Niles Investment Management, LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), Niles Investment Management, LLC reported 19 stock positions worth $123.5 million. Its top holding was Invesco S&P 500 Equal Weight (RSP) at 29.2% of the portfolio, followed by iShares Russell 2000 ETF (IWM, 9.4%) and Intel (INTC, 6.1%). Compared with Q1 2026, it opened 14 new positions, sold out of 20, added to 1 and reduced 4. The biggest buy was a new position in Invesco S&P 500 Equal Weight (RSP) and the biggest sale an exit from Nvidia (NVDA).
- Most Recent 13F
- Q2 2026
- Location
- Plantation, FL
- CIK
- 0002016708
- Portfolio Value
- $123.5M (Q2 2026)
- SEC Filing
- 0001213900-26-089585 ↗ filed Aug 14, 2026
Holdings Value
Holdings 19 stocks · $123.5M
| RSP Invesco S&P 500 Equal Weight | 29.18% | 169,388 | $36.0M | New |
| IWM iShares Russell 2000 ETF | 9.37% | 38,523 | $11.6M | New |
| INTC Intel Corp. | 6.07% | 53,695 | $7.5M | Reduce -63.8% |
| WMT Walmart Inc. | 5.32% | 58,014 | $6.6M | New |
| HOOD Robinhood Markets Inc. Class A | 4.68% | 57,576 | $5.8M | New |
| ON On Semiconductor | 4.32% | 56,476 | $5.3M | New |
| CRM Salesforce Inc. | 4.12% | 32,475 | $5.1M | New |
| ORCL Oracle Corp. | 4.11% | 34,669 | $5.1M | New |
| AMZN Amazon.com Inc. | 4.08% | 21,120 | $5.0M | Reduce -30.7% |
| GOOGL Alphabet Inc. Class A | 3.92% | 13,530 | $4.8M | Reduce -68.0% |
| TSLA Tesla Inc. | 3.77% | 11,084 | $4.7M | New |
| LMND Lemonade Inc. | 3.60% | 68,275 | $4.4M | New |
| TTWO Take-Two Interactive Softwre | 3.59% | 17,726 | $4.4M | Reduce -46.2% |
| BA The Boeing Co. | 3.26% | 18,607 | $4.0M | Add +584.1% |
| LLY Eli Lilly & Co. | 3.08% | 3,166 | $3.8M | New |
| FOXA Fox Corp. Class A | 2.87% | 68,066 | $3.6M | New |
| EQT Eqt Corp. | 1.83% | 42,550 | $2.3M | New |
| SLB SLB Ltd. filed as SLB LIMITED | 1.70% | 45,094 | $2.1M | New |
| STRL Sterling Infrastructure Inc. | 1.13% | 1,658 | $1.4M | New |
Portfolio Sells Q1 2026 → Q2 2026
| NVDA Nvidia Corp. | Sold out | 0.00% | −11.40 |
| AAPL Apple Inc. | Sold out | 0.00% | −7.63 |
| GOOGL Alphabet Inc. Class A | Reduce -68.0% | 3.92% | −6.99 |
| TLT iShares 20+ Year Treasury BD | Sold out | 0.00% | −6.16 |
| META Meta Platforms Inc. Class A | Sold out | 0.00% | −5.99 |
| XLP SS Consumer Staples Sel Sect | Sold out | 0.00% | −5.89 |
| XLV SS Health Care Select Sector | Sold out | 0.00% | −5.81 |
| JPM JPMorgan Chase & Co. | Sold out | 0.00% | −4.13 |
| AEM Agnico Eagle Mines Ltd. | Sold out | 0.00% | −3.74 |
| KNX Knight-Swift Transportation | Sold out | 0.00% | −3.59 |
| BIDU Baidu Inc. - Spon ADR | Sold out | 0.00% | −3.26 |
| KWEB Kranesh Csi China Internet | Sold out | 0.00% | −2.30 |
| TTWO Take-Two Interactive Softwre | Reduce -46.2% | 3.59% | −2.25 |
| WRBY Warby Parker Inc. Class A | Sold out | 0.00% | −2.09 |
| AMD Advanced Micro Devices | Sold out | 0.00% | −1.77 |
| NFLX Netflix Inc. | Sold out | 0.00% | −1.77 |
| AXP American Express Co. | Sold out | 0.00% | −1.74 |
| AMZN Amazon.com Inc. | Reduce -30.7% | 4.08% | −1.62 |
| CEG Constellation Energy | Sold out | 0.00% | −1.60 |
| PI Impinj Inc. | Sold out | 0.00% | −0.63 |
| DXYZ Destiny TECH100 Inc. | Sold out | 0.00% | −0.58 |
| CSCO Cisco Systems Inc. | Sold out | 0.00% | −0.57 |
| NKE Nike Inc. Class B | Sold out | 0.00% | −0.56 |
| INTC Intel Corp. | Reduce -63.8% | 6.07% | +0.20 |
Portfolio Buys Q1 2026 → Q2 2026
| RSP Invesco S&P 500 Equal Weight | New | 29.18% | +29.18 |
| IWM iShares Russell 2000 ETF | New | 9.37% | +9.37 |
| WMT Walmart Inc. | New | 5.32% | +5.32 |
| HOOD Robinhood Markets Inc. Class A | New | 4.68% | +4.68 |
| ON On Semiconductor | New | 4.32% | +4.32 |
| CRM Salesforce Inc. | New | 4.12% | +4.12 |
| ORCL Oracle Corp. | New | 4.11% | +4.11 |
| TSLA Tesla Inc. | New | 3.77% | +3.77 |
| LMND Lemonade Inc. | New | 3.60% | +3.60 |
| LLY Eli Lilly & Co. | New | 3.08% | +3.08 |
| FOXA Fox Corp. Class A | New | 2.87% | +2.87 |
| BA The Boeing Co. | Add +584.1% | 3.26% | +2.78 |
| EQT Eqt Corp. | New | 1.83% | +1.83 |
| SLB SLB Ltd. | New | 1.70% | +1.70 |
| STRL Sterling Infrastructure Inc. | New | 1.13% | +1.13 |