Niles Investment Management, LLC
CIK: 0002016708SEC EDGAR →
Portfolio Value
$131.3M
Holdings
19
As of
Q4 2025
New Positions
19
Closed Positions
0
Portfolio Value History
No historical data available yet. Chart will appear after multiple quarterly filings.
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | NIKE INC | 344,714 | $22.0M | 16.73% |
| 2 | METAPut META PLATFORMS INC | 33,243 | $21.9M | 16.71% |
| 3 | APPLE INC | 37,028 | $10.1M | 7.67% |
| 4 | AMAZON COM INC | 41,314 | $9.5M | 7.26% |
| 5 | NVIDIA CORPORATION | 49,612 | $9.3M | 7.05% |
| 6 | IMPINJ INC | 46,939 | $8.2M | 6.22% |
| 7 | BOEING CO | 34,488 | $7.5M | 5.70% |
| 8 | SALESFORCE INC | 26,591 | $7.0M | 5.37% |
| 9 | CISCO SYS INC | 89,964 | $6.9M | 5.28% |
| 10 | BROADCOM INC | 16,795 | $5.8M | 4.43% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Technology | 8 | $52.6M | 40.0% |
| Consumer Cyclical | 2 | $31.5M | 24.0% |
| Communication Services | 2 | $25.2M | 19.2% |
| Industrials | 2 | $11.5M | 8.7% |
| Financial Services | 3 | $5.6M | 4.3% |
| Unknown | 1 | $3.5M | 2.7% |
| Healthcare | 1 | $1.4M | 1.0% |