Niles Investment Management, LLC
CIK 2016708 · Holdings on Jun 30, 2026 · First reported Aug 14, 2026
Top ten holdings
Q2 2026- RSP29.18%
- IWM9.37%
- INTC6.07%
- WMT5.32%
- HOOD4.68%
- ON4.32%
- CRM4.12%
- ORCL4.11%
- AMZN4.08%
- GOOGL3.92%
Share classes counted separately75.17%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- GOOGLWeight decreased · -6.98 pp10.90% → 3.92%Shares -28.68K (-67.95%)
- BAWeight increased · +2.77 pp0.49% → 3.26%Shares +15.89K (+584.08%)
- TTWOWeight decreased · -2.25 pp5.84% → 3.59%Shares -15.22K (-46.19%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 19
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | RSPINVESCO S&P 500 EQUAL WEIGHTS&P500 EQL WGT View history and evidence | $36.04M | 29.18% | 169.39K shares | Prior unavailable +169.39K | New | ▾ |
| 02 | IWMISHARES RUSSELL 2000 ETFRUSSELL 2000 ETF View history and evidence | $11.57M | 9.37% | 38.52K shares | Prior unavailable +38.52K | New | ▾ |
| 03 | INTCINTEL CORP View history and evidence | $7.50M | 6.07% | 53.70K shares | 5.87% → 6.07%+0.20 pp -94.48K (-63.76%) | Reduced | ▾ |
| 04 | WMTWALMART INC View history and evidence | $6.57M | 5.32% | 58.01K shares | Prior unavailable +58.01K | New | ▾ |
| 05 | HOODROBINHOOD MARKETS INC - ACOM CL A View history and evidence | $5.77M | 4.68% | 57.58K shares | Prior unavailable +57.58K | New | ▾ |
| 06 | ONON SEMICONDUCTOR View history and evidence | $5.34M | 4.32% | 56.48K shares | Prior unavailable +56.48K | New | ▾ |
| 07 | CRMSALESFORCE INC View history and evidence | $5.09M | 4.12% | 32.48K shares | Prior unavailable +32.48K | New | ▾ |
| 08 | ORCLORACLE CORP View history and evidence | $5.08M | 4.11% | 34.67K shares | Prior unavailable +34.67K | New | ▾ |
| 09 | AMZNAMAZON.COM INC View history and evidence | $5.03M | 4.08% | 21.12K shares | 5.70% → 4.08%-1.62 pp -9.35K (-30.69%) | Reduced | ▾ |
| 10 | GOOGLALPHABET INC-CL ACAP STK CL A View history and evidence | $4.84M | 3.92% | 13.53K shares | 10.90% → 3.92%-6.98 pp -28.68K (-67.95%) | Reduced | ▾ |
Options overlay 0
No options reported this quarter.
Exited positions 20
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| NVDA NVIDIA CORP | Non-derivative | -72,769 | -$12.69M | SEC filing ↗ | SEC filing ↗ |
| AAPL APPLE INC | Non-derivative | -33,482 | -$8.50M | SEC filing ↗ | SEC filing ↗ |
| TLT ISHARES 20+ YEAR TREASURY BD | Non-derivative | -79,148 | -$6.86M | SEC filing ↗ | SEC filing ↗ |
3 / 20 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 2016708 · Period 2026-06-30
Data loaded 2026-09-23 · First reported 2026-08-14
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 123493616
}Take these holdings further.
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