Institutional Fund
Niles Investment Management, LLC
Plantation, FLCIK 20167082 filings on record
Portfolio Value
$111.35M
Q1 2026
Holdings
25
Reported positions
New Buys
14
Opened this quarter
QoQ Change
-7.5%
from $120.34M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Nvidia Corporation11.4%
- Alphabet Inc10.9%
- Apple Inc7.6%
- Ishares Tr6.2%
- Meta Platforms Inc6.0%
- Select Sector Spdr Tr5.9%
- Other52.0%
Portfolio Holdings
25 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation | 72.8K | $12.69M | 11.4% | +23.2K | Added |
| 2 | Alphabet Inc | 42.2K | $12.14M | 10.9% | +31.6K | Added |
| 3 | Apple Inc | 33.5K | $8.50M | 7.6% | −3.5K | Reduced |
| 4 | Ishares Tr | 79.1K | $6.86M | 6.2% | +79.1K | New |
| 5 | Meta Platforms Inc | 11.7K | $6.67M | 6.0% | −5.0K | Reduced |
| 6 | Select Sector Spdr Tr | 80.0K | $6.56M | 5.9% | +80.0K | New |
| 7 | Intel Corp | 148.2K | $6.54M | 5.9% | +148.2K | New |
| 8 | Take-Two Interactive Softwar | 32.9K | $6.51M | 5.8% | +32.9K | New |
| 9 | Select Sector Spdr Tr | 44.1K | $6.47M | 5.8% | +44.1K | New |
| 10 | Amazon Com Inc | 30.5K | $6.35M | 5.7% | −10.8K | Reduced |
15 more holdings on Premium
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio