Nilsine Partners, LLC Q2 2025 Filing
Filed July 31, 2025
Portfolio Value
$989.5B
Holdings
379
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (379 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | ATOATMOS ENERGY CORP | 526,140 | $81.1B | 8.19% | |
| 2 | AAPLAPPLE INC | 206,786 | $42.4B | 4.29% | |
| 3 | NVDANVIDIA CORPORATION | 149,947 | $23.7B | 2.39% | |
| 4 | AVGOBROADCOM INC | 73,623 | $20.3B | 2.05% | |
| 5 | AMZNAMAZON COM INC | 90,848 | $19.9B | 2.01% | |
| 6 | SPYSPDR S&P 500 ETF TRUST | 31,930 | $19.7B | 1.99% | |
| 7 | FDNFIRST TR EXCHANGE-TRADED FD | 71,610 | $19.3B | 1.95% | |
| 8 | KRKROGER CO | 245,285 | $17.6B | 1.78% | |
| 9 | MSFTMICROSOFT CORP | 34,547 | $17.2B | 1.74% | |
| 10 | FXRFIRST TR EXCHANGE TRADED FD | 229,519 | $17.0B | 1.72% | |
| 11 | FXOFIRST TR EXCHANGE TRADED FD | 255,384 | $14.3B | 1.45% | |
| 12 | COSTCOSTCO WHSL CORP NEW | 14,100 | $14.0B | 1.41% | |
| 13 | FXUFIRST TR EXCHANGE TRADED FD | 319,643 | $13.5B | 1.37% | |
| 14 | NFLXNETFLIX INC | 9,749 | $13.1B | 1.32% | |
| 15 | TPDTEMPUR SEALY INTL INC | 189,043 | $12.9B | 1.30% | |
| 16 | QQXTFIRST TR EXCHANGE-TRADED FD | 123,576 | $12.2B | 1.23% | |
| 17 | PDBCINVESCO ACTVELY MNGD ETC FD | 837,933 | $10.9B | 1.10% | |
| 18 | VVISA INC | 30,697 | $10.9B | 1.10% | |
| 19 | METAMETA PLATFORMS INC | 14,469 | $10.7B | 1.08% | |
| 20 | PDBAINVESCO ACTVELY MNGD ETC FD | 305,056 | $10.6B | 1.08% | |
| 21 | LRCXLAM RESEARCH CORP | 108,770 | $10.6B | 1.07% | |
| 22 | LLYLILLY ELI & CO | 12,153 | $9.5B | 0.96% | |
| 23 | JPMJPMORGAN CHASE & CO | 32,275 | $9.4B | 0.95% | |
| 24 | BRK/BBERKSHIRE HATHAWAY INC DEL | 17,733 | $8.6B | 0.87% | |
| 25 | IVVISHARES TR | 13,343 | $8.3B | 0.84% | |
| 26 | PAAAPGIM ETF TR | 157,036 | $8.1B | 0.82% | |
| 27 | FTSLFIRST TR EXCHANGE-TRADED FD | 173,005 | $7.9B | 0.80% | |
| 28 | ISRGINTUITIVE SURGICAL INC | 14,493 | $7.9B | 0.80% | |
| 29 | JAAAJANUS DETROIT STR TR | 149,554 | $7.6B | 0.77% | |
| 30 | SPLVINVESCO EXCH TRADED FD TR II | 103,608 | $7.5B | 0.76% | |
| 31 | XOMEXXON MOBIL CORP | 62,812 | $6.8B | 0.68% | |
| 32 | KLACKLA CORP | 6,939 | $6.2B | 0.63% | |
| 33 | FISVFISERV INC | 34,304 | $5.9B | 0.60% | |
| 34 | SPIBSPDR SER TR | 174,446 | $5.9B | 0.59% | |
| 35 | MCDMCDONALDS CORP | 19,829 | $5.8B | 0.59% | |
| 36 | VRPINVESCO EXCH TRADED FD TR II | 226,080 | $5.5B | 0.56% | |
| 37 | ORCLORACLE CORP | 24,939 | $5.5B | 0.55% | |
| 38 | ANAUTONATION INC | 26,627 | $5.3B | 0.53% | |
| 39 | URIUNITED RENTALS INC | 7,001 | $5.3B | 0.53% | |
| 40 | AMATAPPLIED MATLS INC | 28,272 | $5.2B | 0.52% | |
| 41 | NVONOVO-NORDISK A S ADR | 72,917 | $5.0B | 0.51% | |
| 42 | ZTSZOETIS INC | 32,234 | $5.0B | 0.51% | |
| 43 | COWGPACER FDS TR | 140,787 | $4.9B | 0.50% | |
| 44 | FTSMFIRST TR EXCHANGE-TRADED FD | 80,157 | $4.8B | 0.48% | |
| 45 | DISDISNEY WALT CO | 37,368 | $4.6B | 0.47% | |
| 46 | VWOBVANGUARD WHITEHALL FDS | 69,541 | $4.5B | 0.46% | |
| 47 | FSMBFIRST TR EXCH TRADED FD III | 226,340 | $4.5B | 0.46% | |
| 48 | LOWLOWES COS INC | 19,971 | $4.4B | 0.45% | |
