Nilsine Partners, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 22, 2025), Nilsine Partners, LLC reported 363 stock positions worth $934.0 million. Its top holding was Atmos Energy (ATO) at 8.2% of the portfolio, followed by Apple (AAPL, 5.8%) and Broadcom (AVGO, 2.8%). Compared with Q3 2024, it opened 40 new positions, sold out of 19, added to 241 and reduced 66. The biggest buy was a new position in Atmos Energy (ATO) and the biggest sale Adobe (ADBE, shares −91%).
- Most Recent 13F
- Q2 2026
- Location
- GREENWOOD VILLAGE, CO
- CIK
- 0001913043
- Portfolio Value
- $934.0M (Q4 2024)
- SEC Filing
- 0001913043-25-000001 ↗ filed Jan 22, 2025
Holdings Value
Holdings 363 stocks · $934.0M
| ATO Atmos Energy Corp. | 8.18% | 548,289 | $76.4M | New |
| AAPL Apple Inc. | 5.77% | 215,098 | $53.9M | Add +14.9% |
| AVGO Broadcom Inc. | 2.80% | 112,974 | $26.2M | Add +0.1% |
| FDN First Trust DJ Internet Ind | 2.28% | 87,502 | $21.3M | Add +6.3% |
| NVDA Nvidia Corp. | 2.19% | 152,621 | $20.5M | Add +6.0% |
| AMZN Amazon.com Inc. | 2.19% | 93,301 | $20.5M | Add +12.3% |
| FXR First Trust Indst/Producers | 2.03% | 254,035 | $19.0M | Add +6.2% |
| QTEC First Trust Nasdq 100 Tech I | 1.88% | 93,209 | $17.5M | Add +8.6% |
| FXD First Trust Consumer Discret | 1.86% | 268,575 | $17.4M | Add +8.3% |
| MSFT Microsoft Corp. | 1.79% | 39,670 | $16.7M | Add +14.4% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.76% | 28,127 | $16.5M | Add +5.6% |
| FTXL First Trust Nasdaq Semicondu | 1.67% | 178,580 | $15.6M | Add +4.8% |
| KR Kroger Co. | 1.62% | 247,139 | $15.1M | Reduce -0.3% |
| COST Costco Wholesale Corp. | 1.34% | 13,641 | $12.5M | Add +2.6% |
| SGI Somnigroup International Inc. filed as TEMPUR SEALY INTL INC | 1.16% | 190,691 | $10.8M | Add +3.8% |
| FTCS First Trust Capital Strength | 1.08% | 114,348 | $10.0M | Add +3.4% |
| V Visa Inc. Class A | 1.03% | 30,371 | $9.6M | Add +3.0% |
| SPLV Invesco S&P 500 Low Volatili | 1.03% | 137,014 | $9.6M | Add +8.7% |
| LLY Eli Lilly & Co. | 0.98% | 11,916 | $9.2M | Add +5.3% |
| LRCX Lam Research Corp. | 0.92% | 119,201 | $8.6M | New |
| BRK.B Berkshire Hathaway Inc. Class B | 0.84% | 17,395 | $7.9M | Add +3.6% |
| FTSM First Trust Enh Short Mat FD | 0.82% | 128,502 | $7.7M | Add +0.2% |
| JPM JPMorgan Chase & Co. | 0.82% | 31,863 | $7.6M | Add +5.3% |
| FTSL First Trust Senior Loan ETF | 0.82% | 164,731 | $7.6M | Add +9.2% |
| IVV iShares Core S&P 500 ETF | 0.78% | 12,445 | $7.3M | Add +16.6% |
| COWZ Pacer US Cash Cows 100 ETF | 0.76% | 126,197 | $7.1M | Add +2.3% |
| FISV Fiserv Inc. | 0.74% | 33,814 | $6.9M | Add +0.5% |
| LOW Lowe's Cos Inc. | 0.73% | 27,654 | $6.8M | Add +4.2% |
| XOM Exxon Mobil Corp. | 0.65% | 56,644 | $6.1M | Add +10.7% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.65% | 70,741 | $6.1M | Add +2.6% |
