Nilsine Partners, LLC: 13F holdings
CIK 19130432026Q2
| Positions | 429 |
|---|
| Reported value | $1.4bn |
|---|
| Filed | 2026-07-24 |
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Change since last quarter
| Positions | 429 (+13 vs prior quarter) |
|---|
| Reported value | $1.4bn (+12.5%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| ATO ATMOS ENERGY CORP COM | 485,268 | $83.6m | 5.8% |
| AAPL APPLE INC COM | 228,660 | $66.2m | 4.6% |
| LRCX LAM RESEARCH CORP COM NEW | 99,904 | $43.3m | 3.0% |
| NVDA NVIDIA CORPORATION COM | 197,719 | $39.6m | 2.7% |
| MU MICRON TECHNOLOGY INC COM | 29,433 | $34.0m | 2.3% |
| FTXL FIRST TRUST NASDAQ SEMICONDUCTOR ETF | 112,477 | $32.1m | 2.2% |
| AVGO BROADCOM INC COM | 71,455 | $27.0m | 1.9% |
| AMZN AMAZON COM INC COM | 104,703 | $25.0m | 1.7% |
| FBT FIRST TRUST NYSE ARCA BIOTECHNOLOGY INDEX FUND | 97,225 | $24.1m | 1.7% |
| SPY STATE STREET SPDR S&P 500 ETF | 30,155 | $22.5m | 1.6% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1913043")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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