Nicholson Meyer Capital Management, Inc. Portfolio Holdings

Nicholson Meyer Capital Management, Inc.

  • $109 Billion
  • Q1 2025

Nicholson Meyer Capital Management, Inc. has filed its 13F form on April 25, 2025 for Q1 2025 where it was disclosed a total value porftolio of $109 Billion distributed in 45 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc Class B with a value of $12.5B, Ishares Tr Russell 1000 ETF with a value of $11.4B, Spdr Gold Trust with a value of $10.5B, Schwab Fundamental U S Large C with a value of $9.39B, and Goldman Sachs ETF Tr Activebet with a value of $8.98B.

Examining the 13F form we can see an increase of $109B in the current position value.

Nicholson Meyer Capital Management, Inc. is based out at Kansas City, MO

Below you can find more details about Nicholson Meyer Capital Management, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $109 Billion
ETFs: $76.3 Billion
Financial Services: $12.5 Billion
Technology: $7.54 Billion
Healthcare: $2.97 Billion
Energy: $2.91 Billion
Consumer Defensive: $2.76 Billion
Consumer Cyclical: $1.2 Billion
Basic Materials: $1.15 Billion
Other: $844 Million

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$691B
$12.5 Billion 11.48% of portfolio
23,428
Q1 2025 New
$3.36T
$2.43 Billion 2.24% of portfolio
10,957
Q1 2025 New
$840B
$2.05 Billion 1.88% of portfolio
2,477
Q1 2025 New
$277B
$1.62 Billion 1.49% of portfolio
14,975
Q1 2025 New
$1.93T
$1.2 Billion 1.1% of portfolio
6,311
Q1 2025 New
$2.92T
$1.03 Billion 0.95% of portfolio
2,738
Q1 2025 New
$258B
$908 Million 0.84% of portfolio
10,347
Q1 2025 New
$382B
$888 Million 0.82% of portfolio
5,212
Q1 2025 New
$217B
$844 Million 0.78% of portfolio
4,217
Q1 2025 New
$404B
$466 Million 0.43% of portfolio
2,810
Q1 2025 New
$208B
$456 Million 0.42% of portfolio
1,834
Q1 2025 New
$264B
$401 Million 0.37% of portfolio
2,525
Q1 2025 New
$329B
$220 Million 0.2% of portfolio
1,050
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 45
  • Current Value $109 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 25, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 45 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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