| BLDR Builders Firstsource Inc. | 0.64% | 41,973 | $6.0M | Reduce -0.5% |
| TSLA Tesla Inc. | 0.62% | 14,322 | $5.8M | Add +0.5% |
| MCD McDonald's Corp. | 0.60% | 19,386 | $5.6M | Add +9.3% |
| TMO Thermo Fisher Scientific Inc. | 0.59% | 10,665 | $5.5M | Add +4.6% |
| META Meta Platforms Inc. Class A | 0.58% | 9,246 | $5.4M | Add +3.0% |
| SPIB SS SPDR P Int C Corp. ETF | 0.55% | 156,380 | $5.1M | Add +12.7% |
| FSMB First Trust Short Dur Manag | 0.54% | 252,300 | $5.0M | Add +5.5% |
| URI United Rentals Inc. | 0.53% | 6,973 | $4.9M | Add +0.7% |
| ORCL Oracle Corp. | 0.52% | 29,067 | $4.8M | Add +9.2% |
| VRP Invesco Variable Rate Prefer | 0.52% | 199,126 | $4.8M | Add +12.4% |
| MUSA Murphy USA Inc. | 0.51% | 9,560 | $4.8M | Add +3.0% |
| DKS Dick's Sporting Goods Inc. | 0.51% | 20,746 | $4.7M | Add +9.1% |
| FUMB First Trust Ultra Short Dur | 0.51% | 234,950 | $4.7M | Add +6.8% |
| GOOG Alphabet Inc. Class C | 0.49% | 24,203 | $4.6M | Add +48.7% |
| AMAT Applied Materials Inc. | 0.49% | 28,272 | $4.6M | Add +10.3% |
| MPC Marathon Petroleum Corp. | 0.49% | 32,683 | $4.6M | Add +5.6% |
| ZTS Zoetis Inc. | 0.49% | 27,846 | $4.5M | Add +4.3% |
| IWM iShares Russell 2000 ETF | 0.48% | 20,361 | $4.5M | Add +11.4% |
| AN Autonation Inc. | 0.46% | 25,165 | $4.3M | Add +4.9% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.46% | 38,371 | $4.3M | Add +4.9% |
| VGIT Vanguard Intermediate-Term T | 0.45% | 72,987 | $4.2M | Add +13.0% |
| GOOGL Alphabet Inc. Class A | 0.44% | 21,711 | $4.1M | Add +25.2% |
| NFLX Netflix Inc. | 0.44% | 4,593 | $4.1M | Add +11.2% |
| KLAC KLA Corp. | 0.42% | 6,268 | $3.9M | Add +6.2% |
| BDC Belden Inc. | 0.42% | 34,879 | $3.9M | Add +3.9% |
| IJH iShares Core S&P Midcap ETF | 0.41% | 61,388 | $3.8M | Add +1.7% |
| VWOB Vanguard Emerg MKTS Gov BND | 0.41% | 60,549 | $3.8M | Add +12.4% |
| DHI D.R. Horton Inc. | 0.40% | 26,742 | $3.7M | Add +6.5% |
| BKAG BNY Mellon Core Bond ETF | 0.40% | 90,171 | $3.7M | Add +8.0% |
| COWG Pacer US LRG Cap Cows GR LD | 0.39% | 114,010 | $3.7M | New |
| ISRG Intuitive Surgical Inc. | 0.39% | 6,889 | $3.6M | Add +9.4% |
| CAT Caterpillar Inc. | 0.38% | 9,798 | $3.6M | Add +3.7% |
| TSM Taiwan Semiconductor-SP ADR | 0.38% | 17,926 | $3.5M | Add +1.1% |
| UNH Unitedhealth Group Inc. | 0.37% | 6,855 | $3.5M | Add +1.4% |
| WMT Walmart Inc. | 0.37% | 37,850 | $3.4M | Add +41.0% |
| PCAR Paccar Inc. | 0.36% | 31,936 | $3.3M | Add +8.0% |
| ABCB Ameris Bancorp | 0.35% | 52,316 | $3.3M | Add +348.5% |
| FANG Diamondback Energy Inc. | 0.33% | 19,056 | $3.1M | Add +4.1% |
| HOLX Hologic Inc. | 0.33% | 42,876 | $3.1M | Add +3.3% |
| LYV Live Nation Entertainment Inc. | 0.33% | 23,742 | $3.1M | Add +7.9% |
| JNJ Johnson & Johnson | 0.32% | 20,869 | $3.0M | Add +15.4% |
