7.98M	0.69%	Not reported	+4.6%	Q1 2023
XOMExxonMobil Holdings Corp	$7.52M	0.65%	0.00%	-3.1%	Q1 2023
TSMTaiwan Semiconductor Manufacturing Co Ltd	$7.12M	0.62%	0.00%	+2.9%	Q1 2023
GSGoldman Sachs Group Inc	$6.66M	0.58%	0.00%	+7.2%	Q1 2023
TSLATesla, Inc.	$6.06M	0.52%	0.00%	+6.7%	Q1 2023
MCDMcdonalds Corp	$5.98M	0.52%	0.00%	-2.9%	Q1 2023
URIUnited Rentals, Inc.	$5.87M	0.51%	0.01%	+2.2%	Q1 2023
WMTWalmart Inc.	$5.75M	0.50%	0.00%	+8.9%	Q1 2023
BABoeing Co	$5.52M	0.48%	0.00%	+9.6%	Q1 2023
ANAutonation, Inc.	$5.48M	0.48%	0.08%	+2.0%	Q1 2023
CATCaterpillar Inc	$5.35M	0.46%	0.00%	+0.6%	Q1 2023
ABCBAmeris Bancorp	$4.93M	0.43%	0.10%	+3.3%	Q3 2024
ORCLOracle Corp	$4.88M	0.42%	0.00%	-10.7%	Q1 2023
CORCencora, Inc.	$4.84M	0.42%	0.01%	+3.2%	Q1 2023
LOWLowes Companies Inc	$4.71M	0.41%	0.00%	+3.4%	Q1 2023
MUMicron Technology Inc	$4.53M	0.39%	0.00%	+1.8%	Q1 2023
JNJJohnson & Johnson	$4.52M	0.39%	0.00%	+1.2%	Q1 2023
PHParker-Hannifin Corp	$4.3M	0.37%	0.00%	+3.0%	Q2 2023
VGZVista Gold Corp	$4.24M	0.37%	1.69%	Not reported	Q4 2024
BSXBoston Scientific Corp	$4.21M	0.36%	0.00%	+8.6%	Q1 2023
PULSPulse Electronics Corp	$4.17M	0.36%	0.48%	+35.8%	Q2 2025
DISWalt Disney Co	$4.12M	0.36%	0.00%	+0.3%	Q1 2023
KOCoca Cola Co	$4.03M	0.35%	0.00%	+7.9%	Q1 2023
CSCOCisco Systems, Inc.	$4.03M	0.35%	0.00%	+9.6%	Q1 2023
MPCMarathon Petroleum Corp	$3.95M	0.34%	0.01%	+5.0%	Q1 2023
MCKMckesson Corp	$3.86M	0.33%	0.00%	+1.8%	Q1 2023
NVONovo Nordisk A S	$3.75M	0.32%	Not reported	+0.1%	Q1 2023
LYVLive Nation Entertainment, Inc.	$3.73M	0.32%	0.01%	+5.7%	Q1 2024
ISRGIntuitive Surgical Inc	$3.72M	0.32%	0.00%	-6.0%	Q1 2023
PAGPenske Automotive Group, Inc.	$3.64M	0.32%	0.04%	+7.2%	Q1 2023
VRTVertiv Holdings Co	$3.6M	0.31%	0.01%	New	Q4 2025

Q3 2025Reported Oct 6, 2025305 positions
ATOAtmos Energy Corp	$89.4M	8.04%	0.32%	-0.5%	Q1 2023
AAPLApple Inc.	$55.1M	4.95%	0.00%	+4.6%	Q1 2023
NVDANvidia Corp	$28.9M	2.60%	0.00%	+3.4%	Q1 2023
AVGOBroadcom Inc.	$23.6M	2.12%	0.00%	-3.0%	Q1 2023
SPYSPDR S&P 500 ETF Trust	$22M	1.97%	Not reported	+3.3%	Q1 2023
AMZNAmazon Com Inc	$21.2M	1.91%	0.00%	+6.3%	Q1 2023
MSFTMicrosoft Corp	$20.6M	1.85%	0.00%	+15.2%	Q1 2023
KRKroger Co	$16.6M	1.49%	0.04%	+0.3%	Q1 2023
SGISomnigroup International Inc.	$15.1M	1.35%	0.09%	-5.5%	Q1 2023
LRCXLam Research Corp	$13.9M	1.25%	0.01%	-4.7%	Q1 2023
