Nilsine Partners, LLC — 13F holdings

Nilsine Partners, LLC reported 433 holdings worth $1.45B in its 13F filing for Q2 2026, filed July 24, 2026.

Largest positions

  1. ATO ATMOS ENERGY CORP — $83.6M (5.8%)
  2. AAPL APPLE INC — $69.1M (4.8%)
  3. LRCX LAM RESEARCH CORP — $43.3M (3.0%)
  4. NVDA NVIDIA CORPORATION — $39.6M (2.7%)
  5. MU MICRON TECHNOLOGY INC — $34.0M (2.3%)
  6. FTXL FIRST TR EXCHANGE TRADED FD — $32.1M (2.2%)
  7. AVGO BROADCOM INC — $27.0M (1.9%)
  8. AMZN AMAZON COM INC — $25.0M (1.7%)
  9. FBT FIRST TR EXCHANGE-TRADED FD — $24.1M (1.7%)
  10. SPY SPDR S&P 500 ETF TR — $22.5M (1.6%)