| GS Goldman Sachs Group Inc. | 0.31% | 5,079 | $2.9M | Add +56.6% |
| WTV Wisdomtree U.S. Value Fund | 0.31% | 34,623 | $2.9M | New |
| KO The Coca-Cola Co. | 0.31% | 45,856 | $2.9M | Add +10.0% |
| CB Chubb Ltd. | 0.30% | 9,981 | $2.8M | Add +6.8% |
| COR Cencora Inc. | 0.29% | 12,265 | $2.8M | Add +2.8% |
| PAG Penske Automotive Group Inc. | 0.29% | 17,561 | $2.7M | Add +10.3% |
| XLI SS Industrial Select Sector | 0.29% | 20,300 | $2.7M | No change |
| BLK BlackRock Inc. | 0.28% | 2,557 | $2.6M | New |
| CVX Chevron Corp. | 0.28% | 18,029 | $2.6M | Add +44.4% |
| RUSHA Rush Enterprises Inc. Class A | 0.28% | 47,624 | $2.6M | Add +3.3% |
| ABT Abbott Laboratories | 0.28% | 22,780 | $2.6M | Add +42.2% |
| MCK McKesson Corp. | 0.27% | 4,450 | $2.5M | Add +5.7% |
| KIM Kimco Realty Corp. | 0.27% | 106,767 | $2.5M | Add +13.1% |
| CRM Salesforce Inc. | 0.27% | 7,463 | $2.5M | Add +4.5% |
| ACGL Arch Capital Group Ltd. | 0.27% | 26,874 | $2.5M | Add +6.5% |
| PH Parker Hannifin Corp. | 0.26% | 3,883 | $2.5M | Add +7.1% |
| TOL Toll Brothers Inc. | 0.26% | 19,319 | $2.4M | Add +0.5% |
| TRV The Travelers Cos Inc. | 0.26% | 10,046 | $2.4M | Reduce -0.2% |
| TT Trane Technologies PLC | 0.26% | 6,498 | $2.4M | Reduce -0.4% |
| SRLN SS Blackstone Sr Loan ETF | 0.25% | 54,922 | $2.3M | Add +14.2% |
| ON On Semiconductor | 0.24% | 35,929 | $2.3M | Add +0.3% |
| JNK SS SPDR BB High Yield Bond | 0.24% | 23,654 | $2.3M | Add +10.8% |
| PHM Pultegroup Inc. | 0.24% | 20,574 | $2.2M | Add +929.2% |
| EWI iShares MSCI Italy ETF | 0.24% | 61,795 | $2.2M | Add +7.7% |
| JAAA Janus Henderson Aaa Clo ETF | 0.24% | 43,790 | $2.2M | Add +30.2% |
| DE Deere & Co. | 0.24% | 5,225 | $2.2M | Add +11.4% |
| SPLB SS SPDR P Long Term C ETF | 0.23% | 97,430 | $2.2M | Add +12.9% |
| PSK SS SPDR Ice Pref Sec ETF | 0.23% | 65,628 | $2.2M | Add +12.5% |
| PLD Prologis Inc. | 0.23% | 20,121 | $2.1M | Reduce -12.2% |
Portfolio Sells Q3 2024 → Q4 2024
| ADBE Adobe Inc. | Reduce -90.6% | 0.04% | −0.54 |
| BLDR Builders Firstsource Inc. | Reduce -0.5% | 0.64% | −0.42 |
| OPCH Option Care Health Inc. | Sold out | 0.00% | −0.34 |
| KR Kroger Co. | Reduce -0.3% | 1.62% | −0.22 |
| MRK Merck & Co. Inc. | Reduce -47.5% | 0.13% | −0.21 |
| CI The Cigna Group | Reduce -56.6% | 0.08% | −0.20 |
| LYB Lyondellbasell Indu Class A | Sold out | 0.00% | −0.17 |
| PXJ Invesco Oil & Gas Services E | Sold out | 0.00% | −0.17 |
| PLD Prologis Inc. | Reduce -12.2% | 0.23% | −0.15 |
| AMD Advanced Micro Devices | Reduce -5.9% | 0.18% | −0.13 |
| MDLZ Mondelez International Inc. Class A | Reduce -49.3% | 0.05% | −0.11 |
| BG Bunge Global SA | Sold out | 0.00% | −0.09 |
| TT Trane Technologies PLC | Reduce -0.4% | 0.26% | −0.07 |
| ELV Elevance Health Inc. | Reduce -13.9% | 0.07% | −0.07 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -1.8% | 0.19% | −0.07 |
