Largest positions
| Issuer | Class | Value | Share |
|---|---|---|---|
| Nvidia CorporationCOM | COM | $12.7M | 11.4% |
| Alphabet Inc.CAP STK CL A | CAP STK CL A | $12.1M | 10.9% |
| Apple Inc.COM | COM | $8.5M | 7.6% |
| iShares TR20 YR TR BD ETF | 20 YR TR BD ETF | $6.86M | 6.2% |
| Meta Platforms Inc.CL A | CL A | $6.67M | 6.0% |
| Select Sector SPDR TRSTATE STREET CON | STATE STREET CON | $6.56M | 5.9% |
| Intel Corp.COM | COM | $6.54M | 5.9% |
| Take-two Interactive SoftwarCOM | COM | $6.51M | 5.8% |
| Select Sector SPDR TRSTATE STREET HEA | STATE STREET HEA | $6.47M | 5.8% |
| Amazon Com Inc.COM | COM | $6.35M | 5.7% |
| JPMORGAN Chase & COCOM | COM | $4.6M | 4.1% |
| Agnico Eagle Mines LtdCOM | COM | $4.17M | 3.7% |
| Knight-swift Transn Hldgs INCL A | CL A | $4M | 3.6% |
| Baidu Inc.SPON ADR REP A | SPON ADR REP A | $3.63M | 3.3% |
| Kraneshares TrustCSI CHI INTERNET | CSI CHI INTERNET | $2.57M | 2.3% |
| Warby Parker Inc.CL A COM | CL A COM | $2.33M | 2.1% |
| Advanced Micro Devices Inc.COM | COM | $1.97M | 1.8% |
| Netflix Inc..COM | COM | $1.97M | 1.8% |
| American Express COCOM | COM | $1.93M | 1.7% |
| Constellation Energy Corp.COM | COM | $1.78M | 1.6% |
| Impinj Inc.COM | COM | $697K | 0.6% |
| Destiny Tech100 Inc.COM SHS | COM SHS | $650K | 0.6% |
| Cisco Sys Inc.COM | COM | $629K | 0.6% |
| Nike Inc.CL B | CL B | $619K | 0.6% |
| Boeing COCOM | COM | $541K | 0.5% |
- Class
- COM
- Share
- 11.4%
- Class
- CAP STK CL A
- Share
- 10.9%
- Class
- COM
- Share
- 7.6%
- Class
- 20 YR TR BD ETF
- Share
- 6.2%
- Class
- CL A
- Share
- 6.0%
- Class
- STATE STREET CON
- Share
- 5.9%
- Class
- COM
- Share
- 5.9%
- Class
- COM
- Share
- 5.8%
- Class
- STATE STREET HEA
- Share
- 5.8%
- Class
- COM
- Share
- 5.7%
- Class
- COM
- Share
- 4.1%
- Class
- COM
- Share
- 3.7%
- Class
- CL A
- Share
- 3.6%
- Class
- SPON ADR REP A
- Share
- 3.3%
- Class
- CSI CHI INTERNET
- Share
- 2.3%
- Class
- CL A COM
- Share
- 2.1%
- Class
- COM
- Share
- 1.8%
- Class
- COM
- Share
- 1.8%
- Class
- COM
- Share
- 1.7%
- Class
- COM
- Share
- 1.6%
- Class
- COM
- Share
- 0.6%
- Class
- COM SHS
- Share
- 0.6%
- Class
- COM
- Share
- 0.6%
- Class
- CL B
- Share
- 0.6%
- Class
- COM
- Share
- 0.5%
The share class is shown on a wider screen.
The 25 largest of 25 positions by value, with holdings of the same security combined. Share counts and quarter-on-quarter changes for each position are on EDGAR. View the full information table on EDGAR
This filing
- Form
- 13F-HR
- CIK
- 2016708
- File number
- 028-26376
- Options
- 0 call, 0 put
- In the 25 largest
- 100.0%
Common questions
What are Niles Investment Management’s 13F holdings worth?
$111 million across 25 positions for the quarter ended 31 March 2026.
What is Niles Investment Management’s largest 13F holding?
NVIDIA CORPORATION (COM) was the largest position at $12.7 million, or 11.4% of reported 13F value, as of 31 March 2026.
How concentrated is Niles Investment Management’s 13F portfolio?
The ten largest positions accounted for 71.2% of reported value and the twenty-five largest for 100.0%, across 25 positions as of 31 March 2026.
Does Form 13F show everything Niles Investment Management manages?
No. Form 13F covers only long positions in exchange-traded securities over which the manager has investment discretion, valued at quarter end. It excludes cash, most bonds, private funds, and any assets the firm does not have discretion over, so it is neither the firm's total assets nor any individual client's portfolio.
How often does Niles Investment Management file its 13F?
Every quarter. Managers file within 45 days of each quarter's end, so the figures are a snapshot that changes between filings. This page shows the quarter ended 31 March 2026.
Answered from this filing and the prior quarter's.