Niles Investment Management, LLC

Q2 2026 13F-HR Holdings

Location
Plantation, FL
Holdings as of
6/30/2026
Date filed
8/14/2026
Form type
13F-HR
Num holdings
19
Total value ($000)
$123,494
Net value change ($000)
+12,144 (10.9%)
New positions
14
Sold out positions
20
Turnover %
143.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/15/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
RSP 36,041 NEW
IWM 11,574 NEW
WMT 6,571 NEW
HOOD 5,774 NEW
ON 5,339 NEW
CRM 5,088 NEW
ORCL 5,081 NEW
TSLA 4,662 NEW
LMND 4,441 NEW
LLY 3,797 NEW
Top Reduces (Value $000, Stocks/ETFs)
NVDA -12,691 -100.0%
AAPL -8,497 -100.0%
GOOGL -7,304 -60.2%
TLT -6,861 -100.0%
META -6,669 -100.0%
XLP -6,557 -100.0%
XLV -6,467 -100.0%
JPM -4,602 -100.0%
AEM -4,167 -100.0%
KNX -4,001 -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