| NSC Norfolk Southern Corp. | Reduce -0.6% | 0.20% | −0.06 |
| PHO Invesco Water Resources ETF | Reduce -3.9% | 0.17% | −0.06 |
| PKB Invesco Building & Construct | Reduce -1.8% | 0.19% | −0.05 |
| EUHY iShares Euro High Yield Corp. | Reduce -2.8% | 0.14% | −0.05 |
| SCHI Schwab 5-10 Year Corporate B | Reduce -1.7% | 0.17% | −0.05 |
| PFF iShares Preferred & Income S | Reduce -3.2% | 0.15% | −0.05 |
| PPA Invesco Aerospace & Defense | Reduce -2.9% | 0.19% | −0.05 |
| TRV The Travelers Cos Inc. | Reduce -0.2% | 0.26% | −0.05 |
| EMB iShares JP Morgan Usd Emergi | Reduce -2.0% | 0.15% | −0.05 |
| FIW First Trust Water ETF | Reduce -0.5% | 0.15% | −0.04 |
| LEMB iShares JP Morgan Em Local C | Reduce -1.9% | 0.14% | −0.04 |
| KHC The Kraft Heinz Co. | Sold out | 0.00% | −0.04 |
| GHYG iShares Us&intl High Yield C | Reduce -2.1% | 0.15% | −0.04 |
| EMHY iShares J.P. Morgan Em High | Reduce -2.5% | 0.15% | −0.04 |
| KBWP Invesco KBW Property & Casua | Reduce -0.6% | 0.19% | −0.04 |
| AMT American Tower Corp. | Reduce -4.2% | 0.06% | −0.04 |
| SBUX Starbucks Corp. | Reduce -0.2% | 0.12% | −0.04 |
| NEE Nextera Energy Inc. | Reduce -10.2% | 0.06% | −0.04 |
| ADP Automatic Data Processing | Reduce -1.3% | 0.21% | −0.03 |
| TPH Tri Pointe Homes Inc. | Sold out | 0.00% | −0.03 |
| MUB iShares National Muni Bond E | Reduce -6.6% | 0.10% | −0.03 |
| WDAY Workday Inc. Class A | Reduce -29.6% | 0.05% | −0.03 |
| MSI Motorola Solutions Inc. | Reduce -10.8% | 0.10% | −0.03 |
| ACN Accenture PLC Class A | Reduce -5.0% | 0.11% | −0.03 |
| FTXG First Trust Nasdaq Food & Be | Reduce -1.3% | 0.09% | −0.03 |
| FMB First Trust Managed Municipa | Reduce -2.9% | 0.12% | −0.03 |
| PKG Packaging Corp. of America | Sold out | 0.00% | −0.03 |
| SCHW Schwab (charles) Corp. | Reduce -21.3% | 0.09% | −0.03 |
| HMC Honda Motor Co. Ltd.-Spons ADR | Sold out | 0.00% | −0.03 |
| PFE Pfizer Inc. | Reduce -31.0% | 0.03% | −0.03 |
| DUK Duke Energy Corp. | Reduce -10.8% | 0.07% | −0.03 |
| MELI MercadoLibre Inc. | Sold out | 0.00% | −0.03 |
| CVS CVS Health Corp. | Sold out | 0.00% | −0.03 |
| AMGN Amgen Inc. | Sold out | 0.00% | −0.03 |
| LMBS First Trust Low Duration Opp | Sold out | 0.00% | −0.03 |
Portfolio Buys Q3 2024 → Q4 2024
| ATO Atmos Energy Corp. | New | 8.18% | +8.18 |
| LRCX Lam Research Corp. | New | 0.92% | +0.92 |
| COWG Pacer US LRG Cap Cows GR LD | New | 0.39% | +0.39 |
| WTV Wisdomtree U.S. Value Fund | New | 0.31% | +0.31 |
| AVGO Broadcom Inc. | Add +0.1% | 2.80% | +0.28 |
| BLK BlackRock Inc. | New | 0.28% | +0.28 |
| ABCB Ameris Bancorp | Add +348.5% | 0.35% | +0.26 |
| PHM Pultegroup Inc. | Add +929.2% | 0.24% | +0.20 |
| GLW Corning Inc. | New | 0.19% | +0.19 |
| AMZN Amazon.com Inc. | Add +12.3% | 2.19% | +0.19 |
| PRN Invesco Dorsey Wright Indus | New | 0.15% | +0.15 |
