Niles Investment Management, LLC

Est. AUM

$111.3M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	NVIDIA CORPORATION	COM	$12.7M	72769	11.40%	SOLE
2	ALPHABET INC	CAP STK CL A	$12.1M	42214	10.90%	SOLE
3	APPLE INC	COM	$8.5M	33482	7.63%	SOLE
4	ISHARES TR	20 YR TR BD ETF	$6.9M	79148	6.16%	SOLE
5	META PLATFORMS INC	CL A	$6.7M	11657	5.99%	SOLE
6	SELECT SECTOR SPDR TR	STATE STREET CON	$6.6M	79982	5.89%	SOLE
7	INTEL CORP	COM	$6.5M	148179	5.87%	SOLE
8	TAKE-TWO INTERACTIVE SOFTWAR	COM	$6.5M	32943	5.84%	SOLE
9	SELECT SECTOR SPDR TR	STATE STREET HEA	$6.5M	44112	5.81%	SOLE
10	AMAZON COM INC	COM	$6.3M	30473	5.70%	SOLE
11	JPMORGAN CHASE & CO	COM	$4.6M	15646	4.13%	SOLE
12	AGNICO EAGLE MINES LTD	COM	$4.2M	20529	3.74%	SOLE
13	KNIGHT-SWIFT TRANSN HLDGS IN	CL A	$4.0M	69484	3.59%	SOLE
14	BAIDU INC	SPON ADR REP A	$3.6M	32552	3.26%	SOLE
15	KRANESHARES TRUST	CSI CHI INTERNET	$2.6M	90226	2.30%	SOLE
16	WARBY PARKER INC	CL A COM	$2.3M	110361	2.09%	SOLE
17	ADVANCED MICRO DEVICES INC	COM	$2.0M	9681	1.77%	SOLE
18	NETFLIX INC.	COM	$2.0M	20467	1.77%	SOLE
19	AMERICAN EXPRESS CO	COM	$1.9M	6396	1.74%	SOLE
20	CONSTELLATION ENERGY CORP	COM	$1.8M	6372	1.60%	SOLE
21	IMPINJ INC	COM	$697K	6788	0.63%	SOLE
22	DESTINY TECH100 INC	COM SHS	$650K	24257	0.58%	SOLE
23	CISCO SYS INC	COM	$629K	8110	0.56%	SOLE
24	NIKE INC	CL B	$619K	11723	0.56%	SOLE
25	BOEING CO	COM	$541K	2720	0.49%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.