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 | Open |
|---|---|---|---|---|---|
| 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 RJF
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $22,419,283 | 154,840 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $24,853,711 | 154,765 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $26,719,343 | 154,805 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $24,778,457 | 161,560 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $22,449,939 | 161,615 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $26,170,775 | 168,485 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $21,992,224 | 179,587 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $24,468,475 | 197,949 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $25,436,663 | 198,074 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $22,085,251 | 198,074 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $19,892,571 | 198,074 | Shares | Sole | 2024-02-13 | |
| 2023-06-30 | $20,574,892 | 198,274 | Shares | Sole | 2024-02-13 | |
| 2023-03-31 | $18,493,015 | 198,274 | Shares | Sole | 2024-02-13 | |
| 2022-12-31 | $21,185,576 | 198,274 | Shares | Sole | 2024-02-13 | |
| 2022-09-30 | $21,237,307 | 214,909 | Shares | Sole | 2024-02-13 | |
| 2022-06-30 | $20,832,887 | 233,004 | Shares | Sole | 2024-02-13 | |
| 2022-03-31 | $25,616,613 | 233,069 | Shares | Sole | 2024-02-13 | |
| 2021-12-31 | $29,862,574 | 297,436 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $29,042,453 | 314,721 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $18,164,783 | 209,755 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $20,079,830 | 245,755 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $16,527,630 | 259,135 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $12,589,186 | 259,535 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $10,479,833 | 228,385 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $7,197,842 | 170,835 | Shares | Sole | 2020-05-13 | |
| No 13F history on record for this holder in this stock. | ||||||