Stock Taper

NILSINE PARTNERS, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Comfort Systems USA, Inc.FIX115$227.92K
First Citizens BancShares, Inc.FCNCA116$241.37K
Monolithic Power Systems, Inc.MPWR173$239.15K
Sandisk CorporationSNDK226$513.86K
Equinix, Inc.EQIX304$316.89K
Teledyne Technologies IncorporatedTDY325$216.74K
ASML Holding N.V.ASML367$730.12K
Teradyne, Inc.TER416$201.28K
Seagate Technology Holdings plcSTX422$407.23K
Western Digital CorporationWDC585$373.65K
Quanta Services, Inc.PWR625$450.02K
Vulcan Materials CompanyVMC693$204.44K
Group 1 Automotive, Inc.GPI771$224.62K
FedEx CorporationFDX789$247.06K
Aon plcAON822$272.65K
Cigna CorporationCI861$237.36K
The Sherwin-Williams CompanySHW867$298.52K
GE Vernova Inc.GEV930$1.09M
CME Group Inc.CME938$207.14K
Steel Dynamics, Inc.STLD969$222.35K