| TGLS Tecnoglass Holdings Inc. | New | 0.14% | +0.14 |
| GOOG Alphabet Inc. Class C | Add +48.7% | 0.49% | +0.14 |
| TSLA Tesla Inc. | Add +0.5% | 0.62% | +0.14 |
| FWONK Liberty Media Corp. Class C | New | 0.13% | +0.13 |
| FTXO First Trust Nasdaq Bank ETF | New | 0.12% | +0.12 |
| AAPL Apple Inc. | Add +14.9% | 5.77% | +0.12 |
| VGZ Vista Gold Corp. | New | 0.12% | +0.12 |
| JHG Janus Henderson Group PLC | New | 0.12% | +0.12 |
| FXO First Trust Financial Alphad | New | 0.11% | +0.11 |
| GS Goldman Sachs Group Inc. | Add +56.6% | 0.31% | +0.10 |
| WMT Walmart Inc. | Add +41.0% | 0.37% | +0.09 |
| D Dominion Energy Inc. | New | 0.08% | +0.08 |
| CPRX Catalyst Pharmaceuticals Inc. | New | 0.07% | +0.07 |
| GOOGL Alphabet Inc. Class A | Add +25.2% | 0.44% | +0.07 |
| ALL Allstate Corp. | Add +207.3% | 0.11% | +0.07 |
| SIRI Sirius XM Holdings Inc. | New | 0.06% | +0.06 |
| LLYVK Liberty Media Corp.-Liberty-C | New | 0.06% | +0.06 |
| GRPM Invesco S&P Midcap 400 Garp | New | 0.06% | +0.06 |
| NFLX Netflix Inc. | Add +11.2% | 0.44% | +0.06 |
| TMUS T-Mobile US Inc. | Add +89.1% | 0.13% | +0.05 |
| OKE Oneok Inc. | Add +163.2% | 0.09% | +0.05 |
| LBRDK Liberty Broadband-C | Add +234.8% | 0.08% | +0.05 |
| DVN Devon Energy Corp. | Add +169.7% | 0.09% | +0.04 |
| BCS Barclays PLC-Spons ADR | New | 0.04% | +0.04 |
| CVX Chevron Corp. | Add +44.4% | 0.28% | +0.04 |
| ABT Abbott Laboratories | Add +42.2% | 0.28% | +0.04 |
| IJJ iShares S&P Mid-Cap 400 Valu | New | 0.04% | +0.04 |
| BMY Bristol-Myers Squibb Co. | New | 0.04% | +0.04 |
| DDOG Datadog Inc. Class A | New | 0.04% | +0.04 |
| BATRK Atlanta Braves Holdings in-C | New | 0.04% | +0.04 |
| IAU iShares Gold Trust | New | 0.03% | +0.03 |
| TM Toyota Motor Corp. -Spon ADR | New | 0.03% | +0.03 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +154.0% | 0.06% | +0.03 |
| T AT&T Inc. | Add +38.4% | 0.20% | +0.03 |
| APO Apollo Global Management Inc. | New | 0.03% | +0.03 |
| COIN Coinbase Global Inc. Class A | Add +2.4% | 0.18% | +0.03 |
| FPE FT-Preferred Secur & Inc. ETF | New | 0.03% | +0.03 |
| NOW ServiceNow Inc. | New | 0.03% | +0.03 |
| GRID First TRST Nasd Class Edg Sgiif | Add +151.2% | 0.06% | +0.03 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 429 | $1.4B | ATO, AAPL, LRCX, NVDA, MU |
| Q1 2026 | 416 | $1.3B | ATO, AAPL, NVDA, AVGO, AMZN |
| Q4 2025 | 400 | $1.2B | ATO, AAPL, NVDA, AVGO, AMZN |
| Q3 2025 | 399 | $1.1B | ATO, AAPL, NVDA, AVGO, FDN |
| Q2 2025 | 379 | $989.5M | ATO, AAPL, NVDA, AVGO, AMZN |
| Q1 2025 | 359 | $912.5M | ATO, AAPL, FDN, FXR, AVGO |
| Q4 2024 | 363 | $934.0M | ATO, AAPL, AVGO, FDN, NVDA |
| Q3 2024 | 342 | $772.0M | AAPL, AVGO, FXR, NVDA, FDN |
| Q2 2024 | 322 | $745.1M | AAPL, FTXL, AVGO, NVDA, QTEC |
| Q1 2024 | 331 | $732.4M | AAPL, FXR, FTXL, FDN, QTEC |