Nicholas Company
$5.5B 13F equity value
206 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Nicholas Company covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| GOOG | Alphabet Inc. Class C | 687,505 | $243M | 4.4% |
| NVDA | NVIDIA Corporation | 1,157,479 | $232M | 4.2% |
| AMZN | Amazon.com, Inc. | 872,851 | $208M | 3.8% |
| AAPL | Apple Inc. | 662,695 | $192M | 3.5% |
| MSFT | Microsoft Corporation | 451,971 | $169M | 3.1% |
| AMD | Advanced Micro Devices, Inc. | 179,426 | $104M | 1.9% |
| AVGO | Broadcom Inc. | 263,532 | $100M | 1.8% |
| PANW | Palo Alto Networks, Inc. | 266,270 | $91M | 1.7% |
| HD | Home Depot, Inc. | 241,086 | $85M | 1.6% |
| WCN | Waste Connections, Inc. | 508,052 | $85M | 1.5% |
Track Nicholas Company's 13F portfolio: $5.5B in reported holdings, 206 positions. Top holdings and quarterly changes on SentiSense.
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