Niles Investment Management, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$111.3M
Q ending 2026-03-31
Prior quarter
$131.3M
Q ending 2025-12-31
Change
-15.2% QoQ
Positions
25
reported holdings
Largest positions
All 25 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Nvidia Corporation | NVDA | Shares | $12.7M | 73K |
| Alphabet Inc | GOOGL | Shares | $12.1M | 42K |
| Apple Inc | AAPL | Shares | $8.5M | 33K |
| Ishares Tr | TLT | Shares | $6.9M | 79K |
| Meta Platforms Inc | META | Shares | $6.7M | 12K |
| Select Sector Spdr Tr | XLP | Shares | $6.6M | 80K |
| Intel Corp | INTC | Shares | $6.5M | 148K |
| Take-Two Interactive Softwar | TTWO | Shares | $6.5M | 33K |
| Select Sector Spdr Tr | XLV | Shares | $6.5M | 44K |
| Amazon Com Inc | AMZN | Shares | $6.3M | 30K |
| Jpmorgan Chase & Co | JPM | Shares | $4.6M | 16K |
| Agnico Eagle Mines Ltd | AEM | Shares | $4.2M | 21K |
| Knight-Swift Transn Hldgs In | KNX | Shares | $4.0M | 69K |
| Baidu Inc | BIDU | Shares | $3.6M | 33K |
| Kraneshares Trust | KWEB | Shares | $2.6M | 90K |
| Warby Parker Inc | WRBY | Shares | $2.3M | 110K |
| Advanced Micro Devices Inc | AMD | Shares | $2.0M | 10K |
| Netflix Inc. | NFLX | Shares | $2.0M | 20K |
| American Express Co | AXP | Shares | $1.9M | 6K |
| Constellation Energy Corp | CEG | Shares | $1.8M | 6K |
| Impinj Inc | PI | Shares | $697K | 7K |
| Destiny Tech100 Inc | DXYZ | Shares | $650K | 24K |
| Cisco Sys Inc | CSCO | Shares | $629K | 8K |
| Nike Inc | NKE | Shares | $619K | 12K |
| Boeing Co | BA | Shares | $541K | 3K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.