Niles Investment Management, LLC
All 13F Filings
- Location
- Plantation, FL
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 111,350
- 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 |
|---|---|---|---|---|---|
| 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 | 91.46 K | 82.1% | 0 | 23.25 K | -23.25 K |
| ETFs | 19.89 K | 17.9% | 14.26 K | 0 | 14.26 K |
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Fund Snapshot
Q1 2026
Latest filed
5/15/2026
Total value ($000)
111,350
Holdings
25
QoQ value change ($000)
-19,945
(-15.2%)
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.