Nilsine Partners, LLC

data from 30/09/2025

Capitalization

$ 1.113 B 12.44 %

Average holding period

7 ans

Performance

$ 310.851 M 41.25 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Nilsine Partners, LLC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 ATO ATMOS ENERGY CORP 8.04% 89.432 M $ 523761 2024/12/31 8.755 M $ 10.80 %
2025/09/30 AAPL APPLE INC 4.95% 55.073 M $ 216287 2023/03/31 10.228 M $ 24.11 %
2025/09/30 NVDA NVIDIA CORPORATION 2.60% 28.918 M $ 154990 2023/03/31 4.287 M $ 18.10 %
2025/09/30 AVGO BROADCOM INC 2.12% 23.572 M $ 71450 2023/03/31 3.995 M $ 19.68 %
2025/09/30 FDN FIRST TR EXCHANGE-TRADED FD 1.99% 22.124 M $ 79059 2023/03/31 752.621 K $ 3.90 %
2025/09/30 FXU FIRST TR EXCHANGE TRADED FD 1.98% 22.022 M $ 484536 2025/03/31 981.304 K $ 7.24 %
2025/09/30 SPY SPDR S&P 500 ETF TRUST 1.97% 21.967 M $ 32975 2023/03/31 1.543 M $ 7.82 %
2025/09/30 FXR FIRST TR EXCHANGE TRADED FD 1.93% 21.468 M $ 275024 2023/03/31 881.352 K $ 5.17 %
2025/09/30 AMZN AMAZON COM INC 1.91% 21.204 M $ 96571 2023/03/31 16.352 K $ 0.08 %
2025/09/30 FXO FIRST TR EXCHANGE TRADED FD 1.86% 20.711 M $ 348722 2024/12/31 850.428 K $ 5.94 %
2025/09/30 MSFT MICROSOFT CORP 1.85% 20.616 M $ 39804 2023/03/31 709.595 K $ 4.13 %
2025/09/30 QQXT FIRST TR EXCHANGE-TRADED FD 1.64% 18.299 M $ 184961 2025/06/30 16.064 K $ 0.13 %
2025/09/30 KR KROGER CO 1.49% 16.582 M $ 245991 2023/03/31 -1.060 M $ -6.02 %
2025/09/30 TEMPUR SEALY INTL INC 1.35% 15.068 M $ 178682 2023/03/31 3.078 M $ 23.92 %
2025/09/30 LRCX LAM RESEARCH CORP 1.25% 13.885 M $ 103698 2024/12/31 3.977 M $ 37.56 %
2025/09/30 PAAA PGIM ETF TR 1.24% 13.809 M $ 268145 2025/03/31 7.851 K $ 0.10 %
2025/09/30 COST COSTCO WHSL CORP NEW 1.20% 13.307 M $ 14376 2023/03/31 -906.771 K $ -6.50 %
2025/09/30 META META PLATFORMS INC 1.08% 12.062 M $ 16425 2023/03/31 -53.679 K $ -0.50 %
2025/09/30 JAAA JANUS DETROIT STR TR 1.07% 11.930 M $ 234932 2024/09/30 4.486 K $ 0.06 %
2025/09/30 NFLX NETFLIX INC 1.04% 11.612 M $ 9685 2023/03/31 -1.367 M $ -10.47 %
2025/09/30 JPM JPMORGAN CHASE & CO 0.97% 10.761 M $ 34114 2023/03/31 823.657 K $ 8.80 %
2025/09/30 SPLV INVESCO EXCH TRADED FD TR II 0.94% 10.498 M $ 142870 2023/03/31 68.381 K $ 0.91 %
2025/09/30 V VISA INC 0.93% 10.304 M $ 30183 2023/03/31 -419.627 K $ -3.85 %
2025/09/30 IVV ISHARES TR 0.87% 9.689 M $ 14477 2023/03/31 645.801 K $ 7.79 %
2025/09/30 BRK-B BERKSHIRE HATHAWAY INC DEL 0.84% 9.293 M $ 18485 2023/03/31 300.929 K $ 3.49 %
2025/09/30 FTSL FIRST TR EXCHANGE-TRADED FD 0.75% 8.355 M $ 182263 2023/03/31 -8.650 K $ -0.11 %
2025/09/30 ORCL ORACLE CORP 0.71% 7.874 M $ 27997 2023/03/31 1.561 M $ 28.64 %
2025/09/30 IWM ISHARES TR 0.69% 7.667 M $ 31685 2023/03/31 73.616 K $ 12.13 %
2025/09/30 LLY LILLY ELI & CO 0.67% 7.426 M $ 9733 2023/03/31 -200.889 K $ -2.12 %
2025/09/30 KLAC KLA CORP 0.65% 7.273 M $ 6743 2023/03/31 1.269 M $ 20.41 %
2025/09/30 XOM EXXON MOBIL CORP 0.65% 7.266 M $ 64440 2023/03/31 310.919 K $ 4.59 %
