Arkolith/Funds/Niles Investment Management, LLC

Niles Investment Management, LLC

CIK 2016708
Holdings as of Mar 31, 2026·disclosed May 15, 2026·~45-day 13F lag·13F-HR
Active Filer

Niles Investment Management, LLC holds a focused book of 25 stocks worth $111.3M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Ishares 20+ Year Treasury BD and trimmed Apple Inc. Their largest long position is Nvidia Corp at 11% of the equity book.

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Use Arkolith to show Niles Investment Management, LLC's latest
holdings, largest changes, and filing provenance.
Opened
14
new positions
Added to
4
existing
Trimmed
7
reduced
Sold out
6
exited

Concentration

Top-heavy: focused book

Top 5 holdings
42%
Top 10 holdings
71%
Top 20 holdings
97%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

79% mapped to company sectors

Information Technology
54%
ETF / fund or unclassified
21%
Financials
6%
Consumer Discretionary
6%
Materials
4%
Industrials
4%
Health Care
2%
Communication Services
2%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

25 positions
#SecurityValueShares% PortLast moveHistory
1Nvidia Corporation
COM
$12.7M72.8K
11.4%
+47%
Added · +23K sh
2Alphabet Inc
CAP STK CL A
$12.1M42.2K
10.9%
+299%
Added · +32K sh
3Apple Inc
COM
$8.5M33.5K
7.6%
−9.6%
Reduced · −4K sh
4Ishares TR
20 YR TR BD ETF
$6.9M79.1K
6.2%
New
New position
5Meta Platforms Inc
CL A
$6.7M11.7K
6.0%
−30%
Reduced · −5K sh
6Select Sector SPDR TR
STATE STREET CON
$6.6M80.0K
5.9%
New
New position
7Intel Corp
COM
$6.5M148.2K
5.9%
New
New position
8Take-Two Interactive Softwar
COM
$6.5M32.9K
5.8%
New
New position
9Select Sector SPDR TR
STATE STREET HEA
$6.5M44.1K
5.8%
New
New position
10Amazon Com Inc
COM
$6.3M30.5K
5.7%
−26%
Reduced · −11K sh
11JPMorgan Chase & Co
COM
$4.6M15.6K
4.1%
New
New position
12Agnico Eagle Mines Ltd
COM
$4.2M20.5K
3.7%
New
New position
13Knight-Swift Transn Hldgs In
CL A
$4.0M69.5K
3.6%
New
New position
14Baidu Inc
SPON ADR REP A
$3.6M32.6K
3.3%
+21%
Added · +6K sh
15Kraneshares Trust
CSI CHI INTERNET
$2.6M90.2K
2.3%
New
New position
16Warby Parker Inc
CL A COM
$2.3M110.4K
2.1%
+75%
Added · +47K sh
17Advanced Micro Devices Inc
COM
$2.0M9.7K
1.8%
New
New position
18Netflix Inc.
COM
$2.0M20.5K
1.8%
New
New position
19American Express Co
COM
$1.9M6.4K
1.7%
New
New position
20Constellation Energy Corp
COM
$1.8M6.4K
1.6%
New
New position
21Impinj Inc
COM
$697K6.8K
0.6%
−86%
Reduced · −40K sh
22Destiny Tech100 Inc
COM SHS
$650K24.3K
0.6%
New
New position
23Cisco Sys Inc
COM
$629K8.1K
0.6%
−91%
Reduced · −82K sh
24Nike Inc
CL B
$619K11.7K
0.6%
−97%
Reduced · −333K sh
25Boeing Co
COM
$541K2.7K
0.5%
−92%
Reduced · −32K sh
Showing all 25 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q1 2026Mar 31, 2026May 15, 202625$111.3M13F-HR
Q4 2025Dec 31, 2025Feb 13, 202620$131.3M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.