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Niles Investment Management, LLC Historic Quarter Change: USA Stocks, Added

Niles Investment Management, LLC historic quarter change: USA Stocks, Added

In share positions in stocks (listed in the US), over 2 quarters from 2025-12-31 to 2026-06-30, Niles Investment Management, LLC opened 21 positions, added to 4, reduced 11 and sold out of 19.

  • Q2 2026: Stock BA; Country of operation United States; Class COM; Shares before 2,720.
  • Q1 2026: Stock GOOGL; Country of operation United States; Class CAP STK CL A; Shares before 10,567.
  • Q1 2026: Stock NVDA; Country of operation United States; Class COM; Shares before 49,612.
  • Q1 2026: Stock WRBY; Country of operation United States; Class CL A COM; Shares before 63,169.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2016708), 2 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-14); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-15). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2025-12-31.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q2 2026BA
BOEING CO
United StatesCOM2,72018,607+15,887$541,362$4,027,857+$3,486,4952026-08-14
Q1 2026GOOGL
ALPHABET INC
United StatesCAP STK CL A10,56742,214+31,647$3,307,471$12,139,058+$8,831,5872026-05-15
Q1 2026NVDA
NVIDIA CORPORATION
United StatesCOM49,61272,769+23,157$9,252,638$12,690,914+$3,438,2762026-05-15
Q1 2026WRBY
WARBY PARKER INC
United StatesCL A COM63,169110,361+47,192$1,376,453$2,325,306+$948,8532026-05-15

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