Niles Investment Management
Niles Investment Management reported 19 stocks worth $123M in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are RSP (29.2%), IWM (9.4%) and INTC (6.1%). Compared with Q1 2026, the fund opened new positions in RSP, IWM and WMT, added to BA, trimmed INTC, AMZN and GOOGL and sold out of NVDA, AAPL and TLT.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 3 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  RSP Invesco Exchange Traded FD T | $36M | 29.2% | 169K | New position | 1 of 3 | |
| 2 |  IWM Ishares TR | $11.6M | 9.4% | 39K | New position | 1 of 3 | |
| 3 |  INTC Intel Corp | $7.5M | 6.1% | 54K | −94K (−64%) | 2 of 3 | |
| 4 |  WMT Walmart Inc | $6.6M | 5.3% | 58K | New position | 1 of 3 | |
| 5 |  HOOD Robinhood Mkts Inc | $5.8M | 4.7% | 58K | New position | 1 of 3 | |
| 6 |  ON ON Semiconductor Corp | $5.3M | 4.3% | 56K | New position | 1 of 3 | |
| 7 |  CRM Salesforce Inc | $5.1M | 4.1% | 32K | New position | 2 of 3 | |
| 8 |  ORCL Oracle Corp | $5.1M | 4.1% | 35K | New position | 1 of 3 | |
| 9 |  AMZN Amazon Com Inc | $5M | 4.1% | 21K | −9,353 (−31%) | 3 of 3 | |
| 10 |  GOOGL Alphabet Inc | $4.8M | 3.9% | 14K | −29K (−68%) | 3 of 3 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 NVDA Nvidia Corporation | $12.7M | 73K |
 AAPL Apple Inc | $8.5M | 33K |
 TLT Ishares TR | $6.9M | 79K |
 META Meta Platforms Inc | $6.7M | 12K |
 XLP State Street | $6.6M | 80K |
🔒 Free account: see all 20.
Reported value
last 3 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 14, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Niles Investment Management 13F FAQ
What does Niles Investment Management own?
Niles Investment Management reported 19 stocks worth $123M in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are RSP (29.2%), IWM (9.4%) and INTC (6.1%). The table above lists every position in the filing (the top 10 without an account).
What did Niles Investment Management buy and sell in Q2 2026?
Compared with Q1 2026: 14 new positions, 1 added to, 4 trimmed and 20 sold out. New positions include RSP, IWM and WMT. It sold all of NVDA, AAPL and TLT.
When will Niles Investment Management file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Niles Investment Management's portfolio worth?
The Q2 2026 filing reports $123M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.