13F-HR filed by Niles Investment Management, LLC
Niles Investment Management, LLC filed this 13F-HR for the quarter ended 2026-03-31, filed 2026-05-15, with 25 holding rows worth $111,349,779.
- Accession
- 0001213900-26-057281
- Filer
- CIK 2016708
- Filed
- 2026-05-15
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2026
A holdings report, 25 entries on the cover page, a total value of $111,349,779 stated on the cover page (in dollars after the unit check, H1), rows summing to $111,349,779 with VALUE read as dollars as filed, 13F file number 028-26376. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| NVIDIA Corp | 67066G104 | COM | 72,769 | $12,690,914 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 42,214 | $12,139,058 | dollars as filed | |
| Apple Inc | 037833100 | COM | 33,482 | $8,497,397 | dollars as filed | |
| ISHARES TR | 464287432 | 20 YR TR BD ETF | 79,148 | $6,861,340 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 11,657 | $6,669,319 | dollars as filed | |
| SELECT SECTOR SPDR TR | 81369Y308 | STATE STREET CON | 79,982 | $6,556,924 | dollars as filed | |
| Intel Corp | 458140100 | COM | 148,179 | $6,539,139 | dollars as filed | |
| TAKE-TWO INTERACTIVE SOFTWARE COM | 874054109 | Stock | 32,943 | $6,506,242 | dollars as filed | |
| Health Care Select Sector SPDR Fund | 81369Y209 | SHS | 44,112 | $6,467,260 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 30,473 | $6,346,612 | dollars as filed | |
| JPMorgan Chase & Co | 46625H100 | COM | 15,646 | $4,602,427 | dollars as filed | |
| AGNICO EAGLE MINES LTD COM | 008474108 | Stock | 20,529 | $4,166,976 | dollars as filed | |
| KNIGHT-SWIFT TRANSN HLDGS IN | 499049104 | CL A | 69,484 | $4,000,889 | dollars as filed | |
| BAIDU INC SPON ADR REP A | 056752108 | ADR | 32,552 | $3,626,944 | dollars as filed | |
| KRANESHARES TRUST CSI CHI INTERNET | 500767306 | CSI CHI INTERNET | 90,226 | $2,565,125 | dollars as filed | |
| WARBY PARKER INC | 93403J106 | CL A COM | 110,361 | $2,325,306 | dollars as filed | |
| Advanced Micro Devices,Inc. | 007903107 | COM | 9,681 | $1,969,406 | dollars as filed | |
| Netflix, Inc | 64110L106 | COM | 20,467 | $1,967,902 | dollars as filed | |
| American Express Company | 025816109 | COM | 6,396 | $1,934,662 | dollars as filed | |
| CONSTELLATION ENERGY CORP COM | 21037T109 | Stock | 6,372 | $1,779,381 | dollars as filed | |
| IMPINJ INC | 453204109 | COM | 6,788 | $697,128 | dollars as filed | |
| DESTINY TECH100 INC | 25063F107 | COM SHS | 24,257 | $649,602 | dollars as filed | |
| Cisco Systems,Inc. | 17275R102 | COM | 8,110 | $629,255 | dollars as filed | |
| NIKE,Inc. Class B | 654106103 | COM | 11,723 | $619,209 | dollars as filed | |
| Boeing Company | 097023105 | COM | 2,720 | $541,362 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001213900-26-057281 | this filing | 2026-05-15 | acceptance time not in the bulk data set |