Nilsine Partners, LLC

RIA/Wealth

Nilsine Partners, LLC is a RIA/Wealth based in Greenwood Village, CO led by R Scott Bills, reporting $1.7B in AUM as of Q3 2025 with ATO as the largest holding (8% allocation).

CEOR Scott Bills

Portfolio Value: $1.1B
Positions: 400
Top Holding: ATO at 7.93%
Last Reported: Q3 2025

Address5675 Dtc Boulevard, Suite 175, Greenwood Village, CO, 80111, United States

Top Holdings

Largest long holdings in Nilsine Partners, LLC's portfolio (29% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Atmos Energy ATO	Regulated Gas Utilities	$89.4M	7.93%	-$406.2K Sold	0.33% 523.8K shares	Q4 2024 Held for 11 months
2 Apple AAPL	Consumer Electronics Technology	$55.1M	4.88%	+$2.4M Bought	0.00% 216.3K shares	Q1 2023 Held for 2y 8m
3 Nvidia NVDA	Semiconductors Technology	$28.9M	2.56%	+$940.9K Bought	0.00% 155.0K shares	Q1 2023 Held for 2y 8m
4 Broadcom Inc. AVGO	Semiconductors Technology	$23.6M	2.09%	-$716.9K Sold	0.00% 71.5K shares	Q1 2023 Held for 2y 8m
5 First Trust Dow Jones Internet Index Fund FDN	ETF ETF	$22.1M	1.96%	+$2.1M Bought	— 79.1K shares	Q1 2023 Held for 2y 8m
6 First Trust Utilities AlphaDEX Fund FXU	ETF ETF	$22.0M	1.95%	+$7.5M Bought	— 484.5K shares	Q1 2025 Held for 8 months
7 SPDR S&P 500 ETF Trust SPY	ETF ETF	$22.0M	1.95%	+$696.2K Bought	— 33.0K shares	Q1 2023 Held for 2y 8m
8 First Trust Industrials/Producer Durables AlphaDEX Fund FXR	ETF ETF	$21.5M	1.90%	+$3.6M Bought	— 275.0K shares	Q1 2023 Held for 2y 8m
9 Amazon AMZN	Specialty Retail Consumer Cyclical	$21.2M	1.88%	+$1.3M Bought	0.00% 96.6K shares	Q1 2023 Held for 2y 8m
10 First Trust Financials AlphaDEX Fund FXO	ETF ETF	$20.7M	1.84%	+$5.5M Bought	— 348.7K shares	Q4 2024 Held for 11 months

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Nilsine Partners, LLC's latest filing

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Market Value

$1.1B

Prior: $1.0B

Q/Q Change

+12.5%

+$125.3M

Net Flows % of MV

+4.4%

Turnover Ratio

8.42%

New Purchases

30 stocks

$14.5M

Added To

211 stocks

+$102.0M

Sold Out Of

19 stocks

$33.8M

Reduced Holdings

130 stocks

-$33.0M

Increased Positions

Position	Shares Δ	Change
1 Synchrony Financial SYF	New	0 → 25.8K +$1.8M
2 Capital One Financial COF	New	0 → 6.1K +$1.3M
3 The Carlyle Group CG	New	0 → 15.1K +$948.9K
4 A10 Networks ATEN	New	0 → 50.6K +$917.9K
5 Restaurant Brands International QSR	New	0 → 14.2K +$908.6K

Decreased Positions

Position	Shares Δ	Change
1 Invesco Actively Managed Exch-Traded Commodity Fund Invesco Optimum Yield Diversified Commodity Strategy No K-1 PDBC	Sold	837.9K → 0 −$10.9M
2 Invesco Agriculture Commodity Strategy No K-1 PDBA	Sold	305.1K → 0 −$10.6M
3 Diamondback Energy FANG	Sold	22.2K → 0 −$3.0M
4 Arch Capital Group ACGL	Sold	31.2K → 0 −$2.8M
5 SPDR Portfolio Short Term Corporate Bond SPSB	Sold	63.5K → 0 −$1.9M

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Analytics

Portfolio insights and performance metrics for Nilsine Partners, LLC

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Sector Allocation

ETF

29.90%

Technology

19.70%

Utilities

8.50%

Consumer Cyclical

7.80%

Financial Services

7.60%

Industrials

5.30%

Healthcare

5.00%

Communication Services

4.80%

Consumer Defensive

4.40%

Energy

2.10%

Real Estate

1.00%

Basic Materials

0.70%

Market Cap Distribution

Mega Cap (> $200B)

29.53%

Large Cap ($10B - $200B)

34.30%

Mid Cap ($2B - $10B)

2.86%

Small Cap ($300M - $2B)

0.17%

Micro Cap ($50M - $300M)

0.41%

Nano Cap (< $50M)

0.38%

N/A (ETF or Unknown)

32.34%

Portfolio Concentration

Top 10 Holdings %

28.95%

Top 20 Holdings %

42.31%

Top 50 Holdings %

61.19%

Top 100 Holdings %

76.38%