2025/09/30 URI UNITED RENTALS INC 0.61% 6.780 M $ 7102 2023/03/31 1.409 M $ 26.71 %
2025/09/30 COWG PACER FDS TR 0.60% 6.717 M $ 185049 2024/12/31 167.536 K $ 3.39 %
2025/09/30 JBBB JANUS DETROIT STR TR 0.58% 6.500 M $ 134943 2024/09/30 -3.633 K $ -0.08 %
2025/09/30 GOOGL ALPHABET INC 0.58% 6.496 M $ 26720 2023/03/31 1.544 M $ 37.94 %
2025/09/30 SPIB SPDR SER TR 0.58% 6.441 M $ 190049 2023/09/30 54.078 K $ 0.92 %
2025/09/30 TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 0.57% 6.354 M $ 22749 2023/03/31 949.132 K $ 23.31 %
2025/09/30 VRP INVESCO EXCH TRADED FD TR II 0.56% 6.262 M $ 253514 2023/09/30 56.520 K $ 1.02 %
2025/09/30 MCD MCDONALDS CORP 0.55% 6.120 M $ 20138 2023/03/31 232.395 K $ 4.01 %
2025/09/30 GOOG ALPHABET INC CAP STK 0.53% 5.926 M $ 24331 2023/03/31 1.496 M $ 37.30 %
2025/09/30 AN AUTONATION INC 0.51% 5.697 M $ 26040 2023/03/31 535.735 K $ 10.13 %
2025/09/30 GS GOLDMAN SACHS GROUP INC 0.51% 5.626 M $ 7065 2023/03/31 505.020 K $ 12.52 %
2025/09/30 TSLA TESLA INC 0.50% 5.614 M $ 12624 2023/03/31 1.525 M $ 40.00 %
2025/09/30 FLOT ISHARES TR 0.47% 5.240 M $ 102568 2023/03/31 3.633 K $ 0.14 %
2025/09/30 VWOB VANGUARD WHITEHALL FDS 0.46% 5.118 M $ 76497 2023/09/30 107.788 K $ 2.37 %
2025/09/30 FTSM FIRST TR EXCHANGE-TRADED FD 0.45% 5.048 M $ 84255 2023/03/31 3.206 K $ 0.07 %
2025/09/30 ZTS ZOETIS INC 0.45% 5.015 M $ 34276 2023/03/31 -310.413 K $ -6.18 %
2025/09/30 BA BOEING CO 0.45% 5.006 M $ 23194 2023/03/31 72.840 K $ 3.01 %
2025/09/30 FSMB FIRST TR EXCH TRADED FD III 0.45% 4.951 M $ 246573 2023/03/31 38.477 K $ 0.85 %
2025/09/30 WMT WALMART INC 0.44% 4.886 M $ 47405 2023/03/31 231.274 K $ 5.40 %
2025/09/30 LOW LOWES COS INC 0.43% 4.749 M $ 18897 2023/03/31 587.946 K $ 13.27 %
2025/09/30 ABCB AMERIS BANCORP 0.42% 4.711 M $ 64261 2024/09/30 533.251 K $ 13.31 %
2025/09/30 VGZ VISTA GOLD CORP 0.41% 4.581 M $ 2150539 2024/12/31 2.482 M $ 118.26 %
2025/09/30 MPC MARATHON PETE CORP 0.40% 4.452 M $ 23098 2023/03/31 491.163 K $ 16.03 %
2025/09/30 CAT CATERPILLAR INC 0.40% 4.426 M $ 9276 2023/03/31 806.152 K $ 22.91 %
2025/09/30 ABC AMERISOURCEBERGEN CORP 0.39% 4.341 M $ 13890 2023/03/31 0.000 $ 0.00 %
2025/09/30 DIS DISNEY WALT CO 0.37% 4.129 M $ 36063 2023/03/31 -355.369 K $ -7.67 %
2025/09/30 NVO NOVO-NORDISK A S ADR 0.37% 4.082 M $ 73554 2023/03/31 -986.567 K $ -19.60 %
2025/09/30 LYV LIVE NATION ENTERTAINMENT IN 0.36% 4.047 M $ 24766 2024/03/31 304.975 K $ 8.01 %
2025/09/30 JNJ JOHNSON & JOHNSON 0.36% 4.001 M $ 21581 2023/03/31 669.702 K $ 21.39 %
2025/09/30 BSX BOSTON SCIENTIFIC CORP 0.36% 3.971 M $ 40675 2023/03/31 -358.055 K $ -9.11 %
2025/09/30 IJH ISHARES TR 0.35% 3.896 M $ 59693 2023/03/31 192.514 K $ 5.22 %
2025/09/30 RSG REPUBLIC SVCS INC 0.34% 3.758 M $ 16374 2025/06/30 -255.168 K $ -6.95 %
2025/09/30 PAG PENSKE AUTOMOTIVE GRP INC 0.34% 3.729 M $ 21441 2023/03/31 45.015 K $ 1.22 %
2025/09/30 T AT&T INC 0.33% 3.628 M $ 128473 2023/03/31 -84.252 K $ -2.42 %
