Nilsine Partners, LLC

Registered adviser

CIK

1913043

Location

GREENWOOD VILLAGE, CO

Portfolio Value

Mid $1,405,711,799

Diversification

Diversified

Filing Date

Global Rank

#2,005 / 8,827 ▲ 87 · as of Jun 2026

Top Industry

Semiconductors 12.2%

Period ended 38 days ago

Filed Nov 2, 2026 · 5d

15 quarters · since Mar 2023

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Nov 1, 2026

Form ADV adviser

CRD 315694

Roster of Nov 1, 2026

Regulatory AUM

$1,881,704,852

Main clients

Individuals and high net worth (80% of AUM)

Private funds

11 funds · Other private funds

Focus by gross assets, Schedule D of Nov 21, 2024

$203,897,535 gross assets

Private funds on Schedule D 7.B.(1)

As filed Nov 21, 2024; SEC's bulk Form ADV archive ends with 2024 filings.

$55,686,376 gross assets in 4 funds Other private funds $55,686,376 (4)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Apr 2026 to Nov 2026	$1,881,704,852	Individuals and high net worth (80%)
Aug 2025 to Mar 2026	$1,711,323,950	Individuals and high net worth (89%)
Apr 2025 to Jul 2025	$1,711,323,950	Individuals and high net worth (89%)
Apr 2024 to Mar 2025	$1,236,202,842	Individuals and high net worth (86%)
May 2023 to Mar 2024	$1,049,117,400	Individuals and high net worth (86%)
Apr 2023	$1,049,117,400	Individuals and high net worth (86%)

3 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Diversified active

Top 10 weight 34.4%, 58.1 effective positions, active share 51.0% against every 13F filer's combined book; it meets none of the index-like, systematic-like or concentrated tests

Turnover

Medium turnover

33.7% over the last four quarters (30% to under 100%)

Horizon

Medium horizon

Value-weighted holding period 10.7 quarters (4 to under 12)

Closest benchmark: every 13F filer's combined book, active share 51.0%; sector active share 20.1% against the combined 13F book's sector weights.

Over time 14 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

453 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

5.7%

−0.1 pts

Top 5

21.1%

−1.2 pts

Top 10

33.1%

−1.4 pts

HHI

168

Diversified−5

Portfolio Trend

15 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	28.1%	$394,577,716	121
Technology	26.4%	$370,503,794	65
Financial Services	8.4%	$118,366,595	62
Consumer Cyclical	6.2%	$87,365,293	37
Healthcare	6.0%	$83,741,878	34
Industrials	5.8%	$82,087,356	46
Utilities	5.7%	$79,747,340	10
Consumer Defensive	4.1%	$58,206,581	18
Communication Services	4.0%	$56,645,383	18
Energy	3.4%	$48,119,101	18
Real Estate	1.1%	$16,153,087	14
Basic Materials	0.7%	$10,197,675	10

