Niles Investment Management, LLC
All 13F Filings
- Location
- Plantation, FL
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 123,494
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/14/2026 | 19 | 123,494 | 13F-HR | Niles Investment Management, LLC |
| Q1 2026 | 5/15/2026 | 25 | 111,350 | 13F-HR | Niles Investment Management, LLC |
| Q4 2025 | 2/13/2026 | 20 | 131,295 | 13F-HR | Niles Investment Management, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 75.88 K | 61.4% | 0 | 15.58 K | -15.58 K |
| ETFs | 47.62 K | 38.6% | 27.73 K | 0 | 27.73 K |
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Fund Snapshot
Q2 2026
Latest filed
8/14/2026
Total value ($000)
123,494
Holdings
19
QoQ value change ($000)
12,144
(10.9%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.