Niles Investment Management, LLC

Q1 2026 13F-HR Holdings

Location
Plantation, FL
Holdings as of
3/31/2026
Date filed
5/15/2026
Form type
13F-HR
Num holdings
25
Total value ($000)
$111,350
Net value change ($000)
-19,945 (-15.2%)
New positions
14
Sold out positions
8
Turnover %
75.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/13/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
GOOGL 8,832 267.1%
TLT 6,861 NEW
XLP 6,557 NEW
INTC 6,539 NEW
TTWO 6,506 NEW
XLV 6,467 NEW
JPM 4,602 NEW
AEM 4,167 NEW
KNX 4,001 NEW
NVDA 3,438 37.2%
Top Reduces (Value $000, Stocks/ETFs)
NKE -21,343 -97.2%
PI -7,471 -91.5%
CRM -7,044 -100.0%
BA -6,947 -92.8%
CSCO -6,301 -90.9%
AVGO -5,813 -100.0%
META -4,317 -39.3%
INDA -4,100 -100.0%
AXON -3,983 -100.0%
GTLB -3,983 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type