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Daniel Niles

Niles Investment Management, Llc

Assets Managed
$111.35M
Holdings
25
Last Quarter
2026 - Q1
Filed Date
1mo 1d ago
Growth Rate
-15.19%(2Q avg: -7.59%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Niles Investment Management, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 25 positions.

Assets under management

The assets under management (AUM) of Niles Investment Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 111.35M in assets, with a quarterly growth rate of -15.19% and a 2-quarter average growth rate of -7.59%. The portfolio is managed by Daniel Niles, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
NVDA
Nvidia Corp
Recent Activity
Increased 46.68%
11.4%
$12.691M
72,769 shares@ $174.41 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Increased 299.49%
10.91%
$12.139M
42,214 shares@ $287.57 avg price
AAPL
Apple Inc
Recent Activity
Decreased -9.57%
7.64%
$8.497M
33,482 shares@ $253.8 avg price
TLT
Ishares 20+ Year Treasury Bd
Recent Activity
New Position
6.17%
$6.861M
79,148 shares@ $86.69 avg price
META
Meta Platforms Inc-class A
Recent Activity
Decreased -64.93%
5.99%
$6.669M
11,657 shares@ $572.13 avg price
XLP
Consumer Staples Spdr
Recent Activity
New Position
5.89%
$6.557M
79,982 shares@ $81.98 avg price
INTC
Intel Corp
Recent Activity
New Position
5.88%
$6.539M
148,179 shares@ $44.13 avg price
TTWO
Take-two Interactive Softwre
Recent Activity
New Position
5.85%
$6.506M
32,943 shares@ $197.5 avg price
XLV
Health Care Select Sector
Recent Activity
New Position
5.81%
$6.467M
44,112 shares@ $146.61 avg price
AMZN
Amazon.com Inc
Recent Activity
Decreased -26.24%
5.7%
$6.347M
30,473 shares@ $208.28 avg price

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