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 SNY
Shares Held
Position Value (USD)
9 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $72,221,338 | 1,498,990 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $72,702,357 | 1,500,255 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $70,817,228 | 1,500,365 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $67,501,872 | 1,397,265 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $70,437,250 | 1,270,055 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $61,246,071 | 1,269,875 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $73,180,014 | 1,269,825 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $59,460,774 | 1,225,490 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $55,091,502 | 1,133,570 | Shares | Sole | 2024-05-14 | |
| No 13F history on record for this holder in this stock. | ||||||