2025/09/30 EHC ENCOMPASS HEALTH CORP 0.32% 3.605 M $ 28380 2025/03/31 121.409 K $ 3.58 %
2025/09/30 PH PARKER-HANNIFIN CORP 0.32% 3.603 M $ 4753 2023/06/30 277.153 K $ 8.54 %
2025/09/30 MCK MCKESSON CORP 0.32% 3.573 M $ 4625 2023/03/31 186.752 K $ 5.43 %
2025/09/30 KO COCA COLA CO 0.32% 3.546 M $ 53469 2023/03/31 -229.008 K $ -6.26 %
2025/09/30 PANW PALO ALTO NETWORKS INC 0.32% 3.529 M $ 17330 2023/09/30 -16.100 K $ -0.50 %
2025/09/30 EPU ISHARES TR 0.30% 3.325 M $ 54064 2024/06/30 703.181 K $ 26.57 %
2025/09/30 BLK BLACKROCK INC 0.30% 3.311 M $ 2840 2024/12/31 345.661 K $ 11.11 %
2025/09/30 EWI ISHARES INC 0.30% 3.304 M $ 63608 2023/06/30 250.149 K $ 7.91 %
2025/09/30 PGR PROGRESSIVE CORP 0.30% 3.301 M $ 13368 2023/03/31 -248.237 K $ -7.46 %
2025/09/30 EPOL ISHARES TR 0.29% 3.272 M $ 101608 2024/03/31 -6.464 K $ -0.19 %
2025/09/30 CSCO CISCO SYS INC 0.29% 3.266 M $ 47730 2023/03/31 -41.786 K $ -1.38 %
2025/09/30 ISRG INTUITIVE SURGICAL INC 0.28% 3.124 M $ 6986 2023/03/31 -1.394 M $ -17.70 %
2025/09/30 WTV WISDOMTREE TR 0.28% 3.117 M $ 34244 2024/12/31 151.046 K $ 5.34 %
2025/09/30 VGIT VANGUARD SCOTTSDALE FDS 0.28% 3.092 M $ 51507 2023/09/30 10.876 K $ 0.37 %
2025/09/30 PULS PGIM ETF TR 0.28% 3.088 M $ 61975 2025/06/30 801.000 $ 0.14 %
2025/09/30 BDC BELDEN INC 0.27% 3.016 M $ 25081 2023/03/31 114.727 K $ 3.86 %
2025/09/30 RUSHA RUSH ENTERPRISES INC 0.27% 3.011 M $ 56313 2023/03/31 107.539 K $ 3.81 %
2025/09/30 JNK SPDR SER TR 0.27% 3.011 M $ 30725 2024/03/31 21.201 K $ 0.74 %
2025/09/30 SRLN SSGA ACTIVE ETF TR 0.27% 2.991 M $ 71932 2023/09/30 -685.000 $ -0.02 %
2025/09/30 KIM KIMCO RLTY CORP 0.27% 2.958 M $ 135368 2023/03/31 112.480 K $ 3.95 %
2025/09/30 CASY CASEYS GEN STORES INC 0.27% 2.949 M $ 5217 2025/06/30 271.947 K $ 10.79 %
2025/09/30 WELL WELLTOWER INC 0.26% 2.929 M $ 16444 2023/06/30 362.268 K $ 15.88 %
2025/09/30 XLI SELECT SECTOR SPDR TR 0.26% 2.859 M $ 18539 2023/03/31 132.354 K $ 4.55 %
2025/09/30 IYY ISHARES TR 0.25% 2.813 M $ 17311 2024/09/30 197.311 K $ 7.70 %
2025/09/30 TFLO ISHARES TR 0.25% 2.775 M $ 54853 2023/12/31 -798.000 $ -0.12 %
2025/09/30 SHOP SHOPIFY INC 0.25% 2.753 M $ 18528 2023/03/31 428.455 K $ 28.83 %
2025/09/30 EIS ISHARES INC 0.25% 2.752 M $ 27439 2025/03/31 144.085 K $ 5.71 %
2025/09/30 MTG MGIC INVT CORP WIS 0.25% 2.742 M $ 96666 2023/03/31 52.989 K $ 1.90 %
2025/09/30 IBM INTERNATIONAL BUSINESS MACHS 0.24% 2.724 M $ 9654 2023/03/31 -119.183 K $ -4.28 %
2025/09/30 TRV TRAVELERS COMPANIES INC 0.24% 2.719 M $ 9737 2023/03/31 113.249 K $ 4.37 %
2025/09/30 VOO VANGUARD INDEX FDS 0.24% 2.698 M $ 4406 2023/03/31 208.267 K $ 7.81 %
2025/09/30 CRWD CROWDSTRIKE HLDGS INC 0.24% 2.697 M $ 5500 2025/06/30 -89.841 K $ -3.72 %
2025/09/30 GEN GEN DIGITAL INC 0.24% 2.691 M $ 94801 2025/03/31 -92.800 K $ -3.44 %
2025/09/30 CVX CHEVRON CORP NEW 0.24% 2.680 M $ 17259 2023/03/31 190.066 K $ 8.45 %
2025/09/30 CPRX CATALYST PHARMACEUTICALS INC 0.24% 2.645 M $ 134253 2024/12/31 -254.278 K $ -9.22 %