COSTCostco Wholesale Corp	$13.3M	1.20%	0.00%	+2.0%	Q1 2023
METAMeta Platforms, Inc.	$12.1M	1.08%	Not reported	+13.5%	Q1 2023
NFLXNetflix Inc	$11.6M	1.04%	0.00%	-0.7%	Q1 2023
JPMJPMorgan Chase & Co	$10.8M	0.97%	0.00%	+5.7%	Q1 2023
VVisa Inc.	$10.3M	0.93%	0.00%	-1.7%	Q1 2023
BRK.BBerkshire Hathaway Inc	$9.29M	0.84%	Not reported	+4.2%	Q1 2023
ORCLOracle Corp	$7.87M	0.71%	0.00%	+12.3%	Q1 2023
LLYELI LILLY & Co	$7.43M	0.67%	0.00%	-19.9%	Q1 2023
KLACKla Corp	$7.27M	0.65%	0.01%	-2.8%	Q1 2023
XOMExxonMobil Holdings Corp	$7.27M	0.65%	0.00%	+2.6%	Q1 2023
URIUnited Rentals, Inc.	$6.78M	0.61%	0.01%	+1.4%	Q1 2023
GOOGLAlphabet Inc.	$6.5M	0.58%	0.00%	+15.7%	Q1 2023
TSMTaiwan Semiconductor Manufacturing Co Ltd	$6.35M	0.57%	0.00%	+26.6%	Q1 2023
MCDMcdonalds Corp	$6.12M	0.55%	0.00%	+1.6%	Q1 2023
GOOGAlphabet Inc.	$5.93M	0.53%	Not reported	+7.6%	Q1 2023
ANAutonation, Inc.	$5.7M	0.51%	0.07%	-2.2%	Q1 2023
GSGoldman Sachs Group Inc	$5.63M	0.51%	0.00%	+24.0%	Q1 2023
TSLATesla, Inc.	$5.61M	0.50%	0.00%	+5.2%	Q1 2023
ZTSZoetis Inc.	$5.02M	0.45%	0.01%	+6.3%	Q1 2023
BABoeing Co	$5.01M	0.45%	0.00%	+100.6%	Q1 2023
WMTWalmart Inc.	$4.89M	0.44%	0.00%	+8.2%	Q1 2023
LOWLowes Companies Inc	$4.75M	0.43%	0.00%	-5.4%	Q1 2023
ABCBAmeris Bancorp	$4.71M	0.42%	0.09%	+3.8%	Q3 2024
VGZVista Gold Corp	$4.58M	0.41%	1.71%	Not reported	Q4 2024
MPCMarathon Petroleum Corp	$4.45M	0.40%	0.01%	+25.2%	Q1 2023
CATCaterpillar Inc	$4.43M	0.40%	0.00%	+2.3%	Q1 2023
CORCencora, Inc.	$4.34M	0.39%	0.01%	+8.6%	Q1 2023
DISWalt Disney Co	$4.13M	0.37%	0.00%	-3.5%	Q1 2023
NVONovo Nordisk A S	$4.08M	0.37%	Not reported	+0.9%	Q1 2023
LYVLive Nation Entertainment, Inc.	$4.05M	0.36%	0.01%	-1.6%	Q1 2024
JNJJohnson & Johnson	$4M	0.36%	0.00%	+5.3%	Q1 2023
BSXBoston Scientific Corp	$3.97M	0.36%	0.00%	+11.1%	Q1 2023
RSGRepublic Services, Inc.	$3.76M	0.34%	0.01%	+9.9%	Q2 2025
PAGPenske Automotive Group, Inc.	$3.73M	0.34%	0.03%	0.0%	Q1 2023
TAt&T Inc.	$3.63M	0.33%	0.00%	+6.7%	Q1 2023
EHCEncompass Health Corp	$3.6M	0.32%	0.03%	+2.6%	Q1 2025
PHParker-Hannifin Corp	$3.6M	0.32%	0.00%	+2.4%	Q2 2023
MCKMckesson Corp	$3.57M	0.32%	0.00%	-1.5%	Q1 2023
KOCoca Cola Co	$3.55M	0.32%	0.00%	+3.4%	Q1 2023
PANWPalo Alto Networks Inc	$3.53M	0.32%	0.00%	+9.8%	Q3 2023

Premium opens every quarter this fund has filed