Niles Investment Management, LLC
13F filer · CIK 2016708 · Plantation, FL
Summary
Niles Investment Management, LLC reported $123.49M across 19 positions in its 13F for 2026 Q2, filed Aug 14, 2026. The largest holdings are RSP (29.2%), IWM (9.4%), INTC (6.1%). Versus 2026 Q1, leaving options aside, it opened 14 new positions, added to 1, trimmed 4 and sold out of 20.
Reported value$123.49M
Positions19
Report period2026 Q2
FiledAug 14, 2026
New positions14
Added1
Trimmed4
Sold out20
Top 19 holdings
By reported value, options listed separately · change vs 2026 Q1
Weight 29.2%Value $36.04MPrice $209.74Shares 169KSince Jun 30 -1.42%
Weight 9.4%Value $11.57MPrice $280.02Shares 39KSince Jun 30 -6.80%
Weight 6.1%Value $7.50MPrice $116.03Shares 54K -63.76%Since Jun 30 -16.90%
Weight 5.3%Value $6.57MPrice $108.73Shares 58KSince Jun 30 -4.00%
Weight 4.7%Value $5.77MPrice $116.46Shares 58KSince Jun 30 +16.13%
Weight 4.3%Value $5.34MPrice $75.65Shares 56KSince Jun 30 -19.98%
Weight 4.1%Value $5.09MPrice $227.27Shares 32KSince Jun 30 +45.07%
Weight 4.1%Value $5.08MPrice $132.60Shares 35KSince Jun 30 -9.52%
Weight 4.1%Value $5.03MPrice $246.67Shares 21K -30.69%Since Jun 30 +3.50%
Weight 3.9%Value $4.84MPrice $342.75Shares 14K -67.95%Since Jun 30 -4.09%
Weight 3.8%Value $4.66MPrice $357.45Shares 11KSince Jun 30 -15.01%
Weight 3.6%Value $4.44MPrice $43.91Shares 68KSince Jun 30 -32.50%
Weight 3.6%Value $4.43MPrice $202.35Shares 18K -46.19%Since Jun 30 -19.05%
Weight 3.3%Value $4.03MPrice $187.68Shares 19K +584.08%Since Jun 30 -13.30%
Weight 3.1%Value $3.80MPrice $1185Shares 3,166Since Jun 30 -1.22%
Weight 2.9%Value $3.55MPrice $63.06Shares 68KSince Jun 30 +20.90%
Weight 1.8%Value $2.26MPrice $49.87Shares 43KSince Jun 30 -6.21%
Weight 1.7%Value $2.10MPrice $51.49Shares 45KSince Jun 30 +10.76%
Weight 1.1%Value $1.39MPrice $498.36Shares 1,658Since Jun 30 -40.63%
| Stock | Weight | Value | Since Jun 30 | Shares change | Action |
|---|---|---|---|---|---|
| 29.2% | $36.04M | -1.42% | — | New | |
| 9.4% | $11.57M | -6.80% | — | New | |
| 6.1% | $7.50M | -16.90% | -63.76% | Trim | |
| 5.3% | $6.57M | -4.00% | — | New | |
| 4.7% | $5.77M | +16.13% | — | New | |
| 4.3% | $5.34M | -19.98% | — | New | |
| 4.1% | $5.09M | +45.07% | — | New | |
| 4.1% | $5.08M | -9.52% | — | New | |
| 4.1% | $5.03M | +3.50% | -30.69% | Trim | |
| 3.9% | $4.84M | -4.09% | -67.95% | Trim | |
| 3.8% | $4.66M | -15.01% | — | New | |
| 3.6% | $4.44M | -32.50% | — | New | |
| 3.6% | $4.43M | -19.05% | -46.19% | Trim | |
| 3.3% | $4.03M | -13.30% | +584.08% | Add | |
| 3.1% | $3.80M | -1.22% | — | New | |
| 2.9% | $3.55M | +20.90% | — | New | |
| 1.8% | $2.26M | -6.21% | — | New | |
| 1.7% | $2.10M | +10.76% | — | New | |
| 1.1% | $1.39M | -40.63% | — | New |
Weight is the share of the reported 13F value, including options at notional value. “Since Jun 30” compares the latest close with the quarter-end price implied by the filing (value ÷ shares).
Largest buys in 2026 Q2
Largest sells in 2026 Q2
Source: SEC Form 13F, values as reported by the filer. Filings lag up to 45 days after quarter end and cover only certain long positions. Research only, not investment advice.