Niles Investment Management, LLC Top Holdings and 13F Report (2026) About Niles Investment Management, LLCInvestment ActivityNiles Investment Management, LLC has $123.49 million in total holdings as of June 30, 2026.Niles Investment Management, LLC owns shares of 19 different stocks, but just 12 companies or ETFs make up 80% of its holdings.Approximately 81.87% of the portfolio was purchased this quarter.About 88.06% of the portfolio was sold this quarter.This quarter, Niles Investment Management, LLC has purchased 25 new stocks and bought additional shares in 1 stock.Niles Investment Management, LLC sold shares of 4 stocks and completely divested from 20 stocks this quarter.Largest Holdings Invesco S&P 500 Equal Weight ETF $36,040,685iShares Russell 2000 ETF $11,574,235Intel $7,497,433WALMART INC $6,570,666Robinhood Markets $5,773,721 Largest New Holdings this Quarter 46137V357 - Invesco S&P 500 Equal Weight ETF $36,040,685 Holding464287655 - iShares Russell 2000 ETF $11,574,235 Holding931142103 - WALMART INC $6,570,666 Holding770700102 - Robinhood Markets $5,773,721 Holding682189105 - onsemi $5,339,241 Holding Largest Purchases this Quarter Invesco S&P 500 Equal Weight ETF 169,388 shares (about $36.04M)iShares Russell 2000 ETF 38,523 shares (about $11.57M)WALMART INC 58,014 shares (about $6.57M)Robinhood Markets 57,576 shares (about $5.77M)onsemi 56,476 shares (about $5.34M) Largest Sales this Quarter Intel 94,484 shares (about $13.19M)Alphabet 28,684 shares (about $10.25M)Take-Two Interactive Software 15,217 shares (about $3.80M)Amazon.com 9,353 shares (about $2.23M) Sector Allocation Over TimeMap of 500 Largest Holdings ofNiles Investment Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorRSPInvesco S&P 500 Equal Weight ETF$36,040,685$36,040,685 â–²New Holding169,38829.2%ETFIWMiShares Russell 2000 ETF$11,574,235$11,574,235 â–²New Holding38,5239.4%ETFINTCIntel$7,497,433$13,192,801 â–¼-63.8%53,6956.1%TechnologyWALMART INC$6,570,666$6,570,666 â–²New Holding58,0145.3%COMHOODRobinhood Markets$5,773,721$5,773,721 â–²New Holding57,5764.7%FinanceONonsemi$5,339,241$5,339,241 â–²New Holding56,4764.3%TechnologyCRMSalesforce$5,087,534$5,087,534 â–²New Holding32,4754.1%TechnologyORCLOracle$5,080,742$5,080,742 â–²New Holding34,6694.1%TechnologyAMZNAmazon.com$5,033,741$2,229,194 â–¼-30.7%21,1204.1%Consumer DiscretionaryGOOGLAlphabet$4,835,216$10,250,801 â–¼-67.9%13,5303.9%Communication ServicesTSLATesla$4,661,930$4,661,930 â–²New Holding11,0843.8%Consumer DiscretionaryLMNDLemonade$4,441,289$4,441,289 â–²New Holding68,2753.6%FinanceTTWOTake-Two Interactive Software$4,431,145$3,803,945 â–¼-46.2%17,7263.6%Communication ServicesBABoeing$4,027,857$3,439,059 â–²584.1%18,6073.3%IndustrialsLLYEli Lilly and Company$3,797,395$3,797,395 â–²New Holding3,1663.1%HealthcareFOXAFOX$3,550,323$3,550,323 â–²New Holding68,0662.9%Communication ServicesEQTEQT$2,262,384$2,262,384 â–²New Holding42,5501.8%EnergySLBSLB$2,096,420$2,096,420 â–²New Holding45,0941.7%EnergySTRLSterling Infrastructure$1,391,659$1,391,659 â–²New Holding1,6581.1%IndustrialsNVDANVIDIA$0$12,690,914 â–¼-100.0%00.0%TechnologyAAPLApple$0$8,497,397 â–¼-100.0%00.0%TechnologyTLTiShares 20+ Year Treasury Bond ETF$0$6,861,340 â–¼-100.0%00.0%ETFMETAMeta Platforms$0$6,669,319 â–¼-100.0%00.0%Communication ServicesXLPConsumer Staples Select Sector SPDR Fund$0$6,556,924 â–¼-100.0%00.0%ETFXLVHealth Care Select Sector SPDR Fund$0$6,467,260 â–¼-100.0%00.0%ETFJPMJPMorgan Chase & Co.$0$4,602,427 â–¼-100.0%00.0%FinanceAEMAgnico Eagle Mines$0$4,166,976 â–¼-100.0%00.0%MaterialsKNXKnight-Swift Transportation$0$4,000,889 â–¼-100.0%00.0%IndustrialsBIDUBaidu$0$3,626,944 â–¼-100.0%00.0%Communication ServicesKWEBKraneShares CSI China Internet ETF$0$2,565,125 â–¼-100.0%00.0%ETFWRBYWarby Parker$0$2,325,306 â–¼-100.0%00.0%Consumer DiscretionaryAMDAdvanced Micro Devices$0$1,969,406 â–¼-100.0%00.0%TechnologyNFLXNetflix$0$1,967,902 â–¼-100.0%00.0%Communication ServicesAXPAmerican Express$0$1,934,662 â–¼-100.0%00.0%FinanceCEGConstellation Energy$0$1,779,381 â–¼-100.0%00.0%UtilitiesPIImpinj$0$697,128 â–¼-100.0%00.0%TechnologyDESTINY TECH100 INC$0$649,602 â–¼-100.0%00.0%COM SHSCSCOCisco Systems$0$629,255 â–¼-100.0%00.0%TechnologyNKENIKE$0$619,209 â–¼-100.0%00.0%Consumer DiscretionaryShowing largest 100 holdings. 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