Niles Investment Management, LLC

Plantation, FL · CIK 2016708 · 13F filing filed 2026-05-15

SEC-registered investment adviser since 2024 · limited liability company

Assets managed$185.5m
Staff4 · 2 in investment roles
Main clients (by assets)Private funds 100%
Private funds2 (2 hedge) · $185.5m gross assets
Websitenilesinvestmentmanagement.com
Form ADV · 2026-03-26SEC adviser record

Legal entityNILES INVESTMENT MANAGEMENT, LLC (US)

$111.3m reported value -7.5% vs Q4 2025

25positions

71.2%in top 10

14 new 4 added 7 reduced 8 sold out vs Q4 2025

Holdings, Q1 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	NVIDIA CORPORATION COM NVDA	NVDA	72,769	$12.7m11.40%	11.40%	Added +23.2k	+23,157 46.7%
2	ALPHABET INC CAP STK CL A GOOGL	GOOGL	42,214	$12.1m10.90%	10.90%	Added +31.6k	+31,647 299.5%
3	APPLE INC COM AAPL	AAPL	33,482	$8.5m7.63%	7.63%	Reduced -3.5k	-3,546 -9.6%
4	ISHARES TR 20 YR TR BD ETF TLT	TLT	79,148	$6.9m6.16%	6.16%	New
5	META PLATFORMS INC CL A META	META	11,657	$6.7m5.99%	5.99%	Reduced -5.0k	-4,986 -30.0%
6	SELECT SECTOR SPDR TR SBI CONS STPLS XLP	XLP	79,982	$6.6m5.89%	5.89%	New
7	INTEL CORP COM INTC	INTC	148,179	$6.5m5.87%	5.87%	New
8	TAKE-TWO INTERACTIVE SOFTWAR COM TTWO	TTWO	32,943	$6.5m5.84%	5.84%	New
9	SELECT SECTOR SPDR TR SBI HEALTHCARE XLV	XLV	44,112	$6.5m5.81%	5.81%	New
10	AMAZON COM INC COM AMZN	AMZN	30,473	$6.3m5.70%	5.70%	Reduced -10.8k	-10,841 -26.2%
11	JPMORGAN CHASE & CO COM JPM	JPM	15,646	$4.6m4.13%	4.13%	New
12	AGNICO EAGLE MINES LTD COM AEM	AEM	20,529	$4.2m3.74%	3.74%	New
13	KNIGHT-SWIFT TRANSN HLDGS IN CL A KNX	KNX	69,484	$4.0m3.59%	3.59%	New
14	BAIDU INC SPON ADR REP A BIDU	BIDU	32,552	$3.6m3.26%	3.26%	Added +5.6k	+5,641 21.0%
15	KRANESHARES TRUST CSI CHI INTERNET KWEB	KWEB	90,226	$2.6m2.30%	2.30%	New
16	WARBY PARKER INC CL A COM WRBY	WRBY	110,361	$2.3m2.09%	2.09%	Added +47.2k	+47,192 74.7%
17	ADVANCED MICRO DEVICES INC COM AMD	AMD	9,681	$2.0m1.77%	1.77%	New
18	NETFLIX INC COM NFLX	NFLX	20,467	$2.0m1.77%	1.77%	New
19	AMERICAN EXPRESS CO COM AXP	AXP	6,396	$1.9m1.74%	1.74%	New
20	CONSTELLATION ENERGY CORP COM CEG	CEG	6,372	$1.8m1.60%	1.60%	New
21	IMPINJ INC COM PI	PI	6,788	$697.1k0.63%	0.63%	Reduced -40.2k	-40,151 -85.5%
22	DESTINY TECH100 INC COM SHS DXYZ	DXYZ	24,257	$649.6k0.58%	0.58%	New
23	CISCO SYS INC COM CSCO	CSCO	8,110	$629.3k0.57%	0.57%	Reduced -81.9k	-81,854 -91.0%
24	NIKE INC CL B NKE	NKE	11,723	$619.2k0.56%	0.56%	Reduced -333.0k	-332,991 -96.6%
25	BOEING CO COM BA	BA	2,720	$541.4k0.49%	0.49%	Reduced -31.8k	-31,768 -92.1%

Sold out since Q4 2025

Security	Ticker	Shares held before	Value then
SALESFORCE INC CRM	CRM	26,591	$7.0m26.6k shares
BROADCOM INC AVGO	AVGO	16,795	$5.8m16.8k shares
ISHARES TR INDA	INDA	75,862	$4.1m75.9k shares
AXON ENTERPRISE INC AXON	AXON	7,014	$4.0m7.0k shares
GITLAB INC GTLB	GTLB	106,134	$4.0m106.1k shares
ADTRAN HOLDINGS INC ADTN	ADTN	149,494	$1.3m149.5k shares
INVESCO EXCH TRADED FD TR II KBWB	KBWB	10,300	$868.2k10.3k shares
ISHARES TR IJJ	IJJ	4,999	$657.8k5.0k shares