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
FTXH	First Trust Nasdaq Pharmaceuticals ETF	+526,898	554,955	$23,013,983
PAAA	PGIM AAA CLO ETF	+28,431	286,700	$14,704,843
MLI	Mueller Industries Inc	+28,356	56,139	$3,402,584
CVS	CVS HEALTH Corp	+23,256	27,500	$2,356,475
CRWD	CrowdStrike Holdings, Inc.	+20,429	27,776	$7,353,696
JAAA	Janus Henderson AAA CLO ETF	+14,763	251,825	$12,709,607
VRP	Invesco Ltd.	+14,134	321,659	$0
COWG	Pacer US Large Cap Cash Cows Growth Leaders ETF	+12,800	24,610	$981,446
UBS	UBS Group AG	+12,733	24,441	$1,176,345
APH	Amphenol Corp	+11,708	25,609	$2,158,838
JEPI	JPMorgan Equity Premium Income ETF	+10,600	14,470	$813,503
SPIB	State Street(R) SPDR(R) Portfolio Intermediate Term Corporate Bond ETF	+9,333	264,687	$8,544,096
MNST	Monster Beverage Corp	+8,744	37,201	$1,548,305
JBBB	Janus Henderson B-BBB CLO ETF	+8,736	149,218	$7,044,581
HWM	Howmet Aerospace Inc.	+8,374	10,572	$2,391,174
VWOB	VANGUARD EMERGING MARKETS GOVERNMENT BOND INDEX FUND	+8,296	98,603	$6,224,807
PULS	PGIM Ultra Short Bond ETF	+8,289	76,314	$3,774,490
FTSL	First Trust Senior Loan Fund	+8,274	221,043	$9,851,886
VGT	VANGUARD INFORMATION TECHNOLOGY INDEX FUND	+8,000	16,152	$2,029,821
VGK	VANGUARD EUROPEAN STOCK INDEX FUND	+8,000	10,326	$896,296
FLOT	iShares Floating Rate Bond ETF	+7,604	121,103	$6,182,308
PFE	Pfizer Inc	+6,751	17,151	$489,146
PLTR	Palantir Technologies Inc.	+5,959	11,258	$2,105,808
PBR-A	Petrobras - Petroleo Brasileiro SA	+5,737	54,264	$1,030,473
FSMB	First Trust Short Duration Managed Municipal ETF	+4,943	286,235	$5,570,133
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
FTXL	First Trust Nasdaq Semiconductor ETF	−109,005	3,472	$878,936
NFLX	Netflix Inc	−80,944	57,137	$3,975,592
CMCSA	Comcast Corp	−36,165	14,539	$316,368
UBER	Uber Technologies, Inc	−30,254	3,482	$238,551
SGI	Somnigroup International Inc.	−16,298	96,970	$6,022,806
NEE	Nextera Energy Inc	−14,883	7,951	$602,208
PG	PROCTER & GAMBLE Co	−12,174	6,249	$907,854
XOM	ExxonMobil Holdings Corp	−11,322	72,170	$11,745,667
ATEN	A10 Networks, Inc.	−8,553	48,126	$1,304,695
LRCX	Lam Research Corp	−7,327	92,577	$30,412,470
ATO	Atmos Energy Corp	−7,288	477,980	$74,775,191
O	Realty Income Corp	−6,901	3,734	$202,756
GM	General Motors Co	−6,748	44,340	$3,414,180
MU	Micron Technology Inc	−5,545	23,888	$25,443,347
NVDA	Nvidia Corp	−5,064	192,655	$43,998,548
KLAC	Kla Corp	−4,917	60,970	$11,884,882
T	At&T Inc.	−4,267	124,415	$3,035,726
FBT	First Trust NYSE Arca Biotechnology Index Fund	−4,167	93,058	$25,335,971
MTG	Mgic Investment Corp	−4,004	112,280	$2,901,315
DVN	Devon Energy Corp	−3,666	17,470	$804,318
EXPE	Expedia Group, Inc.	−3,539	3,199	$842,488
MPC	Marathon Petroleum Corp	−3,028	32,160	$12,716,707
IWR	iShares Russell Mid-Cap ETF	−2,865	2,770	$295,586
