Niles Investment Management, LLC In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 15, 2026), Niles Investment Management, LLC reported 25 stock positions worth $111.3 million . Its top holding was Nvidia (NVDA) at 11.4% of the portfolio, followed by Alphabet Class A (GOOGL, 10.9% ) and Apple (AAPL, 7.6% ). Compared with Q4 2025, it opened 14 new positions, sold out of 8, added to 4 and reduced 7. The biggest buy was Alphabet Class A (GOOGL, shares +299% ) and the biggest sale Nike Class B (NKE, shares −97% ).
Location Plantation, FL
CIK 0002016708
Portfolio Value $111.3M (Q1 2026) Holdings 25 stocks · $111.3M Holdings quarter Q2 2026 Q1 2026 Q4 2025
Stock % Of Portfolio ▼ Shares Held Total Value Change vs Q4 2025 NVDA Nvidia Corp. 72,769 $12.7M Add +46.7% GOOGL Alphabet Inc. Class A 42,214 $12.1M Add +299.5% AAPL Apple Inc. 33,482 $8.5M Reduce -9.6% TLT iShares 20+ Year Treasury BD 79,148 $6.9M New META Meta Platforms Inc. Class A 11,657 $6.7M Reduce -30.0% XLP SS Consumer Staples Sel Sect 79,982 $6.6M New INTC Intel Corp. 148,179 $6.5M New TTWO Take-Two Interactive Softwre 32,943 $6.5M New XLV SS Health Care Select Sector 44,112 $6.5M New AMZN Amazon.com Inc. 30,473 $6.3M Reduce -26.2% JPM JPMorgan Chase & Co. 15,646 $4.6M New AEM Agnico Eagle Mines Ltd. 20,529 $4.2M New KNX Knight-Swift Transportation 69,484 $4.0M New BIDU Baidu Inc. - Spon ADR 32,552 $3.6M Add +21.0% KWEB Kranesh Csi China Internet 90,226 $2.6M New WRBY Warby Parker Inc. Class A 110,361 $2.3M Add +74.7% AMD Advanced Micro Devices 9,681 $2.0M New NFLX Netflix Inc. 20,467 $2.0M New AXP American Express Co. 6,396 $1.9M New CEG Constellation Energy 6,372 $1.8M New PI Impinj Inc. 6,788 $697K Reduce -85.5% DXYZ Destiny TECH100 Inc. 24,257 $650K New CSCO Cisco Systems Inc. 8,110 $629K Reduce -91.0% NKE Nike Inc. Class B 11,723 $619K Reduce -96.6% BA The Boeing Co. 2,720 $541K Reduce -92.1%
Portfolio Sells Q4 2025 → Q1 2026 Portfolio Sells quarter Q2 2026 Q1 2026 Q4 2025
Stock Change vs Q4 2025 % Of Portfolio Change To Portfolio ▲ NKE Nike Inc. Class B Reduce -96.6% 0.56% −17.69 PI Impinj Inc. Reduce -85.5% 0.63% −6.16 CRM Salesforce Inc. Sold out 0.00% −5.85 BA The Boeing Co. Reduce -92.1% 0.49% −5.74 CSCO Cisco Systems Inc. Reduce -91.0% 0.57% −5.19 AVGO Broadcom Inc. Sold out 0.00% −4.83 INDA iShares MSCI India ETF Sold out 0.00% −3.41 AXON Axon Enterprise Inc. Sold out 0.00% −3.31 GTLB Gitlab Inc. Class A Sold out 0.00% −3.31 META Meta Platforms Inc. Class A Reduce -30.0% 5.99% −3.14 AMZN Amazon.com Inc. Reduce -26.2% 5.70% −2.22 ADTN Adtran Holdings Inc. Sold out 0.00% −1.08 AAPL Apple Inc. Reduce -9.6% 7.63% −0.73 KBWB Invesco KBW Bank ETF Sold out 0.00% −0.72 IJJ iShares S&P Mid-Cap 400 Valu Sold out 0.00% −0.55
Portfolio Buys Q4 2025 → Q1 2026 Portfolio Buys quarter Q2 2026 Q1 2026 Q4 2025
Stock Change vs Q4 2025 % Of Portfolio Change To Portfolio ▼ GOOGL Alphabet Inc. Class A Add +299.5% 10.90% +8.15 TLT iShares 20+ Year Treasury BD New 6.16% +6.16 XLP SS Consumer Staples Sel Sect New 5.89% +5.89 INTC Intel Corp. New 5.87% +5.87 TTWO Take-Two Interactive Softwre New 5.84% +5.84 XLV SS Health Care Select Sector New 5.81% +5.81 JPM JPMorgan Chase & Co. New 4.13% +4.13 AEM Agnico Eagle Mines Ltd. New 3.74% +3.74 NVDA Nvidia Corp. Add +46.7% 11.40% +3.71 KNX Knight-Swift Transportation New 3.59% +3.59 KWEB Kranesh Csi China Internet New 2.30% +2.30 AMD Advanced Micro Devices New 1.77% +1.77 NFLX Netflix Inc. New 1.77% +1.77 AXP American Express Co. New 1.74% +1.74 CEG Constellation Energy New 1.60% +1.60 WRBY Warby Parker Inc. Class A Add +74.7% 2.09% +0.94 DXYZ Destiny TECH100 Inc. New 0.58% +0.58 BIDU Baidu Inc. - Spon ADR Add +21.0% 3.26% +0.34
Options Activity Q4 2025 → Q1 2026 Security Type Change vs Q4 2025 Underlying Shares Value ▼ META Meta Platforms Inc. Class A put Sold out 16,600 $11.0Mbefore exit
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
All Filings Quarter Positions 13F Reported Value Top Holdings Q2 2026 19 $123.5M RSP, IWM, INTC, WMT, HOOD Q1 2026 25 $111.3M NVDA, GOOGL, AAPL, TLT, META Q4 2025 19 $120.3M NKE, META, AAPL, AMZN, NVDA