| 49 | JBBBJANUS DETROIT STR TR | 90,839 | $4.4B | 0.44% | |
| 50 | WMTWALMART INC | 43,802 | $4.3B | 0.43% | |
| 51 | TSMTAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS | 17,976 | $4.1B | 0.41% | |
| 52 | GOOGLALPHABET INC | 23,086 | $4.1B | 0.41% | |
| 53 | GSGOLDMAN SACHS GROUP INC | 5,700 | $4.0B | 0.41% | |
| 54 | GOOGALPHABET INC CAP STK | 22,611 | $4.0B | 0.41% | |
| 55 | ABCBAMERIS BANCORP | 61,934 | $4.0B | 0.40% | |
| 56 | BSXBOSTON SCIENTIFIC CORP | 36,611 | $3.9B | 0.40% | |
| 57 | ABGAMERISOURCEBERGEN CORP | 12,796 | $3.8B | 0.39% | |
| 58 | TSLATESLA INC | 12,005 | $3.8B | 0.39% | |
| 59 | LYVLIVE NATION ENTERTAINMENT IN | 25,163 | $3.8B | 0.38% | |
| 60 | IJHISHARES TR | 59,418 | $3.7B | 0.37% | |
| 61 | PAGPENSKE AUTOMOTIVE GRP INC | 21,436 | $3.7B | 0.37% | |
| 62 | RSGREPUBLIC SVCS INC | 14,896 | $3.7B | 0.37% | |
| 63 | KOCOCA COLA CO | 51,695 | $3.7B | 0.37% | |
| 64 | CATCATERPILLAR INC | 9,064 | $3.5B | 0.36% | |
| 65 | CBCHUBB LIMITED | 12,055 | $3.5B | 0.35% | |
| 66 | TAT&T INC | 120,361 | $3.5B | 0.35% | |
| 67 | EPOLISHARES TR | 107,736 | $3.5B | 0.35% | |
| 68 | MCKMCKESSON CORP | 4,697 | $3.4B | 0.35% | |
| 69 | EHCENCOMPASS HEALTH CORP | 27,656 | $3.4B | 0.34% | |
| 70 | ABTABBOTT LABS | 24,899 | $3.4B | 0.34% | |
| 71 | PGRPROGRESSIVE CORP | 12,468 | $3.3B | 0.34% | |
| 72 | TGLSTECNOGLASS INC | 42,322 | $3.3B | 0.33% | |
| 73 | PHPARKER-HANNIFIN CORP | 4,644 | $3.2B | 0.33% | |
| 74 | PANWPALO ALTO NETWORKS INC | 15,785 | $3.2B | 0.33% | |
| 75 | EWIISHARES INC | 65,656 | $3.2B | 0.32% | |
| 76 | JNJJOHNSON & JOHNSON | 20,499 | $3.1B | 0.32% | |
| 77 | BLKBLACKROCK INC | 2,964 | $3.1B | 0.31% | |
| 78 | MPCMARATHON PETE CORP | 18,444 | $3.1B | 0.31% | |
| 79 | FANGDIAMONDBACK ENERGY INC | 22,190 | $3.0B | 0.31% | |
| 80 | CSCOCISCO SYS INC | 43,528 | $3.0B | 0.31% | |
| 81 | DEDEERE & CO | 5,935 | $3.0B | 0.30% | |
| 82 | BDCBELDEN INC | 25,666 | $3.0B | 0.30% | |
| 83 | VGITVANGUARD SCOTTSDALE FDS | 49,438 | $3.0B | 0.30% | |
| 84 | XLISELECT SECTOR SPDR TR | 19,725 | $2.9B | 0.29% | |
| 85 | JNKSPDR SER TR | 29,446 | $2.9B | 0.29% | |
| 86 | SRLNSSGA ACTIVE ETF TR | 68,522 | $2.8B | 0.29% | |
| 87 | KIMKIMCO RLTY CORP | 135,519 | $2.8B | 0.29% | |
| 88 | ACGLARCH CAP GROUP LTD | 31,195 | $2.8B | 0.29% | |
| 89 | WTVWISDOMTREE TR | 32,765 | $2.8B | 0.29% | |
| 90 | RUSHARUSH ENTERPRISES INC | 54,867 | $2.8B | 0.29% | |
| 91 | IBMINTERNATIONAL BUSINESS MACHS | 9,444 | $2.8B | 0.28% | |
| 92 | MTGMGIC INVT CORP WIS | 99,981 | $2.8B | 0.28% | |
| 93 | CPRXCATALYST PHARMACEUTICALS INC | 127,139 | $2.8B | 0.28% | |
| 94 | TTTRANE TECHNOLOGIES PLC | 6,241 | $2.7B | 0.28% | |
| 95 | GENGEN DIGITAL INC | 91,882 | $2.7B | 0.27% | |
| 96 | VOOVANGUARD INDEX FDS | 4,696 | $2.7B | 0.27% | |
| 97 | FLOTISHARES TR | 51,904 | $2.6B | 0.27% | |
| 98 | EPUISHARES TR | 54,468 | $2.6B | 0.27% | |
| 99 | QTECFIRST TR NASDAQ 100 TECH IND | 12,229 | $2.6B | 0.26% | |
| 100 | TRVTRAVELERS COMPANIES INC | 9,696 | $2.6B | 0.26% |
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