Niles Investment Management, Llc Portfolio Stock Holdings
Niles Investment Management, Llc disclosed 25 stock positions valued at approximately $111.3 million in its latest SEC 13F filing. The largest holdings include NVIDIA CORPORATION, ALPHABET INC, and APPLE INC. The filing reflects positions held as of March 31, 2026 and was filed on May 15, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 25
- Portfolio Value
- $111.3M
Holdings by Sector
Niles Investment Management, Llc Portfolio Holdings in Q1 2026
25 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| NVIDIA CORPORATION | NVDA | Technology | 11.40% | 72,769 | +23,157 | +46.68% | $12,690,914 |
| ALPHABET INC | GOOGL | Communication Services | 10.90% | 42,214 | +31,647 | +299.49% | $12,139,058 |
| APPLE INC | AAPL | Technology | 7.63% | 33,482 | -3,546 | -9.58% | $8,497,397 |
| ISHARES TR | TLT | Other | 6.16% | 79,148 | +79,148 | +100.00% | $6,861,340 |
| META PLATFORMS INC | META | Communication Services | 5.99% | 11,657 | -4,986 | -29.96% | $6,669,319 |
| SELECT SECTOR SPDR TR | XLP | Other | 5.89% | 79,982 | +79,982 | +100.00% | $6,556,924 |
| INTEL CORP | INTC | Technology | 5.87% | 148,179 | +148,179 | +100.00% | $6,539,139 |
| TAKE-TWO INTERACTIVE SOFTWAR | TTWO | Communication Services | 5.84% | 32,943 | +32,943 | +100.00% | $6,506,242 |
| SELECT SECTOR SPDR TR | XLV | Other | 5.81% | 44,112 | +44,112 | +100.00% | $6,467,260 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 5.70% | 30,473 | -10,841 | -26.24% | $6,346,612 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 4.13% | 15,646 | +15,646 | +100.00% | $4,602,427 |
| AGNICO EAGLE MINES LTD | AEM | Basic Materials | 3.74% | 20,529 | +20,529 | +100.00% | $4,166,976 |
| KNIGHT-SWIFT TRANSN HLDGS IN | KNX | Industrials | 3.59% | 69,484 | +69,484 | +100.00% | $4,000,889 |
| BAIDU INC | BIDU | Communication Services | 3.26% | 32,552 | +5,641 | +20.96% | $3,626,944 |
| KRANESHARES TRUST | KWEB | Other | 2.30% | 90,226 | +90,226 | +100.00% | $2,565,125 |
| WARBY PARKER INC | WRBY | Healthcare | 2.09% | 110,361 | +47,192 | +74.71% | $2,325,306 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 1.77% | 9,681 | +9,681 | +100.00% | $1,969,406 |
| NETFLIX INC. | NFLX | Communication Services | 1.77% | 20,467 | +20,467 | +100.00% | $1,967,902 |
| AMERICAN EXPRESS CO | AXP | Financial Services | 1.74% | 6,396 | +6,396 | +100.00% | $1,934,662 |
| CONSTELLATION ENERGY CORP | CEG | Utilities | 1.60% | 6,372 | +6,372 | +100.00% | $1,779,381 |
| IMPINJ INC | PI | Technology | 0.63% | 6,788 | -40,151 | -85.54% | $697,128 |
| DESTINY TECH100 INC | DXYZ | Other | 0.58% | 24,257 | +24,257 | +100.00% | $649,602 |
| CISCO SYS INC | CSCO | Technology | 0.57% | 8,110 | -81,854 | -90.99% | $629,255 |
| NIKE INC | NKE | Consumer Cyclical | 0.56% | 11,723 | -332,991 | -96.60% | $619,209 |
| BOEING CO | BA | Industrials | 0.49% | 2,720 | -31,768 | -92.11% | $541,362 |