NICHOLAS COMPANY, INC.
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
Holdings in ORLY
Shares Held
Position Value (USD)
25 of 25 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $88,635,600 | 960,195 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $87,640,952 | 960,870 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $105,845,162 | 981,775 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $97,216,020 | 1,078,620 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $6,868,072 | 71,913 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $7,804,141 | 98,720 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $8,516,922 | 110,936 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $7,847,652 | 111,466 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $8,586,340 | 114,091 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $7,226,375 | 114,091 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $7,006,466 | 115,636 | Shares | Sole | 2024-02-13 | |
| 2023-06-30 | $7,365,112 | 115,646 | Shares | Sole | 2024-02-13 | |
| 2023-03-31 | $6,545,696 | 115,651 | Shares | Sole | 2024-02-13 | |
| 2022-12-31 | $6,817,290 | 121,156 | Shares | Sole | 2024-02-13 | |
| 2022-09-30 | $7,093,331 | 151,276 | Shares | Sole | 2024-02-13 | |
| 2022-06-30 | $6,370,494 | 151,256 | Shares | Sole | 2024-02-13 | |
| 2022-03-31 | $6,907,410 | 151,266 | Shares | Sole | 2024-02-13 | |
| 2021-12-31 | $7,193,705 | 152,791 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $6,227,551 | 152,871 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $5,770,844 | 152,881 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $5,170,438 | 152,896 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $5,522,283 | 183,031 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $5,626,134 | 183,031 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $5,144,817 | 183,016 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $3,670,823 | 182,901 | Shares | Sole | 2020-05-13 | |
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