NKE	NIKE, Inc.	−2,445	44,768	$1,584,787
CFG	Citizens Financial Group Inc	−2,233	29,364	$1,872,248
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
EWO	iShares MSCI Austria ETF	237,326	$10,100,594
EWT	iShares MSCI Taiwan ETF	73,390	$8,285,731
HOOD	Robinhood Markets, Inc.	32,043	$3,604,837
WMG	Warner Music Group Corp.	79,837	$2,204,299
KRT	Karat Packaging Inc.	37,434	$1,967,156
PXJ	Invesco Oil & Gas Services ETF	35,052	$1,521,537
PTH	Invesco Dorsey Wright Healthcare Momentum ETF	24,657	$1,498,159
KDP	Keurig Dr Pepper Inc.	44,480	$1,349,523
VWO	VANGUARD EMERGING MARKETS STOCK INDEX FUND	18,726	$1,110,639
VEU	Vanguard International Equity Index Funds	13,325	$1,105,575
VTV	VANGUARD VALUE INDEX FUND	4,970	$1,073,917
LVHI	Franklin International Low Volatility High Dividend Index ETF	22,500	$938,475
VYMI	VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD INDEX FUND	9,052	$915,428
SN	SharkNinja, Inc.	4,835	$870,880
VIGI	Vanguard Whitehall Funds	8,150	$769,523
PFF	iShares Preferred and Income Securities ETF	23,789	$701,775
MINO	PIMCO Municipal Income Opportunities Active Exchange-Traded Fund	16,200	$689,958
TAFI	AB Tax-Aware Short Duration Municipal ETF	25,500	$626,790
BALL	BALL Corp	10,709	$600,025
NOW	ServiceNow, Inc.	4,412	$591,252
VPU	VANGUARD UTILITIES INDEX FUND	3,400	$581,400
FAAA	Fidelity Merrimack Street Trust	11,350	$570,451
TMB	Thornburg Multi Sector Bond ETF	23,000	$565,179
SHYG	iShares 0-5 Year High Yield Corporate Bond ETF	13,155	$542,643
CGSM	Capital Group Short Duration Municipal Income ETF	21,000	$539,910
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
EWY	iShares Trust	63,977	$12,916,956
EWZ	iShares MSCI Brazil ETF	228,895	$7,896,877
PSI	Victory Portfolios II	17,289	$3,247,219
DKS	Dick's Sporting Goods, Inc.	8,490	$1,925,616
PPA	Victory Portfolios II	10,042	$1,773,919
PBD	Invesco Ltd.	90,082	$1,765,607
STRT	Strattec Security Corp	21,217	$1,728,124
PTF	Victory Portfolios II	12,306	$1,677,430
EXC	Exelon Corp	35,082	$1,635,522
IGPT	Victory Portfolios II	15,232	$1,585,651
PKB	Victory Portfolios II	14,095	$1,579,485
B	Barrick Mining Corp	38,525	$1,415,023
QCLN	First Trust NASDAQ Clean Edge Green Energy Index Fund	21,488	$1,317,644
FAN	First Trust Global Wind Energy ETF	50,891	$1,271,257
PDP	Victory Portfolios II	8,265	$1,254,048
KGC	Kinross Gold Corp	17,961	$424,238
WDC	Western Digital Corp	585	$373,651
EIX	Edison International	4,035	$300,405
FHN	First Horizon Corp	11,030	$282,809
GVA	Granite Construction Inc	1,770	$279,801
AON	Aon plc	822	$272,649
ZM	Zoom Communications, Inc.	3,125	$269,718
FVD	First Trust Value Line Dividend Index Fund	5,231	$252,029
FCNCA	First Citizens Bancshares Inc	116	$241,371
MPWR	Monolithic Power Systems, Inc.	173	$239,148
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

