Niles Investment Management, LLC 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
Niles Investment Management, LLC disclosed 19 US equity positions worth $123.5m in its Q2 2026 13F filing. The largest position was RSP at 29.2% of the reported book, followed by IWM and INTC. Against the Q1 2026 filing, it opened 14 new positions, added to 1 and reduced 4 among the top 19 holdings.
What did Niles Investment Management, LLC own in Q2 2026? Top 19 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 1 | RSP INVESCO EXCHANGE TRADED FD T | 29.2% | $36.0m | 169,388 | – | new | |
| 2 | IWM ISHARES TR | 9.4% | $11.6m | 38,523 | – | new | |
| 3 | INTC INTEL CORP | Technology | 6.1% | $7.5m | 53,695 | -64% | reduced |
| 4 | WMT WALMART INC | Consumer Defensive | 5.3% | $6.6m | 58,014 | – | new |
| 5 | HOOD ROBINHOOD MKTS INC | Financial Services | 4.7% | $5.8m | 57,576 | – | new |
| 6 | ON ON SEMICONDUCTOR CORP | Technology | 4.3% | $5.3m | 56,476 | – | new |
| 7 | CRM SALESFORCE INC | Technology | 4.1% | $5.1m | 32,475 | – | new |
| 8 | ORCL ORACLE CORP | Technology | 4.1% | $5.1m | 34,669 | – | new |
| 9 | AMZN AMAZON COM INC | Consumer Cyclical | 4.1% | $5.0m | 21,120 | -31% | reduced |
| 10 | GOOGL ALPHABET INC | Communication Services | 3.9% | $4.8m | 13,530 | -68% | reduced |
| 11 | TSLA TESLA INC | Consumer Cyclical | 3.8% | $4.7m | 11,084 | – | new |
| 12 | LMND LEMONADE INC | Financial Services | 3.6% | $4.4m | 68,275 | – | new |
| 13 | TTWO TAKE-TWO INTERACTIVE SOFTWAR | Communication Services | 3.6% | $4.4m | 17,726 | -46% | reduced |
| 14 | BA BOEING CO | Industrials | 3.3% | $4.0m | 18,607 | 584% | added |
| 15 | LLY ELI LILLY & CO | Healthcare | 3.1% | $3.8m | 3,166 | – | new |
| 16 | FOXA FOX CORP | Communication Services | 2.9% | $3.6m | 68,066 | – | new |
| 17 | EQT EQT CORP | Energy | 1.8% | $2.3m | 42,550 | – | new |
| 18 | SLB SCHLUMBERGER LTD | Energy | 1.7% | $2.1m | 45,094 | – | new |
| 19 | STRL STERLING INFRASTRUCTURE INC | Industrials | 1.1% | $1.4m | 1,658 | – | new |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.