StockDriftsStockDriftsTop 19 Niles Investment Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| RSP | INVESCO EXCHANGE TRADED FD T | 29.18% | 169.4K | $36.0M | new | $200.42(+11.13%) | 2026-06-30 | |
| IWM | ISHARES TR | 9.37% | 38.5K | $11.6M | new | $246.89(+22.93%) | 2026-06-30 | |
| INTC | INTEL CORP | 6.07% | 53.7K | $7.5M | -63.76%(-94.48K) | $40.52(+158.08%) | 2026-06-30 | |
| WMT | WALMART INC | 5.32% | 58.0K | $6.6M | new | $118.38(-2.25%) | 2026-06-30 | |
| HOOD | ROBINHOOD MKTS INC | 4.68% | 57.6K | $5.8M | new | $82.72(+20.13%) | 2026-06-30 | |
| ON | ON SEMICONDUCTOR CORP | 4.32% | 56.5K | $5.3M | new | $75.10(+8.60%) | 2026-06-30 | |
| CRM | SALESFORCE INC | 4.12% | 32.5K | $5.1M | new | $236.44(-14.83%) | 2026-06-30 | |
| ORCL | ORACLE CORP | 4.11% | 34.7K | $5.1M | new | $142.68(+9.49%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 4.08% | 21.1K | $5.0M | -30.69%(-9.35K) | $225.20(+17.73%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 3.92% | 13.5K | $4.8M | -67.95%(-28.68K) | $294.72(+17.52%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +7.66% |
| Top 20 Holdings Unweighted | — | — | — | — | +12.75% |
Niles Investment Management LLC reports $123.49M in US-listed equity holdings across 19 positions in its most recent 13F filing. Its largest disclosed positions are RSP (29.2%), IWM (9.4%) and INTC (6.1%). The top 20 holdings account for 100% of reported assets. Its disclosed equity book has returned +7.66% cumulatively over 2 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Niles Investment Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2016708). View Niles Investment Management LLC’s 13F filings on SEC