Niles Investment Management, LLC
19 holdingsFiling period: 2026-06-30Current AUM: $113.3Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | RSP | Invesco Exchange Traded FD T | 169.4K | $36.0M | $36.6M | 32.31% | -- | 2026-06-30 |
| 2 | IWM | iShares TR | 38.5K | $11.6M | $10.5M | 9.31% | -- | 2026-06-30 |
| 3 | INTC | Intel Corp | 53.7K | $7.5M | $3.0M | 2.67% | -94,484 | 2026-06-30 |
| 4 | WMT | Walmart Inc | 58.0K | $6.6M | $7.3M | 6.43% | -- | 2026-06-30 |
| 5 | HOOD | Robinhood Mkts Inc | 57.6K | $5.8M | $4.7M | 4.11% | -- | 2026-06-30 |
| 6 | ON | ON Semiconductor Corp | 56.5K | $5.3M | $3.6M | 3.16% | -- | 2026-06-30 |
| 7 | CRM | Salesforce Inc | 32.5K | $5.1M | $6.9M | 6.13% | -- | 2026-06-30 |
| 8 | ORCL | Oracle Corp | 34.7K | $5.1M | $4.0M | 3.55% | -- | 2026-06-30 |
| 9 | AMZN | Amazon.com Inc | 21.1K | $5.0M | $5.5M | 4.83% | -9,353 | 2026-06-30 |
| 10 | GOOGL | Alphabet Inc | 13.5K | $4.8M | $3.9M | 3.40% | -28,684 | 2026-06-30 |
| 11 | TSLA | Tesla Inc | 11.1K | $4.7M | $4.0M | 3.50% | -- | 2026-06-30 |
| 12 | LMND | Lemonade Inc | 68.3K | $4.4M | $2.7M | 2.38% | -- | 2026-06-30 |
| 13 | TTWO | Take-Two Interactive Softwar | 17.7K | $4.4M | $3.8M | 3.36% | -15,217 | 2026-06-30 |
| 14 | BA | Boeing Co | 18.6K | $4.0M | $3.2M | 2.85% | +15.9K | 2026-06-30 |
| 15 | LLY | Eli Lilly & Co | 3.2K | $3.8M | $4.3M | 3.78% | -- | 2026-06-30 |
| 16 | FOXA | Fox Corp | 68.1K | $3.5M | $4.5M | 4.00% | -- | 2026-06-30 |
| 17 | EQT | Eqt Corp | 42.5K | $2.3M | $2.1M | 1.86% | -- | 2026-06-30 |
| 18 | SLB | Schlumberger Ltd | 45.1K | $2.1M | $2.3M | 1.99% | -- | 2026-06-30 |
| 19 | STRL | Sterling Infrastructure Inc | 1.7K | $1.4M | $419K | 0.37% | -- | 2026-06-30 |
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