J. Mark Nickell & Co.
CIK
1811161
Location
BRENTWOOD, TN
Portfolio Value
Micro
$465,883
Diversification
Highly concentrated
Filing Date
Mar 31, 2026
Global Rank
#8,192
/ 8,232
Top Industry
Medical Care Facilities
50.8%
Period ended 2 months ago
Filed May 20, 2026 · 25d
Clone Performance
May 2026–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
-3.1%
SPY
+0.2%
Annualised alpha
—
Max drawdown
−8.1%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
2 positions · as of Mar 31, 2026Top Position
50.8%
of portfolio value
Top 5
100.0%
of portfolio value
Top 10
100.0%
of portfolio value
HHI
5,001
Highly concentrated
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Healthcare | 50.8% | $236,620 |
| Industrials | 49.2% | $229,263 |
2 positions ·
$465,883 total
· as of Mar 31, 2026
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| HCA |
HCA Healthcare, Inc.
Healthcare
|
First | 500 | $236,620 | 50.79% | |
| DE |
Deere & Co
Industrials
|
First | 407 | $229,263 | 49.21% |