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 PLUS

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Shares Held

Position Value (USD)

22 of 22 shown
Report Date Value (USD) Shares
2026-03-31 $6,278,483 83,435
2025-12-31 $7,479,757 85,288
2025-09-30 $6,369,099 89,693
2025-06-30 $6,468,307 89,713
2025-03-31 $5,477,320 89,748
2024-12-31 $6,630,582 89,748
2024-09-30 $8,825,818 89,748
2024-06-30 $7,053,828 95,736
2024-03-31 $8,789,254 111,908
2023-12-31 $9,173,216 114,895
2023-09-30 $7,488,372 117,890
2023-06-30 $7,044,537 125,125
2023-03-31 $6,137,601 125,155
2022-12-31 $5,911,822 133,510
2022-09-30 $5,542,266 133,420
2022-06-30 $7,087,270 133,420
2022-03-31 $9,044,720 161,340
2021-12-31 $8,692,999 161,340
2021-09-30 $4,675,937 91,140
2021-06-30 $3,950,246 91,135
2021-03-31 $4,543,833 91,205
2020-12-31 $4,012,498 91,245