account_balance
Investment manager · 13F filer · SEC CIK 2016708
Niles Investment Management, LLC
Reported value$123Mas of Jun 30, 2026
Positions19 14 new, 20 sold out
Top 10 weight75.2%RSP alone is 29%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
RSPInvesco Exchange Traded Fd T
29.2%New
IWMiShares Tr
9.4%New
INTCIntel Corp
6.1%Trimmed −64%
WMTWalmart Inc.
5.3%New
HOODRobinhood Markets, Inc.
4.7%New
ONOn Semiconductor Corp
4.3%New
CRMSalesforce, Inc.
4.1%New
ORCLOracle Corp
4.1%New
AMZNAmazon.com Inc
4.1%Trimmed −31%
GOOGLAlphabet Inc.
3.9%Trimmed −68%
TSLATesla, Inc.
3.8%New
LMNDLemonade, Inc.
3.6%New
RSPInvesco Exchange Traded Fd T
29.2%New
IWMiShares Tr
9.4%New
INTCIntel Corp
6.1%−64%
WMT5.3%HOOD4.7%ON4.3%CRM4.1%ORCL4.1%AMZN4.1%GOOGL3.9%TSLA3.8%LMND3.6%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
RSP Invesco Exchange Traded Fd T 29.2% New
IWM iShares Tr 9.4% New
INTC Intel Corp 6.1% Trimmed −64%WMT Walmart Inc. 5.3% NewHOOD Robinhood Markets, Inc. 4.7% NewON On Semiconductor Corp 4.3% NewCRM Salesforce, Inc. 4.1% NewORCL Oracle Corp 4.1% NewAMZN Amazon.com Inc 4.1% Trimmed −31%GOOGL Alphabet Inc. 3.9% Trimmed −68%TSLA Tesla, Inc. 3.8% NewLMND Lemonade, Inc. 3.6% NewWhat changed
Biggest moves since Mar 31, 2026
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