13FBOX
Niles Investment Management, LLC · 13F Holdings
Options Calculator Rankings
September Rewards Event: invite 5 friends to register as members — no payment required — and get a 1-year PRO membership upgrade. So easy!

Niles Investment Management, LLC

No.8752 Data as of 2026Q2
Latest AUM (Q2 2026)
$123.5M
QoQ Change Q1 2026
+$12.1M+10.9%
All
39
Holdings
19
New Buys
14
Adds
1
Reduces
4
Exits
20
Unchanged
0
Portfolio concentrationTop 5 holdings54.62%Top 10 holdings75.17%
RSP 29.18%IWM 9.37%INTC 6.07%WMT 5.32%HOOD 4.68%ON 4.32%CRM 4.12%ORCL 4.11%AMZN 4.08%GOOGL 3.92%Others 9 stocks 24.83%
Holdings Value Trend
Holdings by Sector
"Other / not classified" = holdings with no GICS sector, mainly ETFs/funds (index funds themselves hold ETFs), options, bonds and foreign listings. Shares are of total holdings value.
Stock Ownership TrendPortfolio %Prev Q %Q2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
IINVESCO EXCHANGE TRADED FD TRSP
29.18%$36.0M169,388$00+169,388New Buy
IISHARES RUSSELLIWM
9.37%$11.6M38,523$00+38,523New Buy
INTEL CORPINTC
6.07%5.87%$7.5M53,695$6.5M148,179-94,484-63.76%Reduce
WALMART INCWMT
5.32%$6.6M58,014$00+58,014New Buy
ROBINHOOD MKTS INCHOOD
4.68%$5.8M57,576$00+57,576New Buy
ON SEMICONDUCTOR CORP COMON
4.32%$5.3M56,476$00+56,476New Buy
SALESFORCE INCCRM
4.12%$5.1M32,475$00+32,475New Buy
ORACLE CORPORCL
4.11%$5.1M34,669$00+34,669New Buy
AMAZON COM INCAMZN
4.08%5.7%$5.0M21,120$6.3M30,473-9,353-30.69%Reduce
ALPHABET INCGOOGL
3.92%10.9%$4.8M13,530$12.1M42,214-28,684-67.95%Reduce
TESLA INCTSLA
3.78%$4.7M11,084$00+11,084New Buy
LLEMONADE INCLMND
3.6%$4.4M68,275$00+68,275New Buy
TAKE-TWO INTERACTIVE SOFTWARE COMTTWO
3.59%5.84%$4.4M17,726$6.5M32,943-15,217-46.19%Reduce
BOEING COBA
3.26%0.49%$4.0M18,607$541,3622,720+15,887+584.08%Add
ELI LILLY & COLLY
3.07%$3.8M3,166$00+3,166New Buy
FOX CORPFOXA
2.87%$3.6M68,066$00+68,066New Buy
EQT CORPEQT
1.83%$2.3M42,550$00+42,550New Buy
SLB LIMITEDSLB
1.7%$2.1M45,094$00+45,094New Buy
SSTERLING INFRASTRUCTURE INCSTRL
1.13%$1.4M1,658$00+1,658New Buy
NVIDIA CORPORATIONNVDA
11.4%$00$12.7M72,769-72,769Exit
META PLATFORMS INCMETA
5.99%$00$6.7M11,657-11,657Exit
APPLE INCAAPL
7.63%$00$8.5M33,482-33,482Exit
JPMORGAN CHASE & COJPM
4.13%$00$4.6M15,646-15,646Exit
NETFLIX INCNFLX
1.77%$00$2.0M20,467-20,467Exit
ADVANCED MICRO DEVICES INCAMD
1.77%$00$2.0M9,681-9,681Exit
CISCO SYS INCCSCO
0.57%$00$629,2558,110-8,110Exit
AMERICAN EXPRESS COAXP
1.74%$00$1.9M6,396-6,396Exit
CONSTELLATION ENERGY CORPCEG
1.6%$00$1.8M6,372-6,372Exit
NIKE INCNKE
0.56%$00$619,20911,723-11,723Exit
AGNICO EAGLE MINES LTDAEM
3.74%$00$4.2M20,529-20,529Exit
SSTATE STREET HEALTH CARE SELECT SECTOR SPDR ETFXLV
5.81%$00$6.5M44,112-44,112Exit
KNIGHT-SWIFT TRANSN HLDGS INC CL AKNX
3.59%$00$4.0M69,484-69,484Exit
IISHARES TRTLT
6.16%$00$6.9M79,148-79,148Exit
SSELECT SECTOR SPDR TRXLP
5.89%$00$6.6M79,982-79,982Exit
BBAIDU INCBIDU
3.26%$00$3.6M32,552-32,552Exit
KKRANESHARES CSI CHINA INTERNET ETFKWEB
2.3%$00$2.6M90,226-90,226Exit
IIMPINJ INCPI
0.63%$00$697,1286,788-6,788Exit
WWARBY PARKER INCWRBY
2.09%$00$2.3M110,361-110,361Exit
DDESTINY TECH100 INC COM SHSDXYZ
0.58%$00$649,60224,257-24,257Exit

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow