EdgeMarket › What Nicholas Company, Inc. reported owning
What Nicholas Company, Inc. reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
5.1BPositions
203Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| GOOG Alphabet Inc. | 206.0M | 4.0% | 718.0K | 341.75 | +70.7% |
| NVDA NVIDIA CORP | 201.8M | 4.0% | 1.2M | 214.72 | +22.4% |
| AMZN AMAZON COM INC | 181.8M | 3.6% | 872.8K | 258.63 | +15.6% |
| AAPL Apple Inc. | 168.2M | 3.3% | 662.6K | 309.35 | +36.9% |
| MSFT MICROSOFT CORP | 167.3M | 3.3% | 451.9K | 483.24 | -4.4% |
| ORLY O REILLY AUTOMOTIVE INC | 88.6M | 1.7% | 960.2K | 89.11 | -14.3% |
| TJX TJX COMPANIES INC /DE/ | 85.6M | 1.7% | 536.2K | 140.53 | +1.6% |
| COST COSTCO WHOLESALE CORP /NEW | 84.2M | 1.7% | 84.5K | 947.74 | -4.7% |
| WCN Waste Connections, Inc. | 82.5M | 1.6% | 508.1K | 169.40 | -8.8% |
| AVGO Broadcom Inc. | 81.5M | 1.6% | 263.5K | 368.45 | +26.5% |
| AZN ASTRAZENECA PLC | 80.9M | 1.6% | 410.2K | 165.98 | — |
| HD HOME DEPOT, INC. | 78.8M | 1.5% | 239.6K | 335.61 | -16.5% |
| TMO THERMO FISHER SCIENTIFIC INC. | 78.6M | 1.5% | 159.8K | 629.27 | +27.2% |
| NFLX NETFLIX INC | 77.2M | 1.5% | 803.2K | 79.59 | -34.4% |
| JPM JPMORGAN CHASE & CO | 73.1M | 1.4% | 248.4K | 351.58 | +20.3% |
| SNY Sanofi | 72.2M | 1.4% | 1.5M | 45.85 | -9.3% |
| VMC Vulcan Materials CO | 70.5M | 1.4% | 258.9K | 276.04 | -3.6% |
| SPGI S&P Global Inc. | 70.3M | 1.4% | 165.4K | 431.29 | -22.6% |
| ICE Intercontinental Exchange, Inc. | 68.7M | 1.3% | 436.9K | 161.25 | -11.1% |
| META Meta Platforms, Inc. | 68.3M | 1.3% | 119.3K | 549.90 | -26.5% |
| SHW SHERWIN WILLIAMS CO | 65.1M | 1.3% | 203.0K | 346.59 | -5.6% |
| FAST FASTENAL CO | 65.0M | 1.3% | 1.4M | 51.26 | +3.5% |
| ETN Eaton Corp plc | 64.8M | 1.3% | 181.2K | 419.20 | +21.1% |
| LLY ELI LILLY & Co | 64.4M | 1.3% | 70.0K | 1,255.40 | +78.0% |
| MCD MCDONALDS CORP | 62.8M | 1.2% | 202.2K | 270.95 | -13.5% |
| MA Mastercard Inc | 60.3M | 1.2% | 120.7K | 580.63 | -2.0% |
| KO COCA COLA CO | 59.8M | 1.2% | 785.8K | 91.10 | +28.9% |
| V VISA INC. | 59.2M | 1.2% | 195.9K | 371.04 | +7.9% |
| AON Aon plc | 58.5M | 1.1% | 181.2K | 355.11 | -5.1% |
| SBUX STARBUCKS CORP | 57.9M | 1.1% | 646.6K | 107.08 | +19.6% |
| JCI Johnson Controls International plc | 57.6M | 1.1% | 440.0K | 143.05 | +35.0% |
| TXN TEXAS INSTRUMENTS INC | 56.2M | 1.1% | 289.4K | 264.36 | +31.7% |
| PANW Palo Alto Networks Inc | 55.2M | 1.1% | 344.4K | 357.87 | +94.0% |
| KLAC KLA CORP | 54.5M | 1.1% | 37.0K | 183.99 | +109.5% |
| SYK STRYKER CORP | 54.1M | 1.1% | 164.5K | 329.45 | -15.9% |
| CDNS CADENCE DESIGN SYSTEMS INC | 54.0M | 1.1% | 194.4K | 319.02 | -7.7% |
| LRCX LAM RESEARCH CORP | 53.8M | 1.1% | 251.6K | 314.00 | +216.7% |
| SNPS SYNOPSYS INC | 53.6M | 1.1% | 135.2K | 397.87 | -33.8% |
| AMD ADVANCED MICRO DEVICES INC | 52.4M | 1.0% | 257.5K | 473.25 | +186.5% |
| ALC ALCON INC | 51.9M | 1.0% | 688.4K | 73.63 | -9.1% |
| CRM Salesforce, Inc. | 51.4M | 1.0% | 275.2K | 209.17 | -15.1% |
| FTV Fortive Corp | 49.4M | 1.0% | 894.4K | 60.08 | +25.1% |
| BSX BOSTON SCIENTIFIC CORP | 46.5M | 0.9% | 741.3K | 50.37 | -52.5% |
| NOW ServiceNow, Inc. | 46.4M | 0.9% | 443.9K | 128.48 | -27.8% |
| ITW ILLINOIS TOOL WORKS INC | 45.6M | 0.9% | 175.3K | 282.29 | +7.7% |
| CTAS CINTAS CORP | 44.0M | 0.9% | 260.2K | 203.79 | -6.0% |
| ROP ROPER TECHNOLOGIES INC | 38.8M | 0.8% | 109.5K | 411.79 | -23.8% |
| SNOW Snowflake Inc. | 36.9M | 0.7% | 244.8K | 332.78 | +70.8% |
| ZS Zscaler, Inc. | 32.0M | 0.6% | 227.8K | 181.75 | -33.6% |
| LSCC LATTICE SEMICONDUCTOR CORP | 31.9M | 0.6% | 343.6K | 117.69 | +91.7% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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