Niles Investment Management, LLC holds a focused book of 19 reported positions worth $123.5M as of Q2 2026 (disclosed Aug 14, 2026, a ~45-day 13F lag). This quarter they opened Invesco S&P 500 Equal Weight and trimmed Intel Corp. Their largest long position is Invesco S&P 500 Equal Weight at 29% of the reported non-option book. Cloning the disclosed picks since 2026 would be +3% (+5.3%/yr). That is a simulation of the disclosed long book, not audited returns.
Following at the filing date actually beat the quarter-end book by 2.1 points over this window.
Growth of $10,000 cloning Niles Investment Management, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~45 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
61% mapped to company sectors
+2 sectors below the cut, under 0.5% together
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.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Niles Investment Management, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Aspiring Ventures, LLC | 7 / 19 | $228.3M |
| Sloy Dahl & Holst, LLC | 7 / 19 | $448.8M |
| Private Capital Advisors, Inc. | 4 / 19 | $603.6M |
| O'Neil Global Advisors, Inc. | 6 / 19 | $222.7M |
| Nightview Capital, LLC | 4 / 19 | $63.1M |
| Greenwoods Asset Management Hong Kong Ltd. | 2 / 19 | $1.0B |
| Skye Global Management LP | 2 / 19 | $2.4B |
| Newlands Management Operations LLC | 4 / 19 | $7.8B |
Ranked by the share of each fund's own book sitting in the names it shares with Niles Investment Management, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Invesco Exchange Traded FD T S&P500 EQL WGT | $36.0M | 169.4K | 29.2% | ▲New New position | |
| 2 | Ishares TR RUSSELL 2000 ETF | $11.6M | 38.5K | 9.4% | ▲New New position | |
| 3 | Intel Corp COM | $7.5M | 53.7K | 6.1% | ▼−64% Reduced · −94K sh | |
| 4 | Walmart Inc COM | $6.6M | 58.0K | 5.3% | ▲New New position | |
| 5 | Robinhood MKTS Inc COM CL A | $5.8M | 57.6K | 4.7% | ▲New New position | |
| 6 | On Semiconductor Corp COM | $5.3M | 56.5K | 4.3% | ▲New New position | |
| 7 | Salesforce Inc COM | $5.1M | 32.5K | 4.1% | ▲New New position | |
| 8 | Oracle Corp COM | $5.1M | 34.7K | 4.1% | ▲New New position | |
| 9 | Amazon Com Inc COM | $5.0M | 21.1K | 4.1% | ▼−31% Reduced · −9K sh | |
| 10 | Alphabet Inc CAP STK CL A | $4.8M | 13.5K | 3.9% | ▼−68% Reduced · −29K sh | |
| 11 | Tesla Inc COM | $4.7M | 11.1K | 3.8% | ▲New New position | |
| 12 | Lemonade Inc COM | $4.4M | 68.3K | 3.6% | ▲New New position | |
| 13 | Take-Two Interactive Softwar COM | $4.4M | 17.7K | 3.6% | ▼−46% Reduced · −15K sh | |
| 14 | Boeing Co COM | $4.0M | 18.6K | 3.3% | ▲+584% Added · +16K sh | |
| 15 | Eli Lilly & Co COM | $3.8M | 3.2K | 3.1% | ▲New New position | |
| 16 | Fox Corp CL A COM | $3.6M | 68.1K | 2.9% | ▲New New position | |
| 17 | Eqt Corp COM | $2.3M | 42.5K | 1.8% | ▲New New position | |
| 18 | Schlumberger Ltd COM STK | $2.1M | 45.1K | 1.7% | ▲New New position | |
| 19 | Sterling Infrastructure Inc COM | $1.4M | 1.7K | 1.1% | ▲New New position |
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As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.