453 tracked positions · $1,405,711,799 total · filing declares 459 positions · $1,437,605,740 · as of Sep 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 453 positions by value · page 1 of 10

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. PUT + SHARES Technology	Added	238,865	+5	$79,546,822	+15.1%	5.66%
ATO	Atmos Energy Corp Utilities	Reduced	477,980	-7,288	$74,775,191	−10.6%	5.32%
NVDA	Nvidia Corp Technology	Reduced	192,655	-5,064	$43,998,548	+11.2%	3.13%
LRCX	Lam Research Corp Technology	Reduced	92,577	-7,327	$30,412,470	−29.7%	2.16%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	102,692	-2,011	$25,585,711	+2.5%	1.82%
MU	Micron Technology Inc Technology	Reduced	23,888	-5,545	$25,443,347	−25.1%	1.81%
FBT	First Trust NYSE Arca Biotechnology Index Fund	Reduced	93,058	-4,167	$25,335,971	+5.1%	1.80%
AVGO	Broadcom Inc. Technology	Added	71,598	+143	$25,144,501	−6.8%	1.79%
MSFT	Microsoft Corp Technology	Added	47,386	+3,568	$24,304,279	+48.7%	1.73%
SPY	Spdr S&P 500 ETF Trust	Added	30,324	+169	$23,125,992	+2.7%	1.65%
FTXH	First Trust Nasdaq Pharmaceuticals ETF	Added	554,955	+526,898	$23,013,983	+2047.8%	1.64%
FXL	First Trust Technology AlphaDEX Fund	Added	100,319	+2,798	$22,170,499	+4.7%	1.58%
QTEC	First Trust NASDAQ-100-Technology Sector Index Fund	Added	64,307	+3,660	$21,203,947	+4.5%	1.51%
KR	Kroger Co PUT + SHARES Consumer Defensive	Added	360,155	+112,353	$21,112,286	+53.4%	1.50%
FTXR	First Trust Nasdaq Transportation ETF	Added	466,441	+1,286	$19,010,222	−10.3%	1.35%
META	Meta Platforms, Inc. Communication Services	Added	22,981	+138	$16,665,361	+29.5%	1.19%
COST	Costco Wholesale Corp Consumer Defensive	Reduced	16,640	-31	$15,148,057	−2.9%	1.08%
PAAA	PGIM AAA CLO ETF	Added	286,700	+28,431	$14,704,843	+11.1%	1.05%
LLY	ELI LILLY & Co Healthcare	Added	11,499	+417	$13,305,262	+0.1%	0.95%
JPM	Jpmorgan Chase & Co Financial Services	Added	39,648	+137	$13,116,747	+1.4%	0.93%
MPC	Marathon Petroleum Corp Energy	Reduced	32,160	-3,028	$12,716,707	+41.4%	0.90%
JAAA	Janus Henderson AAA CLO ETF	Added	251,825	+14,763	$12,709,607	+6.2%	0.90%
V	Visa Inc. Financial Services	Reduced	34,507	-491	$12,399,400	+3.3%	0.88%
CPAI	Northern Lights Fund Trust III	Added	231,195	+1,489	$11,950,469	+0.1%	0.85%
KLAC	Kla Corp Technology	Reduced	60,970	-4,917	$11,884,882	−40.2%	0.85%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	23,841	+797	$11,871,625	+3.0%	0.84%
XOM	ExxonMobil Holdings Corp Energy	Reduced	72,170	-11,322	$11,745,667	+2.9%	0.84%
IWM	iShares Russell 2000 ETF	Reduced	41,060	-214	$11,410,163	−8.0%	0.81%
GOOG	Alphabet Inc. Communication Services	Added	32,444	+1,825	$11,054,968	+2.2%	0.79%
VLO	Valero Energy Corp Energy	Added	27,514	+2,073	$10,664,701	+61.0%	0.76%
EWI	iShares MSCI Italy ETF	Added	179,424	+285	$10,535,777	−0.7%	0.75%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	22,758	+428	$10,381,972	−2.6%	0.74%
IVV	iShares Core S&P 500 ETF	Added	13,415	+422	$10,273,877	+5.6%	0.73%
EWO	iShares MSCI Austria ETF	NEW	237,326	NEW	$10,100,594	NEW	0.72%
EIS	iShares MSCI Israel ETF	Added	82,545	+2,796	$10,014,359	+4.0%	0.71%
GOOGL	Alphabet Inc. Communication Services	Added	29,001	+577	$9,978,664	−1.8%	0.71%
FTSL	First Trust Senior Loan Fund	Added	221,043	+8,274	$9,851,886	+3.5%	0.70%
PANW	Palo Alto Networks Inc Technology	Reduced	23,098	-265	$9,177,066	+15.2%	0.65%
SPLV	Invesco S&P 500 Low Volatility ETF	Added	126,779	+4,112	$8,939,187	−2.7%	0.64%
CSCO	Cisco Systems, Inc. Technology	Reduced	80,978	-2,183	$8,715,662	−10.8%	0.62%
SPIB	State Street(R) SPDR(R) Portfolio Intermediate Term Corporate Bond ETF	Added	264,687	+9,333	$8,544,096	−0.0%	0.61%
EWT	iShares MSCI Taiwan ETF	NEW	73,390	NEW	$8,285,731	NEW	0.59%
CAT	Caterpillar Inc Industrials	Reduced	9,614	-136	$7,794,935	−24.9%	0.55%
URI	United Rentals, Inc. Industrials	Added	7,733	+69	$7,739,031	−10.9%	0.55%
GS	Goldman Sachs Group Inc Financial Services	Reduced	8,388	-105	$7,552,219	−12.1%	0.54%
CRWD	CrowdStrike Holdings, Inc. Technology	Added	27,776	+20,429	$7,353,696	+31.2%	0.52%
MCK	Mckesson Corp Healthcare	Reduced	8,445	-323	$7,210,425	+8.8%	0.51%
JBBB	Janus Henderson B-BBB CLO ETF	Added	149,218	+8,736	$7,044,581	+5.9%	0.50%
ANET	Arista Networks, Inc. Technology	Added	32,777	+120	$6,673,069	+20.3%	0.47%
VGZ	Vista Gold Corp Basic Materials	Held	2,457,008	0	$6,658,491	+41.9%	0.47%

Showing the top 50 of 453 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.