NICHOLAS COMPANY, INC.

CIK
903949
City
MILWAUKEE
State / Country
WI

Top Portfolio Positions

202 positions · $4,890,305,363 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio
NVDA
Nvidia Corp
Technology
1,157,174 $201,811,145 4.13%
AMZN
Amazon Com Inc
Consumer Cyclical
872,791 $181,776,181 3.72%
AAPL
Apple Inc.
Technology
662,630 $168,168,867 3.44%
MSFT
Microsoft Corp
Technology
451,856 $167,263,535 3.42%
ORLY
O Reilly Automotive Inc
Consumer Cyclical
960,195 $88,635,600 1.81%
TJX
Tjx Companies Inc /De/
Consumer Cyclical
536,200 $85,631,140 1.75%
COST
Costco Wholesale Corp /New
Consumer Defensive
84,494 $84,192,356 1.72%
WCN
Waste Connections, Inc.
Industrials
508,147 $82,543,398 1.69%
AVGO
Broadcom Inc.
Technology
263,472 $81,547,218 1.67%
AZN
Astrazeneca PLC
Healthcare
410,238 $80,907,138 1.65%

Portfolio Trend

25 quarters · across all stocks

Holdings in FTV

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Shares Held

Position Value (USD)

24 of 24 shown
Report Date Value (USD) Shares
2026-03-31 $49,440,220 894,360
2025-12-31 $49,381,204 894,425
2025-09-30 $43,821,065 894,490
2025-06-30 $46,632,370 894,540
2025-03-31 $49,331,935 894,555
2024-12-31 $50,558,906 894,555
2024-09-30 $53,215,566 894,680
2024-06-30 $50,240,823 899,725
2024-03-31 $58,332,831 899,880
2023-12-31 $49,938,044 900,010
2023-09-30 $50,297,508 900,010
2023-06-30 $50,711,153 900,010
2023-03-31 $46,198,646 899,305
2022-12-31 $43,543,794 899,340
2022-09-30 $39,519,900 899,535
2022-06-30 $35,811,954 873,895
2022-03-31 $40,139,417 874,200
2021-09-30 $46,499,349 874,375
2021-06-30 $45,087,116 857,910
2021-03-31 $45,662,649 857,790
2020-12-31 $46,155,480 864,845
2020-09-30 $41,563,412 864,845
2020-06-30 $36,913,014 865,140
2020-03-31 $29,165,945 838,020