Niles Investment Management, LLC
•CIK: 2016708•Filing: Q4 2025
**Niles Investment Management, LLC** manages $120M across a concentrated portfolio of 19 positions. The fund exhibits significant exposure to mega-cap technology names, with NKE representing the largest holding at $22.0M. Further allocations include substantial positions in META ($11.0M), AAPL ($10.1M), and AMZN ($9.5M). This structure indicates a growth-oriented mandate with deep conviction in established market leaders.
Total AUM
$120.3M
QoQ Performance
N/A
Positions
18
Top 10 Concentration
80.8%
Latest Filing
Q4 2025
Top Holdings Allocation
NKE
META
AAPL
AMZN
NVDA
PI
BA
CRM
NKE18.3%
META9.1%
AAPL8.4%
AMZN7.9%
NVDA7.7%
PI6.8%
BA6.2%
CRM5.9%
📈 Biggest Buys
📉 Biggest Sells
No reductions this quarter
Sector Breakdown
Technology44.4%
Consumer26.2%
Other23.2%
Industrial6.2%