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 $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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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