Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Niles Investment Management, LLC (CIK 2016708) reported $123.5M across 19 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: RSP ($36.0M, 29.18%), IWM ($11.6M, 9.37%), INTC ($7.5M, 6.07%), WMT ($6.6M, 5.32%), HOOD ($5.8M, 4.68%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | RSP | INVESCO EXCHANGE TRADED FD T | $36.0M | 29.18% | 169,388 | New |
| 2 | IWM | ISHARES TR | $11.6M | 9.37% | 38,523 | New |
| 3 | INTC | INTEL CORP | $7.5M | 6.07% | 53,695 | Trimmed |
| 4 | WMT | WALMART INC | $6.6M | 5.32% | 58,014 | New |
| 5 | HOOD | ROBINHOOD MKTS INC | $5.8M | 4.68% | 57,576 | New |
| 6 | ON | ON SEMICONDUCTOR CORP | $5.3M | 4.32% | 56,476 | New |
| 7 | CRM | SALESFORCE INC | $5.1M | 4.12% | 32,475 | New |
| 8 | ORCL | ORACLE CORP | $5.1M | 4.11% | 34,669 | New |
| 9 | AMZN | AMAZON COM INC | $5.0M | 4.08% | 21,120 | Trimmed |
| 10 | GOOGL | ALPHABET INC | $4.8M | 3.92% | 13,530 | Trimmed |
| 11 | TSLA | TESLA INC | $4.7M | 3.78% | 11,084 | New |
| 12 | LMND | LEMONADE INC | $4.4M | 3.60% | 68,275 | New |
| 13 | TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $4.4M | 3.59% | 17,726 | Trimmed |
| 14 | BA | BOEING CO | $4.0M | 3.26% | 18,607 | Added |
| 15 | LLY | ELI LILLY & CO | $3.8M | 3.07% | 3,166 | New |
| 16 | FOXA | FOX CORP | $3.6M | 2.87% | 68,066 | New |
| 17 | EQT | EQT CORP | $2.3M | 1.83% | 42,550 | New |
| 18 | SLB | SCHLUMBERGER LTD | $2.1M | 1.70% | 45,094 | New |
| 19 | STRL | STERLING INFRASTRUCTURE INC | $1.4M | 1.13% | 1,658 | New |
| 20 | WRBY | WARBY PARKER INC | $0 | 0.00% | 0 | Exited |
| 21 | AEM | AGNICO EAGLE MINES LTD | $0 | 0.00% | 0 | Exited |
| 22 | AXP | AMERICAN EXPRESS CO | $0 | 0.00% | 0 | Exited |
| 23 | AAPL | APPLE INC | $0 | 0.00% | 0 | Exited |
| 24 | BIDU | BAIDU INC | $0 | 0.00% | 0 | Exited |
| 25 | CSCO | CISCO SYS INC | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30